Fund HoldingsKellett Wealth Advisors, LLC

Total Portfolio Value
$175.07M
Total Bought
$13.61M
Total Sold
$4.40M
Net Transaction
+$9.22M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
INNOVATOR ETFS TRUST
US EQTY ULTRA BU
080,900+80,90003,0791.76%+3,079
SPDR S&P 500 ETF TR(SPY)55,59756,074+47737,03838,23821.84%+1,200
SCHWAB STRATEGIC TR209,644251,806+42,1625,7236,9073.95%+1,184
INVESCO EXCH TRADED FD TR II237,436246,102+8,66612,51113,6777.81%+1,166
ALPHABET INC(GOOG)4,2144,615+4011,0251,4440.83%+420
ABRDN PALLADIUM ETF TRUST02,668+2,66803880.22%+388
SELECT SECTOR SPDR TR
ST STR TECHN ETF
02,658+2,65803830.22%+383
VANGUARD SPECIALIZED FUNDS27,65028,467+8175,9676,2573.57%+290
INVESCO QQQ TR14,63614,767+1318,7879,0725.18%+285
GOLDMAN SACHS GROUP INC(GS)0313+31302750.16%+275
SPROTT ASSET MANAGEMENT LP(CEF)13,15216,252+3,1004837440.43%+262
SELECT SECTOR SPDR TR
ST STR FINL ETF
04,610+4,61002530.14%+253
PALANTIR TECHNOLOGIES INC(PLTR)01,376+1,37602450.14%+245
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
34,63635,498+8624,6844,9152.81%+231
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
1,3192,188+8693265530.32%+228
PROCTER AND GAMBLE CO(PG)49,13854,247+5,1097,5507,7744.44%+224
ISHARES TR02,222+2,22202230.13%+223
BROADCOM INC(AVGO)4,0944,529+4351,3511,5680.90%+217
AMAZON COM INC(AMZN)8,4808,990+5101,8622,0751.19%+213
APPLE INC(AAPL)14,68214,501-1813,7383,9422.25%+204
VANGUARD INDEX FDS6941,002+3084256280.36%+203
MORGAN STANLEY(MS)01,145+1,14502030.12%+203
EXXON MOBIL CORP6,3987,566+1,1687219100.52%+189
ELI LILLY & CO(LLY)284341+572173660.21%+150
BERKSHIRE HATHAWAY INC DEL5,0645,362+2982,5462,6951.54%+149
MCKESSON CORP(MCK)2,2642,314+501,7491,8981.08%+149
ALPHABET INC(GOOG)2,8782,688-1907018440.48%+143
NVIDIA CORPORATION(NVDA)8,3989,147+7491,5671,7060.97%+139
VISA INC(V)2,0172,343+3266888220.47%+133
VANGUARD WORLD FD
INF TECH ETF
1,9922,137+1451,4871,6110.92%+124
ISHARES TR380534+1542543660.21%+111
JPMORGAN CHASE & CO.(JPM)2,2242,503+2797028070.46%+105
INVESCO EXCHANGE TRADED FD T
S&P SMCP VLU MNT
64,23465,188+9543,6273,7252.13%+98
SPDR DOW JONES INDL AVERAGE(DIA)9571,094+1374445260.30%+82
COCA COLA CO(KO)4,0454,958+9132683470.20%+78
WALMART INC(WMT)4,7845,031+2474935610.32%+67
ISHARES TR626758+1322933590.21%+66
PEPSICO INC(PEP)2,1442,504+3603013590.21%+58
INNOVATOR ETFS TRUST
QUITY MANAGD FLR
53,88454,227+3431,9411,9991.14%+57
JOHNSON & JOHNSON(JNJ)2,0722,110+383844370.25%+52
CISCO SYS INC(CSCO)3,7273,940+2132553030.17%+48
WEDBUSH SER TR10,56112,241+1,6803393870.22%+48
US BANCORP DEL(USB)8,3498,368+194034470.26%+43
ISHARES TR13,36313,516+1531,5881,6240.93%+37
INNOVATOR ETFS TRUST
US EQT ULTRA BF
78,17877,778-4002,5132,5491.46%+36
ISHARES TR
MSCI USA QLT FCT
5,4595,488+291,0621,0900.62%+28
AMERICAN EXPRESS CO(AXP)1,1371,097-403784060.23%+28
MERCK & CO INC(MRK)2,8162,509-3072362640.15%+28
TESLA INC(TSLA)1,4371,482+456396660.38%+27
INNOVATOR ETFS TRUST
US EQTY ULTRA B
21,98622,292+3068458700.50%+25
ELEVANCE HEALTH INC FORMERLY(ELV)64364302082250.13%+18
VANGUARD INDEX FDS1,3391,33904394490.26%+10
PROSHARES TR
S&P 500 DV ARIST
7,2787,27807507570.43%+7
ABBVIE INC(ABBV)3,1263,187+617247280.42%+4
ANALOG DEVICES INC(ADI)906831-752232250.13%+3
INTERNATIONAL BUSINESS MACHS(IBM)1,3231,269-543733760.21%+3
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,0901,09002072090.12%+2
HYPERSCALE DATA INC010,000+10,000020.00%+2
CALAMOS STRATEGIC TOTAL RETU(CSQ)13,47713,47702602590.15%-1
NUVVE HOLDING CORP11,0000-11,00030-3
SCANTECH AI SYS INC10,0000-10,00040-4
VANGUARD WORLD FD
UTILITIES ETF
1,6821,68203193110.18%-7
ISHARES TR
CORE DIVID ETF
32,27731,570-7071,6861,6780.96%-9
ENBRIDGE INC(ENB)13,54614,046+5006846720.38%-12
PEMBINA PIPELINE CORP(PBA)5,4005,40002182060.12%-13
WILLIAMS COS INC(WMB)4,2004,20002662520.14%-14
VANGUARD INDEX FDS4,1434,146+31,2171,2030.69%-14
AMERICAN FINL GROUP INC OHIO2,6652,721+563883720.21%-16
UNITEDHEALTH GROUP INC(UNH)1,7171,746+295935760.33%-16
META PLATFORMS INC(META)437452+153212980.17%-23
ALTRIA GROUP INC(MO)3,9754,062+872632340.13%-28
HOME DEPOT INC(HD)720757+372922610.15%-31
BLACKSTONE INC(BX)1,7461,647-992982540.15%-44
WASTE MGMT INC DEL(WM)1,2021,002-2002652200.13%-45
DUKE ENERGY CORP NEW(DUK)9,5189,522+41,1781,1160.64%-62
ISHARES TR52,94753,986+1,0394,3804,3102.46%-70
INNOVATOR ETFS TRUST
US EQTY ULTRA B
601,321589,233-12,08823,25323,17513.24%-78
SPDR GOLD TR(GLD)1,6041,224-3805704850.28%-85
MICROSOFT CORP(MSFT)7,1297,437+3083,6933,5972.05%-96
CINTAS CORP(CTAS)3,3903,162-2286965950.34%-101
SPDR SERIES TRUST
ST STR SP500DIV
4,6000-4,6002020-202
TIDAL TRUST III11,0000-11,0002350-235
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,3290-1,3293750-375
INNOVATOR ETFS TRUST
EQUI DEFI SEPT
17,0000-17,0004500-450
INNOVATOR ETFS TRUST
US EQTY ULTRA B
66,6025,923-60,6792,5562350.13%-2,321
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