SEC Form 13F

Kelly Financial Services LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-15
Reported value$467,242,382
Positions141

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$70,829,30794,579
BLACKROCK ETF TRUSTCOROISHA IN CTRY ETF$33,169,445906,269
ISHARES TRIVWS&P 500 GRWT ETF$25,603,705186,168
BLACKROCK ETF TRUSTDYNFISHARES US EQUIT$24,249,548356,559
ISHARES TRIVES&P 500 VAL ETF$20,890,56392,005
BLACKROCK ETF TRUST IIBINCISHA FLEX IN ETF$18,147,060346,715
ISHARES TRGOVTUS TREAS BD ETF$14,724,681646,386
BLACKROCK ETF TRUSTBAIISHA I IN TE ETF$14,159,094268,572
ISHARES TRTLH10-20 YR TRS ETF$13,219,217131,731
SCHWAB STRATEGIC TRSCHRINT-TRM U.S TRES$12,996,354527,022

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page