You're signed outSign in or to get full access.
Kelly Financial Group LLC
Kelly Financial Group LLC is a wealth management and investment advisory firm headquartered in Wethersfield, Connecticut. Founded in 1995, the firm offers comprehensive financial planning, retirement planning, estate planning, and investment management solutions primarily to individuals and families. The organization works with over 1000 clients, employs 11 staff members, and is focused on delivering integrity-based, disciplined investment advice to help clients pursue their financial goals and prepare for retirement. Kelly Financial Group serves mainly U.S. persons, particularly hard-working families, and high net worth individuals.
Investment Strategy
Kelly Financial Group LLC utilizes a customized, comprehensive planning process that combines retirement, tax, estate, and investment strategies. The firm employs a disciplined planning approach tailored to each client’s unique circumstances. Their investment philosophy emphasizes income planning, broad asset diversification, and ongoing evaluation. Regular portfolio reviews and educational workshops are central to their practice, helping clients understand their choices and retire with confidence. Their holdings reflect diversification among ETFs and mutual funds across equities and fixed income, with a net buying focus and systematic rebalancing.
Latest 13F Filing Activity
Kelly Financial Group LLC filed their most recent 13F report on Sep 30, 2025 disclosing 94 equity positions with a total 13F market value of $377M. The fund increased holdings in J P Morgan Exchange Traded F, J P Morgan Exchange Traded F, J P Morgan Exchange Traded F among other positions. Kelly Financial Group LLC reduced exposure to Ishares TR, Ishares TR, Select Sector SPDR TR among others.
Top Holdings
Equity Positions (94)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BBUS | J P MORGAN EXCHANGE TRADED F | 15.85% | $59.8M | 495,230 | $106.35 | $120.66 | +$5.3M |
B BBIN | J P MORGAN EXCHANGE TRADED F | 9.80% | $36.9M | 526,695 | $58.52 | $70.13 | +$2.9M |
J JCPB | J P MORGAN EXCHANGE TRADED F | 7.66% | $28.9M | 607,094 | $46.32 | $47.55 | +$2.9M |
L LDUR | PIMCO ETF TR | 6.80% | $25.6M | 266,660 | $95.21 | $96.15 | +$1.7M |
I IWF | ISHARES TR | 5.55% | $20.9M | 44,642 | $400.12 | $468.41 | +$1.6M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more