Long-term investor
Kellett Wealth Advisors, LLC @kellettwealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001910381).
Record
- Tracked since 2025-12-31 (261 days), 41 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.3%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 17.9% · long · since 2025-12-31
- USEP · 9.8% · long · since 2025-12-31
- IPKW · 9.2% · long · since 2025-12-31
- VIG · 5.5% · long · since 2025-12-31
- SCHD · 5.4% · long · since 2025-12-31
- 46090E103 · 4.9% · long · since 2025-12-31
- PG · 4.4% · long · since 2025-12-31
- JCPB · 3.4% · long · since 2026-03-31
- XMMO · 3.1% · long · since 2025-12-31
- IMCG · 2.7% · long · since 2025-12-31
- XSVM · 2.3% · long · since 2025-12-31
- AAPL · 2.0% · long · since 2025-12-31