Key FInancial Inc
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1801720
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$610.6M
Holdings
1,356
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
Stable
$AAPL4.9% weight
Held 10 quarters
$WT3.7% weight
Held 10 quarters
WISDOMTREE TR - GLOB EX US
3.4% weight
Held 10 quarters
$WT3.3% weight
Held 10 quarters
SPDR SERIES TRUST - ST STR
3.2% weight
Held 10 quarters
INVESCO EXCH TRD SLF IDX F
9 quarters accumulating
ISHARES TR - US TREAS BD E
8 quarters accumulating
J P MORGAN EXCHANGE TRADED
8 quarters accumulating
ISHARES TR - MORNINGSTAR G
8 quarters accumulating
$IVZ8 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyHealthcareConsumer DiscretionaryEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$29.7M102,793 sh - 59.9#903
Quality
$22.8M306,315 sh WISDOMTREE TR - GLOB EX US QU FD
—Quality
$20.9M452,268 sh- 59.9
Quality
$19.9M293,975 sh SPDR SERIES TRUST - ST STR SP600SM C
—Quality
$19.7M180,724 shISHARES TR - US TREAS BD ETF
—Quality
$19.6M861,313 shFIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF
—Quality
$14.7M402,453 shISHARES TR - EAFE GRWTH ETF
—Quality
$12.5M100,190 sh- 79.8
Quality
$10.8M28,910 sh FIRST TR EXCHANGE TRADED FD - INTL DEV STRNGTH
—Quality
$10.4M248,600 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $29.7M | 102,793 |
| WisdomTree, Inc.$WT | 59.9#903 | $22.8M | 306,315 |
| WISDOMTREE TR - GLOB EX US QU FD | — | $20.9M | 452,268 |
| WisdomTree, Inc.$WT | 59.9 | $19.9M | 293,975 |
| SPDR SERIES TRUST - ST STR SP600SM C | — | $19.7M | 180,724 |
| ISHARES TR - US TREAS BD ETF | — | $19.6M | 861,313 |
| FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | — | $14.7M | 402,453 |
| ISHARES TR - EAFE GRWTH ETF | — | $12.5M | 100,190 |
 MICROSOFT CORP$MSFT | 79.8 | $10.8M | 28,910 |
| FIRST TR EXCHANGE TRADED FD - INTL DEV STRNGTH | — | $10.4M | 248,600 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Key FInancial Inc's 1,356 positions.
Showing top 10 of 1,356 holdings.
Sector Allocation
Other
$294.1M
Financials
$137.6M
Technology
$86.2M
Healthcare
$27.7M
Consumer Discretionary
$15.8M
Energy
$14.6M
Industrials
$14.1M
Consumer Staples
$8.4M
Top Holdings — Key FInancial Inc (Q2 2026)
Top 150 of 1,356 disclosed positions (by reported value) 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 | $AAPL | Apple Inc. | $29.7M | 4.9% | -1% | 76.4 |
| 2 | $WT | WisdomTree, Inc. | $22.8M | 3.7% | -5% | 59.9 |
| 3 | — | WISDOMTREE TR - GLOB EX US QU FD | $20.9M | 3.4% | -2% | — |
| 4 | $WT | WisdomTree, Inc. | $19.9M | 3.3% | +2% | 59.9 |
| 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 | $MSFT | MICROSOFT CORP | $10.8M | 1.8% | +1% | 79.8 |
| 10 | — | FIRST TR EXCHANGE TRADED FD - INTL DEV STRNGTH | $10.4M | 1.7% | -0% | — |
| 11 |  $XOM.R34088 | EXXON MOBIL CORP | $9.9M | 1.6% | +53% | 57.9 |
| 12 | — | SPDR SERIES TRUST - ST STR SP600GRWO | $9.6M | 1.6% | -3% | — |
| 13 | $WT | WisdomTree, Inc. | $9.2M | 1.5% | +1% | 59.9 |
| 14 | — | SPDR SERIES TRUST - ST STR P500VAL | $9.2M | 1.5% | +0% | — |
| 15 | — | SPDR SERIES TRUST - ST STR P500GRW | $9.0M | 1.5% | -9% | — |
| 16 | — | J P MORGAN EXCHANGE TRADED F - INTERNL GWT | $9.0M | 1.5% | +1% | — |
| 17 | $IVZ | Invesco Ltd. | $8.7M | 1.4% | +7% | — |
| 18 |  $AVGO | Broadcom Inc. | $7.3M | 1.2% | -5% | 84.5 |
| 19 | — | FIRST TR EXCH TRADED FD III - INSTL PFD SECS | $7.1M | 1.2% | -7% | — |
| 20 | $IVZ | Invesco Ltd. | $6.9M | 1.1% | +51% | — |
| 21 |  $NVDA | NVIDIA CORP | $6.6M | 1.1% | -2% | 85.9 |
| 22 | — | SPDR SERIES TRUST - ST INTER ETF | $6.5M | 1.1% | -4% | — |
| 23 |  $JNJ | JOHNSON & JOHNSON | $6.4M | 1.0% | -3% | 69 |
| 24 | $WT | WisdomTree, Inc. | $6.3M | 1.0% | -2% | 59.9 |
| 25 |  $AMZN | AMAZON COM INC | $6.3M | 1.0% | -5% | 68.7 |
| 26 |  $GOOG | Alphabet Inc. | $6.1M | 1.0% | -1% | 78.2 |
| 27 | — | SPDR SERIES TRUST - ST SHO TREAS ETF | $6.0M | 1.0% | -0% | — |
| 28 |  $JPM | JPMORGAN CHASE & CO | $5.8M | 0.9% | -20% | 70.7 |
| 29 | — | ISHARES TR - EAFE VALUE ETF | $5.1M | 0.8% | +15% | — |
| 30 | — | ISHARES TR - RUS 1000 GRW ETF | $5.1M | 0.8% | +291% | — |
| 31 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $5.0M | 0.8% | +0% | — |
| 32 | — | PROSHARES TR - MSCI EAFE DIVD | $4.7M | 0.8% | +18% | — |
| 33 | $WT | WisdomTree, Inc. | $4.6M | 0.8% | -2% | 59.9 |
| 34 | — | AMERICAN CENTY ETF TR - US QUALITY GROW | $4.4M | 0.7% | +28% | — |
| 35 |  $ABBV | AbbVie Inc. | $4.1M | 0.7% | -1% | 72.6 |
| 36 | — | DOUBLELINE ETF TRUST - MORTGAGE ETF | $3.8M | 0.6% | NEW | — |
| 37 | — | ISHARES TR - S&P 500 GRWT ETF | $3.5M | 0.6% | -0% | — |
| 38 | $IVZ | Invesco Ltd. | $3.0M | 0.5% | -13% | — |
| 39 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $3.0M | 0.5% | +129% | — |
| 40 |  $MRK | Merck & Co., Inc. | $2.9M | 0.5% | -10% | 59.9 |
| 41 | — | ISHARES TR - CORE S&P500 ETF | $2.9M | 0.5% | +0% | — |
| 42 |  $GOOGL | Alphabet Inc. | $2.9M | 0.5% | +6% | 78.2 |
| 43 |  $CI | Cigna Group | $2.9M | 0.5% | +0% | 66.2 |
| 44 | — | VANGUARD INDEX FDS - GROWTH ETF | $2.8M | 0.5% | +498% | — |
| 45 | $IVZ | Invesco Ltd. | $2.6M | 0.4% | -25% | — |
| 46 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.6M | 0.4% | +1% | 73.8 |
| 47 | — | ISHARES TR - MRGSTR SM CP GR | $2.4M | 0.4% | -1% | — |
| 48 |  $STBA | S&T BANCORP INC | $2.4M | 0.4% | -4% | 50.2 |
| 49 | $IVZ | Invesco Ltd. | $2.2M | 0.4% | -16% | — |
| 50 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $2.2M | 0.4% | +1% | — |
| 51 |  $MCD | MCDONALDS CORP | $2.2M | 0.4% | -1% | 69 |
| 52 |  $PG | PROCTER & GAMBLE Co | $2.1M | 0.3% | -12% | 64.6 |
| 53 |  $ORCL | ORACLE CORP | $2.1M | 0.3% | +0% | 66.2 |
| 54 |  $PLTR | Palantir Technologies Inc. | $2.1M | 0.3% | -10% | 84.6 |
| 55 | — | VANGUARD INDEX FDS - VALUE ETF | $2.1M | 0.3% | +0% | — |
| 56 | — | ISHARES TR - MORNINGSTAR GRWT | $2.0M | 0.3% | +11% | — |
| 57 | — | SPDR SERIES TRUST - ST STR P400MID | $1.9M | 0.3% | -3% | — |
| 58 | — | VANGUARD WORLD FD - INF TECH ETF | $1.9M | 0.3% | +700% | — |
| 59 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.9M | 0.3% | -21% | 69.8 |
| 60 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.9M | 0.3% | -1% | — |
| 61 | $IVZ | Invesco Ltd. | $1.8M | 0.3% | -28% | — |
| 62 | — | ISHARES TR - RUS 1000 VAL ETF | $1.8M | 0.3% | -2% | — |
| 63 | $IVZ | Invesco Ltd. | $1.8M | 0.3% | -29% | — |
| 64 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.7M | 0.3% | +0% | — |
| 65 |  $ABT | ABBOTT LABORATORIES | $1.7M | 0.3% | -1% | 65.5 |
| 66 | $IVZ | Invesco Ltd. | $1.7M | 0.3% | -22% | — |
| 67 |  $SPY | SPDR S&P 500 ETF TRUST | $1.6M | 0.3% | +0% | — |
| 68 | $WT | WisdomTree, Inc. | $1.6M | 0.3% | +4% | 59.9 |
| 69 | — | J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF | $1.6M | 0.3% | +58% | — |
| 70 |  $GE | GENERAL ELECTRIC CO | $1.6M | 0.3% | +9% | 73.8 |
| 71 |  $TSLA | Tesla, Inc. | $1.6M | 0.3% | -4% | 53.9 |
| 72 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $1.6M | 0.3% | +0% | — |
| 73 | — | ISHARES TR - RUS 1000 ETF | $1.6M | 0.3% | +6% | — |
| 74 | $IVZ | Invesco Ltd. | $1.6M | 0.3% | +6% | — |
| 75 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $1.6M | 0.3% | +0% | — |
| 76 | — | SPDR SERIES TRUST - ST STR SP600 SML | $1.5M | 0.3% | -0% | — |
| 77 | $IVZ | Invesco Ltd. | $1.5M | 0.3% | -32% | — |
| 78 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.5M | 0.3% | +0% | 73.8 |
| 79 | $IVZ | Invesco Ltd. | $1.5M | 0.2% | +31% | — |
| 80 |  $STT | STATE STREET CORP | $1.5M | 0.2% | -17% | 71.5 |
| 81 | — | INVESCO EXCH TRD SLF IDX FD - INVSCO BLSH 26 | $1.5M | 0.2% | -1% | — |
| 82 |  $CVX | CHEVRON CORP | $1.5M | 0.2% | -10% | 62.8 |
| 83 |  $CSCO | CISCO SYSTEMS, INC. | $1.4M | 0.2% | -35% | 70.3 |
| 84 |  $GLW | CORNING INC /NY | $1.4M | 0.2% | +0% | 73.7 |
| 85 | — | ISHARES TR - CONV BD ETF | $1.4M | 0.2% | +0% | — |
| 86 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $1.4M | 0.2% | +0% | — |
| 87 |  $MPC | Marathon Petroleum Corp | $1.4M | 0.2% | +0% | 61 |
| 88 | $IVZ | Invesco Ltd. | $1.4M | 0.2% | +11% | — |
| 89 |  $KO | COCA COLA CO | $1.4M | 0.2% | -23% | 69.5 |
| 90 |  $AMD | ADVANCED MICRO DEVICES INC | $1.4M | 0.2% | -4% | 79.8 |
| 91 |  $PEP | PEPSICO INC | $1.3M | 0.2% | -0% | 63.4 |
| 92 |  $GEV | GE Vernova Inc. | $1.3M | 0.2% | +10% | 81.1 |
| 93 |  $PFE | PFIZER INC | $1.3M | 0.2% | -13% | 62 |
| 94 | — | ISHARES TR - RUSSELL 2000 ETF | $1.2M | 0.2% | -3% | — |
| 95 | — | ISHARES TR - S&P SML 600 GWT | $1.2M | 0.2% | +0% | — |
| 96 |  $TJX | TJX COMPANIES INC /DE/ | $1.2M | 0.2% | +0% | 68.7 |
| 97 |  $UNH | UNITEDHEALTH GROUP INC | $1.2M | 0.2% | -1% | 62.7 |
| 98 | $IVZ | Invesco Ltd. | $1.2M | 0.2% | +1% | — |
| 99 |  $MRBK | Meridian Corp | $1.2M | 0.2% | +0% | 50.6 |
| 100 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $1.2M | 0.2% | +1% | — |
| 101 | $IVZ | Invesco Ltd. | $1.2M | 0.2% | +11% | — |
| 102 |  $HD | HOME DEPOT, INC. | $1.2M | 0.2% | -2% | 60.3 |
| 103 |  $MCO | MOODYS CORP /DE/ | $1.2M | 0.2% | +0% | 79.1 |
| 104 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $1.2M | 0.2% | +3% | — |
| 105 |  $NSC | NORFOLK SOUTHERN CORP | $1.1M | 0.2% | +0% | 63.2 |
| 106 | — | ISHARES INC - CORE MSCI EMKT | $1.1M | 0.2% | -0% | — |
| 107 |  $BX | Blackstone Inc. | $1.1M | 0.2% | -5% | 74.4 |
| 108 | — | SPDR INDEX SHS FDS - ST S&P INTL ETF | $1.1M | 0.2% | +0% | — |
| 109 |  $FULT | FULTON FINANCIAL CORP | $1.1M | 0.2% | +0% | 62.4 |
| 110 | — | ISHARES TR - RUS MD CP GR ETF | $1.0M | 0.2% | -5% | — |
| 111 |  $RTX | RTX Corp | $1.0M | 0.2% | -4% | 73.2 |
| 112 |  $VZ | VERIZON COMMUNICATIONS INC | $1.0M | 0.2% | -22% | 65.8 |
| 113 | — | ISHARES TR - MORNINGSTAR VALU | $1.0M | 0.2% | +7% | — |
| 114 | — | PACER FDS TR - DEVELOPED MRKT | $995,165 | 0.2% | +0% | — |
| 115 | — | SPDR SERIES TRUST - ST STR CONV ETF | $993,993 | 0.2% | +0% | — |
| 116 |  $LLY | ELI LILLY & Co | $988,330 | 0.2% | +1% | 87.5 |
| 117 |  $V | VISA INC. | $983,639 | 0.2% | -1% | 82.9 |
| 118 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $964,291 | 0.2% | +20% | — |
| 119 | — | BNY MELLON ETF TRUST - US MDCP CORE EQT | $954,609 | 0.2% | +6% | — |
| 120 | — | ISHARES TR - CORE S&P SCP ETF | $950,865 | 0.2% | +3% | — |
| 121 | — | SPDR SERIES TRUST - ST STR P500ETF | $941,810 | 0.1% | +1% | — |
| 122 | — | INVESCO EXCH TRD SLF IDX FD - BULETSHS 2027 | $918,114 | 0.1% | +1% | — |
| 123 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $915,091 | 0.1% | -4% | — |
| 124 |  $COST | COSTCO WHOLESALE CORP /NEW | $906,470 | 0.1% | +16% | 66.2 |
| 125 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $906,367 | 0.1% | +0% | — |
| 126 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $885,898 | 0.1% | +13% | — |
| 127 | — | INVESCO EXCH TRD SLF IDX FD - BULLETSHARE 2034 | $878,079 | 0.1% | +13% | — |
| 128 | — | INVESCO EXCH TRD SLF IDX FD - BULTSHS 2035 MUN | $868,389 | 0.1% | +11% | — |
| 129 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $867,252 | 0.1% | -2% | 70 |
| 130 | — | ISHARES TR - MRNING SM CP ETF | $862,443 | 0.1% | -0% | — |
| 131 | — | ISHARES TR - CORE S&P MCP ETF | $829,192 | 0.1% | -1% | — |
| 132 |  $WTRG | Essential Utilities, Inc. | $829,127 | 0.1% | -14% | 68.1 |
| 133 |  $CEG | Constellation Energy Corp | $823,861 | 0.1% | -0% | 59.4 |
| 134 |  $TOL | Toll Brothers, Inc. | $811,683 | 0.1% | +0% | 58.1 |
| 135 |  $MA | Mastercard Inc | $808,406 | 0.1% | -1% | 85.1 |
| 136 | $IVZ | Invesco Ltd. | $784,329 | 0.1% | -7% | — |
| 137 |  $AZN | ASTRAZENECA PLC | $783,417 | 0.1% | -1% | — |
| 138 | — | PROSHARES TR - S&P MDCP 400 DIV | $779,627 | 0.1% | -3% | — |
| 139 | — | JANUS DETROIT STR TR - HENDERSN CAP ETF | $770,309 | 0.1% | +27% | — |
| 140 | — | ISHARES TR - CORE MSCI EAFE | $768,124 | 0.1% | +0% | — |
| 141 |  $HSY | HERSHEY CO | $765,313 | 0.1% | +0% | 65.7 |
| 142 |  $MDLZ | Mondelez International, Inc. | $760,205 | 0.1% | +0% | 56.4 |
| 143 | — | ISHARES TR - S&P 500 VAL ETF | $749,298 | 0.1% | -1% | — |
| 144 |  $INTC | INTEL CORP | $749,271 | 0.1% | +2% | 45.6 |
| 145 |  $META | Meta Platforms, Inc. | $733,967 | 0.1% | -7% | 79.6 |
| 146 |  $CAT | CATERPILLAR INC | $732,651 | 0.1% | -74% | 66.5 |
| 147 | — | COHEN & STEERS ETF TRUST - PFD IN OP AC ETF | $722,859 | 0.1% | +51% | — |
| 148 | $IVZ | Invesco Ltd. | $720,840 | 0.1% | -36% | — |
| 149 | — | INVESCO EXCH TRADED FD TR II - RAFI EMRGNG MRKT | $716,906 | 0.1% | +255% | — |
| 150 |  $CRM | Salesforce, Inc. | $705,597 | 0.1% | -1% | 77 |
New Positions (72)
DOUBLELINE ETF TRUST - MORTGAGE ETF$3.8M
RBB FUND TRUST - FIRST EAGLE GBL$211,824
PIMCO ETF TR - ACTIVE BD ETF$192,811
CAPITAL GROUP GLOBAL EQUITY - SHS$187,160
J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF$154,902
$HONA Honeywell Aerospace Inc.$140,607 ISHARES TR - IBONDS DEC 28$133,016
ISHARES TR - IBONDS DEC 27$126,464
ISHARES TR - IBONDS DEC 2031$108,319
ISHARES TR - IBOND DEC 2030$108,252
ISHARES TR - IBONDS 27 TRM TS$108,159
ISHARES TR - IBONDS 28 TRM TS$108,154
ISHARES TR - IBONDS 29 TRM TS$108,142
$BGC BGC Group, Inc.$104,014 ISHARES TR - IBONDS DEC 26$97,279
Exited Positions (106)
VANGUARD SCOTTSDALE FDS
$PNW PINNACLE WEST CAPITAL CORP ISHARES TR
ISHARES TR
FIDELITY COVINGTON TRUST
$NAD Nuveen Quality Municipal Income Fund LEGG MASON ETF INVT
VANGUARD SCOTTSDALE FDS
$MQY BLACKROCK MUNIYIELD QUALITY FUND, INC.
$HOLX HOLOGIC INC SPDR SERIES TRUST
FRANKLIN TEMPLETON ETF TR
DBX ETF TR
$DBA INVESCO DB AGRICULTURE FUND ISHARES TR
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