Kelsey Financial, LLC: 13F holdings
CIK 20226092026Q2
| Positions | 65 |
|---|
| Reported value | $131.8m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 65 (+2 vs prior quarter) |
|---|
| Reported value | $131.8m (+15.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| QQQ INVESCO QQQ TR | 37,403 | $27.5m | 20.9% |
| IWD ISHARES TR | 50,631 | $12.3m | 9.3% |
| LQD ISHARES TR | 95,170 | $10.4m | 7.9% |
| IGSB ISHARES TR | 180,138 | $9.4m | 7.2% |
| AVGO BROADCOM INC | 23,803 | $9.0m | 6.8% |
| AMGN AMGEN INC | 21,792 | $7.9m | 6.0% |
| IWS ISHARES TR | 36,016 | $5.9m | 4.5% |
| VEU VANGUARD INTL EQUITY INDEX F | 62,894 | $5.3m | 4.0% |
| IWP ISHARES TR | 34,500 | $5.1m | 3.8% |
| IWN ISHARES TR | 15,110 | $3.3m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2022609")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples