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CIK: 0001801720
Total reported value
$610.6M
$610.6M
1394 檔
16.7%
The Q1 2026 SEC filing reveals that Key FInancial Inc held a total portfolio value of $610.6M, covering 1394 public equity positions.
In Q1 2026, Key FInancial Inc displayed an active expansion posture, initiating 5 new positions and adding to 131 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, DOL, DNL) accounted for 16.7% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 1394 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.67% | +0.20% | +6.51% | |
| 2 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-Other | 3.89% | -0.16% | +0.35% | |
| 3 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-Other | 3.33% | +0.09% | +2.35% | |
| 4 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.15% | +0.06% | +9.62% | |
| 5 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 3.08% | +0.15% | +0.75% | |
| 6 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 2.98% | +0.28% | +1.42% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.47% | -0.06% | -0.34% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.89% | -0.12% | +3.46% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.78% | +0.26% | +12.61% | |
| 10 | FICS | Ft International Dev Cap Str | ETF-Other | 1.73% | -0.03% | +1.08% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.53% | -0.02% | +2.17% | |
| 12 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.52% | -0.01% | +0.96% | |
| 13 | BSMR | Invesco Bulletshares 2027 Mb | ETF-Other | 1.44% | -0.02% | +10.77% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.44% | +0.03% | +6.59% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.43% | +0.20% | -1.05% | |
| 16 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.43% | +0.14% | +0.06% | |
| 17 | JIG | Jpmorgan International Growt | ETF-Other | 1.35% | +0.12% | +1.77% | |
| 18 | FPEI | First Trust Institutional Pr | ETF-Other | 1.34% | -0.18% | -0.83% | |
| 19 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.21% | -0.14% | +0.79% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.15% | -0.21% | +2.14% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.13% | +0.07% | +1.18% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.13% | -0.09% | +8.65% | |
| 23 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.08% | -0.09% | -1.01% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.05% | +0.03% | -3.26% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.02% | +0.01% | +9.45% | |
| 26 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 1.02% | +0.02% | -1.91% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | +0.11% | +2.71% | |
| 28 | BSMQ | Invesco Bulletshares 2026 Mb | ETF-Other | 0.81% | +0.32% | +53.39% | |
| 29 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.81% | +0.02% | +3.33% | |
| 30 | DWM | Wisdomtree International Equ | ETF-Other | 0.79% | -0.04% | +5.83% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.79% | +0.04% | — | |
| 32 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.78% | +0.06% | +27.67% | |
| 33 | EFAD | Proshares Eafe Dvd Growers | ETF-Other | 0.68% | +0.09% | +38.73% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.64% | +0.04% | +3.33% | |
| 35 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.62% | -0.13% | +31.18% | |
| 36 | BSMS | Invesco Bulletshares 2028 Mb | ETF-Other | 0.61% | -0.19% | -29.42% | |
| 37 | QGRO | American Century US Quality | ETF-Other | 0.54% | +0.17% | +15.33% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.54% | -0.06% | +0.17% | |
| 39 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.52% | -0.18% | +0.42% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.51% | +0.06% | — | |
| 41 | CI | THE Cigna Group | Stock-Healthcare | 0.49% | -0.02% | -0.07% | |
| 42 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.48% | -0.11% | +37.38% | |
| 43 | BSMT | Invesco Bulletshares 2029 Mb | ETF-Other | 0.45% | -0.15% | -8.05% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | +0.02% | — | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.45% | -0.09% | +1.05% | |
| 46 | BSMU | Invesco Bulletshares 2030 Mb | ETF-Other | 0.44% | -0.15% | -10.04% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | -0.01% | +7.10% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.43% | +0.04% | +3.64% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | -0.08% | -6.15% | |
| 50 | BSMV | Invesco Bulletshares 2031 Mb | ETF-Other | 0.39% | -0.14% | -14.95% |
According to official SEC Form 13F filings, Key FInancial Inc reported a total U.S. public equity portfolio value of $610.6M across 1394 disclosed positions in Q1 2026.
During Q1 2026, Key FInancial Inc's top holdings by market value included AAPL (4.7%)、DOL (3.9%)、DNL (3.3%). The largest single position, AAPL, represented 4.7% of total portfolio value.
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Top New Position Initiated
AZN
市值: $818.1K
Top Position Liquidated / Trimmed
AZNN
前期市值: $602.6K
In Q1 2026, Key FInancial Inc made 181 total portfolio adjustments, initiating 5 new buys, adding to 131 positions, trimming 39 holdings, and fully liquidating 6 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.
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