Kelly Financial Services LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The report lists the firm's principal office at 10 Forbes Road, Suite 130, in Braintree, Massachusetts.
The filing details a portfolio consisting of 293 individual equity securities. The largest positions include Apple Inc., with 15,019 shares; Microsoft Corporation, with 4,498 shares; and Micron Technology Inc., with 5,108 shares. The portfolio also includes significant stakes in Alphabet Inc. Class A and Class C shares, Amazon.com Inc., and Johnson & Johnson.
A substantial portion of the portfolio is allocated to exchange-traded funds (ETFs). Notable ETF holdings include the iShares Core S&P 500 ETF, with 99,605 shares, and the iShares Core S&P 500 ETF Trust, with 996,055 shares. Other ETFs listed include various BlackRock and iShares funds covering sectors such as technology, international markets, and bonds.
Other individual stock positions listed in the filing include NVIDIA Corporation, with 5,394 shares; Meta Platforms Inc. Class A, with 534 shares; and Tesla Inc., with 1,358 shares. The report indicates that all holdings are held in a sole voting capacity.
