Kelsey Financial, LLC
Kelsey Financial, LLC reported 65 positions worth $131.8M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: QQQ (20.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | QQQ | SH | $27.5M | 20.90% | 37,403 | — | — | |
| ▸ 2 | IWD | SH | $12.3M | 9.31% | 50,631 | — | — | |
| ▸ 3 | LQD | SH | $10.4M | 7.88% | 95,170 | — | — | |
| ▸ 4 | IGSB | SH | $9.4M | 7.16% | 180,138 | — | — | |
| ▸ 5 | AVGO | SH | $9.0M | 6.82% | 23,803 | — | — | |
| ▸ 6 | AMGN | SH | $7.9M | 5.99% | 21,792 | — | — | |
| ▸ 7 | IWS | SH | $5.9M | 4.50% | 36,016 | — | — | |
| ▸ 8 | VEU | SH | $5.3M | 4.00% | 62,894 | — | — | |
| ▸ 9 | IWP | SH | $5.1M | 3.83% | 34,500 | — | — | |
| ▸ 10 | IWN | SH | $3.3M | 2.54% | 15,110 | — | — |
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Frequently Asked Questions
What stocks does Kelsey Financial, LLC hold as of Q2 2026?
Kelsey Financial, LLC reported 65 positions worth $131.8M in its Q2 2026 13F filing. Largest positions: QQQ (20.9%), IWD (9.3%), LQD (7.9%), IGSB (7.2%) and AVGO (6.8%).
What did Kelsey Financial, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Kelsey Financial, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.