Kelly Financial Services LLC
All 13F Filings
- Location
- Braintree, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 467,242
- 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 |
|---|---|---|---|---|---|
| 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 | 41.97 K | 9.0% | 2.051 K | 0 | 2.051 K |
| ETFs | 424.6 K | 90.9% | 50.83 K | 0 | 50.83 K |
| Debt | 724 | 0.2% | 479 | 0 | 479 |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
467,242
Holdings
141
QoQ value change ($000)
53,356
(12.9%)
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.