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Scott Solod

Kelly Financial Group Llc

Assets Managed
$397.653M
Holdings
100
Last Quarter
2026 - Q1
Filed Date
1mo 21d ago
Growth Rate
1.08%(2Q avg: 2.72%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Kelly Financial Group Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 100 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 397.653M in assets, with a quarterly growth rate of 1.08% and a 2-quarter average growth rate of 2.72%. The portfolio is managed by Scott Solod, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BBUS
Jpmorgan Betabuilders Us Equ
Recent Activity
Decreased -3.4%
14.67%
$58.326M
497,791 shares@ $117.18 avg price
JIRE
Jpmorgan Int Res Enh Eqty
Recent Activity
New Position
9.46%
$37.6M
496,488 shares@ $75.74 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 3.12%
7.74%
$30.759M
653,344 shares@ $47.08 avg price
LDUR
Pimco Enhanced Low Duration
Recent Activity
Increased 2.9%
6.82%
$27.096M
282,777 shares@ $95.82 avg price
JEMA
Jpmorgan Activebuilders Emer
Recent Activity
Increased 14.84%
6.33%
$25.171M
483,823 shares@ $52.03 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 5.96%
5.21%
$20.695M
48,539 shares@ $426.36 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 0.33%
5.15%
$20.444M
327,391 shares@ $62.45 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -8.63%
4.78%
$18.972M
191,117 shares@ $99.27 avg price
BBIB
Jpm Beta Us Tr 3-10 Yr Etf
Recent Activity
Increased 1.73%
4.6%
$18.285M
185,130 shares@ $98.77 avg price
JQUA
Jpmorgan Us Quality Factor
Recent Activity
Increased 3.84%
4.17%
$16.577M
270,353 shares@ $61.32 avg price

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