Kelsey Financial, LLC
All 13F Filings
- Location
- Moorpark, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 131,789
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 65 | 131,789 | 13F-HR | Kelsey Financial, LLC |
| Q1 2026 | 5/6/2026 | 63 | 114,350 | 13F-HR | Kelsey Financial, LLC |
| Q4 2025 | 1/23/2026 | 62 | 116,415 | 13F-HR | Kelsey Financial, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 32.02 K | 24.3% | 4.056 K | 0 | 4.056 K |
| ETFs | 99.77 K | 75.7% | 13.38 K | 0 | 13.38 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
131,789
Holdings
65
QoQ value change ($000)
17,439
(15.3%)
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.