Kelly Financial Services LLC

BRAINTREE, MA · CIK 2023336 · 13F filing filed 2026-07-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyQuincy, MA

$467.2m reported value +12.9% vs Q1 2026

141positions

53.1%in top 10

19 new 59 added 58 reduced 6 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	94,579	$70.8m15.16%	15.16%	Added +34.6k	+34,643 57.8%
2	BLACKROCK ETF TRUST ISHA IN CTRY ETF CORO	CORO	906,269	$33.2m7.10%	7.10%	Added +14.4k	+14,384 1.6%
3	ISHARES TR S&P 500 GRWT ETF IVW	IVW	186,168	$25.6m5.48%	5.48%	Reduced -4.4k	-4,402 -2.3%
4	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	356,559	$24.2m5.19%	5.19%	Reduced -4.9k	-4,854 -1.3%
5	ISHARES TR S&P 500 VAL ETF IVE	IVE	92,005	$20.9m4.47%	4.47%	Reduced -27.1k	-27,077 -22.7%
6	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	346,715	$18.1m3.88%	3.88%	Added +12.2k	+12,245 3.7%
7	ISHARES TR US TREAS BD ETF GOVT	GOVT	646,386	$14.7m3.15%	3.15%	Added +55.2k	+55,214 9.3%
8	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	268,572	$14.2m3.03%	3.03%	Reduced -71.6k	-71,611 -21.1%
9	ISHARES TR 10-20 YR TRS ETF TLH	TLH	131,731	$13.2m2.83%	2.83%	Added +9.3k	+9,275 7.6%
10	SCHWAB STRATEGIC TR INT-TRM U.S TRES SCHR	SCHR	527,022	$13.0m2.78%	2.78%	Added +182.9k	+182,904 53.1%
11	ISHARES TR MBS ETF MBB	MBB	127,863	$12.1m2.59%	2.59%	Added +9.7k	+9,684 8.2%
12	ISHARES TR INVESTMENT GRADE IGEB	IGEB	253,415	$11.4m2.45%	2.45%	Added +163.1k	+163,073 180.5%
13	ISHARES INC CORE MSCI EMKT IEMG	IEMG	135,016	$11.2m2.39%	2.39%	Reduced -70.6k	-70,582 -34.3%
14	ISHARES TR MSCI USA MMENTM MTUM	MTUM	32,473	$11.1m2.38%	2.38%	Reduced -10.1k	-10,128 -23.8%
15	BLACKROCK ETF TRUST ISHA SYST AL ETF IALT	IALT	366,056	$10.3m2.20%	2.20%	New
16	BLACKROCK ETF TRUST ISHARES US THEMA THRO	THRO	227,677	$9.8m2.10%	2.10%	Reduced -71.9k	-71,927 -24.0%
17	GLOBAL X FDS DEFENSE TECH ETF SHLD	SHLD	157,258	$9.4m2.01%	2.01%	Added +19.3k	+19,276 14.0%
18	BLACKROCK ETF TRUST II ISHA GLO USD ETF GGOV	GGOV	179,662	$9.0m1.93%	1.93%	New
19	BLACKROCK ETF TRUST ISHA LA CORE ETF BLCR	BLCR	163,282	$8.2m1.76%	1.76%	Reduced -5.5k	-5,473 -3.2%
20	ISHARES TR LONG TERM MUNI LMUB	LMUB	131,465	$6.7m1.44%	1.44%	Added +11.8k	+11,807 9.9%
21	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	129,226	$6.5m1.40%	1.40%	Reduced -30.6k	-30,625 -19.2%
22	ISHARES TR SYSTEMATIC BD ET SYSB	SYSB	67,728	$6.0m1.29%	1.29%	Added +6.2k	+6,209 10.1%
23	BLACKROCK ETF TRUST II ISHA SECU IN ETF SECU	SECU	117,403	$5.9m1.25%	1.25%	New
24	ISHARES TR S&P 100 ETF OEF	OEF	14,938	$5.5m1.17%	1.17%	Added +230	+230 1.6%
25	SHERWIN WILLIAMS CO COM SHW	SHW	13,945	$4.8m1.03%	1.03%	Added +25	+25 0.2%
26	ISHARES TR INVT GRD CORP BD LQDW	LQDW	180,681	$4.3m0.93%	0.93%	Added +4.3k	+4,334 2.5%
27	APPLE INC COM AAPL	AAPL	14,919	$4.3m0.92%	0.92%	Added +28	+28 0.2%
28	ISHARES GOLD TR ISHARES NEW IAU	IAU	53,485	$4.0m0.86%	0.86%	Added +5.0k	+5,017 10.3%
29	ISHARES INC EURO HIGH YIELD EUHY	EUHY	67,238	$3.6m0.78%	0.78%	Reduced -822	-822 -1.2%
30	VANECK ETF TRUST JP MRGAN EM LOC EMLC	EMLC	138,426	$3.5m0.76%	0.76%	Added +1.8k	+1,841 1.4%
31	ISHARES TR EAFE VALUE ETF EFV	EFV	44,238	$3.4m0.72%	0.72%	Reduced -71.1k	-71,098 -61.6%
32	ISHARES TR CORE S&P TTL STK ITOT	ITOT	20,518	$3.4m0.72%	0.72%	Reduced -915	-915 -4.3%
33	BLACKROCK ETF TRUST ISHARES US LARG BALI	BALI	82,596	$2.8m0.60%	0.60%	Added +24.1k	+24,120 41.2%
34	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	48,256	$2.7m0.58%	0.58%	Added +15.3k	+15,345 46.6%
35	ISHARES TR U.S. TECH ETF IYW	IYW	9,089	$2.3m0.49%	0.49%	Reduced -191	-191 -2.1%
36	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	10,392	$2.3m0.49%	0.49%	Reduced -54.4k	-54,384 -84.0%
37	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,595	$1.9m0.41%	0.41%	Added +118	+118 4.8%
38	FRANKLIN TEMPLETON ETF TR INTL COR DIV TIL DIVI	DIVI	44,422	$1.9m0.41%	0.41%	Reduced -1.4k	-1,421 -3.1%
39	INDEPENDENT BK CORP MASS COM INDB	INDB	20,771	$1.7m0.37%	0.37%	Reduced -144	-144 -0.7%
40	ISHARES TR CORE TOTAL USD IUSB	IUSB	36,806	$1.7m0.36%	0.36%	Added +7.6k	+7,576 25.9%
41	MICROSOFT CORP COM MSFT	MSFT	4,306	$1.6m0.34%	0.34%	Reduced -331	-331 -7.1%
42	APPLIED MATLS INC COM AMAT	AMAT	2,199	$1.6m0.34%	0.34%	Added +6	+6 0.3%
43	DIREXION SHS ETF TR DRX S&P500BULL SPXL	SPXL	5,553	$1.5m0.32%	0.32%	Added +230	+230 4.3%
44	RTX CORPORATION COM RTX	RTX	7,380	$1.4m0.30%	0.30%	Added +35	+35 0.5%
45	INVESCO EXCH TRADED FD TR II PURBTA 0 5 YR PBTP	PBTP	50,618	$1.3m0.28%	0.28%	Added +12.1k	+12,068 31.3%
46	AMAZON COM INC COM AMZN	AMZN	5,005	$1.2m0.26%	0.26%	Reduced -122	-122 -2.4%
47	ISHARES TR IBOXX INV CP ETF LQD	LQD	8,526	$929.9k0.20%	0.20%	Reduced -314	-314 -3.5%
48	KLA CORP COM NEW KLAC	KLAC	3,027	$913.2k0.20%	0.20%	Reduced -3	-3 -0.1%
49	ISHARES TR CONV BD ETF ICVT	ICVT	7,271	$885.1k0.19%	0.19%	Reduced -258	-258 -3.4%
50	ISHARES TR A RATE CP BD ETF QLTA	QLTA	17,536	$833.3k0.18%	0.18%	Reduced -233.4k	-233,353 -93.0%
51	NVIDIA CORPORATION COM NVDA	NVDA	4,053	$811.0k0.17%	0.17%	Reduced -304	-304 -7.0%
52	EXXON MOBIL CORP COM XOM	XOM	5,774	$789.4k0.17%	0.17%	Reduced -24	-24 -0.4%
53	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,109	$753.8k0.16%	0.16%	Added +109	+109 5.5%
54	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	12,129	$745.4k0.16%	0.16%	Added +405	+405 3.5%
55	JOHNSON & JOHNSON COM JNJ	JNJ	2,882	$731.9k0.16%	0.16%	Reduced -1	-1 -0.0%
56	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	9,297	$724.3k0.16%	0.16%	Added +6.2k	+6,173 197.6%
57	HOME DEPOT INC COM HD	HD	1,903	$671.2k0.14%	0.14%	Added +38	+38 2.0%
58	ISHARES TR MSCI INTL VLU FT IVLU	IVLU	15,614	$653.0k0.14%	0.14%	Reduced -291	-291 -1.8%
59	LOCKHEED MARTIN CORP COM LMT	LMT	1,271	$647.4k0.14%	0.14%	Reduced -54	-54 -4.1%
60	SSGA ACTIVE TR SPDR SSGA US SCT XLSR	XLSR	9,807	$636.1k0.14%	0.14%	Reduced -315	-315 -3.1%
61	MARRIOTT INTL INC NEW CL A MAR	MAR	1,684	$624.0k0.13%	0.13%	Reduced -6	-6 -0.4%
62	J P MORGAN EXCHANGE TRADED F BETABUILDRS US BBUS	BBUS	4,597	$619.4k0.13%	0.13%	Reduced -64	-64 -1.4%
63	JPMORGAN CHASE & CO COM JPM	JPM	1,864	$610.0k0.13%	0.13%	Reduced -238	-238 -11.3%
64	ISHARES TR MORNINGSTAR VALU ILCV	ILCV	5,679	$574.9k0.12%	0.12%	Reduced -109	-109 -1.9%
65	TESLA INC COM TSLA	TSLA	1,365	$574.3k0.12%	0.12%	Added +14	+14 1.0%
66	DIREXION SHS ETF TR DLY TECH BULL 3X TECL	TECL	2,460	$567.7k0.12%	0.12%	Added +134	+134 5.8%
67	CHEVRON CORP NEW COM CVX	CVX	3,361	$557.1k0.12%	0.12%	Added +26	+26 0.8%
68	DIREXION SHS ETF TR DLY SCOND 3XBU SOXL	SOXL	1,963	$523.6k0.11%	0.11%	New
69	ALPHABET INC CAP STK CL C GOOG	GOOG	1,420	$501.7k0.11%	0.11%	Reduced -121	-121 -7.8%
70	ROCKWELL AUTOMATION INC COM ROK	ROK	996	$493.1k0.11%	0.11%	Added +3	+3 0.3%
71	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	756	$484.5k0.10%	0.10%	Reduced -34	-34 -4.3%
72	ISHARES TR EAFE GRWTH ETF EFG	EFG	3,783	$470.6k0.10%	0.10%	Added +95	+95 2.6%
73	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	9,040	$468.1k0.10%	0.10%	Added +608	+608 7.2%
74	TJX COS INC NEW COM TJX	TJX	3,078	$466.4k0.10%	0.10%	Reduced -77	-77 -2.4%
75	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	5,391	$464.4k0.10%	0.10%	Reduced -579	-579 -9.7%
76	SPDR SERIES TRUST AEROSPACE DEF XAR	XAR	1,635	$464.0k0.10%	0.10%	New
77	ISHARES TR USD INV GRDE ETF USIG	USIG	8,983	$460.7k0.10%	0.10%	Reduced -985	-985 -9.9%
78	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	7,868	$453.8k0.10%	0.10%	New
79	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	6,287	$447.9k0.10%	0.10%	Reduced -649	-649 -9.4%
80	ISHARES TR MSCI USA MIN VOL USMV	USMV	4,570	$440.8k0.09%	0.09%	Added +410	+410 9.9%
81	ISHARES TR RUS TP200 VL ETF IWX	IWX	4,063	$427.2k0.09%	0.09%	Reduced -3.0k	-3,033 -42.7%
82	ORACLE CORP COM ORCL	ORCL	2,903	$425.4k0.09%	0.09%	Added +18	+18 0.6%
83	VANGUARD WORLD FD INF TECH ETF VGT	VGT	3,539	$423.0k0.09%	0.09%	Added +3	+3 0.1%
84	CISCO SYS INC COM CSCO	CSCO	3,587	$421.3k0.09%	0.09%	Added +20	+20 0.6%
85	CONOCOPHILLIPS COM COP	COP	3,998	$415.6k0.09%	0.09%	Added +33	+33 0.8%
86	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	3,483	$414.4k0.09%	0.09%	New
87	ABBVIE INC COM ABBV	ABBV	1,549	$389.9k0.08%	0.08%	Reduced -1	-1 -0.1%
88	ISHARES TR RUS TP200 GR ETF IWY	IWY	1,336	$388.3k0.08%	0.08%	Reduced -1	-1 -0.1%
89	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	7,604	$383.2k0.08%	0.08%	Reduced -2.9k	-2,948 -27.9%
90	ISHARES TR NATIONAL MUN ETF MUB	MUB	3,473	$373.7k0.08%	0.08%	Reduced -354	-354 -9.2%
91	ISHARES TR RUS 1000 ETF IWB	IWB	888	$363.5k0.08%	0.08%	Reduced -9	-9 -1.0%
92	INTEL CORP COM INTC	INTC	2,543	$355.0k0.08%	0.08%	New
93	VERIZON COMMUNICATIONS INC COM VZ	VZ	8,216	$347.8k0.07%	0.07%	Added +54	+54 0.7%
94	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,591	$346.7k0.07%	0.07%	Reduced -160	-160 -9.1%
95	WALMART INC COM WMT	WMT	3,038	$344.1k0.07%	0.07%	Reduced -1	-1 -0.0%
96	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	466	$343.1k0.07%	0.07%	Unchanged
97	PHILIP MORRIS INTL INC COM PM	PM	1,883	$340.6k0.07%	0.07%	Added +165	+165 9.6%
98	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	6,163	$327.7k0.07%	0.07%	Reduced -218	-218 -3.4%
99	SSGA ACTIVE TR SPDR SSGA FXD FISR	FISR	12,737	$326.7k0.07%	0.07%	Reduced -3.8k	-3,834 -23.1%
100	SPDR GOLD TR GOLD SHS GLD	GLD	886	$326.5k0.07%	0.07%	Added +37	+37 4.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR IAGG	IAGG	232,388	$11.6m232.4k shares
ISHARES TR HYGW	HYGW	57,353	$1.7m57.4k shares
ISHARES TR IJR	IJR	4,721	$586.9k4.7k shares
PACER FDS TR COWZ	COWZ	4,841	$302.8k4.8k shares
PEPSICO INC PEP	PEP	1,680	$260.9k1.7k shares
ISHARES TR HYDB	HYDB	5,051	$231.9k5.1k shares