Kelsey Financial, LLC Portfolio Holdings

Kelsey Financial, LLC

  • $116 Billion
  • Q4 2025

Kelsey Financial, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $116 Billion distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $19.5B, Ishares Russell 1000 Val ETF with a value of $12.9B, Ishares Iboxx $ Investment Gra with a value of $10.4B, Ishares Trust Ishares 1 5 Year with a value of $9.22B, and Broadcom Inc. with a value of $8.76B.

Examining the 13F form we can see an increase of $116B in the current position value.

Kelsey Financial, LLC is based out at Moorpark, CA

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

Portfolio value $116 Billion
ETFs: $86.9 Billion
Technology: $14 Billion
Healthcare: $8.71 Billion
Consumer Cyclical: $2.34 Billion
Industrials: $1.17 Billion
Energy: $1.08 Billion
Financial Services: $947 Million
Communication Services: $615 Million
Other: $242 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.5 Billion 16.72% of portfolio
31,687
Q4 2025 New
$0
$12.9 Billion 11.09% of portfolio
61,396
Q4 2025 New
$0
$10.4 Billion 8.91% of portfolio
94,131
Q4 2025 New
$0
$9.22 Billion 7.92% of portfolio
174,315
Q4 2025 New
$139B
$8.76 Billion 7.52% of portfolio
25,297
Q4 2025 New
$183B
$7.13 Billion 6.13% of portfolio
21,796
Q4 2025 New
$0
$5.44 Billion 4.68% of portfolio
38,586
Q4 2025 New
$0
$5.23 Billion 4.49% of portfolio
71,040
Q4 2025 New
$0
$3.94 Billion 3.38% of portfolio
28,770
Q4 2025 New
$0
$3.05 Billion 2.62% of portfolio
4,469
Q4 2025 New
$0
$2.79 Billion 2.4% of portfolio
15,393
Q4 2025 New
$4.3T
$2.03 Billion 1.74% of portfolio
7,453
Q4 2025 New
$0
$1.84 Billion 1.58% of portfolio
5,701
Q4 2025 New
$0
$1.46 Billion 1.26% of portfolio
15,044
Q4 2025 New
$1.29T
$1.42 Billion 1.22% of portfolio
3,149
Q4 2025 New
$465B
$1.41 Billion 1.21% of portfolio
7,555
Q4 2025 New
$3.78T
$1.03 Billion 0.88% of portfolio
2,128
Q4 2025 New
$43.5B
$995 Million 0.86% of portfolio
7,316
Q4 2025 New
$0
$850 Million 0.73% of portfolio
10,601
Q4 2025 New
$0
$832 Million 0.71% of portfolio
7,572
Q4 2025 New
$0
$795 Million 0.68% of portfolio
10,242
Q4 2025 New
$0
$776 Million 0.67% of portfolio
5,207
Q4 2025 New
$0
$695 Million 0.6% of portfolio
1,108
Q4 2025 New
$70.2B
$680 Million 0.58% of portfolio
21,203
Q4 2025 New
$0
$598 Million 0.51% of portfolio
25,565
Q4 2025 New
$367B
$593 Million 0.51% of portfolio
1,723
Q4 2025 New
$0
$581 Million 0.5% of portfolio
3,634
Q4 2025 New
$317B
$576 Million 0.49% of portfolio
6,182
Q4 2025 New
$0
$543 Million 0.47% of portfolio
21,533
Q4 2025 New
$0
$536 Million 0.46% of portfolio
3,023
Q4 2025 New
$0
$531 Million 0.46% of portfolio
2,249
Q4 2025 New
$0
$526 Million 0.45% of portfolio
5,697
Q4 2025 New
$0
$473 Million 0.41% of portfolio
3,354
Q4 2025 New
$0
$423 Million 0.36% of portfolio
6,500
Q4 2025 New
$490B
$403 Million 0.35% of portfolio
3,347
Q4 2025 New
$77.2B
$371 Million 0.32% of portfolio
1,531
Q4 2025 New
$136B
$370 Million 0.32% of portfolio
1,600
Q4 2025 New
$0
$364 Million 0.31% of portfolio
2,528
Q4 2025 New
$328B
$358 Million 0.31% of portfolio
1,161
Q4 2025 New
$32B
$350 Million 0.3% of portfolio
1,721
Q4 2025 New
$172B
$346 Million 0.3% of portfolio
8,504
Q4 2025 New
$2.39T
$333 Million 0.29% of portfolio
1,444
Q4 2025 New
$24.1B
$333 Million 0.29% of portfolio
5,172
Q4 2025 New
$0
$279 Million 0.24% of portfolio
1,133
Q4 2025 New
$0
$281 Million 0.24% of portfolio
4,183
Q4 2025 New
$1.74T
$269 Million 0.23% of portfolio
857
Q4 2025 New
$3.89B
$267 Million 0.23% of portfolio
10,000
Q4 2025 New
$0
$273 Million 0.23% of portfolio
6,071
Q4 2025 New
Ishares Tr
-
$260 Million 0.22% of portfolio
-
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $116 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 62 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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