Kelly Financial Services LLC Portfolio Holdings

Kelly Financial Services LLC

  • $328 Million
  • Q4 2025

Kelly Financial Services LLC has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $328 Million distributed in 123 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Blackrock ETF Tr U S Equity Fa with a value of $32.6M, Ishares Core S&P 500 ETF with a value of $27.9M, Ishares S&P 500 Value ETF with a value of $27M, Ishares S&P 500 Growth ETF with a value of $22.1M, and Ishares Inc with a value of $19M.

Examining the 13F form we can see an increase of $3.63M in the current position value, from $325M to 328M.

Kelly Financial Services LLC is based out at Braintree, MA

Below you can find more details about Kelly Financial Services LLC portfolio as well as his latest detailed transactions.

Portfolio value $328 Million
ETFs: $299 Million
Technology: $9.07 Million
Basic Materials: $4.62 Million
Consumer Cyclical: $3.68 Million
Financial Services: $3.22 Million
Healthcare: $1.92 Million
Communication Services: $1.82 Million
Industrials: $1.68 Million
Other: $3.08 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$86.1B
$4.62 Million 1.41% of portfolio
13,909
Q3 2025 Added 0.01%
$123B
$657,000 0.2% of portfolio
1,397
Q4 2025 Reduced 1.96%
$197B
$501,000 0.15% of portfolio
2,192
Q4 2025 New
$92.7B
$482,000 0.15% of portfolio
1,689
Q4 2025 Added 0.06%
$170B
$467,000 0.14% of portfolio
3,202
Q4 2025 Added 0.03%
$43.5B
$381,000 0.12% of portfolio
1,012
Q4 2025 Reduced 3.89%
$113B
$348,000 0.11% of portfolio
3,927
Q4 2025 Added 0.95%
$161B
$343,000 0.1% of portfolio
303
Q1 2025 New
$172B
$303,000 0.09% of portfolio
7,398
Q4 2025 Reduced 0.67%
$181B
$302,000 0.09% of portfolio
11,895
Q4 2025 Reduced 2.3%
$41.3B
$262,000 0.08% of portfolio
3,163
Q4 2024 New
$183B
$254,000 0.08% of portfolio
744
Q4 2025 Reduced 0.53%
$114B
$235,000 0.07% of portfolio
1,909
Q4 2025 Reduced 7.24%
$17.5B
$223,000 0.07% of portfolio
677
Q4 2025 Reduced 7.39%
$47B
$233,000 0.07% of portfolio
529
Q4 2025 Reduced 8.48%
$174B
$207,000 0.06% of portfolio
1,421
Q4 2025 Added 1.07%
$40.4B
$209,000 0.06% of portfolio
1,873
Q4 2025 Reduced 7.28%
$77.2B
$173,000 0.05% of portfolio
865
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $328 Million
  • Prior Value $325 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 13, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 14 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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