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CIK: 0001912612
Total reported value
$358.2M
$358.2M
219 檔
24.2%
According to the latest 13F quarterly dataset, Key Client Fiduciary Advisors, LLC managed an equity portfolio of $358.2M at the end of Q2 2026, spanning 219 distinct U.S. exchange-listed positions.
In Q2 2026, Key Client Fiduciary Advisors, LLC displayed an active expansion posture, initiating 21 new positions and adding to 87 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 219 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLXY | Galaxy Digital Inc-a | Stock-Other | 7.11% | -1.35% | +0.08% | |
| 2 | RDVY | First Trust Rising Dividend | ETF-Other | 6.67% | -0.49% | +1.62% | |
| 3 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 3.81% | +0.34% | -3.64% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.79% | +0.15% | -1.26% | |
| 5 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 3.64% | +0.43% | +19.64% | |
| 6 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 2.83% | +0.05% | +10.32% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.79% | -0.04% | +4.69% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.59% | +0.08% | -1.10% | |
| 9 | IYK | Ishares US Consumer Staples | ETF-Other | 2.45% | -0.11% | -7.51% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.37% | +0.23% | -1.57% | |
| 11 | GARP | Ishares Msci USA Quality Gar | ETF-Other | 2.20% | +0.19% | +771.33% | |
| 12 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.97% | -0.22% | -1.88% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.96% | — | +0.70% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.85% | +0.63% | -0.46% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.83% | -0.29% | +1.04% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.44% | +0.60% | +8.33% | |
| 17 | AMD | Advanced Micro Devices | Stock-Tech | 1.32% | +0.07% | -4.97% | |
| 18 | NLY | Annaly Capital Management In | Stock-Real Estate | 1.27% | -0.30% | +1.41% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.12% | -0.09% | +0.45% | |
| 20 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.02% | -0.25% | -0.68% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | +0.07% | +15.88% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 0.88% | -0.17% | +0.20% | |
| 23 | TRFM | Aam Transformers ETF | ETF-Other | 0.85% | -0.06% | +0.24% | |
| 24 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.81% | -0.01% | +7.88% | |
| 25 | ACYN | Ft Lad Autocall Bar Inc ETF | ETF-Other | 0.80% | +0.34% | — | |
| 26 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.79% | -0.01% | +0.37% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.78% | -0.03% | -0.36% | |
| 28 | VFF | Village Farms International | Stock-Other | 0.77% | +0.28% | +116.57% | |
| 29 | AIRR | First Trust Rba American Ind | ETF-Other | 0.73% | -0.14% | -8.38% | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 0.71% | -0.17% | +1.62% | |
| 31 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.70% | -0.23% | -10.04% | |
| 32 | FVD | First Trust Value Line Dvd | ETF-Other | 0.69% | +0.02% | +3.16% | |
| 33 | PAVE | Global X US Infrastructure | ETF-Other | 0.66% | -0.06% | +3.22% | |
| 34 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.62% | -0.12% | -0.05% | |
| 35 | AMAT | Applied Materials Inc | Stock-Tech | 0.61% | -0.19% | -4.19% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.61% | -0.02% | +8.64% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | -0.02% | +1.22% | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.59% | -0.04% | -0.63% | |
| 39 | FTSL | First Trust Senior Loan ETF | ETF-Other | 0.58% | -0.58% | EXIT | |
| 40 | MAGS | Roundhill Magnificent Seven | ETF-Other | 0.57% | +0.03% | -4.81% | |
| 41 | MO | Altria Group Inc | Stock-Consumer Staples | 0.53% | -0.02% | +7.20% | |
| 42 | XNOV | Ft Vest US Equity Enhance & | ETF-Other | 0.53% | -0.06% | -6.79% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | +0.13% | -6.51% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.51% | -0.08% | -0.65% | |
| 45 | PRU | Prudential Financial Inc | Stock-Financials | 0.50% | -0.01% | -7.20% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.49% | EXIT | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.47% | -0.05% | +0.09% | |
| 48 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.45% | +0.16% | +98.47% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.43% | — | +1.23% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.43% | +0.03% | -4.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GARP | Ishares Msci USA Quality Gar | +2% | +771.33% | Add |
| 2 | GLXY | Galaxy Digital Inc-a | +1.5% | +0.08% | Add |
| 3 | ACYN | Ft Lad Autocall Bar Inc ETF | +0.8% | NEW | New buy |
| 4 | AMD | Advanced Micro Devices | +0.8% | -4.97% | Trim |
| 5 | CIBR | First Trust Nasdaq Cybersecu | +0.6% | -3.64% | Trim |
| 6 | PVAL | Putnam Focused Lrg Cap Value | +0.4% | +19.64% | Add |
| 7 | AMAT | Applied Materials Inc | +0.3% | -4.19% | Trim |
| 8 | MU | Micron Technology Inc | +0.2% | +3.25% | Add |
| 9 | IGV | Ishares Expanded Tech-softwa | +0.2% | NEW | New buy |
| 10 | VFF | Village Farms International | +0.2% | +116.57% | Add |
| 11 | INTC | Intel CORP | +0.2% | NEW | New buy |
| 12 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +0.70% | Add |
| 13 | RDVY | First Trust Rising Dividend | +0.2% | +1.62% | Add |
| 14 | AXON | Axon Enterprise Inc | +0.2% | NEW | New buy |
| 15 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +98.47% | Add |
| 16 | SOXL | Direx Dail Semi Bu 3x Et-usd | +0.1% | NEW | New buy |
| 17 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +2.37% | Add |
| 18 | GLW | Corning Inc | +0.1% | +0.69% | Add |
| 19 | LRCX | Lam Research CORP | +0.1% | -1.61% | Trim |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +15.88% | Add |
| 21 | TRFM | Aam Transformers ETF | +0.1% | +0.24% | Add |
| 22 | SOXX | Ishares Semiconductor ETF | +0.1% | -1.20% | Trim |
| 23 | PM | Philip Morris International | +0.1% | +156.72% | Add |
| 24 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | NEW | New buy |
| 25 | QCOM | Qualcomm Inc | +0.1% | NEW | New buy |
| 26 | VOO | Vanguard S&p 500 ETF | +0.1% | +8.33% | Add |
| 27 | SMH | Vaneck Semiconductor ETF | +0.1% | +10.63% | Add |
| 28 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.45% | Add |
| 29 | QTUM | Defiance Quantum ETF | +0.1% | +24.91% | Add |
| 30 | ACMR | Acm Research Inc-class A | +0.1% | NEW | New buy |
| 31 | UFOX | Defiance Connective Tech ETF | +0.1% | NEW | New buy |
| 32 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | +0.1% | NEW | New buy |
| 33 | QTEC | First Trust Nasdq 100 Tech I | +0.1% | NEW | New buy |
| 34 | ROBO | Robo Global Robotics And Aut | +0.1% | NEW | New buy |
| 35 | IPO | Renaissance Ipo ETF | +0.1% | NEW | New buy |
| 36 | CAT | Caterpillar Inc | +0.1% | +0.11% | Add |
| 37 | SBUX | Starbucks CORP | +0.1% | NEW | New buy |
| 38 | IWM | Ishares Russell 2000 ETF | +0.1% | NEW | New buy |
| 39 | STXF | Strive 500 ETF | +0.1% | NEW | New buy |
| 40 | DXJ | Wisdomtree Japan Hedged Eq | +0.1% | NEW | New buy |
| 41 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +4.69% | Add |
| 43 | CVS | Cvs Health CORP | +0.1% | +3.51% | Add |
| 44 | CSCO | Cisco Systems Inc | +0.1% | -1.05% | Trim |
| 45 | QBTS | D-wave Quantum Inc | +0.1% | +2.87% | Add |
| 46 | INFL | Horizon Kinetics Infl Benef | +0.1% | +108.22% | Add |
| 47 | LLY | Eli Lilly & Co | 0% | +1.19% | Add |
| 48 | IMCG | Ishares Morningstar Mid-cap | 0% | +8.50% | Add |
| 49 | XSD | Ss Spdr S&p Semiconductor | 0% | — | Unchanged |
| 50 | WFC | Wells Fargo & Co | 0% | +30.10% | Add |
According to official SEC Form 13F filings, Key Client Fiduciary Advisors, LLC reported a total U.S. public equity portfolio value of $358.2M across 219 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GLXY, RDVY, CIBR) accounted for 24.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
ACYN
市值: $2.8M
Top Position Liquidated / Trimmed
FTGS
前期市值: $4.9M
During Q2 2026, Key Client Fiduciary Advisors, LLC's top holdings by market value included GLXY (7.1%)、RDVY (6.7%)、CIBR (3.8%). The largest single position, GLXY, represented 7.1% of total portfolio value.
In Q2 2026, Key Client Fiduciary Advisors, LLC made 192 total portfolio adjustments, initiating 21 new buys, adding to 87 positions, trimming 74 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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