Kelly Financial Services LLC

Q1 2026 13F-HR Holdings

Location
Braintree, MA
Holdings as of
3/31/2026
Date filed
4/13/2026
Form type
13F-HR
Num holdings
128
Total value ($000)
$413,886
Net value change ($000)
+14,900 (3.7%)
New positions
19
Sold out positions
14
Turnover %
19.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CORO 28,580 NEW
GOVT 13,508 NEW
IVV 10,756 38.0%
BLCR 6,904 NEW
LMUB 5,972 NEW
LQDW 4,272 NEW
EUHY 3,564 NEW
SHLD 3,178 48.5%
JAAA 2,363 41.5%
RTX 1,417 NEW
Top Reduces (Value $000, Stocks/ETFs)
OEF -17,501 -78.9%
DYNF -12,104 -36.6%
IEMG -9,462 -39.8%
IAU -6,493 -60.3%
EFV -5,646 -39.8%
EMB -4,343 -100.0%
HYGW -3,089 -64.6%
IVE -2,272 -8.3%
HIMU -2,268 -100.0%
RAYTHEON CO/ -1,483 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type