Kellett Wealth Advisors, LLC

Comprehensive Analysis of SEC 13F Filing: Kellett Wealth Advisors, LLC

1. Portfolio Overview

Kellett Wealth Advisors, LLC reported a significant expansion in assets under management, with the total portfolio value growing by 76.8% from approximately $99.02 million to $175.07 million during the quarter ended December 31, 2025. This substantial increase indicates a combination of strong market performance on existing holdings and likely significant net capital inflows from clients. The p...