KELLY FINANCIAL GROUP LLC
All 13F Filings
- Location
- Wethersfield, CT
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 434,502
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/16/2026 | 105 | 434,502 | 13F-HR | KELLY FINANCIAL GROUP LLC |
| Q2 2026 | 7/14/2026 | 107 | 450,060 | 13F-HR | KELLY FINANCIAL GROUP LLC |
| Q1 2026 | 4/9/2026 | 100 | 397,653 | 13F-HR | KELLY FINANCIAL GROUP LLC |
| Q4 2025 | 1/23/2026 | 96 | 393,409 | 13F-HR | KELLY FINANCIAL GROUP LLC |
| Q3 2025 | 10/22/2025 | 96 | 377,023 | 13F-HR | KELLY FINANCIAL GROUP LLC |
| Q2 2025 | 7/15/2025 | 84 | 345,587 | 13F-HR | KELLY FINANCIAL GROUP LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 41.48 K | 9.5% | 4.173 K | 0 | 4.173 K |
| ETFs | 385.1 K | 88.6% | 0 | 26.03 K | -26.03 K |
| Debt | 7.904 K | 1.8% | 6.3 K | 0 | 6.3 K |
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Fund Snapshot
Q3 2026
Latest filed
10/16/2026
Total value ($000)
434,502
Holdings
105
QoQ value change ($000)
-15,558
(-3.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.