Filer Snapshot

Kellett Wealth Advisors, LLC SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001910381.

Entity Type

Company

Total Filings

19

Latest Filing

23 Jan 2026

Industry

n/a

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Business address
8944 Blue Ash Road, Cincinnati, OH, 45242
Top securities (13F)
SPY, USEP, IPKW, QQQ, PG, SCHD, VIG, XMMO, IMCG, AAPL, XSVM, MSFT, UNOV, BRKB, UAPR, AMZN, SFLR, MCK, NVDA, and DIVB
State of incorporation
OH
Fiscal year end
31 December
Former names
Kellett Schaffner Wealth Advisors LLC (to 03 Feb 2023)

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Quick Takeaways

  • Kellett Wealth Advisors, LLC is an SEC filer tracked under CIK 0001910381.
  • 19 filings are listed on this profile.
  • Common form coverage includes 13F-HR, N-PX.

What Changed

  • Latest filing: 13F-HR filed on 23 Jan 2026.
  • Report period: 31 Dec 2025.

Why This Matters

  • You can quote filing dates and form types directly from the SEC record on this page.
  • Use this profile before deeper ownership or insider analysis to confirm filing history context.

Official SEC Source

Official SEC Source

SEC EDGAR submissions for CIK 0001910381.

See Original Filing

Filer Overview

Kellett Wealth Advisors, LLC has filed 19 SEC EDGAR filings since 10 Feb 2022. Common forms include 13F-HR, N-PX.

Latest 13F filings

Latest Filings

Recent SEC filings for Kellett Wealth Advisors, LLC with direct links to document and filing folders.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Jan 2026 31 Dec 2025 028-21740
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Oct 2025 30 Sep 2025 028-21740
N-PX Open N-PX document View SEC filing for N-PX 28 Aug 2025 30 Jun 2025 028-21740
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Jul 2025 30 Jun 2025 028-21740
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Apr 2025 31 Mar 2025 028-21740
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Feb 2025 31 Dec 2024 028-21740
N-PX Open N-PX document View SEC filing for N-PX 25 Oct 2024 30 Jun 2024 028-21740
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Oct 2024 30 Sep 2024 028-21740
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Aug 2024 30 Jun 2024 028-21740
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Apr 2024 31 Mar 2024 028-21740
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jan 2024 31 Dec 2023 028-21740
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Nov 2023 30 Sep 2023 028-21740
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2023 30 Jun 2023 028-21740
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 May 2023 31 Mar 2023 028-21740
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Feb 2023 31 Dec 2022 028-21740
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Nov 2022 30 Sep 2022 028-21740
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2022 30 Jun 2022 028-21740
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Apr 2022 31 Mar 2022 028-21740
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2022 31 Dec 2021 028-21740

About this filer

Kellett Wealth Advisors, LLC files with the SEC under CIK 0001910381. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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