Kelly Financial Services LLC: 13F holdings
CIK 20233362026Q2
| Positions | 141 |
|---|
| Reported value | $467.2m |
|---|
| Filed | 2026-07-14 |
|---|
Change since last quarter
| Positions | 141 (+13 vs prior quarter) |
|---|
| Reported value | $467.2m (+12.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 94,579 | $70.8m | 15.2% |
| CORO BLACKROCK ETF TRUST | 906,269 | $33.2m | 7.1% |
| IWF ISHARES TR | 186,168 | $25.6m | 5.5% |
| DYNF BLACKROCK ETF TRUST | 356,559 | $24.2m | 5.2% |
| IVE ISHARES TR | 92,005 | $20.9m | 4.5% |
| BINC BLACKROCK ETF TRUST II | 346,715 | $18.1m | 3.9% |
| GOVT ISHARES TR | 646,386 | $14.7m | 3.2% |
| BAI BLACKROCK ETF TRUST | 268,572 | $14.2m | 3.0% |
| TLH ISHARES TR | 131,731 | $13.2m | 2.8% |
| SCHR SCHWAB STRATEGIC TR | 527,022 | $13.0m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2023336")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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