Q2 2026 13F · SEC CIK 1912612

Key Client Fiduciary Advisors, LLC

Wealth managerFiled 2026-07-09 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $343.3M
Reported positions: 219
Top holdings a year, 3 yrs: +18.6%
Assets under management: $896.3M

Key Client Fiduciary Advisors, LLC is a wealth manager that reported 219 positions worth $343.3M in its Q2 2026 13F, filed 2026-07-09. Its largest holdings were Galaxy Digital Inc. (GLXY, 7.1%), First Trust Rising Dividend Achievers Et (RDVY, 6.7%), First Tr Exchange-Traded Fd (CIBR, 3.8%). A portfolio copying its top holdings returned 18.6% a year over the last 3 years, against 20.4% for the S&P 500.

Key Client Fiduciary Advisors, LLC holdings largest 50 of 219 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Key Client Fiduciary Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GLXYGalaxy Digital Inc.	7.1%	5.6%	886,792	+0.8%	$24.3M
RDVYFirst Trust Rising Dividend Achievers Et	6.7%	6.6%	285,320	+1.6%	$23.1M
CIBRFirst Tr Exchange-Traded Fd	3.8%	3.3%	146,871	-3.6%	$13.2M
AAPLApple Inc	3.8%	4.0%	45,444	-1.3%	$13.1M
PVALPutnam Focused Large Cap Value ETF	3.7%	3.3%	247,817	+19.6%	$12.6M
FDLFirst Tr Exchange-Traded Fd	2.9%	3.2%	201,438	+10.3%	$9.8M
SPYSpdr S&p 500 ETF Tr	2.8%	2.8%	12,975	+4.7%	$9.7M
AMZNAmazon Com Inc Com	2.6%	2.7%	37,638	-1.1%	$9.0M
IYKIshares Tr	2.5%	3.0%	117,020	-7.5%	$8.5M
NVDANvidia Corporation Com	2.4%	2.5%	40,784	-1.6%	$8.2M
GARPIshares Tr	2.2%	—	92,535	—	$7.6M
SDVYFirst Tr Exchange-Traded Fd	2.0%	2.2%	158,158	-1.9%	$6.8M
QQQInvesco Qqq Tr	2.0%	1.8%	9,211	+0.7%	$6.8M
MSFTMicrosoft Corp	1.9%	2.2%	17,201	-0.5%	$6.4M
TSLATesla Inc Com	1.8%	1.9%	14,921	+1.0%	$6.3M
VOOVanguard S&p 500 ETF	1.5%	1.4%	7,258	+8.3%	$5.0M
AMDAdvanced Micro Devices Inc	1.3%	0.6%	7,890	-5.0%	$4.6M
NLYAnnaly Capital Management, Inc.	1.3%	1.4%	196,642	+1.4%	$4.4M
GOOGLAlphabet Inc	1.1%	1.1%	10,824	+0.5%	$3.9M
XLUSpdr	1.0%	1.2%	77,875	-1.3%	$3.5M
SPLGSpdr Series Trust	1.0%	0.9%	39,644	+15.9%	$3.5M
TRFMETF Ser Solutions	0.9%	0.7%	46,846	+0.2%	$3.0M
FTSMFirst Tr Exchange-Traded Fd	0.8%	0.9%	46,945	+7.9%	$2.8M
ACYNFirst Tr Exchange-Traded Fd	0.8%	—	133,054	—	$2.8M
RWLInvesco S&p 500 Revenue ETF	0.8%	0.8%	21,362	+0.4%	$2.7M
JPMJpmorgan Chase & Co	0.8%	0.8%	8,229	-0.4%	$2.7M
VFFVillage Farms Intl Inc	0.8%	0.6%	1,334,631	+116.6%	$2.7M
AIRRFirst Tr Exchange Traded Fd	0.7%	0.8%	19,053	-8.4%	$2.5M
IBMInternational Business Machs	0.7%	0.7%	8,707	+1.6%	$2.4M
VRTVertiv Holdings Co	0.7%	0.7%	7,191	-11.3%	$2.4M
FVDFirst Tr Exchange-Traded Fd	0.7%	0.8%	49,763	+3.2%	$2.4M
PAVEGlobal X Fds	0.7%	0.7%	38,828	+3.2%	$2.3M
PEGPublic Service Enterprise Group Inc	0.6%	0.7%	26,446	-0.1%	$2.1M
AMATApplied Matls Inc	0.6%	—	2,930	—	$2.1M
VIGVanguard Dividend Appreciation ETF	0.6%	0.6%	8,888	+8.6%	$2.1M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.7%	4,139	+1.2%	$2.1M
BACBank of Amer Corp	0.6%	0.6%	36,096	-0.6%	$2.1M
FTSLFirst Tr Exchange-Traded Fd	0.6%	0.9%	45,125	-21.8%	$2.0M
MAGSListed Fds Tr	0.6%	0.6%	30,585	-4.8%	$2.0M
MOAltria Group Inc	0.5%	0.5%	25,757	+7.2%	$1.9M
XNOVFirst Tr Exchng Traded Fd Vi	0.5%	0.6%	46,715	-6.8%	$1.9M
METAMeta Platforms Inc Class A	0.5%	0.7%	3,143	-6.5%	$1.8M
WMTWalmart Inc	0.5%	0.7%	15,544	-0.6%	$1.8M
PRUPrudential Finl Inc Com	0.5%	0.6%	16,170	-7.2%	$1.7M
XOMExxon Mobil Corp	0.5%	0.7%	12,423	-2.0%	$1.7M
AVGOBroadcom Inc	0.5%	0.5%	4,344	+0.1%	$1.6M
ORCLOracle Corp	0.5%	0.6%	10,997	+0.4%	$1.6M
IBITIshares Bitcoin Trust ETF	0.5%	—	46,632	—	$1.6M
ABBVAbbvie Inc	0.4%	—	5,928	—	$1.5M
GOOGAlphabet Inc	0.4%	—	4,202	—	$1.5M

What Key Client Fiduciary Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.1% /yr; S&P 500 +20.1%
3 years: +18.6% /yr; S&P 500 +20.4%
5 years: +13.1% /yr; S&P 500 +16.8%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$343.3M	219
Q1 2026	$291.0M	207
Q4 2025	$288.8M	206
Q3 2025	$296.9M	213
Q2 2025	$244.1M	204
Q1 2025	$216.9M	188
Q4 2024	$223.4M	189
Q3 2024	$219.6M	194
Q2 2024	$197.9M	185
Q1 2024	$188.4M	183
Q4 2023	$171.5M	170
Q3 2023	$162.9M	168

Questions about Key Client Fiduciary Advisors, LLC's portfolio

What stocks does Key Client Fiduciary Advisors, LLC own?

Key Client Fiduciary Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 9, 2026, lists 219 positions worth $343.3M. The largest are Galaxy Digital Inc. (GLXY) at 7.1%, First Trust Rising Dividend Achievers Et (RDVY) at 6.7%, First Tr Exchange-Traded Fd (CIBR) at 3.8%, Apple Inc (AAPL) at 3.8% and Putnam Focused Large Cap Value ETF (PVAL) at 3.7%.

What did Key Client Fiduciary Advisors, LLC buy last quarter?

In Q2 2026, Key Client Fiduciary Advisors, LLC added Village Farms Intl Inc (VFF) (+116.6% shares), Putnam Focused Large Cap Value ETF (PVAL) (+19.6% shares) and Spdr Series Trust (SPLG) (+15.9% shares), compared with its Q1 2026 filing.

What did Key Client Fiduciary Advisors, LLC sell last quarter?

In Q2 2026, Key Client Fiduciary Advisors, LLC cut from its top 50 First Tr Exchange-Traded Fd (FTGS), cut from its top 50 Landbridge Company LLC (LB), cut from its top 50 Invesco Galaxy Bitcoin ETF (BTCO), cut from its top 50 Amplify ETF Tr (DIVO), cut from its top 50 At&t Inc Com (T), First Tr Exchange-Traded Fd (FTSL) (-21.8% shares), Vertiv Holdings Co (VRT) (-11.3% shares) and First Tr Exchange Traded Fd (AIRR) (-8.4% shares), compared with its Q1 2026 filing.

How has Key Client Fiduciary Advisors, LLC's portfolio performed?

A portfolio copying Key Client Fiduciary Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.1% against +20.1%. Over 5 years: +13.1% a year against +16.8%.

When is Key Client Fiduciary Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Key Client Fiduciary Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Key Client Fiduciary Advisors, LLC manage?

Key Client Fiduciary Advisors, LLC reported $896.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $343.3M.