KELLY FINANCIAL GROUP LLC

Q3 2026 13F-HR Holdings

Location
Wethersfield, CT
Holdings as of
9/30/2026
Date filed
10/16/2026
Form type
13F-HR
Num holdings
105
Total value ($000)
$434,502
Net value change ($000)
-15,558 (-3.5%)
New positions
6
Sold out positions
8
Turnover %
6.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
SPSB 5,820 362.2%
BBUS 1,507 2.1%
MSFT 1,377 36.4%
AAPL 1,221 13.0%
SCHR 1,178 40.2%
GBF 1,071 36.4%
DFIS 545 5.2%
EXXONMOBIL HOLDINGS CORP 521 NEW
ZJUL 423 194.9%
BALT 395 36.8%
Top Reduces (Value $000, Stocks/ETFs)
DFAT -23,062 -100.0%
LDUR -4,843 -16.9%
JCPB -3,399 -10.5%
BBAG -2,702 -90.5%
AGG -1,380 -6.8%
BBIB -922 -4.7%
NN -530 -19.4%
HIG -272 -100.0%
BINC -222 -100.0%
INTC -216 -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