DOSSIER · 13F-HR · Q3 2026
KELLY FINANCIAL GROUP LLC
$435M in tracked AUM across 105 positions as of Q3 2026.
KF
CIK 0001128066 · last filed Sep 30, 2026
AI Analysis · Q3 2026
1. Portfolio Overview
Kelly Financial Group LLC reported a significant expansion in assets under management for the quarter ending December 31, 2025. The total portfolio value grew by 33.9%, increasing from $293.91 million to $393.41 million. This growth is attributed to a combination of market appreciation and substantial capital inflows, evidenced by the high volume of trading activity. The portfolio consists of 96 holdings, indicating a diversified approach. The investment strategy is he...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.