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Portfolio (Quarterly) Guide ↗

Kellett Wealth Advisors, LLC

· CIK 0001910381
13F Portfolio $166M AUM Filed Oct 21, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 76 New
Page 4 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WMB WILLIAMS COS INC Energy 4,200.0 $266K 0.16% NEW $63.35 +23.6%
62 WM WASTE MGMT INC DEL Industrials 1,202.0 $265K 0.16% NEW $220.83 -0.4%
63 MO ALTRIA GROUP INC Consumer Defensive 3,975.0 $263K 0.16% NEW $66.05 +11.8%
64 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 13,477.0 $260K 0.16% NEW $19.29 +3.4%
65 CSCO CISCO SYS INC Technology 3,727.0 $255K 0.15% NEW $68.43 +68.4%
66 IVV ISHARES TR 380.0 $254K 0.15% NEW $669.30 +11.0%
67 MRK MERCK & CO INC Healthcare 2,816.0 $236K 0.14% NEW $83.93 +34.7%
68 TIDAL TRUST III 11,000.0 $235K 0.14% NEW $21.35
69 ADI ANALOG DEVICES INC Technology 906.0 $223K 0.13% NEW $245.71 +58.5%
70 PBA PEMBINA PIPELINE CORP Energy 5,400.0 $218K 0.13% NEW $40.46 +22.0%
71 LLY ELI LILLY & CO Healthcare 284.0 $217K 0.13% NEW $763.00 +32.0%
72 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 643.0 $208K 0.12% NEW $323.12 +21.9%
73 RSP INVESCO EXCHANGE TRADED FD T 1,090.0 $207K 0.12% NEW $189.70 +7.2%
74 SPYD SPDR SERIES TRUST 4,600.0 $202K 0.12% NEW $44.00 +6.9%
75 SCANTECH AI SYS INC 10,000.0 $4K 0.00% NEW $0.41
76 NUVVE HOLDING CORP 11,000.0 $3K 0.00% NEW $0.23
Page 4 of 4  ·  76 positions

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 60.4%
Technology 13.4%
Consumer Defensive 10.6%
Healthcare 4.9%
Consumer Cyclical 3.3%
Communication Services 2.5%
Energy 2.3%
Utilities 1.4%
Industrials 1.2%