DOSSIER · 13F-HR · Q1 2026
KELLY FINANCIAL GROUP LLC
KELLY FINANCIAL's family office based in Greenwich, CT — $398M in tracked AUM across 100 positions as of Q1 2026.
KF
KELLY FINANCIAL·Greenwich, CT·Family Office
CIK 0001128066 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 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...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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