Kelly Financial Services LLC
Q4 2025 13F Holdings
- Locationbraintree, MA
- Num holdings
123
- Value ($000)
$398,986
- Date Filed01/13/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $33.06M | 8 % | 543,668 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $28.29M | 7 % | 41,298 | ||
ISHARES TR | S&P 500 VAL ETF | 464287408 | $27.33M | 7 % | 128,896 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | $23.76M | 6 % | 353,452 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | $22.54M | 6 % | 182,870 | ||
ISHARES TR | S&P 100 ETF | 464287101 | $22.19M | 6 % | 64,691 | ||
BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 | $17.16M | 4 % | 325,159 | ||
ISHARES TR | EAFE VALUE ETF | 464288877 | $14.19M | 4 % | 198,697 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | $13.05M | 3 % | 65,709 | ||
ISHARES TR | A RATE CP BD ETF | 46429B291 | $13M | 3 % | 270,386 |
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