Kelly Financial Services LLC - Portfolio Stock Holdings
Kelly Financial Services LLC disclosed 148 stock positions in a recent SEC 13F filing. $467,263,577 of stock holdings were filed, with the largest holdings including IVV, CORO, and IVW. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $623,597,927 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
148Est. Stock Holding Value:
$467,263,577Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Kelly Financial Services LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...