account_balance
Investment manager · 13F filer · SEC CIK 1128066
Kelly Financial Group LLC
Reported value$435Mas of Sep 30, 2026
Positions105 6 new, 8 sold out
Top 10 weight67.6%BBUS alone is 17%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BBUSJ P Morgan Exchange Traded F
16.7%
JIREJ P Morgan Exchange Traded F
8.8%
JEMAJ P Morgan Exchange Traded F
7.2%Added +3%
JCPBJ P Morgan Exchange Traded F
6.6%Trimmed −6%
IWFiShares Tr
5.8%
LDURPimco ETF Tr
5.5%Trimmed −16%
JQUAJ P Morgan Exchange Traded F
4.5%
AGGiShares Tr
4.3%Trimmed −2%
BBIBJ P Morgan Exchange Traded F
4.3%
DFLVDimensional ETF Trust
3.9%
DFISDimensional ETF Trust
2.6%
AAPLApple Inc.
2.5%
BBUSJ P Morgan Exchange Traded F
16.7%
JIREJ P Morgan Exchange Traded F
8.8%
JEMAJ P Morgan Exchange Traded F
7.2%
JCPBJ P Morgan Exchange Traded F
6.6%
IWFiShares Tr
5.8%
LDURPimco ETF Tr
5.5%−16%
JQUAJ P Morgan Exchange Traded F
4.5%
AGGiShares Tr
4.3%
BBIB4.3%
DFLV
DFIS2.6%
AAPLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BBUS J P Morgan Exchange Traded F 16.7% Held
JIRE J P Morgan Exchange Traded F 8.8% Held
JEMA J P Morgan Exchange Traded F 7.2% Added +3%
JCPB J P Morgan Exchange Traded F 6.6% Trimmed −6%
IWF iShares Tr 5.8% Held
LDUR Pimco ETF Tr 5.5% Trimmed −16%
JQUA J P Morgan Exchange Traded F 4.5% Held
AGG iShares Tr 4.3% Trimmed −2%
BBIB J P Morgan Exchange Traded F 4.3% Held
DFLV Dimensional ETF Trust 3.9% Held
DFIS Dimensional ETF Trust 2.6% Held
AAPL Apple Inc. 2.5% HeldWhat changed
Biggest moves since Jun 30, 2026
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