Arkolith/Funds/Kelly Financial Group LLC

Kelly Financial Group LLC

CIK 1128066
Holdings as of Jun 30, 2026·disclosed Jul 14, 2026·~14-day 13F lag·13F-HR
Active Filer

Kelly Financial Group LLC holds a focused book of 107 stocks worth $450.1M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Nextnav Inc and trimmed JPMorgan Int Res Enh Eqty. Their largest long position is JPMorgan Betabuilders US Equ at 16% of the equity book.

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Use Arkolith to show KELLY FINANCIAL GROUP LLC's latest
holdings, largest changes, and filing provenance.
Opened
12
new positions
Added to
45
existing
Trimmed
41
reduced
Sold out
2
exited

Concentration

Top-heavy: focused book

Top 5 holdings
45%
Top 10 holdings
68%
Top 20 holdings
85%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

7% mapped to company sectors

ETF / fund or unclassified
93%
Information Technology
4%
Financials
2%
Consumer Discretionary
1%
Health Care
0%
Materials
0%
Consumer Staples
0%
Utilities
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

107 positions
#SecurityValueShares% PortLast moveHistory
1J P Morgan Exchange Traded F
BETABUILDRS US
$70.8M525.9K
15.7%
+5.6%
Added · +28K sh
2J P Morgan Exchange Traded F
INTRNL RES EQT
$37.9M459.1K
8.4%
−7.5%
Reduced · −37K sh
3J P Morgan Exchange Traded F
CORE PLUS BD ETF
$32.2M686.8K
7.2%
+5.1%
Added · +33K sh
4J P Morgan Exchange Traded F
ACTIVEBLDRS EMER
$31.3M490.2K
7.0%
+1.3%
Added · +6K sh
5Pimco ETF TR
ENHNCD LW DUR AC
$28.6M299.4K
6.4%
+5.9%
Added · +17K sh
6Ishares TR
RUS 1000 GRW ETF
$24.6M198.4K
5.5%
+309%
Added · +150K sh
7Dimensional ETF Trust
US TARGETED VLU
$23.1M329.9K
5.1%
+0.8%
Added · +3K sh
8Ishares TR
CORE US AGGBD ET
$20.2M204.2K
4.5%
+6.8%
Added · +13K sh
9J P Morgan Exchange Traded F
BETABUILDERS US
$19.6M200.6K
4.4%
+8.3%
Added · +15K sh
10J P Morgan Exchange Traded F
US QUALTY FCTR
$19.5M270.3K
4.3%
~0%
Reduced · −71 sh
11Dimensional ETF Trust
US LARG VALU ETF
$16.9M427.3K
3.8%
+1.2%
Added · +5K sh
12Dimensional ETF Trust
INTL SMALL CAP E
$10.6M301.6K
2.3%
+5.3%
Added · +15K sh
13Ishares TR
MSCI USA MIN ETF
$9.5M98.1K
2.1%
+6.6%
Added · +6K sh
14Apple Inc
COM
$9.4M32.7K
2.1%
+5.2%
Added · +2K sh
15J P Morgan Exchange Traded F
INCOME ETF
$6.1M132.0K
1.4%
+11%
Added · +13K sh
16Dimensional ETF Trust
INTERNATNAL VAL
$5.3M97.8K
1.2%
+3.8%
Added · +4K sh
17J P Morgan Exchange Traded F
BETABUILDERS I
$5.0M64.1K
1.1%
−1.9%
Reduced · −1K sh
18J P Morgan Exchange Traded F
US MOMENTUM
$4.5M53.0K
1.0%
−1.7%
Reduced · −926 sh
19Voya Financial Inc
COM
$4.1M4.08M
0.9%
Held
20Ishares TR
RUS TP200 GR ETF
$4.1M14.0K
0.9%
−1.6%
Reduced · −221 sh
21Microsoft Corp
COM
$3.8M10.2K
0.8%
+0.4%
Added · +43 sh
22Invesco Exchange Traded FD T
S&P500 EQL WGT
$3.5M16.5K
0.8%
−3.5%
Reduced · −599 sh
23Ishares TR
CORE MSCI TOTAL
$3.0M31.8K
0.7%
−1.6%
Reduced · −504 sh
24J P Morgan Exchange Traded F
BETABUILDERS US
$3.0M64.9K
0.7%
−3.8%
Reduced · −3K sh
25Ishares TR
GOV/CRED BD ETF
$2.9M28.3K
0.7%
+16%
Added · +4K sh
26Schwab Strategic TR
INT-TRM U.S TRES
$2.9M118.8K
0.7%
+6.2%
Added · +7K sh
27Nextnav Inc
COMMON STOCK
$2.7M153.5K
0.6%
New
New position
28Ishares TR
RUSSELL 2000 ETF
$1.8M6.0K
0.4%
−2.1%
Reduced · −133 sh
29Invesco Exchange Traded FD T
DORS WRI MOM ETF
$1.6M10.8K
0.4%
−0.8%
Reduced · −86 sh
30Amazon Com Inc
COM
$1.6M6.8K
0.4%
+4.9%
Added · +313 sh
31SPDR Series Trust
ST SHOR CORP ETF
$1.6M53.6K
0.4%
+111%
Added · +28K sh
32J P Morgan Exchange Traded F
ACTIVE BOND ETF
$1.6M30.0K
0.4%
+320%
Added · +23K sh
33J P Morgan Exchange Traded F
BETA EURO ET NE
$1.5M19.9K
0.3%
−6.3%
Reduced · −1K sh
34Schwab Strategic TR
US LCAP VA ETF
$1.5M44.3K
0.3%
−2.2%
Reduced · −996 sh
35SPDR Series Trust
ST STR SP600SM C
$1.4M12.8K
0.3%
−1.5%
Reduced · −199 sh
36Ishares TR
EAFE SML CP ETF
$1.1M14.0K
0.3%
−1.0%
Reduced · −146 sh
37Innovator Etfs Trust
DEFINED WLT SHLD
$1.1M31.3K
0.2%
+34%
Added · +8K sh
38Ishares TR
MSCI USA QLT FCT
$1.0M4.6K
0.2%
−2.1%
Reduced · −98 sh
39Berkshire Hathaway Inc Del
CL B NEW
$1.0M2.0K
0.2%
−0.5%
Reduced · −10 sh
40Ishares Inc
CORE MSCI EMKT
$993K12.0K
0.2%
−2.0%
Reduced · −244 sh
41Procter & Gamble Co
COM
$988K6.7K
0.2%
+1.0%
Added · +68 sh
42Ishares TR
CORE UNIVRSL USD
$931K20.2K
0.2%
+1.3%
Added · +264 sh
43Select Sector SPDR TR
ST STR CARE ETF
$880K5.5K
0.2%
−0.8%
Reduced · −42 sh
44Ishares TR
CORE S&P500 ETF
$820K1.1K
0.2%
+2.7%
Added · +29 sh
45ASML Hldg NV
N Y REGISTRY SHS
$800K402
0.2%
Held
46Nvidia Corporation
COM
$733K3.7K
0.2%
−0.4%
Reduced · −16 sh
47J P Morgan Exchange Traded F
DIV RTN EM EQT
$706K11.2K
0.2%
−4.1%
Reduced · −477 sh
48Dimensional ETF Trust
US EQUI MARK ETF
$694K8.5K
0.2%
−0.1%
Reduced · −13 sh
49Mastercard Incorporated
CL A
$683K1.3K
0.2%
+0.2%
Added · +3 sh
50Ishares TR
MRNING SM CP ETF
$671K8.6K
0.1%
−0.1%
Reduced · −13 sh
Showing 50 of 107 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 14, 2026107$450.1M13F-HR
Q1 2026Mar 31, 2026Apr 9, 2026100$397.7M13F-HR
Q4 2025Dec 31, 2025Jan 23, 202696$393.4M13F-HR
Q3 2025Sep 30, 2025Oct 22, 202596$377.0M13F-HR
Q2 2025Jun 30, 2025Jul 15, 202584$345.6M13F-HR
Q1 2025Mar 31, 2025Apr 16, 202580$320.0M13F-HR
Q4 2024Dec 31, 2024Feb 6, 202578$281.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.