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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 7  ·  123 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 +10.3%
2 IVV ISHARES TR 41,298.0 $28.3M 7.09% +6K +16.1% $684.94 +10.1%
3 IVE ISHARES TR 128,896.0 $27.3M 6.85% +37K +40.3% $212.07 +7.8%
4 IEMG ISHARES INC 353,452.0 $23.8M 5.96% +70K +24.5% $67.22 +24.4%
5 IVW ISHARES TR 182,870.0 $22.5M 5.65% +3K +1.7% $123.26 +12.1%
6 OEF ISHARES TR 64,691.0 $22.2M 5.56% +3K +4.7% $342.97 +8.9%
7 BINC BLACKROCK ETF TRUST II 325,159.0 $17.2M 4.30% +24K +8.1% $52.77 -0.8%
8 EFV ISHARES TR 198,697.0 $14.2M 3.56% -19K -8.6% $71.41 +10.8%
9 QUAL ISHARES TR 65,709.0 $13.1M 3.27% -52K -44.4% $198.62 +8.6%
10 QLTA ISHARES TR 270,386.0 $13.0M 3.26% -12K -4.2% $48.09 -1.2%
11 TLH ISHARES TR 126,944.0 $12.9M 3.23% -68K -35.0% $101.67 -2.0%
12 THRO BLACKROCK ETF TRUST 286,841.0 $11.1M 2.77% +5K +1.9% $38.56 +11.6%
13 BAI BLACKROCK ETF TRUST 323,351.0 $10.8M 2.70% +25K +8.2% $33.30 +49.5%
14 IAU ISHARES GOLD TR Financial Services 132,637.0 $10.8M 2.70% -3K -2.2% $81.17 +3.1%
15 IAGG ISHARES TR 211,065.0 $10.6M 2.65% +7K +3.4% $50.01 +0.5%
16 MBB ISHARES TR 110,454.0 $10.5M 2.64% +5K +4.5% $95.22 -0.8%
17 MTUM ISHARES TR 40,265.0 $10.1M 2.53% +15K +59.3% $250.31 +24.9%
18 SCHR SCHWAB STRATEGIC TR 324,019.0 $8.1M 2.04% +54K +19.8% $25.08 -1.6%
19 SHLD GLOBAL X FDS 101,230.0 $6.6M 1.64% +6K +5.9% $64.79 +1.3%
20 JAAA JANUS DETROIT STR TR 112,574.0 $5.7M 1.43% +20K +22.0% $50.58 +0.3%
Page 1 of 7  ·  123 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%