Kelsey Financial, LLC - Portfolio overview

Kelsey Financial, LLC has 63 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. QQQ - INVESCO QQQ TR, 18.49%
2. IWD - ISHARES TR, 9.35%
3. LQD - ISHARES TR, 9.20%

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

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