Kellett Wealth Advisors, LLC - Portfolio Stock Holdings
Kellett Wealth Advisors, LLC disclosed 98 stock positions in a recent SEC 13F filing. $214,607,378 of stock holdings were filed, with the largest holdings including SPY, USEP, and IPKW. This filing represented positions held on June 30, 2026, and was filed on July 23, 2026.We estimate the fund has a total AUM of $344,003,237 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
98Est. Stock Holding Value:
$214,607,378Top Stock Holdings By Sector
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Portfolio Stock Holdings - Kellett Wealth Advisors, LLC
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Holdings (Shares)
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% of Portfolio
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