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Portfolio (Quarterly) Guide ↗

Kelly Financial Services LLC

· CIK 0002023336
13F Portfolio $399M AUM 123 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 14 New 37 Added 56 Reduced 5 Exited
Page 1 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DYNF BLACKROCK ETF TRUST 543,668.0 $33.1M 8.29% +12K +2.3% $60.81 +10.2%
2 IVV ISHARES TR 41,298.0 $28.3M 7.09% +6K +16.1% $684.94 +10.0%
3 IVE ISHARES TR 128,896.0 $27.3M 6.85% +37K +40.3% $212.07 +7.7%
4 IEMG ISHARES INC 353,452.0 $23.8M 5.96% +70K +24.5% $67.22 +24.0%
5 IVW ISHARES TR 182,870.0 $22.5M 5.65% +3K +1.7% $123.26 +11.9%
6 OEF ISHARES TR 64,691.0 $22.2M 5.56% +3K +4.7% $342.97 +8.8%
7 BINC BLACKROCK ETF TRUST II 325,159.0 $17.2M 4.30% +24K +8.1% $52.77 -0.8%
8 THRO BLACKROCK ETF TRUST 286,841.0 $11.1M 2.77% +5K +1.9% $38.56 +11.4%
9 BAI BLACKROCK ETF TRUST 323,351.0 $10.8M 2.70% +25K +8.2% $33.30 +48.5%
10 IAGG ISHARES TR 211,065.0 $10.6M 2.65% +7K +3.4% $50.01 +0.4%
11 MBB ISHARES TR 110,454.0 $10.5M 2.64% +5K +4.5% $95.22 -0.8%
12 MTUM ISHARES TR 40,265.0 $10.1M 2.53% +15K +59.3% $250.31 +24.6%
13 SCHR SCHWAB STRATEGIC TR 324,019.0 $8.1M 2.04% +54K +19.8% $25.08 -1.6%
14 SHLD GLOBAL X FDS 101,230.0 $6.6M 1.64% +6K +5.9% $64.79 +1.1%
15 JAAA JANUS DETROIT STR TR 112,574.0 $5.7M 1.43% +20K +22.0% $50.58 +0.3%
16 HYGW ISHARES TR 160,230.0 $4.8M 1.20% +28K +21.0% $29.86 -2.5%
17 EMB ISHARES TR 45,112.0 $4.3M 1.09% +2K +4.3% $96.28 -0.4%
18 IGEB ISHARES TR 86,851.0 $4.0M 0.99% +14K +19.4% $45.66 -1.3%
19 BLACKROCK ETF TRUST II 46,599.0 $2.3M 0.57% +4K +10.7% $48.68
20 MSFT MICROSOFT CORP Technology 4,654.0 $2.3M 0.56% +217.0 +4.9% $483.57 -14.4%
Page 1 of 2  ·  37 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 39.8%
Technology 20.9%
Basic Materials 10.4%
Consumer Cyclical 8.7%
Communication Services 4.5%
Healthcare 4.5%
Industrials 4.0%
Energy 3.6%
Consumer Defensive 2.4%
Real Estate 0.6%