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Scott Solod

Kelly Financial Group Llc

Assets Managed
$450.06M
Holdings
107
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
13.18%(2Q avg: 7.13%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Kelly Financial Group Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 107 positions.

Assets under management

The assets under management (AUM) of Kelly Financial Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 450.06M in assets, with a quarterly growth rate of 13.18% and a 2-quarter average growth rate of 7.13%. The portfolio is managed by Scott Solod, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BBUS
Jpmorgan Betabuilders Us Equ
Recent Activity
Increased 5.64%
15.75%
$70.843M
525,852 shares@ $134.72 avg price
JIRE
Jpmorgan Int Res Enh Eqty
Recent Activity
Decreased -7.54%
8.42%
$37.867M
459,051 shares@ $82.5 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 5.13%
7.17%
$32.239M
686,820 shares@ $46.95 avg price
JEMA
Jpmorgan Activebuilders Emer
Recent Activity
Increased 1.33%
6.96%
$31.316M
490,232 shares@ $63.88 avg price
LDUR
Pimco Enhanced Low Duration
Recent Activity
Increased 5.9%
6.37%
$28.63M
299,442 shares@ $95.62 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 308.85%
5.48%
$24.641M
198,448 shares@ $124.18 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 0.78%
5.13%
$23.062M
329,931 shares@ $69.9 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 6.85%
4.5%
$20.212M
204,205 shares@ $98.98 avg price
BBIB
Jpm Beta Us Tr 3-10 Yr Etf
Recent Activity
Increased 8.34%
4.36%
$19.611M
200,552 shares@ $97.79 avg price
JQUA
Jpmorgan Us Quality Factor
Recent Activity
Decreased -0.02%
4.35%
$19.536M
270,282 shares@ $72.28 avg price

1-10 of 107