13F Insight
DOSSIER · 13F-HR · Q3 2026

Kelly Financial Services LLC

$463M in tracked AUM across 130 positions as of Q3 2026.

KF
CIK 0002023336 · last filed Sep 30, 2026
Total AUM
$463M
as of Q3 2026
Holdings
130
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Kelly Financial Services LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

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.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$76M100K16.5%02
CORO
BLACKROCK ETF TRUST
$34M937K7.4%03
IVW
ISHARES TR
$27M190K5.8%04
DYNF
BLACKROCK ETF TRUST
$26M370K5.5%05
IVE
ISHARES TR
$21M91K4.5%06
BINC
BLACKROCK ETF TRUST II
$18M352K3.9%07
GOVT
ISHARES TR
$16M734K3.5%08
TLH
ISHARES TR
$14M152K3.0%09
GGOV
BLACKROCK ETF TRUST II
$13M254K2.8%10
BAI
BLACKROCK ETF TRUST
$13M265K2.7%

Filing history

2026Q3Sep 30
$463M▼ 0.9%
130 positionsView →2026Q2Jun 30
$467M▲ 12.9%
141 positionsView →2026Q1Mar 31
$414M▲ 3.7%
128 positionsView →2025Q4Dec 31
$399M▲ 3.3%
123 positionsView →2025Q3Sep 30
$386M▲ 13.8%
114 positionsLocked2025Q2Jun 30
$339M▲ 264.3%
116 positionsLocked2025Q1Mar 31
$93M▼ 66.4%
49 positionsLocked2024Q4Dec 31
$277M▲ 1.7%
114 positionsLocked2024Q3Sep 30
$273M▼ 2.5%
112 positionsLocked2024Q2Jun 30
$280M▲ 7.0%
802 positionsLocked2024Q1Mar 31
$261M▲ 5.7%
803 positionsLocked2023Q4Dec 31
$247M▲ 13.4%
785 positionsLocked
Showing 12 of 31