Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
KELLY FINANCIAL GROUP LLC (CIK 1128066) reported $397.7M across 100 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BBUS ($58.3M, 14.67%), JIRE ($37.6M, 9.46%), JCPB ($30.8M, 7.74%), LDUR ($27.1M, 6.81%), JEMA ($25.2M, 6.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BBUS | J P MORGAN EXCHANGE TRADED F | $58.3M | 14.67% | 497,791 | Trimmed |
| 2 | JIRE | J P MORGAN EXCHANGE TRADED F | $37.6M | 9.46% | 496,488 | New |
| 3 | JCPB | J P MORGAN EXCHANGE TRADED F | $30.8M | 7.74% | 653,344 | Added |
| 4 | LDUR | PIMCO ETF TR | $27.1M | 6.81% | 282,777 | Added |
| 5 | JEMA | J P MORGAN EXCHANGE TRADED F | $25.2M | 6.33% | 483,823 | Added |
| 6 | IWF | ISHARES TR | $20.7M | 5.20% | 48,539 | Added |
| 7 | DFAT | DIMENSIONAL ETF TRUST | $20.4M | 5.14% | 327,391 | Added |
| 8 | AGG | ISHARES TR | $19.0M | 4.77% | 191,117 | Trimmed |
| 9 | BBIB | J P MORGAN EXCHANGE TRADED F | $18.3M | 4.60% | 185,130 | Added |
| 10 | JQUA | J P MORGAN EXCHANGE TRADED F | $16.6M | 4.17% | 270,353 | Added |
| 11 | DFLV | DIMENSIONAL ETF TRUST | $15.1M | 3.79% | 422,016 | Trimmed |
| 12 | DFIS | DIMENSIONAL ETF TRUST | $9.6M | 2.42% | 286,288 | Trimmed |
| 13 | USMV | ISHARES TR | $8.5M | 2.15% | 92,037 | Added |
| 14 | AAPL | APPLE INC | $7.8M | 1.96% | 31,049 | Trimmed |
| 15 | JPIE | J P MORGAN EXCHANGE TRADED F | $5.5M | 1.38% | 119,351 | Added |
| 16 | DFIV | DIMENSIONAL ETF TRUST | $5.0M | 1.25% | 94,184 | Trimmed |
| 17 | BBIN | J P MORGAN EXCHANGE TRADED F | $4.8M | 1.20% | 65,383 | Trimmed |
| 18 | VOYA | VOYA FINANCIAL INC | $4.1M | 1.03% | 4.1M | Added |
| 19 | MSFT | MICROSOFT CORP | $3.7M | 0.94% | 10,107 | Added |
| 20 | JMOM | J P MORGAN EXCHANGE TRADED F | $3.7M | 0.92% | 53,942 | Added |
| 21 | IWY | ISHARES TR | $3.5M | 0.89% | 14,206 | Added |
| 22 | RSP | INVESCO EXCHANGE TRADED FD T | $3.3M | 0.83% | 17,110 | Trimmed |
| 23 | JAGG | J P MORGAN EXCHANGE TRADED F | $3.1M | 0.78% | 67,535 | Trimmed |
| 24 | IXUS | ISHARES TR | $2.8M | 0.70% | 32,334 | Trimmed |
| 25 | SCHR | SCHWAB STRATEGIC TR | $2.8M | 0.70% | 111,870 | Added |
Source: SEC Form 13F filings · as of 2026-03-31