Key Client Fiduciary Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1912612
Institutional-grade research for retail investors
13F Reported Value
ⓘ$346.7M
incl. option notional
Equity Holdings
ⓘ$343.3M
Option Notional
ⓘ$3.3M
$2.9M puts / $484,338 calls
Holdings
232
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Key Client Fiduciary Advisors, LLC disclosed 232 positions worth $346.7M in its Form 13F-HR for Q2 2026 — $343.3M in common stock plus $3.3M of put/call option positions (reported at underlying notional value, not premium at risk), led by $GLXY (Galaxy Digital Inc.) at 7.1% of the equity portfolio. During the quarter the fund opened 27 new positions and exited 12. The portfolio is most concentrated in Other (50.4% of disclosed assets). All figures are sourced directly from Key Client Fiduciary Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1912612.
AI Fund Analysis
Concentrating
$GLXY7.1% weight
Held 4 quarters
FIRST TR EXCHANGE TRADED F
6.7% weight
Held 10 quarters
$AAPL3.8% weight
Held 10 quarters
PUTNAM ETF TRUST - FOCUSED
3.7% weight
Held 7 quarters
FIRST TR EXCHANGE-TRADED F
2.9% weight
Held 10 quarters
$SPY9 quarters accumulating
VANGUARD INDEX FDS - S&P 5
9 quarters accumulating
SPDR SERIES TRUST - ST STR
9 quarters accumulating
$IVZ9 quarters accumulating
VANGUARD SPECIALIZED FUNDS
9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsConsumer Staples
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
$ORCLPUT$1M notional
$CRMPUT$580K notional
$QBTSPUT$504K notional
$GLXYPUT$268K notional
$GLXYCALL$137K notional
STATE STR SPDR DOW JONES IND - UT SER 1CALL$104K notional
$TSLACALL$84K notional
ISHARES TR - RUSSELL 2000 ETFCALL$60K notional
$MSTRCALL$52K notional
$NVDACALL$40K notional
$VRTPUT$33K notional
SELECT SECTOR SPDR TR - ST STR UTIL ETFPUT$23K notional
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 40.8#1,919
Quality
$24.3M886,792 sh FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV
—Quality
$23.1M285,320 shFIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF
—Quality
$13.2M146,871 sh- 76.1
Quality
$13.1M45,444 sh PUTNAM ETF TRUST - FOCUSED LAR CAP
—Quality
$12.6M247,817 shFIRST TR EXCHANGE-TRADED FD - SHS
—Quality
$9.8M201,438 sh- —
Quality
$9.7M12,975 sh - 74.6
Quality
$9.0M37,638 sh ISHARES TR - US CONSM STAPLES
—Quality
$8.5M117,020 sh- 90.2
Quality
$8.2M40,784 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Galaxy Digital Inc.$GLXY | 40.8#1,919 | $24.3M | 886,792 |
| FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $23.1M | 285,320 |
| FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $13.2M | 146,871 |
| Apple Inc.$AAPL | 76.1 | $13.1M | 45,444 |
| PUTNAM ETF TRUST - FOCUSED LAR CAP | — | $12.6M | 247,817 |
| FIRST TR EXCHANGE-TRADED FD - SHS | — | $9.8M | 201,438 |
| SPDR S&P 500 ETF TRUST$SPY | — | $9.7M | 12,975 |
 AMAZON COM INC$AMZN | 74.6 | $9.0M | 37,638 |
| ISHARES TR - US CONSM STAPLES | — | $8.5M | 117,020 |
 NVIDIA CORP$NVDA | 90.2 | $8.2M | 40,784 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Key Client Fiduciary Advisors, LLC's 232 positions.
Showing top 10 of 232 holdings.
Sector Allocation
Other
$173.2M
Technology
$56.9M
Financials
$50.4M
Consumer Discretionary
$14.0M
Industrials
$13.2M
Consumer Staples
$8.3M
Healthcare
$7.9M
Real Estate
$4.9M
Full Holdings — Key Client Fiduciary Advisors, LLC (Q2 2026)
All 232 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GLXY | Galaxy Digital Inc. | $24.3M | 7.1% | +1% | 40.8 |
| 2 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $23.1M | 6.7% | +2% | — |
| 3 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $13.2M | 3.8% | -4% | — |
| 4 | $AAPL | Apple Inc. | $13.1M | 3.8% | -1% | 76.1 |
| 5 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | $12.6M | 3.7% | +20% | — |
| 6 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $9.8M | 2.9% | +10% | — |
| 7 | $SPY | SPDR S&P 500 ETF TRUST | $9.7M | 2.8% | +5% | — |
| 8 | $AMZN | AMAZON COM INC | $9.0M | 2.6% | -1% | 74.6 |
| 9 | — | ISHARES TR - US CONSM STAPLES | $8.5M | 2.5% | -8% | — |
| 10 | $NVDA | NVIDIA CORP | $8.2M | 2.4% | -2% | 90.2 |
| 11 | — | ISHARES TR - MSCI US GARP ETF | $7.6M | 2.2% | +771% | — |
| 12 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $6.8M | 2.0% | -2% | — |
| 13 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $6.8M | 2.0% | +1% | — |
| 14 |  $MSFT | MICROSOFT CORP | $6.4M | 1.9% | -0% | 83.7 |
| 15 |  $TSLA | Tesla, Inc. | $6.3M | 1.8% | +1% | 50.1 |
| 16 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $5.0M | 1.4% | +8% | — |
| 17 |  $AMD | ADVANCED MICRO DEVICES INC | $4.6M | 1.3% | -5% | 78.8 |
| 18 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $4.4M | 1.3% | +1% | — |
| 19 |  $GOOG | Alphabet Inc. | $3.9M | 1.1% | +0% | 80.2 |
| 20 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $3.5M | 1.0% | -1% | — |
| 21 | — | SPDR SERIES TRUST - ST STR P500ETF | $3.5M | 1.0% | +16% | — |
| 22 | — | ETF SER SOLUTIONS - AAM TRANS ETF | $3.0M | 0.9% | +0% | — |
| 23 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | $2.8M | 0.8% | +8% | — |
| 24 | — | FIRST TR EXCHANGE-TRADED FD - VEST LADDERED | $2.8M | 0.8% | NEW | — |
| 25 | $IVZ | Invesco Ltd. | $2.7M | 0.8% | +0% | — |
| 26 |  $JPM | JPMORGAN CHASE & CO | $2.7M | 0.8% | -0% | 35.6 |
| 27 |  $VFF | Village Farms International, Inc. | $2.7M | 0.8% | +117% | 45 |
| 28 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $2.5M | 0.7% | -8% | — |
| 29 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.4M | 0.7% | +2% | 66.7 |
| 30 |  $VRT | Vertiv Holdings Co | $2.4M | 0.7% | -11% | 82.7 |
| 31 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $2.4M | 0.7% | +3% | — |
| 32 | — | GLOBAL X FDS - US INFR DEV ETF | $2.3M | 0.7% | +3% | — |
| 33 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $2.1M | 0.6% | -0% | 74.6 |
| 34 |  $AMAT | APPLIED MATERIALS INC /DE | $2.1M | 0.6% | -4% | 74.8 |
| 35 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $2.1M | 0.6% | +9% | — |
| 36 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.1M | 0.6% | +1% | 64.5 |
| 37 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.1M | 0.6% | -1% | 68.4 |
| 38 | — | FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD | $2.0M | 0.6% | -22% | — |
| 39 | — | LISTED FDS TR - ROUN MA SEVE ETF | $2.0M | 0.6% | -5% | — |
| 40 |  $MO | ALTRIA GROUP, INC. | $1.9M | 0.5% | +7% | 72.1 |
| 41 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S. | $1.9M | 0.5% | -7% | — |
| 42 |  $META | Meta Platforms, Inc. | $1.8M | 0.5% | -7% | 80.9 |
| 43 |  $WMT | Walmart Inc. | $1.8M | 0.5% | -1% | 63.2 |
| 44 |  $PFH | PRUDENTIAL FINANCIAL INC | $1.7M | 0.5% | -7% | 58.6 |
| 45 |  $XOM | EXXON MOBIL CORP | $1.7M | 0.5% | -2% | 61.8 |
| 46 |  $AVGO | Broadcom Inc. | $1.6M | 0.5% | +0% | 86.4 |
| 47 |  $ORCL | ORACLE CORP | $1.6M | 0.5% | +0% | 67.2 |
| 48 |  $IBIT | iShares Bitcoin Trust ETF | $1.6M | 0.5% | +98% | — |
| 49 |  $ABBV | AbbVie Inc. | $1.5M | 0.4% | +1% | 59.3 |
| 50 |  $GOOGL | Alphabet Inc. | $1.5M | 0.4% | -4% | 80.2 |
| 51 | $ORCLPUT | ORACLE CORP | $1.5M | — | +0% | 67.2 |
| 52 |  $LLY | ELI LILLY & Co | $1.4M | 0.4% | +1% | 89.3 |
| 53 | — | GLOBAL X FDS - NASDAQ 100 COVER | $1.4M | 0.4% | -0% | — |
| 54 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | $1.3M | 0.4% | -18% | — |
| 55 |  $ARCC | ARES CAPITAL CORP | $1.3M | 0.4% | +4% | — |
| 56 |  $HD | HOME DEPOT, INC. | $1.2M | 0.4% | -5% | 69.2 |
| 57 | — | NEOS ETF TRUST - NEOS S&P 500 HI | $1.2M | 0.3% | +0% | — |
| 58 |  $VZ | VERIZON COMMUNICATIONS INC | $1.2M | 0.3% | +0% | 71.6 |
| 59 |  $GLW | CORNING INC /NY | $1.2M | 0.3% | +1% | 72.7 |
| 60 |  $HWM | Howmet Aerospace Inc. | $1.2M | 0.3% | -2% | 79.1 |
| 61 |  $CRWD | CrowdStrike Holdings, Inc. | $1.2M | 0.3% | +2% | 55 |
| 62 | — | PACER FDS TR - US CASH COWS 100 | $1.2M | 0.3% | +10% | — |
| 63 |  $MU | MICRON TECHNOLOGY INC | $1.1M | 0.3% | +3% | 88.4 |
| 64 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.1M | 0.3% | -14% | — |
| 65 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $1.1M | 0.3% | +0% | — |
| 66 | — | ISHARES TR - MRGSTR MD CP GRW | $1.0M | 0.3% | +8% | — |
| 67 |  $NEE | NEXTERA ENERGY INC | $1.0M | 0.3% | +3% | 71.7 |
| 68 |  $T | AT&T INC. | $1.0M | 0.3% | +0% | 71.9 |
| 69 |  $V | VISA INC. | $1.0M | 0.3% | -2% | 83.5 |
| 70 |  $LRCX | LAM RESEARCH CORP | $1.0M | 0.3% | -2% | 82.4 |
| 71 |  $CAT | CATERPILLAR INC | $988,100 | 0.3% | +0% | 67.8 |
| 72 |  $PLTR | Palantir Technologies Inc. | $978,395 | 0.3% | -8% | 85.8 |
| 73 |  $BTI | British American Tobacco p.l.c. | $977,008 | 0.3% | -1% | — |
| 74 | $IVZ | Invesco Ltd. | $976,290 | 0.3% | -2% | — |
| 75 |  $MRK | Merck & Co., Inc. | $975,127 | 0.3% | +3% | 70.9 |
| 76 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $954,370 | 0.3% | +1% | — |
| 77 |  $GS | GOLDMAN SACHS GROUP INC | $951,373 | 0.3% | +0% | — |
| 78 | — | FRANKLIN TEMPLETON ETF TR - SENIOR LOAN ETF | $933,784 | 0.3% | +0% | — |
| 79 | $IVZ | Invesco Ltd. | $915,279 | 0.3% | -2% | — |
| 80 | — | ISHARES TR - ISHARES SEMICDTR | $895,654 | 0.3% | -1% | — |
| 81 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $880,980 | 0.3% | +0% | — |
| 82 |  $CVS | CVS HEALTH Corp | $874,552 | 0.3% | +4% | 51.3 |
| 83 |  $ENB | ENBRIDGE INC | $852,398 | 0.3% | -0% | — |
| 84 | $IVZ | Invesco Ltd. | $829,581 | 0.2% | +2% | — |
| 85 | — | ISHARES TR - RUS TP200 GR ETF | $820,958 | 0.2% | -2% | — |
| 86 |  $GE | GENERAL ELECTRIC CO | $820,624 | 0.2% | -3% | 74.8 |
| 87 | — | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | $796,215 | 0.2% | +0% | — |
| 88 |  $CSCO | CISCO SYSTEMS, INC. | $786,807 | 0.2% | -1% | 72.3 |
| 89 | — | ISHARES TR - EXPANDED TECH | $777,389 | 0.2% | NEW | — |
| 90 |  $COR | Cencora, Inc. | $775,523 | 0.2% | +0% | 59.6 |
| 91 | $IVZ | Invesco Ltd. | $755,204 | 0.2% | -11% | — |
| 92 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $751,212 | 0.2% | +0% | — |
| 93 |  $MMM | 3M CO | $750,715 | 0.2% | -4% | 60.7 |
| 94 |  $PFE | PFIZER INC | $747,202 | 0.2% | +8% | 69 |
| 95 |  $JNJ | JOHNSON & JOHNSON | $738,221 | 0.2% | +21% | 72.8 |
| 96 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $736,530 | 0.2% | +9% | — |
| 97 |  $WT | WisdomTree, Inc. | $711,557 | 0.2% | -17% | 62.9 |
| 98 |  $ADP | AUTOMATIC DATA PROCESSING INC | $701,434 | 0.2% | -1% | 77.9 |
| 99 |  $ED | CONSOLIDATED EDISON INC | $698,963 | 0.2% | +17% | 71.6 |
| 100 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $697,616 | 0.2% | +17% | — |
| 101 |  $COST | COSTCO WHOLESALE CORP /NEW | $687,980 | 0.2% | -6% | 67 |
| 102 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $682,781 | 0.2% | +11% | — |
| 103 |  $WFC | WELLS FARGO & COMPANY/MN | $682,184 | 0.2% | +30% | — |
| 104 | — | AMPLIFY ETF TR - AMPLIFY CYBERSEC | $678,477 | 0.2% | -6% | — |
| 105 | — | ISHARES TR - CORE S&P500 ETF | $664,359 | 0.2% | -10% | — |
| 106 | — | PROSHARES TR - S&P 500 DV ARIST | $652,038 | 0.2% | +96% | — |
| 107 |  $PDI | PIMCO Dynamic Income Fund | $650,235 | 0.2% | -4% | — |
| 108 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $635,958 | 0.2% | -1% | — |
| 109 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $634,237 | 0.2% | -3% | — |
| 110 |  $INTC | INTEL CORP | $625,640 | 0.2% | NEW | 41.5 |
| 111 |  $KO | COCA COLA CO | $623,845 | 0.2% | +14% | 74 |
| 112 | — | VANGUARD WORLD FD - INF TECH ETF | $623,823 | 0.2% | +702% | — |
| 113 |  $CRM | Salesforce, Inc. | $620,661 | 0.2% | -1% | 75.2 |
| 114 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $615,081 | 0.2% | +0% | — |
| 115 | $IVZ | Invesco Ltd. | $611,309 | 0.2% | +28% | — |
| 116 | — | ETF SER SOLUTIONS - AAM S&P 500 | $609,179 | 0.2% | -5% | — |
| 117 |  $GLD | SPDR GOLD TRUST | $598,249 | 0.2% | -5% | — |
| 118 | $IVZ | Invesco Ltd. | $597,186 | 0.2% | -3% | — |
| 119 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | $594,504 | 0.2% | +25% | — |
| 120 |  $PM | Philip Morris International Inc. | $594,467 | 0.2% | +157% | 80.5 |
| 121 |  $LOW | LOWES COMPANIES INC | $589,936 | 0.2% | -1% | 63.5 |
| 122 |  $SGOL | abrdn Gold ETF Trust | $588,666 | 0.2% | +12% | — |
| 123 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $583,634 | 0.2% | -3% | — |
| 124 |  $BTCO | Invesco Galaxy Bitcoin ETF | $581,489 | 0.2% | -60% | — |
| 125 | $CRMPUT | Salesforce, Inc. | $579,642 | — | +0% | 75.2 |
| 126 |  $NFLX | NETFLIX INC | $566,916 | 0.2% | -4% | 86.7 |
| 127 |  $PG | PROCTER & GAMBLE Co | $553,172 | 0.2% | -1% | 72.9 |
| 128 | — | SPDR SERIES TRUST - ST STR SP DIV | $550,974 | 0.2% | +2% | — |
| 129 |  $AXON | AXON ENTERPRISE, INC. | $522,489 | 0.1% | NEW | 55.6 |
| 130 |  $GEV | GE Vernova Inc. | $516,938 | 0.1% | +0% | 70.1 |
| 131 | — | SPDR SERIES TRUST - ST STR P500GRW | $516,673 | 0.1% | +0% | — |
| 132 |  $CSX | CSX CORP | $508,571 | 0.1% | +0% | 66.4 |
| 133 | $IVZ | Invesco Ltd. | $506,096 | 0.1% | +4% | — |
| 134 |  $QBTSPUT | D-Wave Quantum Inc. | $503,790 | — | -5% | 24.7 |
| 135 | — | JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI | $482,127 | 0.1% | -1% | — |
| 136 | — | DIREXION SHARES ETF TRUST - DAI SEM BUL ETF | $474,219 | 0.1% | NEW | — |
| 137 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | $464,605 | 0.1% | +0% | — |
| 138 | — | LISTED FDS TR - HORI KI INFL ETF | $462,201 | 0.1% | +108% | — |
| 139 |  $AGNC | AGNC Investment Corp. | $456,201 | 0.1% | +17% | — |
| 140 |  $DIS | Walt Disney Co | $448,154 | 0.1% | -8% | 68.9 |
| 141 | — | GLOBAL X FDS - S&P 500 COVERED | $439,535 | 0.1% | +1% | — |
| 142 | — | SPDR SERIES TRUST - ST STR SP SEMI | $433,037 | 0.1% | +0% | — |
| 143 | — | ISHARES TR - MSCI EMG MKT ETF | $424,915 | 0.1% | +18% | — |
| 144 | — | FIRST TR EXCHANGE TRADED FD - NASDAQ BUYWRITE | $423,471 | 0.1% | +11% | — |
| 145 |  $STKE | SOL Strategies Inc. | $416,973 | 0.1% | +8% | — |
| 146 | — | PROSHARES TR - S&P MDCP 400 DIV | $414,694 | 0.1% | +0% | — |
| 147 |  $CVX | CHEVRON CORP | $403,286 | 0.1% | -2% | 54.7 |
| 148 | — | SPDR SERIES TRUST - ST STR P500VAL | $400,062 | 0.1% | +0% | — |
| 149 | — | GLOBAL X FDS - RBTCS ARTFL INTE | $398,375 | 0.1% | -2% | — |
| 150 |  $SO | SOUTHERN CO | $397,662 | 0.1% | -2% | 65.1 |
| 151 | — | ISHARES TR - GLOBAL TECH ETF | $387,449 | 0.1% | +0% | — |
| 152 | — | ISHARES TR - U.S. FINLS ETF | $386,903 | 0.1% | +0% | — |
| 153 |  $WM | WASTE MANAGEMENT INC | $383,666 | 0.1% | +9% | 70.7 |
| 154 | — | SPDR SERIES TRUST - SP O&G EXPL PRO | $382,565 | 0.1% | +0% | — |
| 155 | — | FIRST TR EXCHANGE-TRADED FD - CLOUD COMPUTING | $378,982 | 0.1% | -3% | — |
| 156 | $IVZ | Invesco Ltd. | $377,708 | 0.1% | -7% | — |
| 157 |  $AMGN | AMGEN INC | $370,007 | 0.1% | +0% | 79.5 |
| 158 |  $NVS | NOVARTIS AG | $364,531 | 0.1% | +0% | — |
| 159 |  $MCD | MCDONALDS CORP | $363,915 | 0.1% | -13% | 73.9 |
| 160 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $362,064 | 0.1% | NEW | — |
| 161 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $358,655 | 0.1% | +1% | — |
| 162 |  $UBER | Uber Technologies, Inc | $349,399 | 0.1% | -4% | 79.3 |
| 163 |  $DVN | DEVON ENERGY CORP/DE | $348,839 | 0.1% | +5% | 70.2 |
| 164 | — | ISHARES TR - CORE MSCI EAFE | $346,879 | 0.1% | +0% | — |
| 165 | — | GLOBAL X FDS - GLB X MLP ENRG I | $346,570 | 0.1% | +0% | — |
| 166 |  $SLV | iShares Silver Trust | $344,293 | 0.1% | -28% | — |
| 167 |  $USAS | Americas Gold & Silver Corp | $332,760 | 0.1% | -1% | — |
| 168 |  $QCOM | QUALCOMM INC/DE | $332,302 | 0.1% | NEW | 81.9 |
| 169 |  $TPL | Texas Pacific Land Corp | $318,698 | 0.1% | -5% | 79.1 |
| 170 |  $XYZ | Block, Inc. | $317,984 | 0.1% | -22% | 60.3 |
| 171 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $312,699 | 0.1% | -2% | 70.9 |
| 172 |  $SHEL | Shell plc | $312,627 | 0.1% | +0% | — |
| 173 |  $GRMN | GARMIN LTD | $304,051 | 0.1% | -14% | — |
| 174 | — | ISHARES TR - US HLTHCARE ETF | $302,549 | 0.1% | -11% | — |
| 175 |  $ADI | ANALOG DEVICES INC | $300,370 | 0.1% | +0% | 76.2 |
| 176 | — | SPROTT FDS TR - COPPER MINER ETF | $287,825 | 0.1% | +10% | — |
| 177 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $277,604 | 0.1% | -12% | — |
| 178 | — | EA SERIES TRUST - STRIVE 1000 GRWT | $276,303 | 0.1% | -23% | — |
| 179 |  $PSX | Phillips 66 | $274,555 | 0.1% | +4% | 47.6 |
| 180 |  $DE | DEERE & CO | $274,156 | 0.1% | +0% | 57.4 |
| 181 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $269,208 | 0.1% | +0% | — |
| 182 | $GLXYPUT | Galaxy Digital Inc. | $268,008 | — | NEW | 40.8 |
| 183 | — | SPDR SERIES TRUST - ST STR CONV ETF | $267,394 | 0.1% | +0% | — |
| 184 |  $CIFR | Cipher Digital Inc. | $265,188 | 0.1% | +1% | 30.1 |
| 185 |  $MSTR | Strategy Inc | $262,702 | 0.1% | +38% | 25.4 |
| 186 |  $GD | GENERAL DYNAMICS CORP | $256,969 | 0.1% | +0% | 73 |
| 187 | — | FIRST TR EXCHANGE-TRADED FD - DIVIDEND STRNGTH | $256,532 | 0.1% | +0% | — |
| 188 |  $PEP | PEPSICO INC | $255,321 | 0.1% | -2% | 62.7 |
| 189 |  $SOFI | SoFi Technologies, Inc. | $255,036 | 0.1% | +4% | 53.8 |
| 190 | — | VANGUARD INDEX FDS - SMALL CP ETF | $254,458 | 0.1% | +5% | — |
| 191 |  $RTX | RTX Corp | $254,248 | 0.1% | -13% | 70 |
| 192 |  $ACMR | ACM Research, Inc. | $251,877 | 0.1% | NEW | 54.8 |
| 193 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $249,162 | 0.1% | +0% | — |
| 194 | — | ETF SER SOLUTIONS - DEFIANCE SPACE A | $247,826 | 0.1% | NEW | — |
| 195 | — | DIREXION SHARES ETF TRUST - NASDAQ 100 EQ WT | $245,240 | 0.1% | NEW | — |
| 196 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $244,324 | 0.1% | NEW | — |
| 197 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $241,996 | 0.1% | +0% | — |
| 198 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETF | $239,063 | 0.1% | -7% | — |
| 199 | — | EA SERIES TRUST - STRI 1000 VA ETF | $235,921 | 0.1% | -12% | — |
| 200 | — | EXCHANGE TRADED CONCEPTS TRU - ROBO GLB ETF | $231,282 | 0.1% | NEW | — |
| 201 | — | RENAISSANCE CAP GREENWICH FD - IPO ETF | $229,353 | 0.1% | NEW | — |
| 202 |  $BA | BOEING CO | $225,995 | 0.1% | -21% | 51.8 |
| 203 |  $SBUX | STARBUCKS CORP | $223,941 | 0.1% | NEW | 54.6 |
| 204 | — | FIRST TR EXCHANGE TRADED FD - FIRST TRUST S&P | $222,824 | 0.1% | +0% | — |
| 205 | — | EA SERIES TRUST - STRIVE 500 ETF | $220,532 | 0.1% | NEW | — |
| 206 | $WT | WisdomTree, Inc. | $213,294 | 0.1% | NEW | 62.9 |
| 207 | — | ISHARES TR - TIPS BD ETF | $204,669 | 0.1% | -2% | — |
| 208 |  $PANW | Palo Alto Networks Inc | $202,265 | 0.1% | NEW | 66.5 |
| 209 |  $F | FORD MOTOR CO | $192,386 | 0.1% | -6% | 58.5 |
| 210 | — | AMPLIFY ETF TR - CEF HIGH INCOME | $162,179 | 0.1% | +1% | — |
| 211 | — | ISHARES TR - RUSSELL 2000 ETF | $162,151 | 0.1% | NEW | — |
| 212 |  $IEP | ICAHN ENTERPRISES L.P. | $142,101 | 0.0% | +6% | 37.8 |
| 213 | $GLXYCALL | Galaxy Digital Inc. | $136,739 | — | -76% | 40.8 |
| 214 |  $JMIA | Jumia Technologies AG | $135,106 | 0.0% | +9% | — |
| 215 |  $NMZ | NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | $116,799 | 0.0% | NEW | — |
| 216 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $104,478 | — | NEW | — |
| 217 |  $SJT | SAN JUAN BASIN ROYALTY TRUST | $101,864 | 0.0% | -2% | — |
| 218 | $QBTS | D-Wave Quantum Inc. | $97,999 | 0.0% | +71% | 24.7 |
| 219 | $TSLACALL | Tesla, Inc. | $84,120 | — | +0% | 50.1 |
| 220 |  $KEEL | Keel Infrastructure Corp. | $80,360 | 0.0% | NEW | — |
| 221 |  $AGEN | AGENUS INC | $73,823 | 0.0% | -5% | 51.2 |
| 222 |  $PDYN | Palladyne AI Corp. | $63,585 | 0.0% | NEW | — |
| 223 | — | ISHARES TR - RUSSELL 2000 ETF | $60,090 | — | NEW | — |
| 224 | $MSTRCALL | Strategy Inc | $52,158 | — | NEW | 25.4 |
| 225 |  $CYPH | CYPHERPUNK TECHNOLOGIES INC. | $45,985 | 0.0% | -7% | — |
| 226 | $NVDACALL | NVIDIA CORP | $40,018 | — | +0% | 90.2 |
| 227 | $VRTPUT | Vertiv Holdings Co | $33,482 | — | NEW | 82.7 |
| 228 |  $RR | RICHTECH ROBOTICS INC. | $32,051 | 0.0% | +12% | 12.4 |
| 229 |  $CTSO | Cytosorbents Corp | $29,343 | 0.0% | +0% | 19.5 |
| 230 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $22,670 | — | NEW | — |
| 231 |  $HUMA | Humacyte, Inc. | $9,146 | 0.0% | NEW | 5 |
| 232 | $CYPHCALL | CYPHERPUNK TECHNOLOGIES INC. | $6,735 | — | +0% | — |
New Positions (27)
FIRST TR EXCHANGE-TRADED FD - VEST LADDERED$2.8M
ISHARES TR - EXPANDED TECH$777,389
$INTC INTEL CORP$625,640$AXON AXON ENTERPRISE, INC.$522,489 DIREXION SHARES ETF TRUST - DAI SEM BUL ETF$474,219
JANUS DETROIT STR TR - HENDRSON AAA CL$362,064
$QCOM QUALCOMM INC/DE$332,302$GLXYPUT Galaxy Digital Inc.$268,008$ACMR ACM Research, Inc.$251,877 ETF SER SOLUTIONS - DEFIANCE SPACE A$247,826
DIREXION SHARES ETF TRUST - NASDAQ 100 EQ WT$245,240
FIRST TR EXCHANGE-TRADED FD - SHS$244,324
EXCHANGE TRADED CONCEPTS TRU - ROBO GLB ETF$231,282
RENAISSANCE CAP GREENWICH FD - IPO ETF$229,353
$SBUX STARBUCKS CORP$223,941Exited Positions (12)
FIRST TR EXCHANGE-TRADED FD
$LB LandBridge Co LLC SELECT SECTOR SPDR TR
$IP INTERNATIONAL PAPER CO /NEW/
$CCZ COMCAST CORP
$LHX L3HARRIS TECHNOLOGIES, INC. /DE/
$BDX BECTON DICKINSON & CO
$ADBE ADOBE INC.$CIFRCALL Cipher Digital Inc.$LBCALL LandBridge Co LLC
$PURR Hyperliquid Strategies Inc
$GEVO Gevo, Inc.Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Key Client Fiduciary Advisors, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Key Client Fiduciary Advisors, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Key Client Fiduciary Advisors, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: Key Client Fiduciary Advisors, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Key Client Fiduciary Advisors, LLC (SEC CIK: 1912612), 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 Client Fiduciary Advisors, LLC's portfolio is scored on a 32-signal AI quality ranking (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.