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Kelly Financial Group - Q4 2025 13F Filings

KE

Kelly Financial Group LLC

CIK: 0001128066
Address: Connecticut Wethersfield 100 Great Meadow Road Suite 701
$393.41 M
Portfolio Value
96
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 10/16/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. BBUS Jpmorgan Betabuilders Us Equity Etf
+$2.48 M
2. JCPB Jpmorgan Core Plus Bond Etf
+$1.26 M
3. BBIN Jpmorgan Betabuilders International Equity Etf
+$1.07 M
4. DFAT Dimensional Us Targeted Value Etf
+$832,607.36
5. LDUR Pimco Enhanced Low Duration Active Etf
+$785,671.01

Top Sells

Q4 2025
1. SCHZ Schwab Us Aggregate Bond Etf
−$204,212
2. IVV Ishares Core S&P 500 Etf
−$138,982.01
3. RSP Invesco S&P 500 Equal Weight Etf
−$102,867.71
4. IXUS Ishares Core Msci Total International Stock Etf
−$95,981.6
5. IAGG Ishares Core International Aggregate Bond Etf
−$76,865.55

Asset Allocation

Stocks/ETFs
+4.32%
$353.12 M 89.76%
Options
$0 0.00%
Debt
$0 0.00%
Other
+4.60%
$40.29 M 10.24%

Sector Allocation (Stocks)

Kelly Financial Group Q4 2025 Filing Summary

Kelly Financial Group LLC filed its 13F report for Q4 2025 on January 23, 2026. The portfolio totaled 393.41 M reflecting a +4.35% change from the prior quarter, spanning 96 assets. The top 10 holdings comprised 74.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 2 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 Q4 2025 Filing

Kelly Financial Group submitted their Form 13F-HR for the Q4 2025 period on 01/23/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Kelly Financial Group reported a managed portfolio value of 393.41 M, consisting of 96 individual positions.

This page displays the raw filing documents. To see which stocks Kelly Financial Group bought or sold during Q4 2025, please visit Kelly Financial Group's Portfolio Analysis page.