Kellett Wealth Advisors, LLC
All 13F Filings
- Location
- Cincinnati, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 214,817
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 97 | 214,817 | 13F-HR | Kellett Wealth Advisors, LLC |
| Q1 2026 | 5/4/2026 | 79 | 184,491 | 13F-HR | Kellett Wealth Advisors, LLC |
| Q4 2025 | 1/23/2026 | 79 | 175,067 | 13F-HR | Kellett Wealth Advisors, LLC |
| Q3 2025 | 10/21/2025 | 76 | 165,698 | 13F-HR | Kellett Wealth Advisors, LLC |
| Q2 2025 | 7/25/2025 | 71 | 153,299 | 13F-HR | Kellett Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 79.53 K | 37.0% | 10.07 K | 0 | 10.07 K |
| ETFs | 135.3 K | 63.0% | 20.25 K | 0 | 20.25 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
214,817
Holdings
97
QoQ value change ($000)
30,326
(16.4%)
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.