§ 13F · FUND PROFILE
Kelsey Financial, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 62Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$116.4T 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 | QQQ | INVESCO QQQ TR | 32K | $19.5T | 16.7% | NEW |
| 2 | IWD | ISHARES TR | 61K | $12.9T | 11.1% | NEW |
| 3 | LQD | ISHARES TR | 94K | $10.4T | 8.9% | NEW |
| 4 | IGSB | ISHARES TR | 174K | $9.2T | 7.9% | NEW |
| 5 | AVGO | BROADCOM INC | 25K | $8.8T | 7.5% | NEW |
| 6 | AMGN | AMGEN INC | 22K | $7.1T | 6.1% | NEW |
| 7 | IWS | ISHARES TR | 39K | $5.4T | 4.7% | NEW |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | 71K | $5.2T | 4.5% | NEW |
| 9 | IWP | ISHARES TR | 29K | $3.9T | 3.4% | NEW |
| 10 | SPY | SPDR S&P 500 ETF TR | 4K | $3.0T | 2.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KELSEY SIGNAL
AC read
Kelsey Financial, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed