Kelly Financial Group LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 105 holdings, with the majority of the portfolio value concentrated in a mix of individual equities and exchange-traded funds (ETFs).
The largest position in the portfolio is held in Voya Financial Inc., with 4,077,462 shares. Other significant individual stock holdings include Microsoft Corporation, with 5,163,457 shares; NextNav Inc., with 2,208,035 shares; and JPMorgan Exchange Traded Fund International Resources Equity, with 38,223,625 shares.
The portfolio also includes substantial allocations to various ETFs. Key ETF holdings include the iShares Core S&P 500 ETF (110,8 shares), the Invesco Exchange Traded Fund T DORS WRI MOM ETF (1,07,28 shares), and the JPMorgan Exchange Traded Fund Income ETF (142,025 shares). The filing indicates that all positions are held as sole voting rights and sole dispositive rights.
