Kelly Financial Services LLC
Kelly Financial Services LLC reported 141 positions worth $467.2M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: IVV (15.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $70.8M | 15.16% | 94,579 | — | — | |
| ▸ 2 | CORO | SH | $33.2M | 7.10% | 906,269 | — | — | |
| ▸ 3 | IVW | SH | $25.6M | 5.48% | 186,168 | — | — | |
| ▸ 4 | DYNF | SH | $24.2M | 5.19% | 356,559 | — | — | |
| ▸ 5 | IVE | SH | $20.9M | 4.47% | 92,005 | — | — | |
| ▸ 6 | BINC | SH | $18.1M | 3.88% | 346,715 | — | — | |
| ▸ 7 | GOVT | SH | $14.7M | 3.15% | 646,386 | — | — | |
| ▸ 8 | BAI | SH | $14.2M | 3.03% | 268,572 | — | — | |
| ▸ 9 | TLH | SH | $13.2M | 2.83% | 131,731 | — | — | |
| ▸ 10 | SCHR | SH | $13.0M | 2.78% | 527,022 | — | — |
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Frequently Asked Questions
What stocks does Kelly Financial Services LLC hold as of Q2 2026?
Kelly Financial Services LLC reported 141 positions worth $467.2M in its Q2 2026 13F filing. Largest positions: IVV (15.2%), CORO (7.1%), IVW (5.5%), DYNF (5.2%) and IVE (4.5%).
What did Kelly Financial Services LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Kelly Financial Services LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.