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 Services LLC (CIK 2023336) reported $413.9M across 128 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($39.0M, 9.43%), CORO ($28.6M, 6.91%), IVE ($25.1M, 6.06%), IVW ($21.5M, 5.19%), DYNF ($21.0M, 5.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $39.0M | 9.43% | 59,936 | Added |
| 2 | CORO | BLACKROCK ETF TRUST | $28.6M | 6.91% | 891,885 | New |
| 3 | IVE | ISHARES TR | $25.1M | 6.06% | 119,082 | Trimmed |
| 4 | IVW | ISHARES TR | $21.5M | 5.19% | 190,570 | Added |
| 5 | DYNF | BLACKROCK ETF TRUST | $21.0M | 5.06% | 361,413 | Trimmed |
| 6 | BINC | BLACKROCK ETF TRUST II | $17.3M | 4.19% | 334,470 | Added |
| 7 | IEMG | ISHARES INC | $14.3M | 3.45% | 205,598 | Trimmed |
| 8 | GOVT | ISHARES TR | $13.5M | 3.26% | 591,172 | New |
| 9 | QUAL | ISHARES TR | $12.4M | 2.99% | 64,776 | Trimmed |
| 10 | TLH | ISHARES TR | $12.3M | 2.97% | 122,456 | Trimmed |
| 11 | QLTA | ISHARES TR | $12.0M | 2.89% | 250,889 | Trimmed |
| 12 | IAGG | ISHARES TR | $11.6M | 2.80% | 232,388 | Added |
| 13 | BAI | BLACKROCK ETF TRUST | $11.2M | 2.70% | 340,183 | Added |
| 14 | MBB | ISHARES TR | $11.2M | 2.70% | 118,179 | Added |
| 15 | THRO | BLACKROCK ETF TRUST | $10.8M | 2.62% | 299,604 | Added |
| 16 | MTUM | ISHARES TR | $10.2M | 2.46% | 42,601 | Added |
| 17 | SHLD | GLOBAL X FDS | $9.7M | 2.35% | 137,982 | Added |
| 18 | SCHR | SCHWAB STRATEGIC TR | $8.6M | 2.07% | 344,118 | Added |
| 19 | EFV | ISHARES TR | $8.5M | 2.06% | 115,336 | Trimmed |
| 20 | JAAA | JANUS DETROIT STR TR | $8.1M | 1.95% | 159,851 | Added |
| 21 | BLCR | BLACKROCK ETF TRUST | $6.9M | 1.67% | 168,755 | New |
| 22 | LMUB | ISHARES TR | $6.0M | 1.44% | 119,658 | New |
| 23 | FIBR | ISHARES TR | $5.5M | 1.32% | 61,519 | Added |
| 24 | OEF | ISHARES TR | $4.7M | 1.13% | 14,708 | Trimmed |
| 25 | SHW | SHERWIN WILLIAMS CO | $4.5M | 1.08% | 13,920 | Added |
Source: SEC Form 13F filings · as of 2026-03-31