Kelsey Financial, LLC
Q4 2025 13F Holdings
- Locationmoorpark, CA
- Num holdings
62
- Value ($000)
$116,415
- Date Filed01/23/2026
- Form type13F-HR
- CIK0002022609
- 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 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $19.47M | 17 % | 31,687 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | $12.91M | 11 % | 61,396 | ||
ISHARES TR | IBOXX INV CP ETF | 464287242 | $10.37M | 9 % | 94,131 | ||
ISHARES TR | ISHS 1-5YR INVS | 464288646 | $9.22M | 8 % | 174,315 | ||
BROADCOM INC | COM | 11135F101 | $8.76M | 8 % | 25,297 | ||
AMGEN INC | COM | 031162100 | $7.13M | 6 % | 21,796 | ||
ISHARES TR | RUS MDCP VAL ETF | 464287473 | $5.44M | 5 % | 38,586 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $5.23M | 5 % | 71,040 | ||
ISHARES TR | RUS MD CP GR ETF | 464287481 | $3.94M | 3 % | 28,770 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $3.05M | 3 % | 4,469 |
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