Kelsey Financial, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q4 2025
  • Location
    moorpark, CA
  • CIK
    0002022609
  • All SEC filings

Q4 2025 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

62

$116.42M
NDQ, IWD, LQD, IGSB
13F-HR
Jan 23, 2026
000202260926000001