What does Key FInancial Inc hold?

Key FInancial Inc's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include AAPL, WT. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1801720.

What is Key FInancial Inc's AUM?

Key FInancial Inc reported approximately $610.6M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $2.8B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Key FInancial Inc's holdings?

All Key FInancial Inc holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1801720. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Key FInancial Inc's 13F data updated on 13F Pro?

Key FInancial Inc's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Key FInancial Inc

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1801720

Institutional-grade research for retail investors

Sector Allocation

Other48.2%$294.1M
Financials22.6%$138.0M
Technology13.7%$83.8M
Healthcare4.6%$28.1M
Consumer Discretionary2.6%$16.0M
Energy2.4%$14.6M
Industrials2.3%$13.8M
Consumer Staples1.6%$10.0M
Utilities0.8%$4.9M
Materials0.5%$3.3M

AUM History

13fpro.ai/research/fund/key-financial-inc-1801720

Conviction and streaks

Stable · top 10 = 29.6%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$AAPLConviction hold4.9% weight · held 10 quarters

$WTConviction hold3.7% weight · held 10 quarters

$Conviction hold3.4% weight · held 10 quarters

$WTConviction hold3.3% weight · held 10 quarters

$Conviction hold3.2% weight · held 10 quarters

$Accumulating+417% shares · 9 quarters running

$Accumulating+79% shares · 8 quarters running

$Accumulating+30% shares · 8 quarters running

$Accumulating+472% shares · 8 quarters running

$IVZAccumulating+65% shares · 8 quarters running

$STTTrimming-65% shares · 9 quarters running

$PFETrimming-64% shares · 9 quarters running

$CTVATrimming-73% shares · 6 quarters running

$WTTrimming-13% shares · 5 quarters running

$Trimming-10% shares · 5 quarters running

Largest positions — Q2 2026

AAPL
$29.7M
WT
$22.8M
WISDOMTREE
$20.9M
WT
$19.9M
SPDR
$19.7M
ISHARES
$19.6M
FIRST
$14.7M
ISHARES
$12.5M
MSFT
$10.8M
FIRST
$10.4M
XOM.R34088
$9.9M
SPDR
$9.6M
WT
$9.2M
SPDR
$9.2M
SPDR
$9.0M
J
$9.0M
IVZ
$8.7M
AVGO
$7.3M
FIRST
$7.1M
IVZ
$6.9M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/key-financial-inc-1801720

Key FInancial Inc 13F holdings — Q2 2026

$610.6M portfolio (+8.7% QoQ) · 1,356 holdings · Q2 2026 13F · top 10 are 30% of the stock portfolio

1
Apple Inc.
$AAPL
$29.7M
4.9% of stocks
-0.7%This quarter+3.3%Since filed3+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trial
2
WisdomTree, Inc.
$WT
$22.8M
3.7% of stocks
-5%This quarter+7.9%Since filed3+ qtrsHeld
AIQuality61.4#790Est. buyEstimated buy price is Pro: unlock with a free trial
3
WISDOMTREE TR - GLOB EX US QU FD
$20.9M
3.4% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
4
WisdomTree, Inc.
$WT
$19.9M
3.3% of stocks
+2%This quarter+7.9%Since filed3+ qtrsHeld
AIQuality61.4#790Est. buyEstimated buy price is Pro: unlock with a free trial
5
SPDR SERIES TRUST - ST STR SP600SM C
$19.7M
3.2% of stocks
-1%This quarter—Since filed—Held
AIQuality—Est. buy—
6
ISHARES TR - US TREAS BD ETF
$19.6M
3.2% of stocks
+11%This quarter—Since filed—Held
AIQuality—Est. buy—
7
FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF
$14.7M
2.4% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
8
ISHARES TR - EAFE GRWTH ETF
$12.5M
2.0% of stocks
+11%This quarter—Since filed—Held
AIQuality—Est. buy—
9
MICROSOFT CORP
$MSFT
$10.8M
1.8% of stocks
+0.8%This quarter+39.5%Since filed3+ qtrsHeld
AIQuality79.8#30Est. buyEstimated buy price is Pro: unlock with a free trial
10
FIRST TR EXCHANGE TRADED FD - INTL DEV STRNGTH
$10.4M
1.7% of stocks
-0.4%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	Apple Inc.$AAPL	$29.7M	4.9%	-0.7%	+3.3%	3+ qtrs	75.7#88	Estimated buy price is Pro: unlock with a free trial
2	WisdomTree, Inc.$WT	$22.8M	3.7%	-5%	+7.9%	3+ qtrs	61.4#790	Estimated buy price is Pro: unlock with a free trial
3	WISDOMTREE TR - GLOB EX US QU FD	$20.9M	3.4%	-2%	—	—	—	—
4	WisdomTree, Inc.$WT	$19.9M	3.3%	+2%	+7.9%	3+ qtrs	61.4#790	Estimated buy price is Pro: unlock with a free trial
5	SPDR SERIES TRUST - ST STR SP600SM C	$19.7M	3.2%	-1%	—	—	—	—
6	ISHARES TR - US TREAS BD ETF	$19.6M	3.2%	+11%	—	—	—	—
7	FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF	$14.7M	2.4%	-2%	—	—	—	—
8	ISHARES TR - EAFE GRWTH ETF	$12.5M	2.0%	+11%	—	—	—	—
9	MICROSOFT CORP$MSFT	$10.8M	1.8%	+0.8%	+39.5%	3+ qtrs	79.8#30	Estimated buy price is Pro: unlock with a free trial
10	FIRST TR EXCHANGE TRADED FD - INTL DEV STRNGTH	$10.4M	1.7%	-0.4%	—	—	—	—

All holdings — Key FInancial Inc (Q2 2026)

Sort

1,356 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.

#		Company						Held		Source
11	$XOM.R34088	EXXON MOBIL CORP	Energy	$9.9M	1.6%	73K	+53%	3+ qtrs	57.8	13F
12	—	SPDR SERIES TRUST - ST STR SP600GRWOetf/fund	—	$9.6M	1.6%	80K	-3%	—	—	13F
13	$WT	WisdomTree, Inc.	Financials	$9.2M	1.5%	96K	+0.5%	3+ qtrs	61.4	13F
14	—	SPDR SERIES TRUST - ST STR P500VALetf/fund	—	$9.2M	1.5%	152K	+0.1%	—	—	13F
15	—	SPDR SERIES TRUST - ST STR P500GRWetf/fund	—	$9.0M	1.5%	76K	-9%	—	—	13F
16	—	J P MORGAN EXCHANGE TRADED F - INTERNL GWT	—	$9.0M	1.5%	103K	+1.0%	—	—	13F
17	$IVZ	Invesco Ltd.	Financials	$8.7M	1.4%	368K	+7%	3+ qtrs	—	13F
18	$AVGO	Broadcom Inc.	Technology	$7.3M	1.2%	19K	-5%	3+ qtrs	AI quality score is Pro: unlock with a free trial	13F
19	—	FIRST TR EXCH TRADED FD III - INSTL PFD SECSpreferred	—	$7.1M	1.2%	368K	-7%	—	—	13F
20	$IVZ	Invesco Ltd.	Financials	$6.9M	1.1%	293K	+51%	3+ qtrs	—	13F
21	$NVDA	NVIDIA CORP	Technology	$6.6M	1.1%	33K	-2%	3+ qtrsTrimmed 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
22	—	SPDR SERIES TRUST - ST INTER ETFetf/fund	—	$6.5M	1.1%	229K	-4%	—	—	13F
23	$JNJ	JOHNSON & JOHNSON	Healthcare	$6.4M	1.0%	25K	-3%	3+ qtrs	AI quality score is Pro: unlock with a free trial	13F
24	$WT	WisdomTree, Inc.	Financials	$6.3M	1.0%	155K	-2%	3+ qtrs	61.4	13F
25	$AMZN	AMAZON COM INC	Consumer Discretionary	$6.3M	1.0%	26K	-5%	3+ qtrs	AI quality score is Pro: unlock with a free trial	13F
26	$GOOGL	Alphabet Inc.	Technology	$6.1M	1.0%	17K	-1%
27	—	SPDR SERIES TRUST - ST SHO TREAS ETF	—	$6.0M	1.0%	208K	-0.2%
28	$JPM	JPMORGAN CHASE & CO	Financials	$5.8M	0.9%	18K	-20%
29	—	ISHARES TR - EAFE VALUE ETF	—	$5.1M	0.8%	67K	+15%
30	—	ISHARES TR - RUS 1000 GRW ETF	—	$5.1M	0.8%	41K	+291%
31	—	SPDR INDEX SHS FDS - ST PORT MARK ETF	—	$5.0M	0.8%	98K	+0.4%
32	—	PROSHARES TR - MSCI EAFE DIVD	—	$4.7M	0.8%	110K	+18%
33	$WT	WisdomTree, Inc.	Financials	$4.6M	0.8%	63K	-2%
34	—	AMERICAN CENTY ETF TR - US QUALITY GROW	—	$4.4M	0.7%	37K	+28%
35	$ABBV	AbbVie Inc.	Healthcare	$4.1M	0.7%	16K	-0.7%
36	—	DOUBLELINE ETF TRUST - MORTGAGE ETF	—	$3.8M	0.6%	77K	New
37	—	ISHARES TR - S&P 500 GRWT ETF	—	$3.5M	0.6%	25K	-0.1%
38	$IVZ	Invesco Ltd.	Financials	$3.0M	0.5%	154K	-13%
39	—	J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF	—	$3.0M	0.5%	59K	+129%
40	$MRK	Merck & Co., Inc.	Healthcare	$2.9M	0.5%	23K	-10%
41	—	ISHARES TR - CORE S&P500 ETF	—	$2.9M	0.5%	3,869	+0.0%
42	$GOOG	Alphabet Inc.	Technology	$2.9M	0.5%	8,143	+6%
43	$CI	Cigna Group	Healthcare	$2.9M	0.5%	10K	—
44	—	VANGUARD INDEX FDS - GROWTH ETF	—	$2.8M	0.5%	33K	+498%
45	$IVZ	Invesco Ltd.	Financials	$2.6M	0.4%	111K	-25%
46	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$2.6M	0.4%	5,121	+0.7%
47	—	ISHARES TR - MRGSTR SM CP GR	—	$2.4M	0.4%	36K	-0.6%
48	$STBA	S&T BANCORP INC	Financials	$2.4M	0.4%	48K	-4%
49	$IVZ	Invesco Ltd.	Financials	$2.2M	0.4%	114K	-16%
50	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$2.2M	0.4%	3,250	+0.9%
51	$MCD	MCDONALDS CORP	Consumer Discretionary	$2.2M	0.4%	8,026	-0.9%
52	$PG	PROCTER & GAMBLE Co	Consumer Staples	$2.1M	0.3%	14K	-12%
53	$ORCL	ORACLE CORP	Technology	$2.1M	0.3%	14K	+0.1%
54	$PLTR	Palantir Technologies Inc.	Technology	$2.1M	0.3%	18K	-10%
55	—	VANGUARD INDEX FDS - VALUE ETF	—	$2.1M	0.3%	9,440	—
56	—	ISHARES TR - MORNINGSTAR GRWT	—	$2.0M	0.3%	17K	+11%
57	—	SPDR SERIES TRUST - ST STR P400MID	—	$1.9M	0.3%	29K	-3%
58	—	VANGUARD WORLD FD - INF TECH ETF	—	$1.9M	0.3%	16K	+700%
59	$ADP	AUTOMATIC DATA PROCESSING INC	Technology	$1.9M	0.3%	8,481	-21%
60	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$1.9M	0.3%	2,544	-0.9%
61	$IVZ	Invesco Ltd.	Financials	$1.8M	0.3%	80K	-28%
62	—	ISHARES TR - RUS 1000 VAL ETF	—	$1.8M	0.3%	7,512	-2%
63	$IVZ	Invesco Ltd.	Financials	$1.8M	0.3%	81K	-29%
64	—	VANGUARD INDEX FDS - TOTAL STK MKT	—	$1.7M	0.3%	4,579	—
65	$ABT	ABBOTT LABORATORIES	Healthcare	$1.7M	0.3%	19K	-1%
66	$IVZ	Invesco Ltd.	Financials	$1.7M	0.3%	82K	-22%
67	$SPY	SPDR S&P 500 ETF TRUST	—	$1.6M	0.3%	2,207	+0.1%
68	$WT	WisdomTree, Inc.	Financials	$1.6M	0.3%	18K	+4%
69	—	J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF	—	$1.6M	0.3%	24K	+58%
70	$GE	GENERAL ELECTRIC CO	Industrials	$1.6M	0.3%	4,353	+9%
71	$TSLA	Tesla, Inc.	Consumer Discretionary	$1.6M	0.3%	3,849	-4%
72	—	VANGUARD INDEX FDS - LARGE CAP ETF	—	$1.6M	0.3%	4,641	—
73	—	ISHARES TR - RUS 1000 ETF	—	$1.6M	0.3%	3,880	+6%
74	$IVZ	Invesco Ltd.	Financials	$1.6M	0.3%	18K	+6%
75	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$1.6M	0.3%	22K	+0.4%
76	—	SPDR SERIES TRUST - ST STR SP600 SML	—	$1.5M	0.3%	26K	-0.3%
77	$IVZ	Invesco Ltd.	Financials	$1.5M	0.3%	72K	-32%
78	$BRK.A	BERKSHIRE HATHAWAY INC	Financials	$1.5M	0.3%	2	—
79	$IVZ	Invesco Ltd.	Financials	$1.5M	0.2%	12K	+31%
80	$STT	STATE STREET CORP	Financials	$1.5M	0.2%	13K	-17%
81	—	INVESCO EXCH TRD SLF IDX FD - INVSCO BLSH 26	—	$1.5M	0.2%	64K	-1%
82	$CVX	CHEVRON CORP	Energy	$1.5M	0.2%	8,792	-10%
83	$CSCO	CISCO SYSTEMS, INC.	Technology	$1.4M	0.2%	12K	-35%
84	$GLW	CORNING INC /NY	Materials	$1.4M	0.2%	5,653	—
85	—	ISHARES TR - CONV BD ETF	—	$1.4M	0.2%	11K	—
86	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	—	$1.4M	0.2%	8,710	—
87	$MPC	Marathon Petroleum Corp	Energy	$1.4M	0.2%	5,378	—
88	$IVZ	Invesco Ltd.	Financials	$1.4M	0.2%	55K	+11%
89	$KO	COCA COLA CO	Consumer Staples	$1.4M	0.2%	17K	-23%
90	$AMD	ADVANCED MICRO DEVICES INC	Technology	$1.4M	0.2%	2,358	-4%
91	$PEP	PEPSICO INC	Consumer Staples	$1.3M	0.2%	9,888	-0.4%
92	$GEV	GE Vernova Inc.	Industrials	$1.3M	0.2%	1,075	+10%
93	$PFE	PFIZER INC	Healthcare	$1.3M	0.2%	52K	-13%
94	—	ISHARES TR - RUSSELL 2000 ETF	—	$1.2M	0.2%	4,159	-3%
95	—	ISHARES TR - S&P SML 600 GWT	—	$1.2M	0.2%	6,896	—
96	$TJX	TJX COMPANIES INC /DE/	Consumer Discretionary	$1.2M	0.2%	8,106	+0.2%
97	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$1.2M	0.2%	2,946	-0.9%
98	$IVZ	Invesco Ltd.	Financials	$1.2M	0.2%	16K	+0.5%
99	$MRBK	Meridian Corp	Financials	$1.2M	0.2%	59K	—
100	—	SPDR INDEX SHS FDS - ST STR PO EX ETF	—	$1.2M	0.2%	24K	+1%
101	$IVZ	Invesco Ltd.	Financials	$1.2M	0.2%	46K	+11%
102	$HD	HOME DEPOT, INC.	Consumer Discretionary	$1.2M	0.2%	3,317	-2%
103	$MCO	MOODYS CORP /DE/	Financials	$1.2M	0.2%	2,564	—
104	—	VANGUARD INDEX FDS - SML CP GRW ETF	—	$1.2M	0.2%	3,145	+3%
105	$NSC	NORFOLK SOUTHERN CORP	Industrials	$1.1M	0.2%	3,581	—
106	—	ISHARES INC - CORE MSCI EMKT	—	$1.1M	0.2%	14K	-0.1%
107	$BX	Blackstone Inc.	Financials	$1.1M	0.2%	9,559	-5%
108	—	SPDR INDEX SHS FDS - ST S&P INTL ETF	—	$1.1M	0.2%	24K	—
109	$FULT	FULTON FINANCIAL CORP	Financials	$1.1M	0.2%	45K	—
110	—	ISHARES TR - RUS MD CP GR ETF	—	$1.0M	0.2%	7,112	-5%
111	$RTX	RTX Corp	Industrials	$1.0M	0.2%	5,475	-4%
112	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$1.0M	0.2%	24K	-22%
113	—	ISHARES TR - MORNINGSTAR VALU	—	$1.0M	0.2%	10K	+7%
114	—	PACER FDS TR - DEVELOPED MRKT	—	$995K	0.2%	24K	—
115	—	SPDR SERIES TRUST - ST STR CONV ETF	—	$994K	0.2%	9,219	—
116	$LLY	ELI LILLY & Co	Healthcare	$988K	0.2%	824	+1%
117	$V	VISA INC.	Financials	$984K	0.2%	2,867	-1%
118	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	—	$964K	0.2%	16K	+20%
119	—	BNY MELLON ETF TRUST - US MDCP CORE EQT	—	$955K	0.2%	7,705	+6%
120	—	ISHARES TR - CORE S&P SCP ETF	—	$951K	0.2%	6,411	+3%
121	—	SPDR SERIES TRUST - ST STR P500ETF	—	$942K	0.1%	11K	+1%
122	—	INVESCO EXCH TRD SLF IDX FD - BULETSHS 2027	—	$918K	0.1%	41K	+1.0%
123	—	DIMENSIONAL ETF TRUST - US MKTWIDE VALUE	—	$915K	0.1%	17K	-4%
124	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$906K	0.1%	969	+16%
125	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$906K	0.1%	29K	+0.1%
126	—	JANUS DETROIT STR TR - HENDRSON AAA CL	—	$886K	0.1%	18K	+13%
127	—	INVESCO EXCH TRD SLF IDX FD - BULLETSHARE 2034	—	$878K	0.1%	36K	+13%
128	—	INVESCO EXCH TRD SLF IDX FD - BULTSHS 2035 MUN	—	$868K	0.1%	34K	+11%
129	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$867K	0.1%	3,084	-2%
130	—	ISHARES TR - MRNING SM CP ETF	—	$862K	0.1%	11K	-0.2%
131	—	ISHARES TR - CORE S&P MCP ETF	—	$829K	0.1%	11K	-0.9%
132	$WTRG	Essential Utilities, Inc.	Utilities	$829K	0.1%	22K	-14%
133	$CEG	Constellation Energy Corp	Utilities	$824K	0.1%	3,317	-0.2%
134	$TOL	Toll Brothers, Inc.	Industrials	$812K	0.1%	4,927	—
135	$MA	Mastercard Inc	Financials	$808K	0.1%	1,574	-1%
136	$IVZ	Invesco Ltd.	Financials	$784K	0.1%	13K	-7%
137	$AZN	ASTRAZENECA PLC	Healthcare	$783K	0.1%	4,187	-0.9%
138	—	PROSHARES TR - S&P MDCP 400 DIV	—	$780K	0.1%	8,514	-3%
139	—	JANUS DETROIT STR TR - HENDERSN CAP ETF	—	$770K	0.1%	8,278	+27%
140	—	ISHARES TR - CORE MSCI EAFE	—	$768K	0.1%	7,953	+0.3%
141	$HSY	HERSHEY CO	Consumer Staples	$765K	0.1%	4,362	—
142	$MDLZ	Mondelez International, Inc.	Consumer Staples	$760K	0.1%	13K	+0.0%
143	—	ISHARES TR - S&P 500 VAL ETF	—	$749K	0.1%	3,300	-1%
144	$INTC	INTEL CORP	Technology	$749K	0.1%	5,366	+2%
145	$META	Meta Platforms, Inc.	Technology	$734K	0.1%	1,303	-7%
146	$CAT	CATERPILLAR INC	Industrials	$733K	0.1%	688	-74%
147	—	COHEN & STEERS ETF TRUST - PFD IN OP AC ETF	—	$723K	0.1%	28K	+51%
148	$IVZ	Invesco Ltd.	Financials	$721K	0.1%	39K	-36%
149	—	INVESCO EXCH TRADED FD TR II - RAFI EMRGNG MRKT	—	$717K	0.1%	26K	+255%
150	$CRM	Salesforce, Inc.	Technology	$706K	0.1%	4,504	-1%

What changed in Q2 2026

Against the previous quarter's 13F: 72 new, 167 added to, 246 trimmed, 106 sold out. Share-count changes; largest moves by dollar size first.

New positions (72)

DOUBLELINE ETF TRUST - MORTGAGE ETF$3.8M
first bought this quarter
RBB FUND TRUST - FIRST EAGLE GBL$212K
first bought this quarter
PIMCO ETF TR - ACTIVE BD ETF$193K
first bought this quarter
CAPITAL GROUP GLOBAL EQUITY - SHS$187K
first bought this quarter
J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF$155K
first bought this quarter
$HONAHoneywell Aerospace Inc.$141K
first bought this quarter

+66 more in the Excel export

Added to (167)

ISHARES TR - RUS 1000 GRW ETF+291%
now $5.1M
$XOM.R34088EXXON MOBIL CORP+53%
now $9.9M · held 3+ qtrs
VANGUARD INDEX FDS - GROWTH ETF+498%
now $2.8M
ISHARES TR - US TREAS BD ETF+11%
now $19.6M
VANGUARD WORLD FD - INF TECH ETF+700%
now $1.9M
J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF+129%
now $3.0M

+161 more in the Excel export

Trimmed (246)

$CATCATERPILLAR INC-74%
now $733K · held 3+ qtrs
$JPMJPMORGAN CHASE & CO-20%
now $5.8M · held 3+ qtrs
$WTWisdomTree, Inc.-5%
now $22.8M · held 3+ qtrs
$IDCCInterDigital, Inc.-78%
now $283K · held 3+ qtrs
SPDR SERIES TRUST - ST STR P500GRW-9%
now $9.0M
$CSCOCISCO SYSTEMS, INC.-35%
now $1.4M · held 3+ qtrs

+240 more in the Excel export

Sold out (106)

VANGUARD SCOTTSDALE FDSwas $625K
$PNWPINNACLE WEST CAPITAL CORPwas $494K
held 9+ qtrs
ISHARES TRwas $400K
ISHARES TRwas $220K
FIDELITY COVINGTON TRUSTwas $157K
$NADNuveen Quality Municipal Income Fundwas $144K

+100 more in the Excel export

Firm AUM (Form ADV): $2.8B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Key FInancial Inc has filed, 26 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Jul 24, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Key FInancial's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)

Top 10 since filing

+4.6%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter

Top 10 weight

30%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Key FInancial Inc disclosed 1,356 positions worth $610.6M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 4.9% of the equity portfolio, followed by $WT. During the quarter the fund opened 72 new positions and exited 106. The portfolio is most concentrated in Other (48.2% of disclosed assets). All figures are sourced directly from Key FInancial Inc’s Form 13F-HR filing with the SEC under CIK 1801720.

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AI-Powered Hedge Fund Analysis: Key FInancial Inc

13F Pro is an AI hedge fund tracker and stock research platform. For Key FInancial Inc (SEC CIK: 1801720), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Key FInancial Inc's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.