Kelsey Financial, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing indicates that the firm held 63 positions in its equity portfolio at the end of the reporting period.
The largest holding disclosed in the filing is Amgen Inc., for which the firm reported ownership of 21,553 shares. Other significant individual stock positions included Microsoft Corporation (2,092 shares), NVIDIA Corporation (7,789 shares), and Apple Inc. (7,411 shares). The filing also lists a substantial number of exchange-traded funds (ETFs), including the iShares Core S&P 500 ETF, the Vanguard Total Bond Market ETF, and the Invesco QQQ Trust.
The report lists Steve Hoppel as the Chief Executive Officer and Chief Compliance Officer of Kelsey Financial, LLC, located in Moorpark, California. The filing was signed on October 28, 2026.
