Key Client Fiduciary Advisors, LLC Top Holdings and 13F Report (2026)

About Key Client Fiduciary Advisors, LLC

Investment Activity

Key Client Fiduciary Advisors, LLC has $294.19 million in total holdings as of March 31, 2026.
Key Client Fiduciary Advisors, LLC owns shares of 207 different stocks, but just 71 companies or ETFs make up 80% of its holdings.
Approximately 11.89% of the portfolio was purchased this quarter.
About 8.40% of the portfolio was sold this quarter.
This quarter, Key Client Fiduciary Advisors, LLC has purchased 206 new stocks and bought additional shares in 108 stocks.
Key Client Fiduciary Advisors, LLC sold shares of 72 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

First Trust Rising Dividend Achievers ETF: $19,170,548
GALAXY DIGITAL INC.: $16,621,218
Apple: $11,680,332
Putnam Focused Large Cap Value ETF: $9,611,012
First Trust Nasdaq Cybersecurity ETF: $9,553,203

Largest New Holdings this Quarter

33734X846 - First Trust Nasdaq Cybersecurity ETF: $9,553,203 Holding
46137V456 - Invesco S&P MidCap Value with Momentum ETF: $440,204 Holding
46641Q332 - JPMorgan Equity Premium Income ETF: $316,156 Holding
17253J106 - Cipher Mining: $263,517 Holding
85208P881 - SPROTT FDS TR: $244,861 Holding

Largest Purchases this Quarter

First Trust Nasdaq Cybersecurity ETF: 152,412 shares (about $9.55M)
iShares U.S. Consumer Staples ETF: 122,182 shares (about $8.56M)
Putnam Focused Large Cap Value ETF: 72,336 shares (about $3.36M)
Amazon.com: 8,710 shares (about $1.81M)
Salesforce: 3,586 shares (about $669.41K)

Largest Sales this Quarter

Global X MLP & Energy Infrastructure ETF: 38,632 shares (about $2.86M)
LANDBRIDGE COMPANY LLC: 26,334 shares (about $1.82M)
WALMART INC: 11,343 shares (about $1.41M)
SPDR S&P 500 ETF Trust: 768 shares (about $499.47K)
FIRST TR EXCHNG TRADED FD VI: 13,035 shares (about $487.47K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
RDVY First Trust Rising Dividend Achievers ETF	$19,170,548	$130,073 â–¼	-0.7%	280,764	6.5%	Manufacturing
GALAXY DIGITAL INC.	$16,621,218	$229,444 â–²	1.4%	900,879	5.6%	CL A
AAPL Apple	$11,680,332	$117,758 â–²	1.0%	46,024	4.0%	Computer and Technology
PVAL Putnam Focused Large Cap Value ETF	$9,611,012	$3,356,388 â–²	53.7%	207,134	3.3%	ETF
CIBR First Trust Nasdaq Cybersecurity ETF	$9,553,203	$9,553,203 â–²	New Holding	152,412	3.2%	Manufacturing
FDL First Trust Morningstar Dividend Leaders Index Fund	$9,276,069	$157,937 â–²	1.7%	182,600	3.2%	ETF
IYK iShares U.S. Consumer Staples ETF	$8,860,196	$8,556,406 â–²	2,816.6%	126,520	3.0%	ETF
SPY SPDR S&P 500 ETF Trust	$8,060,391	$499,466 â–¼	-5.8%	12,394	2.7%	Finance
AMZN Amazon.com	$7,926,392	$1,814,044 â–²	29.7%	38,058	2.7%	Retail/Wholesale
NVDA NVIDIA	$7,261,828	$82,317 â–¼	-1.1%	41,639	2.5%	Computer and Technology
MSFT Microsoft	$6,396,673	$378,692 â–²	6.3%	17,280	2.2%	Computer and Technology
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$6,355,604	$187,253 â–²	3.0%	161,187	2.2%	ETF
TSLA Tesla	$5,563,708	$342,760 â–¼	-5.8%	14,966	1.9%	Auto/Tires/Trucks
QQQ Invesco QQQ	$5,279,510	$192,780 â–²	3.8%	9,147	1.8%	Finance
FTGS First Trust Growth Strength ETF	$4,884,931	$86,680 â–²	1.8%	143,482	1.7%	ETF
NLY Annaly Capital Management	$4,101,321	$82,485 â–²	2.1%	193,916	1.4%	Finance
VOO Vanguard S&P 500 ETF	$4,003,755	$399,180 â–²	11.1%	6,700	1.4%	ETF
XLU Utilities Select Sector SPDR Fund	$3,621,270	$39,970 â–¼	-1.1%	78,912	1.2%	ETF
GOOGL Alphabet	$3,098,387	$206,176 â–²	7.1%	10,775	1.1%	Computer and Technology
ORCL Oracle	$3,068,108	$10,445 â–¼	-0.3%	20,856	1.0%	Computer and Technology
SPLG SPDR Portfolio S&P 500 ETF	$2,618,428	$186,604 â–²	7.7%	34,210	0.9%	ETF
FTSM First Trust Enhanced Short Maturity ETF	$2,601,270	$107,843 â–²	4.3%	43,514	0.9%	Manufacturing
FTSL First Trust Senior Loan ETF	$2,584,957	$30,688 â–²	1.2%	57,700	0.9%	Manufacturing
RWL Invesco S&P 500 Revenue ETF	$2,445,783	$45,275 â–²	1.9%	21,284	0.8%	ETF
JPM JPMorgan Chase & Co.	$2,429,488	$40,889 â–²	1.7%	8,259	0.8%	Finance
AIRR First Trust RBA American Industrial Renaissance ETF	$2,303,781	$174,479 â–¼	-7.0%	20,796	0.8%	Manufacturing
FVD First Trust Value Line Dividend Index Fund	$2,268,694	$104,972 â–²	4.9%	48,239	0.8%	ETF
TRFM AAM Transformers ETF	$2,171,068	$443,031 â–²	25.6%	46,736	0.7%	ETF
XOM ExxonMobil	$2,151,191	$31,897 â–²	1.5%	12,679	0.7%	Energy
PEG Public Service Enterprise Group	$2,141,956	$1,052 â–²	0.0%	26,460	0.7%	Utilities
IBM International Business Machines	$2,076,916	$49,693 â–²	2.5%	8,568	0.7%	Computer and Technology
VRT Vertiv	$2,030,926	$71,414 â–²	3.6%	8,105	0.7%	Computer and Technology
BRK.B Berkshire Hathaway	$1,959,449	$24,918 â–¼	-1.3%	4,089	0.7%	Finance
WALMART INC	$1,944,315	$1,409,675 â–¼	-42.0%	15,645	0.7%	COM
META Meta Platforms	$1,923,462	$97,832 â–²	5.4%	3,362	0.7%	Computer and Technology
PAVE Global X U.S. Infrastructure Development ETF	$1,911,234	$71,490 â–²	3.9%	37,615	0.6%	ETF
LANDBRIDGE COMPANY LLC	$1,882,330	$1,818,389 â–¼	-49.1%	27,260	0.6%	CL A
FIRST TR EXCHNG TRADED FD VI	$1,874,248	$487,466 â–¼	-20.6%	50,118	0.6%	FT VEST U.S.
LISTED FDS TR	$1,861,733	$141,780 â–²	8.2%	32,132	0.6%	ROUNDHILL MAGNIF
BAC Bank of America	$1,770,788	$3,656 â–²	0.2%	36,324	0.6%	Finance
VIG Vanguard Dividend Appreciation ETF	$1,759,431	$35,485 â–²	2.1%	8,181	0.6%	ETF
VFF Village Farms International	$1,750,147	$61,628 â–²	3.6%	616,249	0.6%	Consumer Staples
PRU Prudential Financial	$1,702,224	$58,711 â–¼	-3.3%	17,425	0.6%	Finance
INVESCO GALAXY BITCOIN ETF	$1,690,866	$245,726 â–²	17.0%	25,061	0.6%	COM SHS BEN INT
AMD Advanced Micro Devices	$1,689,094	$102,123 â–²	6.4%	8,303	0.6%	Computer and Technology
MO Altria Group	$1,585,620	$21,513 â–¼	-1.3%	24,028	0.5%	Consumer Staples
DIVO Amplify CWP Enhanced Dividend Income ETF	$1,530,506	$22,425 â–¼	-1.4%	34,125	0.5%	ETF
CRM Salesforce	$1,438,139	$669,414 â–²	87.1%	7,704	0.5%	Computer and Technology
T AT&T	$1,431,075	$105,322 â–¼	-6.9%	49,364	0.5%	Computer and Technology
VZ Verizon Communications	$1,413,769	$60,541 â–¼	-4.1%	28,163	0.5%	Computer and Technology
AVGO Broadcom	$1,343,336	$7,429 â–²	0.6%	4,340	0.5%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$1,332,318	$80,454 â–¼	-5.7%	9,108	0.5%	CL A
QYLD Global X Nasdaq 100 Covered Call ETF	$1,282,224	$241,730 â–²	23.2%	74,765	0.4%	Manufacturing
ABBV AbbVie	$1,273,698	$77,866 â–¼	-5.8%	5,856	0.4%	Medical
GOOG Alphabet	$1,261,925	$61,103 â–¼	-4.6%	4,399	0.4%	Computer and Technology
HD Home Depot	$1,225,221	$107,885 â–¼	-8.1%	3,725	0.4%	Retail/Wholesale
ARCC Ares Capital	$1,177,859	$70,386 â–²	6.4%	65,364	0.4%	Finance
SPYI NEOS S&P 500 High Income ETF	$1,126,240	$218,613 â–²	24.1%	22,812	0.4%	ETF
VTI Vanguard Total Stock Market ETF	$1,122,475	$20,852 â–¼	-1.8%	3,499	0.4%	ETF
LLY Eli Lilly and Company	$1,086,627	$22,082 â–²	2.1%	1,181	0.4%	Medical
NEE NextEra Energy	$1,077,076	$19,413 â–²	1.8%	11,596	0.4%	Utilities
COWZ Pacer US Cash Cows 100 ETF	$1,049,250	$57,555 â–²	5.8%	16,772	0.4%	ETF
AMAT Applied Materials	$1,045,040	$26,656 â–¼	-2.5%	3,058	0.4%	Computer and Technology
HWM Howmet Aerospace	$1,029,083	$3,688 â–²	0.4%	4,465	0.3%	Aerospace
BTI British American Tobacco	$936,110	$15,670 â–²	1.7%	16,010	0.3%	Consumer Staples
FLBL Franklin Senior Loan ETF	$935,021	$3,956 â–²	0.4%	40,653	0.3%	ETF
VONG Vanguard Russell 1000 Growth ETF	$910,885	$878 â–²	0.1%	8,304	0.3%	ETF
IDMO Invesco S&P International Developed Momentum ETF	$910,451	$115,054 â–²	14.5%	16,602	0.3%	ETF
V Visa	$909,573	$560,737 â–²	160.7%	3,009	0.3%	Business Services
ISHARES BITCOIN TRUST ETF	$902,716	$196,441 â–²	27.8%	23,496	0.3%	SHS BEN INT
MRK Merck & Co., Inc.	$890,528	$63,755 â–²	7.7%	7,403	0.3%	Medical
JPST JPMorgan Ultra-Short Income ETF	$881,677		0.0%	17,421	0.3%	ETF
COR Cencora	$860,891	$204,854 â–²	31.2%	2,740	0.3%	Medical
ENB Enbridge	$852,922	$43,150 â–¼	-4.8%	15,754	0.3%	Energy
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$850,630	$371,099 â–²	77.4%	15,321	0.3%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$842,075	$21,301 â–¼	-2.5%	4,388	0.3%	ETF
PFE Pfizer	$807,835	$16,174 â–²	2.0%	28,769	0.3%	Medical
NFLX Netflix	$795,161	$366,716 â–²	85.6%	8,270	0.3%	Consumer Discretionary
GS The Goldman Sachs Group	$794,251	$131,952 â–²	19.9%	939	0.3%	Finance
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$788,233	$10,452 â–²	1.3%	8,974	0.3%	Manufacturing
FTCS First Trust Capital Strength ETF	$786,297	$13,821 â–¼	-1.7%	8,477	0.3%	ETF
COST Costco Wholesale	$783,288	$13,952 â–²	1.8%	786	0.3%	Retail/Wholesale
XMHQ Invesco S&P MidCap Quality ETF	$780,819	$16,642 â–¼	-2.1%	7,554	0.3%	ETF
IMCG iShares Morningstar Mid-Cap Growth ETF	$773,919	$8,192 â–²	1.1%	9,825	0.3%	ETF
GLD SPDR Gold Shares	$738,808	$53,786 â–¼	-6.8%	1,717	0.3%	Finance
XLG Invesco S&P 500 Top 50 ETF	$727,918	$70,806 â–²	10.8%	13,344	0.2%	ETF
IWY iShares Russell Top 200 Growth ETF	$715,722	$2,986 â–¼	-0.4%	2,876	0.2%	ETF
MMM 3M	$702,420	$2,323 â–¼	-0.3%	4,837	0.2%	Multi-Sector Conglomerates
PDI PIMCO Dynamic Income Fund	$695,643	$18,513 â–²	2.7%	40,657	0.2%	Financial Services
STLG iShares Factors US Growth Style ETF	$679,361	$441,073 â–²	185.1%	10,620	0.2%	Manufacturing
DIA SPDR Dow Jones Industrial Average ETF Trust	$666,067		0.0%	1,438	0.2%	Finance
CAT Caterpillar	$656,646	$14,875 â–²	2.3%	927	0.2%	Industrials
IVV iShares Core S&P 500 ETF	$647,261	$7,838 â–¼	-1.2%	991	0.2%	ETF
GE GE Aerospace	$643,731	$2,838 â–¼	-0.4%	2,268	0.2%	Aerospace
ADP Automatic Data Processing	$640,745	$4,063 â–¼	-0.6%	3,154	0.2%	Computer and Technology
LOW Lowe's Companies	$635,913	$3,781 â–²	0.6%	2,691	0.2%	Retail/Wholesale
GLW Corning	$630,845	$11,420 â–²	1.8%	4,640	0.2%	Computer and Technology
NOBL ProShares S&P 500 Aristocrats ETF	$628,126	$10,495 â–¼	-1.6%	5,925	0.2%	ETF
SPDV AAM S&P 500 High Dividend Value ETF	$619,847	$4,579 â–¼	-0.7%	16,650	0.2%	ETF
SGOL abrdn Physical Gold Shares ETF	$615,578	$34,402 â–²	5.9%	13,796	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Key Client Fiduciary Advisors, LLC Top Holdings and 13F Report (2026)

About Key Client Fiduciary Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Key Client Fiduciary Advisors, LLC Top Holdings and 13F Report (2026)

About Key Client Fiduciary Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofKey Client Fiduciary Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools