Kellett Wealth Advisors, LLC - Portfolio overview

Kellett Wealth Advisors, LLC has 85 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 17.66%
2. USEP - INNOVATOR ETFS TRUST, 10.73%
3. IPKW - INVESCO EXCH TRADED FD TR II, 9.96%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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