Kelly Financial Services LLC
All 13F Filings
- Location
- Braintree, MA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 463,166
- 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 | 10/20/2026 | 130 | 463,166 | 13F-HR | Kelly Financial Services LLC |
| Q2 2026 | 7/14/2026 | 141 | 467,242 | 13F-HR | Kelly Financial Services LLC |
| Q1 2026 | 4/13/2026 | 128 | 413,886 | 13F-HR | Kelly Financial Services LLC |
| Q4 2025 | 1/13/2026 | 123 | 398,986 | 13F-HR | Kelly Financial Services LLC |
| Q3 2025 | 10/15/2025 | 114 | 386,152 | 13F-HR | Kelly Financial Services LLC |
| Q2 2025 | 7/17/2025 | 116 | 339,419 | 13F-HR | Kelly Financial Services LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 46.91 K | 10.1% | 4.941 K | 0 | 4.941 K |
| ETFs | 415.6 K | 89.7% | 0 | 8.964 K | -8.964 K |
| Debt | 668 | 0.1% | 0 | 56 | -56 |
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Fund Snapshot
Q3 2026
Latest filed
10/20/2026
Total value ($000)
463,166
Holdings
130
QoQ value change ($000)
-4,076
(-0.9%)
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.