Key Financial Inc Top Holdings and 13F Report (2026)

About Key Financial Inc

Investment Activity

Key Financial Inc has $561.79 million in total holdings as of March 31, 2026.
Key Financial Inc owns shares of 1,394 different stocks, but just 121 companies or ETFs make up 80% of its holdings.
Approximately 5.25% of the portfolio was purchased this quarter.
About 1.51% of the portfolio was sold this quarter.
This quarter, Key Financial Inc has purchased 1,440 new stocks and bought additional shares in 246 stocks.
Key Financial Inc sold shares of 212 stocks and completely divested from 93 stocks this quarter.

Largest Holdings

Apple: $26,260,134
WisdomTree International LargeCap Dividend Fund: $21,846,410
WisdomTree Global ex U.S. Quality Dividend Growth Fund: $18,684,544
iShares U.S. Treasury Bond ETF: $17,716,990
SPDR S&P 600 Small Cap Value ETF: $17,311,800

Largest New Holdings this Quarter

G0593M107 - AstraZeneca: $818,137 Holding
67066V101 - Nuveen Quality Municipal Income Fund: $144,164 Holding
72348N109 - PINNACLE FINL PARTNERS INC: $89,586 Holding
09257P105 - Blackrock Municipal 2030 Target Term Trust: $88,031 Holding
09254F100 - BlackRock MuniYield Quality Fund: $78,309 Holding

Largest Purchases this Quarter

Apple: 6,327 shares (about $1.61M)
Invesco BulletShares 2026 Municipal Bond ETF: 67,390 shares (about $1.59M)
iShares U.S. Treasury Bond ETF: 67,889 shares (about $1.56M)
iShares MSCI EAFE Growth ETF: 10,078 shares (about $1.12M)
ProShares MSCI EAFE Dividend Growers ETF: 25,871 shares (about $1.06M)

Largest Sales this Quarter

Invesco BulletShares 2028 Municipal Bond ETF: 61,155 shares (about $1.43M)
SPDR SSgA Global Allocation ETF: 13,628 shares (about $674.58K)
Invesco BulletShares 2031 Municipal Bond ETF: 18,575 shares (about $387.85K)
S&T Bancorp: 7,568 shares (about $316.57K)
Invesco BulletShares 2030 Municipal Bond ETF: 12,715 shares (about $277.36K)

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
AAPL Apple	$26,260,134	$1,605,728 â–²	6.5%	103,472	4.7%	Computer and Technology
DOL WisdomTree International LargeCap Dividend Fund	$21,846,410	$76,077 â–²	0.3%	321,335	3.9%	Finance
DNL WisdomTree Global ex U.S. Quality Dividend Growth Fund	$18,684,544	$428,770 â–²	2.3%	462,832	3.3%	Finance
GOVT iShares U.S. Treasury Bond ETF	$17,716,990	$1,555,337 â–²	9.6%	773,330	3.2%	ETF
SLYV SPDR S&P 600 Small Cap Value ETF	$17,311,800	$129,480 â–²	0.8%	183,039	3.1%	ETF
EES WisdomTree U.S. SmallCap Fund	$16,720,260	$234,110 â–²	1.4%	288,039	3.0%	Finance
BUFR FT Vest Laddered Buffer ETF	$13,857,722	$47,312 â–¼	-0.3%	410,356	2.5%	ETF
MSFT Microsoft	$10,613,144	$355,363 â–²	3.5%	28,671	1.9%	Computer and Technology
EFG iShares MSCI EAFE Growth ETF	$10,021,073	$1,122,387 â–²	12.6%	89,980	1.8%	ETF
FICS First Trust International Developed Capital Strength ETF	$9,746,724	$104,224 â–²	1.1%	249,690	1.7%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$8,599,651	$182,584 â–²	2.2%	151,991	1.5%	ETF
DLN WisdomTree U.S. LargeCap Dividend Fund	$8,534,350	$81,112 â–²	1.0%	95,537	1.5%	Finance
BSMR Invesco BulletShares 2027 Municipal Bond ETF	$8,090,993	$786,898 â–²	10.8%	342,056	1.4%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$8,083,596	$500,121 â–²	6.6%	82,562	1.4%	ETF
XOM ExxonMobil	$8,037,714	$85,170 â–¼	-1.0%	47,375	1.4%	Energy
SLYG SPDR S&P 600 Small Cap Growth ETF	$8,031,731	$5,024 â–²	0.1%	83,127	1.4%	ETF
JIG JPMorgan International Growth ETF	$7,562,309	$131,256 â–²	1.8%	101,863	1.3%	ETF
FPEI First Trust Institutional Preferred Securities and Income ETF	$7,515,393	$63,194 â–¼	-0.8%	395,547	1.3%	ETF
SPTI SPDR Portfolio Intermediate Term Treasury ETF	$6,813,664	$53,365 â–²	0.8%	237,741	1.2%	ETF
JPM JPMorgan Chase & Co.	$6,488,581	$136,196 â–²	2.1%	22,058	1.2%	Finance
AVGO Broadcom	$6,337,217	$73,663 â–²	1.2%	20,475	1.1%	Computer and Technology
JNJ Johnson & Johnson	$6,321,915	$503,055 â–²	8.6%	25,863	1.1%	Medical
SPTS SPDR Portfolio Short Term Treasury ETF	$6,083,592	$62,095 â–¼	-1.0%	208,485	1.1%	ETF
NVDA NVIDIA	$5,872,746	$197,770 â–¼	-3.3%	33,674	1.0%	Computer and Technology
AMZN Amazon.com	$5,752,417	$496,516 â–²	9.4%	27,620	1.0%	Retail/Wholesale
DES WisdomTree U.S. SmallCap Dividend Fund	$5,703,725	$111,127 â–¼	-1.9%	158,701	1.0%	Finance
GOOGL Alphabet	$4,993,767	$131,990 â–²	2.7%	17,366	0.9%	Computer and Technology
BSMQ Invesco BulletShares 2026 Municipal Bond ETF	$4,574,225	$1,592,089 â–²	53.4%	193,618	0.8%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$4,556,884	$146,641 â–²	3.3%	97,141	0.8%	ETF
DWM WisdomTree International Equity Fund	$4,459,579	$245,665 â–²	5.8%	63,808	0.8%	Finance
IWF iShares Russell 1000 Growth ETF	$4,441,382		0.0%	10,416	0.8%	ETF
EFV iShares MSCI EAFE Value ETF	$4,354,977	$943,948 â–²	27.7%	58,574	0.8%	ETF
EFAD ProShares MSCI EAFE Dividend Growers ETF	$3,794,182	$1,059,223 â–²	38.7%	92,671	0.7%	ETF
ABBV AbbVie	$3,600,178	$115,924 â–²	3.3%	16,553	0.6%	Medical
BSCQ Invesco BulletShares 2026 Corporate Bond ETF	$3,464,876	$823,463 â–²	31.2%	177,413	0.6%	ETF
BSMS Invesco BulletShares 2028 Municipal Bond ETF	$3,432,544	$1,430,734 â–¼	-29.4%	146,720	0.6%	ETF
QGRO American Century U.S. Quality Growth ETF	$3,035,892	$403,630 â–²	15.3%	28,905	0.5%	ETF
MRK Merck & Co., Inc.	$3,032,805	$5,173 â–²	0.2%	25,212	0.5%	Medical
PALANTIR TECHNOLOGIES INC	$2,893,711	$11,995 â–²	0.4%	19,782	0.5%	CL A
IVW iShares S&P 500 Growth ETF	$2,888,377		0.0%	25,536	0.5%	ETF
CI Cigna Group	$2,763,277	$1,867 â–¼	-0.1%	10,359	0.5%	Medical
BSCR Invesco BulletShares 2027 Corporate Bond ETF	$2,679,617	$729,108 â–²	37.4%	136,541	0.5%	ETF
BSMT Invesco BulletShares 2029 Municipal Bond ETF	$2,550,484	$223,239 â–¼	-8.0%	110,776	0.5%	ETF
IVV iShares Core S&P 500 ETF	$2,526,523		0.0%	3,868	0.4%	ETF
MCD McDonald's	$2,517,710	$26,106 â–²	1.0%	8,101	0.4%	Retail/Wholesale
BSMU Invesco BulletShares 2030 Municipal Bond ETF	$2,484,001	$277,357 â–¼	-10.0%	113,875	0.4%	Manufacturing
BRK.B Berkshire Hathaway	$2,435,774	$161,490 â–²	7.1%	5,083	0.4%	Finance
VUG Vanguard Growth ETF	$2,414,271	$84,742 â–²	3.6%	5,527	0.4%	ETF
PG Procter & Gamble	$2,351,392	$153,977 â–¼	-6.1%	16,279	0.4%	Consumer Staples
BSMV Invesco BulletShares 2031 Municipal Bond ETF	$2,207,340	$387,852 â–¼	-14.9%	105,714	0.4%	ETF
GOOG Alphabet	$2,203,085	$54,790 â–²	2.6%	7,680	0.4%	Computer and Technology
ADP Automatic Data Processing	$2,190,484	$52,420 â–²	2.5%	10,781	0.4%	Computer and Technology
BSCS Invesco BulletShares 2028 Corporate Bond ETF	$2,151,195	$692,585 â–²	47.5%	105,332	0.4%	ETF
STBA S&T Bancorp	$2,094,930	$316,569 â–¼	-13.1%	50,082	0.4%	Finance
ORCL Oracle	$2,089,403	$9,121 â–²	0.4%	14,203	0.4%	Computer and Technology
CVX Chevron	$2,026,172	$75,105 â–²	3.8%	9,793	0.4%	Energy
ISCG iShares Morningstar Small-Cap Growth ETF	$1,998,392	$170,154 â–²	9.3%	36,467	0.4%	ETF
ABT Abbott Laboratories	$1,939,088	$9,035 â–²	0.5%	18,887	0.3%	Medical
VOO Vanguard S&P 500 ETF	$1,924,709		0.0%	3,221	0.3%	ETF
CAT Caterpillar	$1,905,049	$50,301 â–²	2.7%	2,689	0.3%	Industrials
VTV Vanguard Value ETF	$1,852,111	$32,373 â–¼	-1.7%	9,440	0.3%	ETF
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$1,747,582	$86,580 â–¼	-4.7%	29,510	0.3%	ETF
PFE Pfizer	$1,694,853	$18,814 â–¼	-1.1%	60,358	0.3%	Medical
KO CocaCola	$1,659,336	$52,551 â–¼	-3.1%	21,819	0.3%	Consumer Staples
IWD iShares Russell 1000 Value ETF	$1,637,140		0.0%	7,662	0.3%	ETF
VZ Verizon Communications	$1,569,269	$6,978 â–¼	-0.4%	31,260	0.3%	Computer and Technology
PEP PepsiCo	$1,541,253	$45,500 â–²	3.0%	9,925	0.3%	Consumer Staples
MDYG SPDR S&P 400 Mid Cap Growth ETF	$1,519,719	$156,511 â–¼	-9.3%	15,837	0.3%	ETF
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF	$1,493,003	$135,690 â–²	10.0%	64,423	0.3%	ETF
TSLA Tesla	$1,486,628	$126,767 â–²	9.3%	3,999	0.3%	Auto/Tires/Trucks
QQQ Invesco QQQ	$1,481,549	$136,785 â–²	10.2%	2,567	0.3%	Finance
CSCO Cisco Systems	$1,478,010	$37,321 â–²	2.6%	19,049	0.3%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$1,468,989	$105,226 â–²	7.7%	4,579	0.3%	ETF
DTD WisdomTree U.S. Total Dividend Fund	$1,458,377	$186,108 â–²	14.6%	16,887	0.3%	Finance
BRK.A Berkshire Hathaway	$1,436,280		0.0%	2	0.3%	Finance
ILCG iShares Morningstar Growth ETF	$1,435,828	$696,813 â–²	94.3%	15,038	0.3%	ETF
SPY SPDR S&P 500 ETF Trust	$1,433,251	$78,686 â–²	5.8%	2,204	0.3%	Finance
VEA Vanguard FTSE Developed Markets ETF	$1,417,881	$28,195 â–¼	-1.9%	22,127	0.3%	ETF
VGT Vanguard Information Technology ETF	$1,394,742	$41,863 â–²	3.1%	1,999	0.2%	ETF
VV Vanguard Large-Cap ETF	$1,386,963	$11,356 â–¼	-0.8%	4,641	0.2%	ETF
IDCC InterDigital	$1,361,114		0.0%	4,507	0.2%	Computer and Technology
MPC Marathon Petroleum	$1,313,200		0.0%	5,378	0.2%	Energy
IWB iShares Russell 1000 ETF	$1,303,227	$5,348 â–¼	-0.4%	3,655	0.2%	ETF
JPST JPMorgan Ultra-Short Income ETF	$1,293,895	$558,076 â–²	75.8%	25,566	0.2%	ETF
TJX TJX Companies	$1,291,334	$3,992 â–²	0.3%	8,086	0.2%	Retail/Wholesale
VYM Vanguard High Dividend Yield ETF	$1,289,951		0.0%	8,710	0.2%	Financial Services
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$1,284,201	$24,160 â–²	1.9%	26,577	0.2%	ETF
SPHQ Invesco S&P 500 Quality ETF	$1,247,177	$19,625 â–²	1.6%	16,587	0.2%	ETF
BSMW Invesco BulletShares 2032 Municipal Bond ETF	$1,227,852	$265,811 â–²	27.6%	49,403	0.2%	ETF
BX Blackstone	$1,154,213	$2,875 â–²	0.2%	10,038	0.2%	Finance
ICVT iShares Convertible Bond ETF	$1,153,083	$50,081 â–¼	-4.2%	11,328	0.2%	ETF
BSCT Invesco BulletShares 2029 Corporate Bond ETF	$1,137,295	$66,132 â–²	6.2%	60,947	0.2%	ETF
GE GE Aerospace	$1,133,661	$1,703 â–²	0.2%	3,995	0.2%	Aerospace
MRBK Meridian Bank	$1,125,579		0.0%	59,366	0.2%	Finance
MCO Moody's	$1,118,545	$873 â–¼	-0.1%	2,564	0.2%	Finance
HD Home Depot	$1,112,759	$145,715 â–²	15.1%	3,383	0.2%	Retail/Wholesale
DWX SPDR S&P International Dividend ETF	$1,107,214	$3,101 â–¼	-0.3%	24,280	0.2%	ETF
RTX RTX	$1,094,515	$15,818 â–²	1.5%	5,674	0.2%	Aerospace
PXF Invesco RAFI Developed Markets ex-U.S. ETF	$1,093,725	$36,208 â–²	3.4%	15,647	0.2%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$1,062,002	$5,798 â–²	0.5%	23,264	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Key Financial Inc Top Holdings and 13F Report (2026)

About Key Financial Inc

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

About MarketBeat

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Key Financial Inc Top Holdings and 13F Report (2026)

About Key Financial Inc

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 Financial Inc

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