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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 $346.69 million in total holdings as of June 30, 2026.
  • Key Client Fiduciary Advisors, LLC owns shares of 219 different stocks, but just 71 companies or ETFs make up 80% of its holdings.
  • Approximately 7.74% of the portfolio was purchased this quarter.
  • About 4.53% of the portfolio was sold this quarter.
  • This quarter, Key Client Fiduciary Advisors, LLC has purchased 207 new stocks and bought additional shares in 97 stocks.
  • Key Client Fiduciary Advisors, LLC sold shares of 87 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

GALAXY DIGITAL INC.
$24,656,483
Apple
$13,149,575

Largest New Holdings this Quarter

33733E690 - FIRST TR EXCHANGE-TRADED FD
$2,766,182 Holding
464287515 - iShares Expanded Tech-Software Sector ETF
$777,389 Holding
458140100 - Intel
$625,640 Holding
05464C101 - Axon Enterprise
$522,489 Holding

Largest Purchases this Quarter

iShares Factors US Growth Style ETF
81,915 shares (about $6.76M)
FIRST TR EXCHANGE-TRADED FD
133,054 shares (about $2.77M)
Putnam Focused Large Cap Value ETF
40,683 shares (about $2.07M)
Village Farms International
718,382 shares (about $1.43M)

Largest Sales this Quarter

INVESCO GALAXY BITCOIN ETF
15,104 shares (about $882.07K)
iShares U.S. Consumer Staples ETF
9,500 shares (about $690.27K)
First Trust Senior Loan ETF
12,575 shares (about $562.73K)
First Trust Nasdaq Cybersecurity ETF
5,541 shares (about $497.86K)
Amplify CWP Enhanced Dividend Income ETF
6,000 shares (about $274.20K)

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
GALAXY DIGITAL INC.
$24,656,483$19,499 â–²0.1%901,5927.1%CL A
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$23,128,058$369,310 â–²1.6%285,3206.7%Manufacturing
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$13,196,357$497,859 â–¼-3.6%146,8713.8%Manufacturing
Apple Inc. stock logo
AAPL
Apple
$13,149,575$167,828 â–¼-1.3%45,4443.8%Computer and Technology
Putnam Focused Large Cap Value ETF stock logo
PVAL
Putnam Focused Large Cap Value ETF
$12,626,284$2,072,800 â–²19.6%247,8173.6%ETF
First Trust Morningstar Dividend Leaders Index Fund stock logo
FDL
First Trust Morningstar Dividend Leaders Index Fund
$9,801,977$916,657 â–²10.3%201,4382.8%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$9,689,591$433,885 â–²4.7%12,9752.8%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$8,970,646$100,103 â–¼-1.1%37,6382.6%Retail/Wholesale
iShares U.S. Consumer Staples ETF stock logo
IYK
iShares U.S. Consumer Staples ETF
$8,502,666$690,269 â–¼-7.5%117,0202.5%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$8,200,499$131,059 â–¼-1.6%40,9842.4%Computer and Technology
iShares Factors US Growth Style ETF stock logo
STLG
iShares Factors US Growth Style ETF
$7,638,724$6,762,048 â–²771.3%92,5352.2%Manufacturing
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$6,822,932$130,671 â–¼-1.9%158,1582.0%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$6,782,619$47,127 â–²0.7%9,2112.0%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$6,416,198$29,468 â–¼-0.5%17,2011.9%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$6,360,003$65,194 â–²1.0%15,1211.8%Auto/Tires/Trucks
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4,984,869$383,240 â–²8.3%7,2581.4%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$4,583,175$239,905 â–¼-5.0%7,8901.3%Computer and Technology
Annaly Capital Management Inc stock logo
NLY
Annaly Capital Management
$4,396,908$60,953 â–²1.4%196,6421.3%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,868,269$17,512 â–²0.5%10,8241.1%Computer and Technology
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$3,553,510$24,347 â–¼-0.7%78,3751.0%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$3,483,938$477,543 â–²15.9%39,6441.0%ETF
Oracle Corporation stock logo
ORCL
Oracle
$3,062,407$6,008 â–²0.2%20,8970.9%Computer and Technology
TRFM
AAM Transformers ETF
$2,959,264$6,949 â–²0.2%46,8460.9%ETF
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$2,804,020$204,933 â–²7.9%46,9450.8%Manufacturing
FIRST TR EXCHANGE-TRADED FD
$2,766,182$2,766,182 â–²New Holding133,0540.8%VEST LADDERED
Invesco S&P 500 Revenue ETF stock logo
RWL
Invesco S&P 500 Revenue ETF
$2,729,189$9,965 â–²0.4%21,3620.8%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,693,701$9,820 â–¼-0.4%8,2290.8%Finance
Village Farms International, Inc. stock logo
VFF
Village Farms International
$2,663,321$1,433,566 â–²116.6%1,334,6310.8%Consumer Staples
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$2,538,812$232,255 â–¼-8.4%19,0530.7%Manufacturing
International Business Machines Corporation stock logo
IBM
International Business Machines
$2,448,356$39,086 â–²1.6%8,7070.7%Computer and Technology
Vertiv Holdings Co. stock logo
VRT
Vertiv
$2,441,120$272,538 â–¼-10.0%7,2910.7%Computer and Technology
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$2,397,562$73,426 â–²3.2%49,7630.7%ETF
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$2,287,736$71,470 â–²3.2%38,8280.7%ETF
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$2,146,373$1,136 â–¼-0.1%26,4460.6%Utilities
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$2,118,109$92,532 â–¼-4.2%2,9300.6%Computer and Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$2,103,113$167,293 â–²8.6%8,8880.6%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,071,114$25,019 â–²1.2%4,1390.6%Finance
Bank of America Corporation stock logo
BAC
Bank of America
$2,056,754$12,991 â–¼-0.6%36,0960.6%Finance
First Trust Senior Loan ETF stock logo
FTSL
First Trust Senior Loan ETF
$2,019,338$562,730 â–¼-21.8%45,1250.6%Manufacturing
LISTED FDS TR
$1,966,617$99,472 â–¼-4.8%30,5850.6%ROUN MA SEVE ETF
Altria Group, Inc. stock logo
MO
Altria Group
$1,853,188$124,400 â–²7.2%25,7570.5%Consumer Staples
FIRST TR EXCHNG TRADED FD VI
$1,851,157$134,849 â–¼-6.8%46,7150.5%FT VEST U.S.
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,770,204$123,345 â–¼-6.5%3,1430.5%Computer and Technology
WALMART INC
$1,760,548$11,439 â–¼-0.6%15,5440.5%COM
Prudential Financial, Inc. stock logo
PRU
Prudential Financial
$1,745,255$135,454 â–¼-7.2%16,1700.5%Finance
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$1,698,508$35,001 â–¼-2.0%12,4230.5%Energy
Broadcom Inc. stock logo
AVGO
Broadcom
$1,640,896$1,511 â–²0.1%4,3440.5%Computer and Technology
ISHARES BITCOIN TRUST ETF
$1,552,379$770,197 â–²98.5%46,6320.4%SHS BEN INT
AbbVie Inc. stock logo
ABBV
AbbVie
$1,491,823$18,119 â–²1.2%5,9280.4%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$1,484,569$69,600 â–¼-4.5%4,2020.4%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,433,431$16,793 â–²1.2%1,1950.4%Medical
Global X Nasdaq 100 Covered Call ETF stock logo
QYLD
Global X Nasdaq 100 Covered Call ETF
$1,372,572$5,345 â–¼-0.4%74,4750.4%Manufacturing
Amplify CWP Enhanced Dividend Income ETF stock logo
DIVO
Amplify CWP Enhanced Dividend Income ETF
$1,285,313$274,200 â–¼-17.6%28,1250.4%ETF
Ares Capital Corporation stock logo
ARCC
Ares Capital
$1,255,445$44,250 â–²3.7%67,7520.4%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$1,248,914$64,897 â–¼-4.9%3,5410.4%Retail/Wholesale
NEOS S&P 500 High Income ETF stock logo
SPYI
NEOS S&P 500 High Income ETF
$1,214,260$3,185 â–²0.3%22,8720.4%ETF
Salesforce Inc. stock logo
CRM
Salesforce
$1,200,303$6,580 â–¼-0.5%7,6620.3%Computer and Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,196,402$3,980 â–²0.3%28,2570.3%Computer and Technology
Corning Incorporated stock logo
GLW
Corning
$1,193,244$8,173 â–²0.7%4,6720.3%Computer and Technology
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$1,180,554$19,895 â–¼-1.7%4,3910.3%Aerospace
CrowdStrike stock logo
CRWD
CrowdStrike
$1,154,717$26,712 â–²2.4%1,5130.3%Computer and Technology
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$1,151,269$108,042 â–²10.4%18,5090.3%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$1,138,643$35,799 â–²3.2%9860.3%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,119,882$175,051 â–¼-13.5%3,0260.3%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$1,062,395$1,023 â–²0.1%8,3120.3%ETF
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$1,047,869$82,080 â–²8.5%10,6600.3%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,043,510$25,717 â–²2.5%11,8890.3%Utilities
AT&T Inc. stock logo
T
AT&T
$1,026,182$4,347 â–²0.4%49,5740.3%Computer and Technology
Visa Inc. stock logo
V
Visa
$1,009,342$22,986 â–¼-2.2%2,9420.3%Business Services
LAM RESEARCH CORP
$1,006,285$16,468 â–¼-1.6%2,3220.3%COM NEW
Caterpillar Inc. stock logo
CAT
Caterpillar
$988,100$1,065 â–²0.1%9280.3%Industrials
PALANTIR TECHNOLOGIES INC
$978,395$84,236 â–¼-7.9%8,3860.3%CL A
British American Tobacco p.l.c. stock logo
BTI
British American Tobacco
$977,008$11,796 â–¼-1.2%15,8190.3%Consumer Staples
IDMO
Invesco S&P International Developed Momentum ETF
$976,290$24,659 â–¼-2.5%16,1930.3%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$975,127$23,900 â–²2.5%7,5890.3%Medical
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$954,370$12,722 â–²1.4%15,5280.3%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$951,373$2,022 â–²0.2%9410.3%Finance
FLBL
Franklin Senior Loan ETF
$933,784$2,017 â–²0.2%40,7410.3%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$915,279$18,297 â–¼-2.0%4,3020.3%ETF
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$895,654$10,891 â–¼-1.2%1,3980.3%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$880,9800.0%17,4210.3%ETF
CVS Health Corporation stock logo
CVS
CVS Health
$874,552$29,690 â–²3.5%8,4540.3%Medical
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$855,690$104,480 â–²13.9%1,6380.2%Finance
Enbridge Inc stock logo
ENB
Enbridge
$852,398$1,626 â–¼-0.2%15,7240.2%Energy
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$829,581$12,552 â–²1.5%13,5490.2%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$820,958$14,821 â–¼-1.8%2,8250.2%ETF
GE Aerospace stock logo
GE
GE Aerospace
$820,624$26,906 â–¼-3.2%2,1960.2%Aerospace
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$796,215$94 â–²0.0%8,4780.2%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$786,807$8,339 â–¼-1.0%6,6990.2%Computer and Technology
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$777,389$777,389 â–²New Holding8,5800.2%ETF
Cencora, Inc. stock logo
COR
Cencora
$775,523$283 â–²0.0%2,7410.2%Medical
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$755,204$97,533 â–¼-11.4%6,6900.2%ETF
3M Company stock logo
MMM
3M
$750,715$32,379 â–¼-4.1%4,6370.2%Multi-Sector Conglomerates
Pfizer Inc. stock logo
PFE
Pfizer
$747,202$54,445 â–²7.9%31,0300.2%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$738,221$127,227 â–²20.8%2,9070.2%Medical
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$736,530$63,272 â–²9.4%10,3370.2%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$711,557$146,480 â–¼-17.1%7,4420.2%Manufacturing
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$701,434$4,927 â–¼-0.7%3,1320.2%Computer and Technology
Consolidated Edison Inc stock logo
ED
Consolidated Edison
$698,963$103,993 â–²17.5%6,3180.2%Utilities
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$697,616$100,203 â–²16.8%22,0000.2%ETF

Showing largest 100 holdings. View all holdings.
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