KELLY FINANCIAL GROUP LLC: 13F holdings
CIK 11280662026Q2
| Positions | 107 |
|---|
| Reported value | $853.7m |
|---|
| Filed | 2026-07-14 |
|---|
Change since last quarter
| Positions | 107 (+7 vs prior quarter) |
|---|
| Reported value | $853.7m (+6.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOYA VOYA FINANCIAL INC | 4,077,462 | $407.7m | 47.8% |
| BBUS J P MORGAN EXCHANGE TRADED F | 525,852 | $70.8m | 8.3% |
| JIRE J P MORGAN EXCHANGE TRADED F | 459,051 | $37.9m | 4.4% |
| JCPB J P MORGAN EXCHANGE TRADED F | 686,820 | $32.2m | 3.8% |
| JEMA J P MORGAN EXCHANGE TRADED F | 490,232 | $31.3m | 3.7% |
| LDUR PIMCO ETF TR | 299,442 | $28.6m | 3.4% |
| IWF ISHARES TR | 198,448 | $24.6m | 2.9% |
| DIMENSIONAL ETF TRUST | 329,931 | $23.1m | 2.7% |
| AGG ISHARES TR | 204,205 | $20.2m | 2.4% |
| J P MORGAN EXCHANGE TRADED F | 200,552 | $19.6m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1128066")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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