Institutions / Kelsey Financial, LLC
Kelsey Financial, LLC
CIK 2022609 · Institution · as of Dec 31, 2025
Portfolio value
$116.41M
Positions
62
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 62 →
| Company | Value | % of portfolio |
|---|---|---|
| Invesco Qqq Tr | $19.47M | 16.7% |
| iShares Tr | $12.91M | 11.1% |
| iShares MSCI UAE ETF | $10.37M | 8.9% |
| iShares Tr | $9.22M | 7.9% |
| Broadcom Inc. | $8.76M | 7.5% |
| Amgen Inc | $7.13M | 6.1% |
| iShares Tr | $5.44M | 4.7% |
| Vanguard Intl Equity Index F | $5.23M | 4.5% |
| iShares Tr | $3.94M | 3.4% |
| SPDR S&P 500 ETF Tr | $3.05M | 2.6% |
| iShares Tr | $2.79M | 2.4% |
| Apple Inc. | $2.03M | 1.7% |
| iShares Tr | $1.84M | 1.6% |
| SPDR Series Trust | $1.46M | 1.3% |
| Tesla Inc | $1.42M | 1.2% |
| NVIDIA Corp | $1.41M | 1.2% |
| iShares Tr | $1.04M | 0.9% |
| Microsoft Corp | $1.03M | 0.9% |
| Agilent Technologies Inc | $995.5K | 0.9% |
| SPDR Series Trust | $850.4K | 0.7% |
| iShares Tr | $832.2K | 0.7% |
| Vanguard Scottsdale Fds | $795.2K | 0.7% |
| iShares Tr | $775.7K | 0.7% |
| Vanguard Index Fds | $694.9K | 0.6% |
| Enterprise Products Partners L.P.EPD | $679.8K | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.