KELLY FINANCIAL GROUP LLC

Institutional manager (13F) · CIK 1128066

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $382M

#	Issuer	Value	Shares
1	J P MORGAN EXCHANGE TRADED F	$58M	497,791
2	J P MORGAN EXCHANGE TRADED F	$38M	496,488
3	J P MORGAN EXCHANGE TRADED F	$31M	653,344
4	PIMCO ETF TR	$27M	282,777
5	J P MORGAN EXCHANGE TRADED F	$25M	483,823
6	ISHARES TR	$21M	48,539
7	DIMENSIONAL ETF TRUST	$20M	327,391
8	ISHARES TR	$19M	191,117
9	J P MORGAN EXCHANGE TRADED F	$18M	185,130
10	J P MORGAN EXCHANGE TRADED F	$17M	270,353
11	DIMENSIONAL ETF TRUST	$15M	422,016
12	DIMENSIONAL ETF TRUST	$10M	286,288
13	ISHARES TR	$9M	92,037
14	APPLE INC	$8M	31,049
15	J P MORGAN EXCHANGE TRADED F	$5M	119,351
16	DIMENSIONAL ETF TRUST	$5M	94,184
17	J P MORGAN EXCHANGE TRADED F	$5M	65,383
18	VOYA FINANCIAL INC	$4M	4,077,462
19	MICROSOFT CORP	$4M	10,107
20	J P MORGAN EXCHANGE TRADED F	$4M	53,942
21	ISHARES TR	$4M	14,206
22	INVESCO EXCHANGE TRADED FD T	$3M	17,110
23	J P MORGAN EXCHANGE TRADED F	$3M	67,535
24	ISHARES TR	$3M	32,334
25	SCHWAB STRATEGIC TR	$3M	111,870
26	ISHARES TR	$3M	24,423
27	J P MORGAN EXCHANGE TRADED F	$2M	21,252
28	ISHARES TR	$2M	6,167
29	SCHWAB STRATEGIC TR	$1M	45,280
30	AMAZON COM INC	$1M	6,440
31	INVESCO EXCHANGE TRADED FD T	$1M	10,913
32	SPDR SERIES TRUST	$1M	12,959
33	ISHARES TR	$1M	14,101
34	BERKSHIRE HATHAWAY INC DEL	$967k	2,018
35	PROCTER & GAMBLE CO	$963k	6,667
36	ISHARES TR	$919k	19,900
37	ISHARES TR	$903k	4,710
38	ISHARES INC	$853k	12,236
39	SELECT SECTOR SPDR TR	$820k	5,591
40	INNOVATOR ETFS TRUST	$783k	23,404
41	SPDR SERIES TRUST	$763k	25,388
42	J P MORGAN EXCHANGE TRADED F	$728k	11,723
43	ISHARES TR	$697k	1,067
44	MASTERCARD INCORPORATED	$656k	1,327
45	NVIDIA CORPORATION	$614k	3,679
46	J P MORGAN EXCHANGE TRADED F	$612k	4,699
47	DIMENSIONAL ETF TRUST	$601k	8,479
48	ISHARES TR	$597k	8,586
49	ISHARES TR	$597k	11,815
50	INNOVATOR ETFS TRUST	$568k	19,555

All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.