13F Filings History of KELLY FINANCIAL GROUP LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$389,230,752
Signature - Title
Scott Solod - CCO
Location
Wethersfield, CT
Summary
This page shows a list of all the recent 13F filings made by KELLY FINANCIAL GROUP LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KELLY FINANCIAL GROUP LLC reported 96 stock holdings with total value $389,230,752 as of Q4 2025. Top holdings included BBUS, BBIN, JCPB, LDUR, and IWF.

Notify me when KELLY FINANCIAL GROUP LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 96 $389,230,752 +$11,996,470 -$1,435,095 +$10,561,375 BBUS, BBIN, JCPB, LDUR, IWF 13F-HR 23 Jan 2026, 06:27
Q3 2025 96 $372,788,116 +$17,313,647 -$3,894,673 +$13,418,974 BBUS, BBIN, JCPB, LDUR, IWF 13F-HR 22 Oct 2025, 17:16
Q2 2025 84 $341,422,249 +$23,462,248 -$17,437,520 +$6,024,728 BBUS, BBIN, JCPB, LDUR, IWF 13F-HR 15 Jul 2025, 08:39
Q1 2025 80 $315,863,803 +$44,442,951 -$8,800,671 +$35,642,280 BBUS, BBIN, JCPB, LDUR, AGG 13F-HR 16 Apr 2025, 13:30
Q4 2024 78 $281,018,114 $0 $0 $0 BBUS, BBIN, JCPB, LDUR, IWF 13F-HR 06 Feb 2025, 09:47