# EDGAR Filing Document

**Accession Number:** 0001128066
**File Stem:** 0002085853-25-000142
**Filing Date:** 2025-10
**Character Count:** 13603
**Document Hash:** 3af3e7d04db015b9cc67d3a0725e0404
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002085853-25-000142.hdr.sgml**: 20251022

**ACCESSION NUMBER**: 0002085853-25-000142

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251022

**DATE AS OF CHANGE**: 20251022

**EFFECTIVENESS DATE**: 20251022

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** KELLY FINANCIAL GROUP LLC
- **CENTRAL INDEX KEY:** 0001128066

**ORGANIZATION NAME:**
- **EIN:** 061425544
- **STATE OF INCORPORATION:** CT
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24784
- **FILM NUMBER:** 251410840

**BUSINESS ADDRESS:**
- **STREET 1:** 100 GREAT MEADOW ROAD
- **STREET 2:** SUITE 701
- **CITY:** WETHERSFIELD
- **STATE:** CT
- **ZIP:** 06109
- **BUSINESS PHONE:** 8602582600

**MAIL ADDRESS:**
- **STREET 1:** 100 GREAT MEADOW ROAD
- **STREET 2:** SUITE 701
- **CITY:** WETHERSFIELD
- **STATE:** CT
- **ZIP:** 06109

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** KELLY FINANCIAL GROUP LLC                               /ADV
- **DATE OF NAME CHANGE:** 20001109

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** KELLY FINANCIAL GROUP LLC<br>**Address:** 100 Great Meadow Road<br>Suite 701<br>Wethersfield, CT 06109

**Form 13F File Number:** 028-24784

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Scott Solod<br>**Title:** CCO<br>**Phone:** 860-258-2600

**Signature, Place, and Date of Signing:**

/s/ Scott Solod  Wethersfield, CT  10-22-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 96

**Form 13F Information Table Value Total:** $377023325

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | COM | 023135106 |  | 1428742 | 6507 | SH |  | SOLE |  | 0 | 0 | 6507 |
| AMERICAN HEALTHCARE REIT INC | COM SHS | 398182303 |  | 57257 | 13975 | SH |  | SOLE |  | 0 | 0 | 13975 |
| APPLE INC | COM | 037833100 |  | 8036692 | 31562 | SH |  | SOLE |  | 0 | 0 | 31562 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 389172 | 402 | SH |  | SOLE |  | 0 | 0 | 402 |
| AT INC | COM | 00206R102 |  | 317220 | 11233 | SH |  | SOLE |  | 0 | 0 | 11233 |
| BANK AMERICA CORP | COM | 060505104 |  | 340855 | 6607 | SH |  | SOLE |  | 0 | 0 | 6607 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 943643 | 1877 | SH |  | SOLE |  | 0 | 0 | 1877 |
| BLACKROCK ETF TRUST | US CARBON TRANS | 09290C509 |  | 205107 | 2826 | SH |  | SOLE |  | 0 | 0 | 2826 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 |  | 343952 | 5810 | SH |  | SOLE |  | 0 | 0 | 5810 |
| COCA COLA CO | COM | 191216100 |  | 270002 | 4040 | SH |  | SOLE |  | 0 | 0 | 4040 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 18180788 | 312331 | SH |  | SOLE |  | 0 | 0 | 312331 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 548950 | 7578 | SH |  | SOLE |  | 0 | 0 | 7578 |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 |  | 13646953 | 414801 | SH |  | SOLE |  | 0 | 0 | 414801 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 |  | 252419 | 5238 | SH |  | SOLE |  | 0 | 0 | 5238 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 301060 | 9594 | SH |  | SOLE |  | 0 | 0 | 9594 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 4578893 | 99282 | SH |  | SOLE |  | 0 | 0 | 99282 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 |  | 9075584 | 286930 | SH |  | SOLE |  | 0 | 0 | 286930 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 220635 | 4937 | SH |  | SOLE |  | 0 | 0 | 4937 |
| DNP SELECT INCOME FD INC | COM | 23325P104 |  | 190236 | 18882 | SH |  | SOLE |  | 0 | 0 | 18882 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 |  | 336045 | 1040 | SH |  | SOLE |  | 0 | 0 | 1040 |
| EVERSOURCE ENERGY | COM | 30040W108 |  | 413287 | 5809 | SH |  | SOLE |  | 0 | 0 | 5809 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 361364 | 3205 | SH |  | SOLE |  | 0 | 0 | 3205 |
| F ANNUITIES  LIFE INC | COMMON STOCK | 30190A104 |  | 105850 | 105850 | SH |  | SOLE |  | 0 | 0 | 105850 |
| HOME DEPOT INC | COM | 437076102 |  | 281104 | 694 | SH |  | SOLE |  | 0 | 0 | 694 |
| HONEYWELL INTL INC | COM | 438516106 |  | 407509 | 1936 | SH |  | SOLE |  | 0 | 0 | 1936 |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | 45783Y855 |  | 283368 | 8634 | SH |  | SOLE |  | 0 | 0 | 8634 |
| INNOVATOR ETFS TRUST | EQUITY DEFINED P | 45783Y251 |  | 207976 | 7239 | SH |  | SOLE |  | 0 | 0 | 7239 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 255637 | 906 | SH |  | SOLE |  | 0 | 0 | 906 |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRIGHT MO | 46137V837 |  | 1309831 | 11095 | SH |  | SOLE |  | 0 | 0 | 11095 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 3420670 | 18032 | SH |  | SOLE |  | 0 | 0 | 18032 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 870144 | 13200 | SH |  | SOLE |  | 0 | 0 | 13200 |
| ISHARES INC | EMNG MKTS EQT | 46434G889 |  | 210591 | 3722 | SH |  | SOLE |  | 0 | 0 | 3722 |
| ISHARES TR | GOV/CRED BD ETF | 464288596 |  | 2455205 | 23304 | SH |  | SOLE |  | 0 | 0 | 23304 |
| ISHARES TR | EAFE SML CP ETF | 464288273 |  | 1151951 | 15015 | SH |  | SOLE |  | 0 | 0 | 15015 |
| ISHARES TR | 0-5YR INVT GR CP | 46434V100 |  | 681054 | 13399 | SH |  | SOLE |  | 0 | 0 | 13399 |
| ISHARES TR | RUS TP200 GR ETF | 464289438 |  | 3563470 | 13022 | SH |  | SOLE |  | 0 | 0 | 13022 |
| ISHARES TR | CORE TOTAL USD | 46434V613 |  | 909493 | 19471 | SH |  | SOLE |  | 0 | 0 | 19471 |
| ISHARES TR | S 100 ETF | 464287101 |  | 336168 | 1010 | SH |  | SOLE |  | 0 | 0 | 1010 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 378831 | 5585 | SH |  | SOLE |  | 0 | 0 | 5585 |
| ISHARES TR | MRNING SM CP ETF | 464288703 |  | 508048 | 7624 | SH |  | SOLE |  | 0 | 0 | 7624 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 20187944 | 201376 | SH |  | SOLE |  | 0 | 0 | 201376 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 2846363 | 34468 | SH |  | SOLE |  | 0 | 0 | 34468 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 291447 | 5689 | SH |  | SOLE |  | 0 | 0 | 5689 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 959080 | 4931 | SH |  | SOLE |  | 0 | 0 | 4931 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 8131045 | 85464 | SH |  | SOLE |  | 0 | 0 | 85464 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 1596936 | 6600 | SH |  | SOLE |  | 0 | 0 | 6600 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 465858 | 3859 | SH |  | SOLE |  | 0 | 0 | 3859 |
| ISHARES TR | CORE S ETF | 464287200 |  | 824276 | 1232 | SH |  | SOLE |  | 0 | 0 | 1232 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 254665 | 1300 | SH |  | SOLE |  | 0 | 0 | 1300 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 20910778 | 44642 | SH |  | SOLE |  | 0 | 0 | 44642 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 |  | 506949 | 4242 | SH |  | SOLE |  | 0 | 0 | 4242 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 236028 | 1661 | SH |  | SOLE |  | 0 | 0 | 1661 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 245412 | 2155 | SH |  | SOLE |  | 0 | 0 | 2155 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 228002 | 1862 | SH |  | SOLE |  | 0 | 0 | 1862 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 497617 | 5998 | SH |  | SOLE |  | 0 | 0 | 5998 |
| ISHARES TR | MBS ETF | 464288588 |  | 210472 | 2212 | SH |  | SOLE |  | 0 | 0 | 2212 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 |  | 226784 | 2202 | SH |  | SOLE |  | 0 | 0 | 2202 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS US | 46654Q849 |  | 17317472 | 173892 | SH |  | SOLE |  | 0 | 0 | 173892 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS I | 46641Q373 |  | 36937091 | 526695 | SH |  | SOLE |  | 0 | 0 | 526695 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDRS US | 46641Q399 |  | 59754504 | 495230 | SH |  | SOLE |  | 0 | 0 | 495230 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS US | 46641Q241 |  | 3223544 | 69071 | SH |  | SOLE |  | 0 | 0 | 69071 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS EUR | 46641Q191 |  | 1743174 | 25042 | SH |  | SOLE |  | 0 | 0 | 25042 |
| J P MORGAN EXCHANGE TRADED F | US MOMENTUM | 46641Q779 |  | 2747687 | 40465 | SH |  | SOLE |  | 0 | 0 | 40465 |
| J P MORGAN EXCHANGE TRADED F | ACTIVEBLDRS EMER | 46641Q266 |  | 19650465 | 413259 | SH |  | SOLE |  | 0 | 0 | 413259 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 |  | 5203071 | 112111 | SH |  | SOLE |  | 0 | 0 | 112111 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 204133 | 3575 | SH |  | SOLE |  | 0 | 0 | 3575 |
| J P MORGAN EXCHANGE TRADED F | DIV RTN EM EQT | 46641Q308 |  | 663526 | 11247 | SH |  | SOLE |  | 0 | 0 | 11247 |
| J P MORGAN EXCHANGE TRADED F | JPMORGAN DIVER | 46641Q407 |  | 599601 | 4839 | SH |  | SOLE |  | 0 | 0 | 4839 |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 |  | 15639426 | 248600 | SH |  | SOLE |  | 0 | 0 | 248600 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 |  | 28867327 | 607094 | SH |  | SOLE |  | 0 | 0 | 607094 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 208969 | 1127 | SH |  | SOLE |  | 0 | 0 | 1127 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 405680 | 1286 | SH |  | SOLE |  | 0 | 0 | 1286 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 203143 | 780 | SH |  | SOLE |  | 0 | 0 | 780 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 752805 | 1323 | SH |  | SOLE |  | 0 | 0 | 1323 |
| MCDONALDS CORP | COM | 580135101 |  | 293254 | 965 | SH |  | SOLE |  | 0 | 0 | 965 |
| MERCK  CO INC | COM | 58933Y105 |  | 237881 | 2807 | SH |  | SOLE |  | 0 | 0 | 2807 |
| META PLATFORMS INC | CL A | 30303M102 |  | 368182 | 501 | SH |  | SOLE |  | 0 | 0 | 501 |
| MICROSOFT CORP | COM | 594918104 |  | 5236667 | 10110 | SH |  | SOLE |  | 0 | 0 | 10110 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 702879 | 3767 | SH |  | SOLE |  | 0 | 0 | 3767 |
| PFIZER INC | COM | 717081103 |  | 470546 | 18467 | SH |  | SOLE |  | 0 | 0 | 18467 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 293906 | 1812 | SH |  | SOLE |  | 0 | 0 | 1812 |
| PIMCO ETF TR | ENHNCD LW DUR AC | 72201R718 |  | 25638029 | 266660 | SH |  | SOLE |  | 0 | 0 | 266660 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 1031960 | 6716 | SH |  | SOLE |  | 0 | 0 | 6716 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 |  | 214386 | 2080 | SH |  | SOLE |  | 0 | 0 | 2080 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 1413497 | 48558 | SH |  | SOLE |  | 0 | 0 | 48558 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 204212 | 8701 | SH |  | SOLE |  | 0 | 0 | 8701 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 |  | 2175002 | 86550 | SH |  | SOLE |  | 0 | 0 | 86550 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 770774 | 5538 | SH |  | SOLE |  | 0 | 0 | 5538 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 579643 | 870 | SH |  | SOLE |  | 0 | 0 | 870 |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 |  | 300298 | 3273 | SH |  | SOLE |  | 0 | 0 | 3273 |
| SPDR SERIES TRUST | S 600 SMCP VAL | 78464A300 |  | 1222661 | 13792 | SH |  | SOLE |  | 0 | 0 | 13792 |
| SPDR SERIES TRUST | PORTFOLIO SHORT | 78464A474 |  | 423091 | 13968 | SH |  | SOLE |  | 0 | 0 | 13968 |
| TESLA INC | COM | 88160R101 |  | 258827 | 582 | SH |  | SOLE |  | 0 | 0 | 582 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 268342 | 961 | SH |  | SOLE |  | 0 | 0 | 961 |
| VOYA FINANCIAL INC | COM | 929089100 |  | 4072102 | 4072102 | SH |  | SOLE |  | 0 | 0 | 4072102 |
| WALMART INC | COM | 931142103 |  | 330156 | 3204 | SH |  | SOLE |  | 0 | 0 | 3204 |

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