StockDriftsStockDriftsTop 50 Kelsey Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 19.98% | 33.9K | $25.1M | -9.47%(-3.54K) | $606.63(+19.06%) | 2026-09-30 | |
| IWD | ISHARES TR | 9.27% | 46.9K | $11.6M | -7.40%(-3.75K) | $207.19(+24.52%) | 2026-09-30 | |
| AMGN | AMGEN INC | 7.25% | 21.6K | $9.1M | -1.10%(-239) | $304.76(+47.62%) | 2026-09-30 | |
| LQD | ISHARES TR | 7.17% | 88.0K | $9.0M | -7.51%(-7.15K) | $110.80(-6.14%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 6.66% | 23.8K | $8.4M | -0.06%(-14) | $344.94(+1.56%) | 2026-09-30 | |
| IGSB | ISHARES TR | 6.47% | 158.3K | $8.1M | -12.15%(-21.88K) | $52.94(-2.75%) | 2026-09-30 | |
| IWS | ISHARES TR | 4.46% | 34.8K | $5.6M | -3.37%(-1.21K) | $140.56(+19.57%) | 2026-09-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 4.11% | 62.2K | $5.2M | -1.18%(-742) | $72.53(+12.76%) | 2026-09-30 | |
| IWP | ISHARES TR | 3.73% | 34.0K | $4.7M | -1.44%(-498) | $138.69(-2.03%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.78% | 4.6K | $3.5M | +4.28%(+188) | $676.85(+13.91%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.85% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.83% |
Kelsey Financial LLC reports $125.37M in US-listed equity holdings across 63 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (20.0%), IWD (9.3%) and AMGN (7.3%). The top 20 holdings account for 85.55% of reported assets. Its disclosed equity book has returned +10.85% cumulatively over 3 quarters. Figures reflect the Q3 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 Kelsey Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2022609). View Kelsey Financial LLC’s 13F filings on SEC