KELLY FINANCIAL GROUP LLC - Portfolio Stock Holdings
KELLY FINANCIAL GROUP LLC disclosed 110 stock positions in a recent SEC 13F filing. $814,708,302 of stock holdings were filed, with the largest holdings including VOYA, BBUS, and JIRE. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $474,882,133 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
110Est. Stock Holding Value:
$814,708,302Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - KELLY FINANCIAL GROUP LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...