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§ 13F · FUND PROFILE

Kelsey Financial, LLC.

AUM · $132M (13F)Positions · 65Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED AUG 10, 2026
#TickerNameShares$ value% portΔ Q2
1QQQINVESCO QQQ TR37K$28M
2IWDISHARES TR51K$12M
3LQDISHARES TR95K$10M
4IGSBISHARES TR180K$9M
5AVGOBROADCOM INC24K$9M
6AMGNAMGEN INC22K$8M
7IWSISHARES TR36K$6M
8VEUVANGUARD INTL EQUITY INDEX F63K$5M
9IWPISHARES TR35K$5M
10IWNISHARES TR15K$3M
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE KELSEY SIGNAL

AC read

Kelsey Financial, LLC is a Other fund managing $132 million in assets. The fund runs a portfolio of 65 positions.

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