13F Filings History of Kelsey Financial, LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$116,414,922
Signature - Title
Steve Hoppel - CEO/CCO
Location
Moorpark, CA
Summary
This page shows a list of all the recent 13F filings made by Kelsey Financial, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Kelsey Financial, LLC reported 62 stock holdings with total value $116,414,922 as of Q4 2025. Top holdings included QQQ, IWD, LQD, IGSB, and AVGO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 62 $116,414,922 $0 $0 $0 QQQ, IWD, LQD, IGSB, AVGO 13F-HR 23 Jan 2026, 10:22