Arkolith/Funds/Kelly Financial Services LLC

Kelly Financial Services LLC

CIK 2023336
Holdings as of Jun 30, 2026·disclosed Jul 14, 2026·~14-day 13F lag·13F-HR
Active Filer

Kelly Financial Services LLC holds a focused book of 141 stocks worth $467.2M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Ishrs Sys Alt Act ETF and trimmed Ishares S&P 500 Growth ETF. Their largest long position is Ishares Core S&P 500 ETF at 15% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
19
new positions
Added to
61
existing
Trimmed
56
reduced
Sold out
6
exited

Concentration

Top-heavy: focused book

Top 5 holdings
37%
Top 10 holdings
53%
Top 20 holdings
74%

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

Direct sector allocation

8% mapped to company sectors

ETF / fund or unclassified
92%
Information Technology
3%
Consumer Discretionary
2%
Financials
2%
Industrials
1%
Energy
0%
Health Care
0%
Communication Services
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.

141 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$70.8M94.6K
15.2%
+58%
Added · +35K sh
2BlackRock ETF Trust
ISHA IN CTRY ETF
$33.2M906.3K
7.1%
+1.6%
Added · +14K sh
3Ishares TR
S&P 500 GRWT ETF
$25.6M186.2K
5.5%
−2.3%
Reduced · −4K sh
4BlackRock ETF Trust
ISHARES US EQUIT
$24.2M356.6K
5.2%
−1.3%
Reduced · −5K sh
5Ishares TR
S&P 500 VAL ETF
$20.9M92.0K
4.5%
−23%
Reduced · −27K sh
6BlackRock ETF Trust II
ISHA FLEX IN ETF
$18.1M346.7K
3.9%
+3.7%
Added · +12K sh
7Ishares TR
US TREAS BD ETF
$14.7M646.4K
3.2%
+9.3%
Added · +55K sh
8BlackRock ETF Trust
ISHA I IN TE ETF
$14.2M268.6K
3.0%
−21%
Reduced · −72K sh
9Ishares TR
10-20 YR TRS ETF
$13.2M131.7K
2.8%
+7.6%
Added · +9K sh
10Schwab Strategic TR
INT-TRM U.S TRES
$13.0M527.0K
2.8%
+53%
Added · +183K sh
11Ishares TR
MBS ETF
$12.1M127.9K
2.6%
+8.2%
Added · +10K sh
12Ishares TR
INVT GRAD SY ETF
$11.4M253.4K
2.4%
+181%
Added · +163K sh
13Ishares Inc
CORE MSCI EMKT
$11.2M135.0K
2.4%
−34%
Reduced · −71K sh
14Ishares TR
MSCI USA MMENTM
$11.1M32.5K
2.4%
−24%
Reduced · −10K sh
15BlackRock ETF Trust
ISHA SYST AL ETF
$10.3M366.1K
2.2%
New
New position
16BlackRock ETF Trust
ISHA US THEM ETF
$9.8M227.7K
2.1%
−24%
Reduced · −72K sh
17Global X FDS
DEFENSE TECH ETF
$9.4M157.3K
2.0%
+14%
Added · +19K sh
18BlackRock ETF Trust II
ISHA GLO USD ETF
$9.0M179.7K
1.9%
New
New position
19BlackRock ETF Trust
ISHA LA CORE ETF
$8.2M163.3K
1.8%
−3.2%
Reduced · −5K sh
20Ishares TR
LONG TERM MUNI
$6.7M131.5K
1.4%
+9.9%
Added · +12K sh
21Janus Detroit STR TR
HENDRSON AAA CL
$6.5M129.2K
1.4%
−19%
Reduced · −31K sh
22Ishares TR
SYSTEMATIC BD ET
$6.0M67.7K
1.3%
+10%
Added · +6K sh
23BlackRock ETF Trust II
ISHA SECU IN ETF
$5.9M117.4K
1.3%
New
New position
24Ishares TR
S&P 100 ETF
$5.5M14.9K
1.2%
+1.6%
Added · +230 sh
25Sherwin Williams Co
COM
$4.8M13.9K
1.0%
+0.2%
Added · +25 sh
26Ishares TR
INVT GRD CORP BD
$4.3M180.7K
0.9%
+2.5%
Added · +4K sh
27Apple Inc
COM
$4.3M14.9K
0.9%
+0.2%
Added · +28 sh
28Ishares Gold TR
ISHARES NEW
$4.0M53.5K
0.9%
+10%
Added · +5K sh
29Ishares Inc
EURO HIGH YIELD
$3.6M67.2K
0.8%
−1.2%
Reduced · −822 sh
30Vaneck ETF Trust
JP MRGAN EM LOC
$3.5M138.4K
0.8%
+1.3%
Added · +2K sh
31Ishares TR
EAFE VALUE ETF
$3.4M44.2K
0.7%
−62%
Reduced · −71K sh
32Ishares TR
CORE S&P TTL STK
$3.4M20.5K
0.7%
−4.3%
Reduced · −915 sh
33BlackRock ETF Trust
ISHARES US LARG
$2.8M82.6K
0.6%
+41%
Added · +24K sh
34J P Morgan Exchange Traded F
EQUITY PREMIUM
$2.7M48.3K
0.6%
+47%
Added · +15K sh
35Ishares TR
U.S. TECH ETF
$2.3M9.1K
0.5%
−2.0%
Reduced · −191 sh
36Ishares TR
MSCI USA QLT FCT
$2.3M10.4K
0.5%
−84%
Reduced · −54K sh
37State STR SPDR S&P 500 ETF T
TR UNIT
$1.9M2.6K
0.4%
+4.8%
Added · +118 sh
38Franklin Templeton ETF TR
INTL COR DIV TIL
$1.9M44.4K
0.4%
−3.1%
Reduced · −1K sh
39Independent BK Corp Mass
COM
$1.7M20.8K
0.4%
−0.7%
Reduced · −144 sh
40Ishares TR
CORE UNIVRSL USD
$1.7M36.8K
0.4%
+26%
Added · +8K sh
41Microsoft Corp
COM
$1.6M4.3K
0.3%
−7.1%
Reduced · −331 sh
42Applied Matls Inc
COM
$1.6M2.2K
0.3%
+0.3%
Added · +6 sh
43Direxion Shares ETF Trust
DA 500 BU 3X ETF
$1.5M5.6K
0.3%
+4.3%
Added · +230 sh
44RTX Corporation
COM
$1.4M7.4K
0.3%
+0.5%
Added · +35 sh
45Invesco Exch Traded FD TR II
PURBTA 0 5 YR
$1.3M50.6K
0.3%
+31%
Added · +12K sh
46Amazon Com Inc
COM
$1.2M5.0K
0.3%
−2.4%
Reduced · −122 sh
47Ishares TR
IBOXX INV CP ETF
$930K8.5K
0.2%
−3.5%
Reduced · −314 sh
48Kla Corp
COM NEW
$913K3.0K
0.2%
+899%
Added · +3K sh
49Ishares TR
CONV BD ETF
$885K7.3K
0.2%
−3.4%
Reduced · −258 sh
50Ishares TR
A RATE CP BD ETF
$833K17.5K
0.2%
−93%
Reduced · −233K sh
Showing 50 of 141 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 14, 2026141$467.2M13F-HR
Q1 2026Mar 31, 2026Apr 13, 2026128$413.9M13F-HR
Q4 2025Dec 31, 2025Jan 13, 2026123$399.0M13F-HR
Q3 2025Sep 30, 2025Oct 15, 2025114$386.2M13F-HR
Q2 2025Jun 30, 2025Jul 17, 2025116$339.4M13F-HR
Q1 2025Mar 31, 2025Apr 15, 2025113$287.7M13F-HR
Q4 2024Dec 31, 2024Jan 16, 2025114$277.3M13F-HR/A
Amended / restated
  • Q4 2024 · filed Jan 14, 202513F-HR · superseded

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.