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Filers›Pension Fund›Kelly Financial Services LLC
DOSSIER · 13F-HR · Q1 2026

Kelly Financial Services LLC

Kelly Financial Services's pension fund based in Boston, MA — $414M in tracked AUM across 128 positions as of Q1 2026.

KF
Kelly Financial Services·Boston, MA·Pension Fund
CIK 0002023336 · last filed Mar 31, 2026
Total AUM
$414M
▼ 15.8%
vs prior
Holdings
128
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
51% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Kelly Financial Services LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$39M60K9.4%
02
CORO
BLACKROCK ETF TRUST
$29M892K6.9%
03
IVE
ISHARES TR
$25M119K6.1%
04
IVW
ISHARES TR
$21M191K5.2%
05
DYNF
BLACKROCK ETF TRUST
$21M361K5.1%
06
BINC
BLACKROCK ETF TRUST II
$17M334K4.2%
07
IEMG
ISHARES INC
$14M206K3.5%
08
GOVT
ISHARES TR
$14M591K3.3%
09
QUAL
ISHARES TR
$12M65K3.0%
10
TLH
ISHARES TR
$12M122K3.0%

Filing history

Filing history loading…
AI Agent · grounded in Kelly
haiku-4-5 · 128 positions indexed
Sector mix
  • Tech51%
  • Health Care14%
  • Cons. Disc.7%
  • Communications27%
  • Energy6%
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