KELLY FINANCIAL GROUP LLC
Q4 2025 13F Holdings
- Locationwethersfield, CT
- Num holdings
96
- Value ($000)
$393,409
- Date Filed01/23/2026
- Form type13F-HR
- CIK0001128066
- 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 |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED F | BETABUILDRS US | 46641Q399 | $63.55M | 16 % | 515,353 | ||
J P MORGAN EXCHANGE TRADED F | BETABUILDERS I | 46641Q373 | $39.16M | 10 % | 541,542 | ||
J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $30.12M | 8 % | 633,585 | ||
PIMCO ETF TR | ENHNCD LW DUR AC | 72201R718 | $26.46M | 7 % | 274,819 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | $21.68M | 6 % | 45,811 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $20.89M | 5 % | 209,181 | ||
J P MORGAN EXCHANGE TRADED F | ACTIVEBLDRS EMER | 46641Q266 | $20.64M | 5 % | 421,311 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $19.43M | 5 % | 326,315 | ||
J P MORGAN EXCHANGE TRADED F | BETABUILDERS US | 46654Q849 | $18.14M | 5 % | 181,992 | ||
J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $16.45M | 4 % | 260,373 |
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