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Kelly Financial Group - Q2 2026 13F Filings

KE

Kelly Financial Group LLC

CIK: 0001128066
Address: Connecticut Wethersfield 100 Great Meadow Road Suite 701
$450.06 M
Portfolio Value
107
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 10/16/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. IWF Ishares Russell 1000 Growth Etf
+$18.61 M
2. BBUS Jpmorgan Betabuilders Us Equity Etf
+$3.78 M
3. NN Nextnav
+$2.74 M
4. LDUR Pimco Enhanced Low Duration Active Etf
+$1.59 M
5. JCPB Jpmorgan Core Plus Bond Etf
+$1.57 M

Top Sells

Q2 2026
1. JIRE Jpmorgan Int Res Enh Eqty
−$3.09 M
2. XOM Exxon Mobil Corporation
−$544,169
3. GOVT Ishares Us Treasury Bond Etf
−$240,418
4. TLH Ishares 10-20 Year Treasury Bond Etf
−$223,397
5. RSP Invesco S&P 500 Equal Weight Etf
−$127,449.21

Asset Allocation

Stocks/ETFs
+13.18%
$450.06 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Kelly Financial Group Q2 2026 Filing Summary

Kelly Financial Group LLC filed its 13F report for Q2 2026 on July 14, 2026. The portfolio totaled 450.06 M reflecting a +13.18% change from the prior quarter, spanning 107 assets. The top 10 holdings comprised 68.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 11 new positions and 4 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Kelly Financial Group’s Q2 2026 Filing

Kelly Financial Group submitted their Form 13F-HR for the Q2 2026 period on 07/14/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Kelly Financial Group reported a managed portfolio value of 450.06 M, consisting of 107 individual positions.

This page displays the raw filing documents. To see which stocks Kelly Financial Group bought or sold during Q2 2026, please visit Kelly Financial Group's Portfolio Analysis page.