StockDriftsStockDriftsTop 50 Kelsey Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 20.9% | 37.4K | $27.5M | +2.11%(+773) | $606.63(+18.82%) | 2026-06-30 | |
| IWD | ISHARES TR | 9.31% | 50.6K | $12.3M | +1.19%(+595) | $207.19(+24.74%) | 2026-06-30 | |
| LQD | ISHARES TR | 7.88% | 95.2K | $10.4M | -1.44%(-1.40K) | $110.80(-4.12%) | 2026-06-30 | |
| IGSB | ISHARES TR | 7.16% | 180.1K | $9.4M | +2.95%(+5.16K) | $52.94(-1.59%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 6.82% | 23.8K | $9.0M | +0.00%(+0) | $344.94(+21.87%) | 2026-06-30 | |
| AMGN | AMGEN INC | 5.99% | 21.8K | $7.9M | -0.03%(-6) | $304.76(+37.77%) | 2026-06-30 | |
| IWS | ISHARES TR | 4.5% | 36.0K | $5.9M | +1.57%(+556) | $140.56(+22.00%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 4% | 62.9K | $5.3M | +1.16%(+722) | $72.53(+17.60%) | 2026-06-30 | |
| IWP | ISHARES TR | 3.83% | 34.5K | $5.1M | +8.89%(+2.82K) | $138.69(+4.17%) | 2026-06-30 | |
| IWN | ISHARES TR | 2.54% | 15.1K | $3.3M | +2.71%(+399) | $179.64(+25.43%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.99% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.99% |
Kelsey Financial, LLC reports $131.79M in US-listed equity holdings across 65 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (20.9%), IWD (9.3%) and LQD (7.9%). The top 20 holdings account for 85.74% of reported assets. Its disclosed equity book has returned +10.99% cumulatively over 2 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 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