§ 13F · FUND PROFILE
KELLY FINANCIAL GROUP LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $345.6T (13F)Positions · 84Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$402.4B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BBUS | J P MORGAN EXCHANGE TRADED F | 515K | $63.5T | 16.2% | +4% |
| 2 | BBIN | J P MORGAN EXCHANGE TRADED F | 542K | $39.2T | 10.0% | +3% |
| 3 | JCPB | J P MORGAN EXCHANGE TRADED F | 634K | $30.1T | 7.7% | +4% |
| 4 | LDUR | PIMCO ETF TR | 275K | $26.5T | 6.7% | +3% |
| 5 | IWF | ISHARES TR | 46K | $21.7T | 5.5% | +3% |
| 6 | AGG | ISHARES TR | 209K | $20.9T | 5.3% | +4% |
| 7 | JEMA | J P MORGAN EXCHANGE TRADED F | 421K | $20.6T | 5.2% | +2% |
| 8 | DFAT | DIMENSIONAL ETF TRUST | 326K | $19.4T | 4.9% | +4% |
| 9 | BBIB | J P MORGAN EXCHANGE TRADED F | 182K | $18.1T | 4.6% | +5% |
| 10 | JQUA | J P MORGAN EXCHANGE TRADED F | 260K | $16.5T | 4.2% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KELLY SIGNAL
AC read
KELLY FINANCIAL GROUP LLC is a Other fund managing $345586.5 trillion in assets. The fund runs a portfolio of 84 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed