account_balance
Investment manager · 13F filer · SEC CIK 2023336
Kelly Financial Services LLC
Reported value$463Mas of Sep 30, 2026
Positions130 8 new, 19 sold out
Top 10 weight55.5%IVV alone is 16%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
16.5%Added +5%
COROBlackRock ETF Trust
7.4%Added +3%
IVWiShares Tr
5.8%
DYNFBlackRock ETF Trust
5.5%Added +4%
IVEiShares Tr
4.5%
BINCBlackRock ETF Trust II
3.9%
GOVTiShares Tr
3.5%Added +14%
TLHiShares Tr
3.0%Added +16%
GGOVBlackRock ETF Trust II
2.8%Added +42%
BAIBlackRock ETF Trust
2.7%
BLCRBlackRock ETF Trust
2.7%Added +56%
SCHRSchwab Strategic Tr
2.6%Trimmed −5%
IVViShares Tr
16.5%Added +5%
COROBlackRock ETF Trust
7.4%
IVWiShares Tr
5.8%
DYNFBlackRock ETF Trust
5.5%
IVEiShares Tr
4.5%
BINCBlackRock ETF Trust II
3.9%
GOVTiShares Tr
3.5%
TLHiShares Tr
3.0%
GGOV2.8%
BAI2.7%
BLCR2.7%
SCHR2.6%
Boxes 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
IVV iShares Tr 16.5% Added +5%
CORO BlackRock ETF Trust 7.4% Added +3%
IVW iShares Tr 5.8% Held
DYNF BlackRock ETF Trust 5.5% Added +4%
IVE iShares Tr 4.5% Held
BINC BlackRock ETF Trust II 3.9% Held
GOVT iShares Tr 3.5% Added +14%
TLH iShares Tr 3.0% Added +16%
GGOV BlackRock ETF Trust II 2.8% Added +42%
BAI BlackRock ETF Trust 2.7% Held
BLCR BlackRock ETF Trust 2.7% Added +56%
SCHR Schwab Strategic Tr 2.6% Trimmed −5%
What changed
Biggest moves since Jun 30, 2026
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