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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$3.99 Million 1.21% of portfolio
14,900
Q4 2025 Reduced 8.08%
$3.78T
$2.36 Million 0.72% of portfolio
4,654
Q4 2025 Added 4.89%
$2.39T
$1.21 Million 0.37% of portfolio
5,154
Q4 2025 Reduced 0.25%
$465B
$781,000 0.24% of portfolio
4,190
Q4 2025 Reduced 10.58%
$367B
$674,000 0.21% of portfolio
1,884
Q4 2025 Added 8.28%
$490B
$685,000 0.21% of portfolio
5,821
Q4 2025 Added 0.83%
$593B
$610,000 0.19% of portfolio
2,778
Q4 2025 Added 12.06%
$881B
$616,000 0.19% of portfolio
2,053
Q4 2025 Reduced 4.69%
$522B
$581,000 0.18% of portfolio
2,915
Q4 2025 Reduced 0.34%
$1.29T
$551,000 0.17% of portfolio
1,349
Q4 2025 Added 0.22%
$1.65T
$545,000 0.17% of portfolio
1,974
Q4 2025 Reduced 3.28%
$303B
$512,000 0.16% of portfolio
3,309
Q4 2025 Reduced 5.75%
$1.74T
$437,000 0.13% of portfolio
1,531
Q4 2025 Reduced 1.03%
$414B
$378,000 0.12% of portfolio
1,618
Q4 2025 Reduced 14.57%
$533B
$315,000 0.1% of portfolio
968
Q4 2025 Reduced 0.62%
$224B
$299,000 0.09% of portfolio
983
Q4 2025 Reduced 1.6%
$346B
$251,000 0.08% of portfolio
1,722
Q4 2025 Reduced 2.88%
$222B
$276,000 0.08% of portfolio
488
Q3 2025 New
$319B
$279,000 0.08% of portfolio
3,597
Q4 2025 Reduced 5.69%
$1.37T
$231,000 0.07% of portfolio
380
Q4 2025 Reduced 1.3%
$228B
$231,000 0.07% of portfolio
1,778
Q4 2025 Reduced 5.83%
$413B
$244,000 0.07% of portfolio
4,753
Q2 2025 New
$404B
$236,000 0.07% of portfolio
259
Q3 2025 Added 4.02%
$204B
$245,000 0.07% of portfolio
1,663
Q4 2025 Reduced 2.23%
$255B
$192,000 0.06% of portfolio
564
Q4 2025 New
$283B
$197,000 0.06% of portfolio
1,499
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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