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Portfolio (Quarterly) Guide ↗

Kellett Wealth Advisors, LLC

· CIK 0001910381
13F Portfolio $175M AUM 79 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 8 New 46 Added 14 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 UNOV INNOVATOR ETFS TRUST 80,900.0 $3.1M 1.76% NEW $38.06 +4.1%
2 PALL ABRDN PALLADIUM ETF TRUST Financial Services 2,668.0 $388K 0.22% NEW $145.38 -83.1%
3 GS GOLDMAN SACHS GROUP INC Financial Services 313.0 $275K 0.16% NEW $879.95 +7.2%
4 XLF SELECT SECTOR SPDR TR 4,610.0 $253K 0.14% NEW $54.78 -7.2%
5 PLTR PALANTIR TECHNOLOGIES INC Technology 1,376.0 $245K 0.14% NEW $177.75 -25.2%
6 SGOV ISHARES TR 2,222.0 $223K 0.13% NEW $100.38 +0.2%
7 MS MORGAN STANLEY Financial Services 1,145.0 $203K 0.12% NEW $177.56 +7.2%
8 GPUS HYPERSCALE DATA INC Industrials 10,000.0 $2K 0.00% NEW $0.18 -28.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 60.2%
Technology 13.5%
Consumer Defensive 10.5%
Healthcare 5.1%
Consumer Cyclical 3.4%
Communication Services 2.9%
Energy 2.3%
Utilities 1.3%
Industrials 0.9%