Kelly Financial Group LLC Portfolio Holdings

Kelly Financial Group LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $393 Billion distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchg Traded Fd with a value of $63.5B, J P Morgan Exch Traded Fd Tr B with a value of $39.2B, J P Morgan Exchange Traded Fd with a value of $30.1B, Pimco Enhanced Low Duration Ac with a value of $26.5B, and Ishares Russell 1000 Gr ETF with a value of $21.7B.

Examining the 13F form we can see an increase of $16.4B in the current position value, from $377B to 393B.

Kelly Financial Group LLC is based out at Wethersfield, CT

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