StockDriftsStockDriftsTop 50 Kelly Financial Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 15.16% | 94.6K | $70.8M | +57.80%(+34.64K) | $582.52(+33.72%) | 2026-06-30 | |
| CORO | BLACKROCK ETF TRUST | 7.1% | 906.3K | $33.2M | +1.61%(+14.38K) | $31.65(+17.63%) | 2026-06-30 | |
| IVW | ISHARES TR | 5.48% | 186.2K | $25.6M | -2.31%(-4.40K) | $82.47(+71.74%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 5.19% | 356.6K | $24.2M | -1.34%(-4.85K) | $47.39(+48.07%) | 2026-06-30 | |
| IVE | ISHARES TR | 4.47% | 92.0K | $20.9M | -22.74%(-27.08K) | $194.36(+22.00%) | 2026-06-30 | |
| BINC | BLACKROCK ETF TRUST II | 3.88% | 346.7K | $18.1M | +3.66%(+12.24K) | $52.57(-1.04%) | 2026-06-30 | |
| GOVT | ISHARES TR | 3.15% | 646.4K | $14.7M | +9.34%(+55.21K) | $22.96(-2.17%) | 2026-06-30 | |
| BAI | BLACKROCK ETF TRUST | 3.03% | 268.6K | $14.2M | -21.05%(-71.61K) | $28.53(+63.92%) | 2026-06-30 | |
| TLH | ISHARES TR | 2.83% | 131.7K | $13.2M | +7.57%(+9.28K) | $102.07(-5.36%) | 2026-06-30 | |
| SCHR | SCHWAB STRATEGIC TR | 2.78% | 527.0K | $13.0M | +53.15%(+182.90K) | $24.84(-1.62%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.66% | +50.74% | +8.57% | +50.83% |
| Top 20 Holdings Unweighted | +13.56% | +46.45% | +7.31% | +42.29% |
Kelly Financial Services LLC reports $467.24M in US-listed equity holdings across 141 positions in its most recent 13F filing. Its largest disclosed positions are IVV (15.2%), CORO (7.1%) and IVW (5.5%). The top 20 holdings account for 74.32% of reported assets. Its disclosed equity book has returned +50.74% on a three-year cumulative basis. 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 Services LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2023336). View Kelly Financial Services LLC’s 13F filings on SEC