# EDGAR Filing Document

**Accession Number:** 0002022609
**File Stem:** 0002022609-26-000002
**Filing Date:** 2026-5
**Character Count:** 10585
**Document Hash:** 45c59223f45e72da82b5559fd3244a18
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002022609-26-000002.hdr.sgml**: 20260506

**ACCESSION NUMBER**: 0002022609-26-000002

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260506

**DATE AS OF CHANGE**: 20260506

**EFFECTIVENESS DATE**: 20260506

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Kelsey Financial, LLC
- **CENTRAL INDEX KEY:** 0002022609

**ORGANIZATION NAME:**
- **EIN:** 811042263
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25959
- **FILM NUMBER:** 26947368

**BUSINESS ADDRESS:**
- **STREET 1:** 485 E HIGH ST
- **CITY:** MOORPARK
- **STATE:** CA
- **ZIP:** 93021
- **BUSINESS PHONE:** 8334535739

**MAIL ADDRESS:**
- **STREET 1:** 485 E HIGH ST
- **CITY:** MOORPARK
- **STATE:** CA
- **ZIP:** 93021

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**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:** Kelsey Financial LLC<br>**Address:** 485 E HIGH ST<br>MOORPARK, CA 93021

**Form 13F File Number:** 028-25959

**CRD Number (if applicable):** 000314950

**SEC File Number (if applicable):** 801-129004

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:** Steve Hoppel<br>**Title:** CEO/CCO<br>**Phone:** 833 453 5739

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

Steve Hoppel  Moorpark, CA  05-06-2026<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:** 63

**Form 13F Information Table Value Total:** $114350478

      (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 |
| ACADIA PHARMACEUTICALS INC | COM | 004225108 | BBG001SB06N3 | 222600 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | BBG001SCTQY4 | 833878 | 7316 | SH |  | SOLE |  | 0 | 0 | 7316 |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 247146 | 862 | SH |  | SOLE |  | 0 | 0 | 862 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 301991 | 1450 | SH |  | SOLE |  | 0 | 0 | 1450 |
| AMGEN INC | COM | 031162100 | BBG001S5NNL6 | 7669626 | 21798 | SH |  | SOLE |  | 0 | 0 | 21798 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 1818155 | 7164 | SH |  | SOLE |  | 0 | 0 | 7164 |
| APPLIED MATLS INC | COM | 038222105 | BBG001S5NMM7 | 274116 | 802 | SH |  | SOLE |  | 0 | 0 | 802 |
| BROADCOM INC | COM | 11135F101 | BBG00KHY5SY8 | 7367267 | 23803 | SH |  | SOLE |  | 0 | 0 | 23803 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | BBG001S65PV8 | 279300 | 1531 | SH |  | SOLE |  | 0 | 0 | 1531 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | BBG001S9P0Z1 | 784272 | 20726 | SH |  | SOLE |  | 0 | 0 | 20726 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 567852 | 3347 | SH |  | SOLE |  | 0 | 0 | 3347 |
| GE AEROSPACE | COM NEW | 369604301 | BBG001S5PVD5 | 330876 | 1166 | SH |  | SOLE |  | 0 | 0 | 1166 |
| GE VERNOVA INC | COM | 36828A101 | BBG013G17W77 | 250522 | 287 | SH |  | SOLE |  | 0 | 0 | 287 |
| HOME DEPOT INC | COM | 437076102 | BBG001S5RTW7 | 567006 | 1724 | SH |  | SOLE |  | 0 | 0 | 1724 |
| IMMUNEERING CORP | CLASS A COM | 45254E107 | BBG009QXJQV7 | 79572 | 15099 | SH |  | SOLE |  | 0 | 0 | 15099 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | BBG001S9GN63 | 21141837 | 36630 | SH |  | SOLE |  | 0 | 0 | 36630 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | BBG001SJK6D5 | 220400 | 2500 | SH |  | SOLE |  | 0 | 0 | 2500 |
| ISHARES SILVER TR | ISHARES | 46428Q109 | BBG001SQLN69 | 367752 | 5397 | SH |  | SOLE |  | 0 | 0 | 5397 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 | BBG00FFPFTS4 | 1016810 | 7190 | SH |  | SOLE |  | 0 | 0 | 7190 |
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 | BBG00H4BFM35 | 564013 | 22502 | SH |  | SOLE |  | 0 | 0 | 22502 |
| ISHARES TR | ESG AWRE USD ETF | 46435G193 | BBG00H4BH3F2 | 627888 | 27137 | SH |  | SOLE |  | 0 | 0 | 27137 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 | BBG001S60QR6 | 10524610 | 96565 | SH |  | SOLE |  | 0 | 0 | 96565 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 | BBG001SSD858 | 9196733 | 174976 | SH |  | SOLE |  | 0 | 0 | 174976 |
| ISHARES TR | MSCI ACWI EX US | 464288240 | BBG001S56R18 | 286410 | 4183 | SH |  | SOLE |  | 0 | 0 | 4183 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | BBG001SK77D5 | 1029852 | 18134 | SH |  | SOLE |  | 0 | 0 | 18134 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | BBG001S562P7 | 10691275 | 50036 | SH |  | SOLE |  | 0 | 0 | 50036 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 | BBG001S562F8 | 2153079 | 6861 | SH |  | SOLE |  | 0 | 0 | 6861 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 | BBG001S56277 | 2789070 | 14711 | SH |  | SOLE |  | 0 | 0 | 14711 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 | BBG001S561Z8 | 4059133 | 31682 | SH |  | SOLE |  | 0 | 0 | 31682 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 | BBG001S561V2 | 5167870 | 35460 | SH |  | SOLE |  | 0 | 0 | 35460 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | BBG001SFC7Y7 | 290160 | 1170 | SH |  | SOLE |  | 0 | 0 | 1170 |
| ISHARES TR | SELECT DIVID ETF | 464287168 | BBG001SDJVG2 | 507829 | 3354 | SH |  | SOLE |  | 0 | 0 | 3354 |
| ISHARES TR | TIPS BD ETF | 464287176 | BBG001SD9RM5 | 850765 | 7709 | SH |  | SOLE |  | 0 | 0 | 7709 |
| ISHARES TR | US HLTHCARE ETF | 464287762 | BBG001SFGXR4 | 400660 | 6500 | SH |  | SOLE |  | 0 | 0 | 6500 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 241018 | 986 | SH |  | SOLE |  | 0 | 0 | 986 |
| KENVUE INC | COM | 49177J102 | BBG01C79X614 | 172590 | 10011 | SH |  | SOLE |  | 0 | 0 | 10011 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | BBG0059FN820 | 443603 | 1571 | SH |  | SOLE |  | 0 | 0 | 1571 |
| LOCKHEED MARTIN CORP | COM | 539830109 | BBG001S7PS57 | 212141 | 351 | SH |  | SOLE |  | 0 | 0 | 351 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 789943 | 2134 | SH |  | SOLE |  | 0 | 0 | 2134 |
| NUSHARES ETF TR | NUVEEN ESG MIDCP | 67092P409 | BBG00FJ5HKX5 | 211808 | 5156 | SH |  | SOLE |  | 0 | 0 | 5156 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 1351077 | 7747 | SH |  | SOLE |  | 0 | 0 | 7747 |
| OCEAN PWR TECHNOLOGIES INC | COM NEW | 674870506 | BBG001SDFV49 | 9450 | 27000 | SH |  | SOLE |  | 0 | 0 | 27000 |
| PFIZER INC | COM | 717081103 | BBG001S5V466 | 237924 | 8473 | SH |  | SOLE |  | 0 | 0 | 8473 |
| PROLOGIS INC. | COM | 74340W103 | BBG001S5NMN6 | 250217 | 1893 | SH |  | SOLE |  | 0 | 0 | 1893 |
| SANGAMO THERAPEUTICS INC | COM | 800677106 | BBG001S95JZ2 | 10370 | 42000 | SH |  | SOLE |  | 0 | 0 | 42000 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 | BBG001S7TCZ5 | 362551 | 2728 | SH |  | SOLE |  | 0 | 0 | 2728 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | BBG001SPTB87 | 814625 | 10643 | SH |  | SOLE |  | 0 | 0 | 10643 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R622 | BBG001SQS7X7 | 1472792 | 15386 | SH |  | SOLE |  | 0 | 0 | 15386 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 | BBG001S72SM3 | 3119031 | 4796 | SH |  | SOLE |  | 0 | 0 | 4796 |
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 1087369 | 2925 | SH |  | SOLE |  | 0 | 0 | 2925 |
| THE CAMPBELLS COMPANY | COM | 134429109 | BBG001S5Q2B0 | 200493 | 9003 | SH |  | SOLE |  | 0 | 0 | 9003 |
| UNION PAC CORP | COM | 907818108 | BBG001S5X2M0 | 388192 | 1600 | SH |  | SOLE |  | 0 | 0 | 1600 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | BBG001SRN7W1 | 529989 | 2876 | SH |  | SOLE |  | 0 | 0 | 2876 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 | BBG001TC6MC1 | 798327 | 1336 | SH |  | SOLE |  | 0 | 0 | 1336 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | BBG001SP7T00 | 4669125 | 62172 | SH |  | SOLE |  | 0 | 0 | 62172 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | BBG001T62KZ7 | 252554 | 3186 | SH |  | SOLE |  | 0 | 0 | 3186 |
| VANGUARD SCOTTSDALE FDS | TOTAL CORP BND | 92206C573 | BBG00J5M1LD2 | 713520 | 9287 | SH |  | SOLE |  | 0 | 0 | 9287 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | BBG001TCH581 | 447515 | 4774 | SH |  | SOLE |  | 0 | 0 | 4774 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000GRW | 92206C623 | BBG001TCH7Y8 | 509381 | 2224 | SH |  | SOLE |  | 0 | 0 | 2224 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000VAL | 92206C649 | BBG001TCHH03 | 603497 | 3609 | SH |  | SOLE |  | 0 | 0 | 3609 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | BBG001S67QY1 | 331119 | 6596 | SH |  | SOLE |  | 0 | 0 | 6596 |
| WASTE MGMT INC DEL | COM | 94106L109 | BBG001S5XH47 | 230020 | 1001 | SH |  | SOLE |  | 0 | 0 | 1001 |
| WELLS FARGO  CO | COM | 949746101 | BBG001S5XF23 | 409912 | 5149 | SH |  | SOLE |  | 0 | 0 | 5149 |

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