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Kelsey Financial, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    moorpark, CA
  • CIK
    0002022609
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

63

$114.35M
NDQ, IWD, LQD, IGSB
13F-HR
May 6, 2026
000202260926000002

62

$116.42M
NDQ, IWD, LQD, IGSB
13F-HR
Jan 23, 2026
000202260926000001
Kelsey Financial, Llc 13F Filings