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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

GALAXY DIGITAL INC.
$16,621,218
Apple
$11,680,332

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

Map of 500 Largest Holdings ofKey Client Fiduciary Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$19,170,548$130,073 -0.7%280,7646.5%Manufacturing
GALAXY DIGITAL INC.
$16,621,218$229,444 1.4%900,8795.6%CL A
Apple Inc. stock logo
AAPL
Apple
$11,680,332$117,758 1.0%46,0244.0%Computer and Technology
Putnam Focused Large Cap Value ETF stock logo
PVAL
Putnam Focused Large Cap Value ETF
$9,611,012$3,356,388 53.7%207,1343.3%ETF
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$9,553,203$9,553,203 New Holding152,4123.2%Manufacturing
First Trust Morningstar Dividend Leaders Index Fund stock logo
FDL
First Trust Morningstar Dividend Leaders Index Fund
$9,276,069$157,937 1.7%182,6003.2%ETF
iShares U.S. Consumer Staples ETF stock logo
IYK
iShares U.S. Consumer Staples ETF
$8,860,196$8,556,406 2,816.6%126,5203.0%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$8,060,391$499,466 -5.8%12,3942.7%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$7,926,392$1,814,044 29.7%38,0582.7%Retail/Wholesale
NVIDIA Corporation stock logo
NVDA
NVIDIA
$7,261,828$82,317 -1.1%41,6392.5%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$6,396,673$378,692 6.3%17,2802.2%Computer and Technology
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$6,355,604$187,253 3.0%161,1872.2%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$5,563,708$342,760 -5.8%14,9661.9%Auto/Tires/Trucks
Invesco QQQ stock logo
QQQ
Invesco QQQ
$5,279,510$192,780 3.8%9,1471.8%Finance
First Trust Growth Strength ETF stock logo
FTGS
First Trust Growth Strength ETF
$4,884,931$86,680 1.8%143,4821.7%ETF
Annaly Capital Management Inc stock logo
NLY
Annaly Capital Management
$4,101,321$82,485 2.1%193,9161.4%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4,003,755$399,180 11.1%6,7001.4%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$3,621,270$39,970 -1.1%78,9121.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,098,387$206,176 7.1%10,7751.1%Computer and Technology
Oracle Corporation stock logo
ORCL
Oracle
$3,068,108$10,445 -0.3%20,8561.0%Computer and Technology
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$2,618,428$186,604 7.7%34,2100.9%ETF
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$2,601,270$107,843 4.3%43,5140.9%Manufacturing
First Trust Senior Loan ETF stock logo
FTSL
First Trust Senior Loan ETF
$2,584,957$30,688 1.2%57,7000.9%Manufacturing
Invesco S&P 500 Revenue ETF stock logo
RWL
Invesco S&P 500 Revenue ETF
$2,445,783$45,275 1.9%21,2840.8%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,429,488$40,889 1.7%8,2590.8%Finance
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$2,303,781$174,479 -7.0%20,7960.8%Manufacturing
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$2,268,694$104,972 4.9%48,2390.8%ETF
TRFM
AAM Transformers ETF
$2,171,068$443,031 25.6%46,7360.7%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$2,151,191$31,897 1.5%12,6790.7%Energy
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$2,141,956$1,052 0.0%26,4600.7%Utilities
International Business Machines Corporation stock logo
IBM
International Business Machines
$2,076,916$49,693 2.5%8,5680.7%Computer and Technology
Vertiv Holdings Co. stock logo
VRT
Vertiv
$2,030,926$71,414 3.6%8,1050.7%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,959,449$24,918 -1.3%4,0890.7%Finance
WALMART INC
$1,944,315$1,409,675 -42.0%15,6450.7%COM
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,923,462$97,832 5.4%3,3620.7%Computer and Technology
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$1,911,234$71,490 3.9%37,6150.6%ETF
LANDBRIDGE COMPANY LLC
$1,882,330$1,818,389 -49.1%27,2600.6%CL A
FIRST TR EXCHNG TRADED FD VI
$1,874,248$487,466 -20.6%50,1180.6%FT VEST U.S.
LISTED FDS TR
$1,861,733$141,780 8.2%32,1320.6%ROUNDHILL MAGNIF
Bank of America Corporation stock logo
BAC
Bank of America
$1,770,788$3,656 0.2%36,3240.6%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,759,431$35,485 2.1%8,1810.6%ETF
Village Farms International, Inc. stock logo
VFF
Village Farms International
$1,750,147$61,628 3.6%616,2490.6%Consumer Staples
Prudential Financial, Inc. stock logo
PRU
Prudential Financial
$1,702,224$58,711 -3.3%17,4250.6%Finance
INVESCO GALAXY BITCOIN ETF
$1,690,866$245,726 17.0%25,0610.6%COM SHS BEN INT
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,689,094$102,123 6.4%8,3030.6%Computer and Technology
Altria Group, Inc. stock logo
MO
Altria Group
$1,585,620$21,513 -1.3%24,0280.5%Consumer Staples
Amplify CWP Enhanced Dividend Income ETF stock logo
DIVO
Amplify CWP Enhanced Dividend Income ETF
$1,530,506$22,425 -1.4%34,1250.5%ETF
Salesforce Inc. stock logo
CRM
Salesforce
$1,438,139$669,414 87.1%7,7040.5%Computer and Technology
AT&T Inc. stock logo
T
AT&T
$1,431,075$105,322 -6.9%49,3640.5%Computer and Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,413,769$60,541 -4.1%28,1630.5%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$1,343,336$7,429 0.6%4,3400.5%Computer and Technology
PALANTIR TECHNOLOGIES INC
$1,332,318$80,454 -5.7%9,1080.5%CL A
Global X Nasdaq 100 Covered Call ETF stock logo
QYLD
Global X Nasdaq 100 Covered Call ETF
$1,282,224$241,730 23.2%74,7650.4%Manufacturing
AbbVie Inc. stock logo
ABBV
AbbVie
$1,273,698$77,866 -5.8%5,8560.4%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$1,261,925$61,103 -4.6%4,3990.4%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$1,225,221$107,885 -8.1%3,7250.4%Retail/Wholesale
Ares Capital Corporation stock logo
ARCC
Ares Capital
$1,177,859$70,386 6.4%65,3640.4%Finance
NEOS S&P 500 High Income ETF stock logo
SPYI
NEOS S&P 500 High Income ETF
$1,126,240$218,613 24.1%22,8120.4%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,122,475$20,852 -1.8%3,4990.4%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,086,627$22,082 2.1%1,1810.4%Medical
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,077,076$19,413 1.8%11,5960.4%Utilities
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$1,049,250$57,555 5.8%16,7720.4%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$1,045,040$26,656 -2.5%3,0580.4%Computer and Technology
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$1,029,083$3,688 0.4%4,4650.3%Aerospace
British American Tobacco p.l.c. stock logo
BTI
British American Tobacco
$936,110$15,670 1.7%16,0100.3%Consumer Staples
FLBL
Franklin Senior Loan ETF
$935,021$3,956 0.4%40,6530.3%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$910,885$878 0.1%8,3040.3%ETF
IDMO
Invesco S&P International Developed Momentum ETF
$910,451$115,054 14.5%16,6020.3%ETF
Visa Inc. stock logo
V
Visa
$909,573$560,737 160.7%3,0090.3%Business Services
ISHARES BITCOIN TRUST ETF
$902,716$196,441 27.8%23,4960.3%SHS BEN INT
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$890,528$63,755 7.7%7,4030.3%Medical
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$881,6770.0%17,4210.3%ETF
Cencora, Inc. stock logo
COR
Cencora
$860,891$204,854 31.2%2,7400.3%Medical
Enbridge Inc stock logo
ENB
Enbridge
$852,922$43,150 -4.8%15,7540.3%Energy
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$850,630$371,099 77.4%15,3210.3%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$842,075$21,301 -2.5%4,3880.3%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$807,835$16,174 2.0%28,7690.3%Medical
Netflix, Inc. stock logo
NFLX
Netflix
$795,161$366,716 85.6%8,2700.3%Consumer Discretionary
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$794,251$131,952 19.9%9390.3%Finance
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$788,233$10,452 1.3%8,9740.3%Manufacturing
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$786,297$13,821 -1.7%8,4770.3%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$783,288$13,952 1.8%7860.3%Retail/Wholesale
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$780,819$16,642 -2.1%7,5540.3%ETF
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$773,919$8,192 1.1%9,8250.3%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$738,808$53,786 -6.8%1,7170.3%Finance
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$727,918$70,806 10.8%13,3440.2%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$715,722$2,986 -0.4%2,8760.2%ETF
3M Company stock logo
MMM
3M
$702,420$2,323 -0.3%4,8370.2%Multi-Sector Conglomerates
PIMCO Dynamic Income Fund stock logo
PDI
PIMCO Dynamic Income Fund
$695,643$18,513 2.7%40,6570.2%Financial Services
iShares Factors US Growth Style ETF stock logo
STLG
iShares Factors US Growth Style ETF
$679,361$441,073 185.1%10,6200.2%Manufacturing
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$666,0670.0%1,4380.2%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$656,646$14,875 2.3%9270.2%Industrials
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$647,261$7,838 -1.2%9910.2%ETF
GE Aerospace stock logo
GE
GE Aerospace
$643,731$2,838 -0.4%2,2680.2%Aerospace
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$640,745$4,063 -0.6%3,1540.2%Computer and Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$635,913$3,781 0.6%2,6910.2%Retail/Wholesale
Corning Incorporated stock logo
GLW
Corning
$630,845$11,420 1.8%4,6400.2%Computer and Technology
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$628,126$10,495 -1.6%5,9250.2%ETF
AAM S&P 500 High Dividend Value ETF stock logo
SPDV
AAM S&P 500 High Dividend Value ETF
$619,847$4,579 -0.7%16,6500.2%ETF
abrdn Physical Gold Shares ETF stock logo
SGOL
abrdn Physical Gold Shares ETF
$615,578$34,402 5.9%13,7960.2%ETF

Showing largest 100 holdings. View all holdings.
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