§ 13F · FUND PROFILE
Kelly Financial Services LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $339.4T (13F)Positions · 116Turnover · — · Q4Filed · Jan 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$399.0T 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 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DYNF | BLACKROCK ETF TRUST | 544K | $33.1T | 8.3% | NEW |
| 2 | IVV | ISHARES TR | 41K | $28.3T | 7.1% | NEW |
| 3 | IVE | ISHARES TR | 129K | $27.3T | 6.9% | NEW |
| 4 | IEMG | ISHARES INC | 353K | $23.8T | 6.0% | NEW |
| 5 | IVW | ISHARES TR | 183K | $22.5T | 5.6% | NEW |
| 6 | OEF | ISHARES TR | 65K | $22.2T | 5.6% | NEW |
| 7 | BINC | BLACKROCK ETF TRUST II | 325K | $17.2T | 4.3% | NEW |
| 8 | EFV | ISHARES TR | 199K | $14.2T | 3.6% | NEW |
| 9 | QUAL | ISHARES TR | 66K | $13.1T | 3.3% | NEW |
| 10 | QLTA | ISHARES TR | 270K | $13.0T | 3.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KELLY SIGNAL
AC read
Kelly Financial Services LLC is a Other fund managing $339419.3 trillion in assets. The fund runs a portfolio of 116 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 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