Managed by Kelsey Financial, Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | A AVGO — | $8.8M | 25.3K | 0.00% | — |
| 6 | A AMGN — | $7.1M | 21.8K | 0.00% | — |
| 7 | I IAU — | $5.4M | 38.6K | 0.00% | — |
| 8 | V VGES — | $5.2M | 71.0K | 0.00% | — |
| 9 | I IAU — | $3.9M | 28.8K | 0.00% | — |
| 10 | S SPY — | $3M | 4.5K | 0.00% | — |
| 11 | I IAU — | $2.8M | 15.4K | 0.00% | — |
| 12 | A AAPL — | $2M | 7.5K | 0.00% | — |
| 13 | I IAU — | $1.8M | 5.7K | 0.00% | — |
| 14 | S | $1.5M | 15.0K | 0.00% | — |
| 15 | T TSLA — | $1.4M | 3.1K | 0.00% | — |
| 16 | N NVDA — | $1.4M | 7.6K | 0.00% | — |
| 17 | I IAU — | $1M | 19.0K | 0.00% | — |
| 18 | M MSFT — | $1M | 2.1K | 0.00% | — |
| 19 | A A — | $995K | 7.3K | 0.00% | — |
| 20 | D DIA — | $850K | 10.6K | 0.00% | — |