Kellett Wealth Advisors, LLC - Portfolio Stock Holdings
Kellett Wealth Advisors, LLC disclosed 114 stock positions in a recent SEC 13F filing. $273,321,417 of stock holdings were filed, with the largest holdings including SGOV, IPKW, and SPYM. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.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:
Sept. 30, 2026No. of Stocks:
114Est. Stock Holding Value:
$273,321,417Top Stock Holdings By Sector
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Portfolio Stock Holdings - Kellett Wealth Advisors, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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