Key Client Fiduciary Advisors, LLC
Sector Allocation
- Other51.0%$181.3M
- Technology18.4%$65.2M
- Financials13.9%$49.3M
- Consumer Discretionary5.0%$17.7M
- Consumer Staples3.3%$11.6M
- Healthcare2.4%$8.5M
- Energy1.3%$4.6M
- Utilities1.1%$4.1M
- Real Estate1.1%$3.9M
- Industrials1.0%$3.5M
AUM History
13fpro.ai/research/fund/key-client-fiduciary-advisors-llc-1912612
Conviction and streaks
Stable · top 10 = 37.7%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.
Largest positions — Q3 2026
- FIRST$22.1M
GLXY
$20.5M- FIRST$14.9M
- PUTNAM$14.6M
AAPL
$14.1M- FIRST$10.3M
SPY
$9.9MAMZN
$9.6MNVDA
$9.3MMSFT
$8.9M- ISHARES$8.5M
- ISHARES$8.4M
- VANGUARD$7.3M
QQQ
$7.0M- FIRST$6.3M
TSLA
$5.5MAMD
$5.0M- FIRST$4.1M
- SPDR$3.8M
VFF
$3.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/key-client-fiduciary-advisors-llc-1912612
Key Client Fiduciary Advisors, LLC 13F holdings — Q3 2026
$358.2M portfolio (+3.3% QoQ) · 229 holdings · Q3 2026 13F · top 10 are 38% of the stock portfolio
Includes $2.8M of put/call options ($2.4M puts, $420K calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $355.4M. Weights use the stock portfolio.
- 1
FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV
$22.1M
6.2% of stocks
-0.9%This quarter—Since filed—HeldAIQuality—Est. buy— $20.5M
5.8% of stocks
+2%This quarter-0.3%Since filed5 qtrsHeld- 3
FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF
$14.9M
4.2% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
PUTNAM ETF TRUST - FOCUSED LAR CAP
$14.6M
4.1% of stocks
+12%This quarter—Since filed—HeldAIQuality—Est. buy— $14.1M
4.0% of stocks
-7%This quarter+0.3%Since filed11+ qtrsHeld- 6
FIRST TR EXCHANGE-TRADED FD - SHS
$10.3M
2.9% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— $9.9M
2.8% of stocks
-0.4%This quarter-0.1%Since filed11+ qtrsHeld$9.6M
2.7% of stocks
+2%This quarter-5.1%Since filed11+ qtrsHeld$9.3M
2.6% of stocks
-0.4%This quarter-0.5%Since filed11+ qtrsHeld$8.9M
2.5% of stocks
+0.6%This quarter-0.2%Since filed11+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $22.1M | 6.2% | -0.9% | — | — | — | — | |
| 2 | $20.5M | 5.8% | +2% | -0.3% | 5 qtrs | 67.4#370 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $14.9M | 4.2% | -2% | — | — | — | — | |
| 4 | PUTNAM ETF TRUST - FOCUSED LAR CAP | $14.6M | 4.1% | +12% | — | — | — | — | |
| 5 | $14.1M | 4.0% | -7% | +0.3% | 11+ qtrsTrimmed 2 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | FIRST TR EXCHANGE-TRADED FD - SHS | $10.3M | 2.9% | +4% | — | — | — | — | |
| 7 | $9.9M | 2.8% | -0.4% | -0.1% | 11+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $9.6M | 2.7% | +2% | -5.1% | 11+ qtrs | 67.5#361 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $9.3M | 2.6% | -0.4% | -0.5% | 11+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $8.9M | 2.5% | +0.6% | -0.2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial |
All holdings — Key Client Fiduciary Advisors, LLC (Q3 2026)
229 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.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - MSCI US GARP ETFetf/fund | — | $8.5M | 2.4% | 100K | +8% | — | — | 13F |
| 12 | — | ISHARES TR - US CONSM STAPLESetf/fund | — | $8.4M | 2.4% | 119K | +1% | — | — | 13F |
| 13 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $7.3M | 2.1% | 10K | +44% | — | — | 13F |
| 14 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $7.0M | 2.0% | 9,480 | +3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETFetf/fund | — | $6.3M | 1.8% | 154K | -2% | — | — | 13F |
| 16 | Tesla, Inc. | Consumer Discretionary | $5.5M | 1.6% | 16K | +4% | 11+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | ADVANCED MICRO DEVICES INC | Technology | $5.0M | 1.4% | 8,111 | +3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | FIRST TR EXCHANGE-TRADED FD - VEST LADDERED | — | $4.1M | 1.1% | 195K | +47% | — | — | 13F |
| 19 | — | SPDR SERIES TRUST - ST STR P500ETFetf/fund | — | $3.8M | 1.1% | 43K | +8% | — | — | 13F |
| 20 | Village Farms International, Inc. | Consumer Staples | $3.8M | 1.1% | 1.29M | -3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Alphabet Inc. | Technology | $3.7M | 1.0% | 11K | -1.0% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | ANNALY CAPITAL MANAGEMENT INC | Real Estate | $3.5M | 1.0% | 184K | -6% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | FIRST TR EXCHANGE-TRADED FD - VEST LAD AUT ETFetf/fund | — | $3.0M | 0.8% | 145K | New | — | — | 13F |
| 24 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | — | $2.9M | 0.8% | 48K | +3% | — | — | 13F |
| 25 | — | ETF SER SOLUTIONS - AAM TRANS ETFetf/fund | — | $2.8M | 0.8% | 48K | +2% | — | — | 13F |
| 26 | $IVZ | Invesco Ltd. | Financials | $2.8M | 0.8% | 22K | +1.0% | |||
| 27 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $2.7M | 0.8% | 69K | -11% | |||
| 28 | $JPM | JPMORGAN CHASE & CO | Financials | $2.7M | 0.8% | 8,167 | -0.8% | |||
| 29 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $2.5M | 0.7% | 54K | +9% | |||
| 30 | $META | Meta Platforms, Inc. | Technology | $2.3M | 0.7% | 3,174 | +1.0% | |||
| 31 | $IBIT | iShares Bitcoin Trust ETF | Financials | $2.2M | 0.6% | 46K | -2% | |||
| 32 | — | LISTED FDS TR - ROUN MA SEVE ETF | — | $2.1M | 0.6% | 30K | -2% | |||
| 33 | — | GLOBAL X FDS - US INFR DEV ETF | — | $2.1M | 0.6% | 41K | +5% | |||
| 34 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $2.1M | 0.6% | 9,065 | +2% | |||
| 35 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | — | $2.1M | 0.6% | 20K | +7% | |||
| 36 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.1M | 0.6% | 4,148 | +0.2% | |||
| 37 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $2.0M | 0.6% | 13K | +1% | |||
| 38 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $2.0M | 0.6% | 36K | -0.2% | |||
| 39 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.9M | 0.5% | 8,736 | +0.3% | |||
| 40 | — | ISHARES TR - MRGSTR MD CP GRW | — | $1.8M | 0.5% | 20K | +84% | |||
| 41 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $1.8M | 0.5% | 27K | +5% | |||
| 42 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $1.8M | 0.5% | 27K | +0.8% | |||
| 43 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $1.8M | 0.5% | 16K | -4% | |||
| 44 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S. | — | $1.7M | 0.5% | 42K | -11% | |||
| 45 | $VRT | Vertiv Holdings Co | Technology | $1.7M | 0.5% | 6,942 | -3% | |||
| 46 | $GOOG | Alphabet Inc. | Technology | $1.6M | 0.5% | 4,821 | +15% | |||
| 47 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $1.6M | 0.5% | 6,152 | +307% | |||
| 48 | $WMT | Walmart Inc. | Consumer Staples | $1.5M | 0.4% | 15K | -4% | |||
| 49 | $ABBV | AbbVie Inc. | Healthcare | $1.5M | 0.4% | 5,836 | -2% | |||
| 50 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.5M | 0.4% | 2,973 | +1% | |||
| 51 | $AVGO | Broadcom Inc. | Technology | $1.5M | 0.4% | 4,247 | -2% | |||
| 52 | $CRM | Salesforce, Inc. | Technology | $1.5M | 0.4% | 6,466 | +63% | |||
| 53 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $1.5M | 0.4% | 29K | +310% | |||
| 54 | — | GLOBAL X FDS - NASDAQ 100 COVER | — | $1.5M | 0.4% | 79K | +6% | |||
| 55 | $PLTR | Palantir Technologies Inc. | Technology | $1.4M | 0.4% | 7,667 | -9% | |||
| 56 | $LLY | ELI LILLY & Co | Healthcare | $1.4M | 0.4% | 1,219 | +2% | |||
| 57 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.4M | 0.4% | 30K | +8% | |||
| 58 | $QCOM | QUALCOMM INC/DE | Technology | $1.4M | 0.4% | 7,498 | +317% | |||
| 59 | $ORCL | ORACLE CORP | Technology | $1.3M | 0.4% | 9,776 | -11% | |||
| 60 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | — | $1.3M | 0.4% | 29K | +2% | |||
| 61 | $IVZ | Invesco Ltd. | Financials | $1.3M | 0.4% | 19K | +119% | |||
| 62 | — | NEOS ETF TRUST - NEOS S&P 500 HI | — | $1.3M | 0.4% | 24K | +6% | |||
| 63 | — | PACER FDS TR - US CASH COWS 100 | — | $1.3M | 0.4% | 19K | +3% | |||
| 64 | $ARCC | ARES CAPITAL CORP | Other | $1.2M | 0.3% | 64K | -6% | |||
| 65 | $T | AT&T INC. | Communication Services | $1.2M | 0.3% | 50K | +0.8% | |||
| 66 | $MU | MICRON TECHNOLOGY INC | Technology | $1.2M | 0.3% | 1,140 | +16% | |||
| 67 | $ORCL PUT | ORACLE CORP | Technology | $1.2M | — | 8,700 | -12% | |||
| 68 | $V | VISA INC. | Financials | $1.2M | 0.3% | 3,241 | +10% | |||
| 69 | $MRK | Merck & Co., Inc. | Healthcare | $1.1M | 0.3% | 7,560 | -0.4% | |||
| 70 | $IVZ | Invesco Ltd. | Financials | $1.1M | 0.3% | 18K | +11% | |||
| 71 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $1.1M | 0.3% | 8,319 | +0.1% | |||
| 72 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $1.1M | 0.3% | 2,816 | -7% | |||
| 73 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $1.0M | 0.3% | 17K | +7% | |||
| 74 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.0M | 0.3% | 3,589 | +1% | |||
| 75 | $HWM | Howmet Aerospace Inc. | Materials | $994K | 0.3% | 4,393 | +0.0% | |||
| 76 | — | ISHARES TR - EXPANDED TECH | — | $981K | 0.3% | 9,210 | +7% | |||
| 77 | $NEE | NEXTERA ENERGY INC | Utilities | $940K | 0.3% | 12K | +4% | |||
| 78 | $PFE | PFIZER INC | Healthcare | $904K | 0.3% | 32K | +2% | |||
| 79 | $BTI | British American Tobacco p.l.c. | Consumer Staples | $890K | 0.3% | 16K | +3% | |||
| 80 | $IVZ | Invesco Ltd. | Financials | $885K | 0.3% | 14K | +3% | |||
| 81 | — | ISHARES TR - RUS TP200 GR ETF | — | $863K | 0.2% | 2,927 | +4% | |||
| 82 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $863K | 0.2% | 17K | -2% | |||
| 83 | — | ISHARES TR - ISHARES SEMICDTR | — | $852K | 0.2% | 1,499 | +7% | |||
| 84 | $CRM PUT | Salesforce, Inc. | Technology | $849K | — | 3,700 | — | |||
| 85 | $COR | Cencora, Inc. | Consumer Staples | $823K | 0.2% | 2,741 | — | |||
| 86 | $BTCO | Invesco Galaxy Bitcoin ETF | Financials | $819K | 0.2% | 9,861 | -1.0% | |||
| 87 | $GS | GOLDMAN SACHS GROUP INC | Financials | $817K | 0.2% | 908 | -4% | |||
| 88 | — | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | — | $796K | 0.2% | 8,480 | +0.0% | |||
| 89 | $IVZ | Invesco Ltd. | Financials | $790K | 0.2% | 3,800 | -12% | |||
| 90 | — | AMPLIFY ETF TR - AMPLIFY CYBERSEC | — | $782K | 0.2% | 6,454 | -0.2% | |||
| 91 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $778K | 0.2% | 3,016 | -4% | |||
| 92 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $771K | 0.2% | 11K | +6% | |||
| 93 | $IVZ | Invesco Ltd. | Financials | $768K | 0.2% | 6,874 | +3% | |||
| 94 | $MMM | 3M CO | Healthcare | $765K | 0.2% | 4,659 | +0.5% | |||
| 95 | $LRCX | LAM RESEARCH CORP | Technology | $761K | 0.2% | 2,316 | -0.3% | |||
| 96 | $GLW | CORNING INC /NY | Materials | $757K | 0.2% | 4,924 | +5% | |||
| 97 | $CAT | CATERPILLAR INC | Industrials | $750K | 0.2% | 925 | -0.3% | |||
| 98 | $CVS | CVS HEALTH Corp | Healthcare | $737K | 0.2% | 8,596 | +2% | |||
| 99 | $ENB | ENBRIDGE INC | Energy | $734K | 0.2% | 16K | +0.4% | |||
| 100 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $734K | 0.2% | 1,443 | +0.3% | |||
| 101 | $CSCO | CISCO SYSTEMS, INC. | Technology | $723K | 0.2% | 6,720 | +0.3% | |||
| 102 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $708K | 0.2% | 22K | -1% | |||
| 103 | — | ISHARES TR - CORE S&P500 ETF | — | $706K | 0.2% | 922 | +4% | |||
| 104 | $CIFR | Cipher Digital Inc. | Financials | $696K | 0.2% | 44K | +306% | |||
| 105 | $JNJ | JOHNSON & JOHNSON | Healthcare | $686K | 0.2% | 2,590 | -11% | |||
| 106 | $GE | GENERAL ELECTRIC CO | Industrials | $675K | 0.2% | 2,163 | -2% | |||
| 107 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $670K | 0.2% | 737 | +0.3% | |||
| 108 | $KO | COCA COLA CO | Consumer Staples | $670K | 0.2% | 7,785 | +1% | |||
| 109 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $663K | 0.2% | 8,283 | +0.3% | |||
| 110 | — | VANGUARD WORLD FD - INF TECH ETF | — | $656K | 0.2% | 5,221 | +0.0% | |||
| 111 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $654K | 0.2% | 3,885 | +0.2% | |||
| 112 | $STKE | SOL Strategies Inc. | Financials | $653K | 0.2% | 401K | +12% | |||
| 113 | $SGOL | abrdn Gold ETF Trust | Financials | $641K | 0.2% | 16K | +5% | |||
| 114 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $634K | 0.2% | 1,041 | — | |||
| 115 | $PM | Philip Morris International Inc. | Consumer Staples | $629K | 0.2% | 3,294 | +0.2% | |||
| 116 | — | PROSHARES TR - S&P 500 DV ARIST | — | $627K | 0.2% | 12K | -0.2% | |||
| 117 | $IVZ | Invesco Ltd. | Financials | $615K | 0.2% | 32K | -0.0% | |||
| 118 | $GLD | SPDR GOLD TRUST | Financials | $609K | 0.2% | 1,598 | -2% | |||
| 119 | — | VANGUARD INDEX FDS - MRNGSTR SM CP GR | — | $605K | 0.2% | 1,790 | +3% | |||
| 120 | — | ETF SER SOLUTIONS - AAM S&P 500 | — | $598K | 0.2% | 15K | -3% | |||
| 121 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $590K | 0.2% | 3,913 | New | |||
| 122 | $INTC | INTEL CORP | Technology | $580K | 0.2% | 4,826 | +8% | |||
| 123 | $ED | CONSOLIDATED EDISON INC | Utilities | $568K | 0.2% | 5,561 | -12% | |||
| 124 | $IVZ | Invesco Ltd. | Financials | $568K | 0.2% | 3,971 | -6% | |||
| 125 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $563K | 0.2% | 11K | -11% | |||
| 126 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $550K | 0.1% | 3,789 | +0.5% | |||
| 127 | — | VANGUARD INDEX FDS - MRNGSTR SML CP V | — | $542K | 0.1% | 2,348 | -2% | |||
| 128 | $WT | WisdomTree, Inc. | Financials | $539K | 0.1% | 5,539 | -26% | |||
| 129 | — | LISTED FDS TR - HORI KI INFL ETF | — | $533K | 0.1% | 11K | +15% | |||
| 130 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | — | $531K | 0.1% | 3,500 | -3% | |||
| 131 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $508K | 0.1% | 4,128 | -5% | |||
| 132 | — | FIRST TR EXCHANGE TRADED FD - NASDAQ BUYWRITE | — | $506K | 0.1% | 23K | +19% | |||
| 133 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $505K | 0.1% | 3,447 | -5% | |||
| 134 | $CSX | CSX CORP | Industrials | $499K | 0.1% | 11K | +0.3% | |||
| 135 | $CVX | CHEVRON CORP | Energy | $496K | 0.1% | 2,429 | -0.2% | |||
| 136 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $493K | 0.1% | 2,674 | -0.1% | |||
| 137 | $DIS | Walt Disney Co | Communication Services | $467K | 0.1% | 4,450 | -4% | |||
| 138 | — | GLOBAL X FDS - S&P 500 COVERED | — | $452K | 0.1% | 11K | +1% | |||
| 139 | — | FIRST TR EXCHANGE-TRADED FD - CLOUD COMPUTING | — | $451K | 0.1% | 2,749 | -2% | |||
| 140 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | — | $451K | 0.1% | 3,996 | -1% | |||
| 141 | — | JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI | — | $446K | 0.1% | 6,239 | -3% | |||
| 142 | — | SPDR SERIES TRUST - SP O&G EXPL PRO | — | $446K | 0.1% | 2,486 | +0.2% | |||
| 143 | $SHEL | Shell plc | Energy | $423K | 0.1% | 4,454 | +10% | |||
| 144 | $AMGN | AMGEN INC | Healthcare | $419K | 0.1% | 994 | -3% | |||
| 145 | $GEV | GE Vernova Inc. | Industrials | $417K | 0.1% | 439 | -0.2% | |||
| 146 | $PSX | Phillips 66 | Energy | $417K | 0.1% | 1,632 | +0.5% | |||
| 147 | $NFLX | NETFLIX INC | Communication Services | $414K | 0.1% | 5,947 | -25% | |||
| 148 | — | ISHARES TR - MSCI EMG MKT ETF | — | $413K | 0.1% | 6,184 | -0.4% | |||
| 149 | $WM | WASTE MANAGEMENT INC | Utilities | $413K | 0.1% | 2,025 | +18% | |||
| 150 | $MSTR | Strategy Inc | Financials | $412K | 0.1% | 2,694 | -11% |
What changed in Q3 2026
Against the previous quarter's 13F: 13 new, 112 added to, 88 trimmed, 17 sold out. Share-count changes; largest moves by dollar size first.
New positions (13)
- FIRST TR EXCHANGE-TRADED FD - VEST LAD AUT ETF$3.0M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$590Kfirst bought this quarter
- ROUNDHILL ETF TRUST - MEMORY ETF$365K
first bought this quarter
$AMCRAmcor plc$288K
first bought this quarter
$CIFRCALLCipher Digital Inc.$245K
first bought this quarter
$BDXBECTON DICKINSON & CO$222K
first bought this quarter
+7 more in the Excel export
Added to (112)
- VANGUARD INDEX FDS - S&P 500 ETF SHS+44%
now $7.3M
- PUTNAM ETF TRUST - FOCUSED LAR CAP+12%
now $14.6M
- FIRST TR EXCHANGE-TRADED FD - VEST LADDERED+47%
now $4.1M
$CRWDCrowdStrike Holdings, Inc.+307%
now $1.6M · held 11+ qtrs, 2 adds in a row
- JANUS DETROIT STR TR - HENDRSON AAA CL+310%
now $1.5M
$QCOMQUALCOMM INC/DE+317%
now $1.4M · held 2 qtrs, 2 adds in a row
+106 more in the Excel export
Trimmed (88)
now $14.1M · held 11+ qtrs, 2 trims in a row
$PDIPIMCO Dynamic Income Fund-71%
now $160K · held 11+ qtrs, 2 trims in a row
- SELECT SECTOR SPDR TR - ST STR UTIL ETF-11%
now $2.7M
- FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF-2%
now $14.9M
$NLYANNALY CAPITAL MANAGEMENT INC-6%
now $3.5M · held 11+ qtrs
- FIRST TR EXCHNG TRADED FD VI - FT VEST U.S.-11%
now $1.7M
+82 more in the Excel export
Holdings by quarter
Every 13F Key Client Fiduciary Advisors, LLC has filed, 19 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 19, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Key Client Fiduciary Advisors's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-0.3%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 25% over the last 4
Top 10 weight
38%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
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 Q1 2024 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 Client Fiduciary Advisors, LLC disclosed 229 positions worth $358.2M in its Form 13F-HR for Q3 2026 — $355.4M in common stock plus $2.8M of put/call option positions (reported at underlying notional value, not premium at risk), followed by $GLXY. During the quarter the fund opened 13 new positions and exited 17. The portfolio is most concentrated in Other (51.0% 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.
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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 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.