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Aryn Sands

Kelly Financial Services Llc

Assets Managed
$467.242M
Holdings
141
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
12.9%(2Q avg: 8.32%)
Sustained Growth
7 quarters

Portfolio positions

This chart displays the top 10 holdings in Kelly Financial Services Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 141 positions.

Assets under management

The assets under management (AUM) of Kelly Financial Services Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 467.242M in assets, with a quarterly growth rate of 12.9% and a 2-quarter average growth rate of 8.32%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 57.8%
15.16%
$70.829M
94,579 shares@ $748.9 avg price
CORO
Ish Intl Ctry Rot Act Etf
Recent Activity
Increased 1.62%
7.1%
$33.169M
906,269 shares@ $36.6 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Decreased -2.3%
5.48%
$25.604M
186,168 shares@ $137.54 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -1.34%
5.19%
$24.25M
356,559 shares@ $68.01 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -22.73%
4.48%
$20.891M
92,005 shares@ $227.06 avg price
BINC
Ishares Flex I A Etf-usd Inc
Recent Activity
Increased 3.67%
3.89%
$18.147M
346,715 shares@ $52.34 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Increased 9.34%
3.16%
$14.725M
646,386 shares@ $22.79 avg price
BAI
Ishrs Ai In And Tech Act Etf
Recent Activity
Decreased -21.05%
3.04%
$14.159M
268,572 shares@ $52.72 avg price
TLH
Ishares 10-20 Year Treasury
Recent Activity
Increased 7.58%
2.83%
$13.219M
131,731 shares@ $100.36 avg price
SCHR
Schwab Intermediate-term Us
Recent Activity
Increased 53.16%
2.79%
$12.996M
527,022 shares@ $24.66 avg price

1-10 of 141