Kelsey Financial, LLC — 13F holdings

Kelsey Financial, LLC reported 65 holdings worth $132M in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

1. QQQ Invesco Qqq Tr — $27.5M (20.9%)
2. IWD ISHARES TR — $12.3M (9.3%)
3. LQD ISHARES TR — $10.4M (7.9%)
4. IGSB ISHARES TR — $9.44M (7.2%)
5. AVGO BROADCOM INC — $8.99M (6.8%)
6. AMGN AMGEN INC — $7.89M (6.0%)
7. IWS ISHARES TR — $5.93M (4.5%)
8. VEU VANGUARD INTL EQUITY INDEX F — $5.27M (4.0%)
9. IWP ISHARES TR — $5.05M (3.8%)
10. IWN ISHARES TR — $3.34M (2.5%)