StockDriftsStockDriftsTop 50 Kelly Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BBUS | J P MORGAN EXCHANGE TRADED F | 15.74% | 525.9K | $70.8M | +5.64%(+28.06K) | $106.63(+30.88%) | 2026-06-30 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 8.41% | 459.1K | $37.9M | -7.54%(-37.44K) | $75.31(+13.92%) | 2026-06-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 7.16% | 686.8K | $32.2M | +5.12%(+33.48K) | $47.13(-1.96%) | 2026-06-30 | |
| JEMA | J P MORGAN EXCHANGE TRADED F | 6.96% | 490.2K | $31.3M | +1.32%(+6.41K) | $40.81(+49.23%) | 2026-06-30 | |
| LDUR | PIMCO ETF TR | 6.36% | 299.4K | $28.6M | +5.89%(+16.66K) | $95.54(-0.23%) | 2026-06-30 | |
| IWF | ISHARES TR | 5.48% | 198.4K | $24.6M | +2.21%(+4.29K) | $98.25(+27.52%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 5.12% | 329.9K | $23.1M | +0.78%(+2.54K) | $55.41(+30.26%) | 2026-06-30 | |
| AGG | ISHARES TR | 4.49% | 204.2K | $20.2M | +6.85%(+13.09K) | $98.97(-1.57%) | 2026-06-30 | |
| BBIB | J P MORGAN EXCHANGE TRADED F | 4.36% | 200.6K | $19.6M | +8.33%(+15.42K) | $98.22(-1.66%) | 2026-06-30 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 4.34% | 270.3K | $19.5M | -0.03%(-71) | $57.69(+29.39%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +22.51% |
| Top 20 Holdings Unweighted | — | — | — | — | +22.47% |
Kelly Financial Group LLC reports $450.06M in US-listed equity holdings across 107 positions in its most recent 13F filing. Its largest disclosed positions are BBUS (15.7%), JIRE (8.4%) and JCPB (7.2%). The top 20 holdings account for 85.16% of reported assets. Its disclosed equity book has returned +22.51% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kelly Financial Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1128066). View Kelly Financial Group LLC’s 13F filings on SEC