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 $358.15 million in total holdings as of September 30, 2026.
Key Client Fiduciary Advisors, LLC owns shares of 220 different stocks, but just 69 companies or ETFs make up 80% of its holdings.
Approximately 6.86% of the portfolio was purchased this quarter.
About 3.46% of the portfolio was sold this quarter.
This quarter, Key Client Fiduciary Advisors, LLC has purchased 219 new stocks and bought additional shares in 110 stocks.
Key Client Fiduciary Advisors, LLC sold shares of 86 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

First Trust Rising Dividend Achievers ETF: $22,141,991
GALAXY DIGITAL INC.: $20,632,639
First Trust Nasdaq Cybersecurity ETF: $14,869,441
Putnam Focused Large Cap Value ETF: $14,578,398
Apple: $14,101,233

Largest New Holdings this Quarter

33733E641 - FIRST TR EXCHANGE-TRADED FD: $2,987,090 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP: $2,043,412 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $590,390 Holding
77926X320 - ROUNDHILL ETF TRUST: $364,997 Holding
G0250X149 - AMCOR PLC: $287,833 Holding

Largest Purchases this Quarter

FIRST TR EXCHANGE-TRADED FD: 145,145 shares (about $2.99M)
Vanguard S&P 500 ETF: 3,178 shares (about $2.23M)
EXXONMOBIL HOLDINGS CORP: 12,556 shares (about $2.04M)
Putnam Focused Large Cap Value ETF: 29,234 shares (about $1.54M)
FIRST TR EXCHANGE-TRADED FD: 61,943 shares (about $1.29M)

Largest Sales this Quarter

Apple: 3,100 shares (about $1.03M)
PIMCO Dynamic Income Fund: 27,515 shares (about $386.05K)
Oracle: 2,421 shares (about $332.41K)
Utilities Select Sector SPDR Fund: 8,416 shares (about $331.93K)
First Trust Nasdaq Cybersecurity ETF: 2,634 shares (about $271.54K)

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	$22,141,991	$195,725 ▼	-0.9%	282,820	6.2%	ETF
GALAXY DIGITAL INC.	$20,632,639	$130,437 ▲	0.6%	907,328	5.8%	CL A
CIBR First Trust Nasdaq Cybersecurity ETF	$14,869,441	$271,540 ▼	-1.8%	144,237	4.2%	ETF
PVAL Putnam Focused Large Cap Value ETF	$14,578,398	$1,538,290 ▲	11.8%	277,051	4.1%	ETF
AAPL Apple	$14,101,233	$1,032,350 ▼	-6.8%	42,344	3.9%	Technology
FDL First Trust Morningstar Dividend Leaders Index Fund	$10,299,178	$406,581 ▲	4.1%	209,717	2.9%	ETF
SPY SPDR S&P 500 ETF Trust	$9,855,223	$39,656 ▼	-0.4%	12,923	2.8%	ETF
AMZN Amazon.com	$9,555,157	$177,644 ▲	1.9%	38,351	2.7%	Consumer Discretionary
NVDA NVIDIA	$9,318,830	$41,108 ▼	-0.4%	40,804	2.6%	Technology
MSFT Microsoft	$8,873,964	$51,802 ▲	0.6%	17,302	2.5%	Technology
STLG iShares Factors US Growth Style ETF	$8,546,251	$656,755 ▲	8.3%	100,238	2.4%	ETF
IYK iShares U.S. Consumer Staples ETF	$8,396,534	$119,676 ▲	1.4%	118,712	2.3%	ETF
VOO Vanguard S&P 500 ETF	$7,313,829	$2,227,228 ▲	43.8%	10,436	2.0%	ETF
QQQ Invesco QQQ	$7,013,120	$199,001 ▲	2.9%	9,480	2.0%	ETF
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$6,259,281	$158,790 ▼	-2.5%	154,245	1.7%	ETF
TSLA Tesla	$5,504,615	$139,443 ▲	2.6%	15,514	1.5%	Consumer Discretionary
AMD Advanced Micro Devices	$4,961,770	$135,193 ▲	2.8%	8,111	1.4%	Technology
FIRST TR EXCHANGE-TRADED FD	$4,067,632	$1,292,129 ▲	46.6%	194,997	1.1%	VEST LADDERED
SPLG SPDR Portfolio S&P 500 ETF	$3,827,644	$269,191 ▲	7.6%	42,643	1.1%	ETF
VFF Village Farms International	$3,751,802	$131,974 ▼	-3.4%	1,289,279	1.0%	Consumer Staples
GOOGL Alphabet	$3,688,773	$35,439 ▼	-1.0%	10,721	1.0%	Communication Services
NLY Annaly Capital Management	$3,478,542	$236,031 ▼	-6.4%	184,147	1.0%	Finance
FIRST TR EXCHANGE-TRADED FD	$2,987,090	$2,987,090 ▲	New Holding	145,145	0.8%	VEST LAD AUT ETF
FTSM First Trust Enhanced Short Maturity ETF	$2,874,939	$81,231 ▲	2.9%	48,310	0.8%	ETF
TRFM AAM Transformers ETF	$2,836,684	$68,083 ▲	2.5%	47,998	0.8%	ETF
RWL Invesco S&P 500 Revenue ETF	$2,776,162	$27,280 ▲	1.0%	21,574	0.8%	ETF
XLU Utilities Select Sector SPDR Fund	$2,759,202	$331,929 ▼	-10.7%	69,959	0.8%	ETF
JPM JPMorgan Chase & Co.	$2,701,994	$20,512 ▼	-0.8%	8,167	0.8%	Finance
FVD First Trust Value Line Dividend Index Fund	$2,541,593	$207,202 ▲	8.9%	54,180	0.7%	ETF
ORCL Oracle	$2,536,816	$332,411 ▼	-11.6%	18,476	0.7%	Technology
CRM Salesforce	$2,333,806	$574,843 ▲	32.7%	10,166	0.7%	Technology
META Meta Platforms	$2,301,792	$22,481 ▲	1.0%	3,174	0.6%	Communication Services
ISHARES BITCOIN TRUST ETF	$2,171,060	$36,499 ▼	-1.7%	45,861	0.6%	SHS BEN INT
LISTED FDS TR	$2,139,398	$53,266 ▼	-2.4%	29,842	0.6%	ROUN MA SEVE ETF
PAVE Global X U.S. Infrastructure Development ETF	$2,132,791	$94,342 ▲	4.6%	40,625	0.6%	ETF
VIG Vanguard Dividend Appreciation ETF	$2,114,962	$41,296 ▲	2.0%	9,065	0.6%	ETF
AIRR First Trust RBA American Industrial Renaissance ETF	$2,100,005	$132,973 ▲	6.8%	20,341	0.6%	ETF
BRK.B Berkshire Hathaway	$2,065,497	$4,482 ▲	0.2%	4,148	0.6%	Finance
EXXONMOBIL HOLDINGS CORP	$2,043,412	$2,043,412 ▲	New Holding	12,556	0.6%	COM SHS
BAC Bank of America	$1,960,447	$4,246 ▼	-0.2%	36,018	0.5%	Finance
IBM International Business Machines	$1,921,343	$6,378 ▲	0.3%	8,736	0.5%	Technology
IMCG iShares Morningstar Mid-Cap Growth ETF	$1,844,797	$843,904 ▲	84.3%	19,648	0.5%	ETF
MO Altria Group	$1,823,884	$89,427 ▲	5.2%	27,085	0.5%	Consumer Staples
PEG Public Service Enterprise Group	$1,795,117	$14,276 ▲	0.8%	26,658	0.5%	Utilities
PRU Prudential Financial	$1,768,149	$68,491 ▼	-3.7%	15,567	0.5%	Finance
FIRST TR EXCHNG TRADED FD VI	$1,684,517	$207,441 ▼	-11.0%	41,593	0.5%	FT VEST U.S.
VRT Vertiv	$1,675,288	$84,223 ▼	-4.8%	6,942	0.5%	Industrials
GOOG Alphabet	$1,642,608	$210,905 ▲	14.7%	4,821	0.5%	Communication Services
CRWD CrowdStrike	$1,628,772	$1,228,198 ▲	306.6%	6,152	0.5%	Technology
WALMART INC	$1,547,257	$68,067 ▼	-4.2%	14,889	0.4%	COM
ABBV AbbVie	$1,526,518	$24,064 ▼	-1.6%	5,836	0.4%	Healthcare
AMAT Applied Materials	$1,520,303	$21,989 ▲	1.5%	2,973	0.4%	Technology
AVGO Broadcom	$1,491,349	$34,062 ▼	-2.2%	4,247	0.4%	Technology
JAAA Janus Henderson AAA CLO ETF	$1,482,354	$1,120,434 ▲	309.6%	29,371	0.4%	ETF
QYLD Global X Nasdaq 100 Covered Call ETF	$1,463,489	$81,973 ▲	5.9%	78,894	0.4%	ETF
PALANTIR TECHNOLOGIES INC	$1,434,112	$134,489 ▼	-8.6%	7,667	0.4%	CL A
LLY Eli Lilly and Company	$1,410,836	$27,777 ▲	2.0%	1,219	0.4%	Healthcare
VZ Verizon Communications	$1,393,938	$97,794 ▲	7.5%	30,389	0.4%	Communication Services
QCOM Qualcomm	$1,379,993	$1,049,074 ▲	317.0%	7,498	0.4%	Technology
DIVO Amplify CWP Enhanced Dividend Income ETF	$1,338,338	$30,822 ▲	2.4%	28,788	0.4%	ETF
XMVM Invesco S&P MidCap Value with Momentum ETF	$1,315,185	$713,950 ▲	118.7%	18,856	0.4%	ETF
SPYI NEOS S&P 500 High Income ETF	$1,286,226	$70,131 ▲	5.8%	24,191	0.4%	ETF
COWZ Pacer US Cash Cows 100 ETF	$1,271,320	$35,650 ▲	2.9%	19,043	0.4%	ETF
ARCC Ares Capital	$1,221,355	$72,714 ▼	-5.6%	63,945	0.3%	Finance
T AT&T	$1,219,212	$9,614 ▲	0.8%	49,968	0.3%	Communication Services
MU Micron Technology	$1,213,799	$163,969 ▲	15.6%	1,140	0.3%	Technology
V Visa	$1,164,528	$107,434 ▲	10.2%	3,241	0.3%	Finance
MRK Merck & Co., Inc.	$1,098,576	$4,214 ▼	-0.4%	7,560	0.3%	Healthcare
IDMO Invesco S&P International Developed Momentum ETF	$1,094,388	$105,966 ▲	10.7%	17,929	0.3%	ETF
VONG Vanguard Russell 1000 Growth ETF	$1,072,620	$903 ▲	0.1%	8,319	0.3%	ETF
VTI Vanguard Total Stock Market ETF	$1,053,788	$78,585 ▼	-6.9%	2,816	0.3%	ETF
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$1,022,417	$71,183 ▲	7.5%	16,690	0.3%	ETF
HD Home Depot	$1,020,964	$13,655 ▲	1.4%	3,589	0.3%	Consumer Discretionary
HWM Howmet Aerospace	$993,543	$452 ▲	0.0%	4,393	0.3%	Industrials
IGV iShares Expanded Tech-Software Sector ETF	$980,727	$67,086 ▲	7.3%	9,210	0.3%	ETF
CIFR Cipher Mining	$941,461	$770,171 ▲	449.6%	59,492	0.3%	Technology
NEE NextEra Energy	$940,027	$39,537 ▲	4.4%	12,411	0.3%	Utilities
PFE Pfizer	$904,101	$19,137 ▲	2.2%	31,701	0.3%	Healthcare
BTI British American Tobacco	$890,185	$29,647 ▲	3.4%	16,364	0.2%	Consumer Staples
XLG Invesco S&P 500 Top 50 ETF	$885,272	$23,409 ▲	2.7%	13,917	0.2%	ETF
IWY iShares Russell Top 200 Growth ETF	$863,255	$30,083 ▲	3.6%	2,927	0.2%	ETF
JPST JPMorgan Ultra-Short Income ETF	$862,637	$14,859 ▼	-1.7%	17,126	0.2%	ETF
SOXX iShares Semiconductor ETF	$852,236	$57,422 ▲	7.2%	1,499	0.2%	ETF
COR Cencora	$822,874		0.0%	2,741	0.2%	Healthcare
INVESCO GALAXY BITCOIN ETF	$819,153	$7,975 ▼	-1.0%	9,861	0.2%	COM SHS BEN INT
GS The Goldman Sachs Group	$817,184	$29,699 ▼	-3.5%	908	0.2%	Finance
FTCS First Trust Capital Strength ETF	$795,816	$188 ▲	0.0%	8,480	0.2%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$790,429	$104,420 ▼	-11.7%	3,800	0.2%	ETF
AMPLIFY ETF TR	$782,483	$1,455 ▼	-0.2%	6,454	0.2%	AMPLIFY CYBERSEC
ADP Automatic Data Processing	$778,369	$29,937 ▼	-3.7%	3,016	0.2%	Industrials
VEA Vanguard FTSE Developed Markets ETF	$770,827	$40,953 ▲	5.6%	10,917	0.2%	ETF
XMHQ Invesco S&P MidCap Quality ETF	$767,512	$20,544 ▲	2.8%	6,874	0.2%	ETF
MMM 3M	$764,724	$3,611 ▲	0.5%	4,659	0.2%	Industrials
LAM RESEARCH CORP	$760,853	$1,971 ▼	-0.3%	2,316	0.2%	COM NEW
GLW Corning	$757,087	$38,746 ▲	5.4%	4,924	0.2%	Technology
CAT Caterpillar	$750,331	$2,434 ▼	-0.3%	925	0.2%	Industrials
CVS CVS Health	$736,555	$12,167 ▲	1.7%	8,596	0.2%	Healthcare
ENB Enbridge	$734,124	$3,115 ▲	0.4%	15,791	0.2%	Energy
DIA SPDR Dow Jones Industrial Average ETF Trust	$734,036	$99,194 ▼	-11.9%	1,443	0.2%	ETF
CSCO Cisco Systems	$723,311	$2,260 ▲	0.3%	6,720	0.2%	Technology

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

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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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