Kelly Financial Services LLC
Q3 2025 13F Holdings
- Locationbraintree, MA
- Num holdings
114
- Value ($000)
$386,152
- Date Filed10/15/2025
- Form type13F-HR
- CIK0002023336
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $31.45 M | 8 % | 531,212 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $23.82 M | 6 % | 35,582 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $22.99 M | 6 % | 118,199 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $21.70 M | 6 % | 179,795 | ||
OEF ISHARES TR | S&P 100 ETF | 464287101 | $20.57 M | 5 % | 61,811 | ||
TLH ISHARES TR | 10-20 YR TRS ETF | 464288653 | $20.13 M | 5 % | 195,420 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $18.97 M | 5 % | 91,875 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $18.72 M | 5 % | 283,941 | ||
BINC BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 | $16.01 M | 4 % | 300,764 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $14.74 M | 4 % | 217,326 |
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