Key Client Fiduciary Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$294.2M
Q ending 2026-03-31
Prior quarter
$293.3M
Q ending 2025-12-31
Change
+0.3% QoQ · +33.8% YoY
Positions
216
reported holdings
Largest positions
Top 100 of 216 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| First Tr Exchange Traded Fd | RDVY | Shares | $19.2M | 281K |
| Galaxy Digital Inc. | GLXY | Shares | $16.2M | 880K |
| Apple Inc | AAPL | Shares | $11.7M | 46K |
| Putnam Etf Trust | PVAL | Shares | $9.6M | 207K |
| First Tr Exchange-Traded Fd | CIBR | Shares | $9.6M | 152K |
| First Tr Exchange-Traded Fd | FDL | Shares | $9.3M | 183K |
| Ishares Tr | IYK | Shares | $8.9M | 127K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $8.1M | 12K |
| Amazon Com Inc | AMZN | Shares | $7.9M | 38K |
| Nvidia Corporation | NVDA | Shares | $7.2M | 41K |
| Microsoft Corp | MSFT | Shares | $6.4M | 17K |
| First Tr Exchange Traded Fd | SDVY | Shares | $6.4M | 161K |
| Tesla Inc | TSLA | Shares | $5.5M | 15K |
| Invesco Qqq Tr | QQQ | Shares | $5.3M | 9K |
| First Tr Exchange-Traded Fd | FTGS | Shares | $4.9M | 143K |
| Annaly Capital Management In | NLY | Shares | $4.1M | 194K |
| Vanguard Index Fds | VOO | Shares | $4.0M | 7K |
| Select Sector Spdr Tr | XLU | Shares | $3.6M | 79K |
| Alphabet Inc | GOOGL | Shares | $3.1M | 11K |
| Spdr Series Trust | SPYM | Shares | $2.6M | 34K |
| First Tr Exchange-Traded Fd | FTSM | Shares | $2.6M | 44K |
| First Tr Exchange-Traded Fd | FTSL | Shares | $2.6M | 58K |
| Invesco Exch Traded Fd Tr Ii | RWL | Shares | $2.4M | 21K |
| Jpmorgan Chase & Co | JPM | Shares | $2.4M | 8K |
| First Tr Exchange Traded Fd | AIRR | Shares | $2.3M | 21K |
| First Tr Exchange-Traded Fd | FVD | Shares | $2.3M | 48K |
| Etf Ser Solutions | TRFM | Shares | $2.2M | 47K |
| Exxon Mobil Corp | XOM | Shares | $2.2M | 13K |
| Public Svc Enterprise Group | PEG | Shares | $2.1M | 26K |
| International Business Machs | IBM | Shares | $2.1M | 9K |
| Vertiv Holdings Co | VRT | Shares | $2.0M | 8K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.0M | 4K |
| Walmart Inc | WMT | Shares | $1.9M | 16K |
| Meta Platforms Inc | META | Shares | $1.9M | 3K |
| Global X Fds | PAVE | Shares | $1.9M | 38K |
| First Tr Exchng Traded Fd Vi | XNOV | Shares | $1.9M | 50K |
| Listed Fds Tr | MAGS | Shares | $1.9M | 32K |
| Landbridge Company Llc | LB | Shares | $1.8M | 26K |
| Bank America Corp | BAC | Shares | $1.8M | 36K |
| Vanguard Specialized Funds | VIG | Shares | $1.8M | 8K |
| Village Farms Intl Inc | VFF | Shares | $1.8M | 616K |
| Prudential Finl Inc | PRU | Shares | $1.7M | 17K |
| Invesco Galaxy Bitcoin Etf | BTCO | Shares | $1.7M | 25K |
| Advanced Micro Devices Inc | AMD | Shares | $1.7M | 8K |
| Oracle Corp | ORCL | Shares | $1.6M | 11K |
| Altria Group Inc | MO | Shares | $1.6M | 24K |
| Amplify Etf Tr | DIVO | Shares | $1.5M | 34K |
| Oracle Corp | ORCL | Put | $1.5M | 10K |
| At&T Inc | T | Shares | $1.4M | 49K |
| Verizon Communications Inc | VZ | Shares | $1.4M | 28K |
| Broadcom Inc | AVGO | Shares | $1.3M | 4K |
| Palantir Technologies Inc | PLTR | Shares | $1.3M | 9K |
| Global X Fds | QYLD | Shares | $1.3M | 75K |
| Abbvie Inc | ABBV | Shares | $1.3M | 6K |
| Alphabet Inc | GOOG | Shares | $1.3M | 4K |
| Home Depot Inc | HD | Shares | $1.2M | 4K |
| Ares Capital Corp | ARCC | Shares | $1.2M | 65K |
| Neos Etf Trust | SPYI | Shares | $1.1M | 23K |
| Vanguard Index Fds | VTI | Shares | $1.1M | 3K |
| Eli Lilly & Co | LLY | Shares | $1.1M | 1K |
| Nextera Energy Inc | NEE | Shares | $1.1M | 12K |
| Pacer Fds Tr | COWZ | Shares | $1.0M | 17K |
| Applied Matls Inc | AMAT | Shares | $1.0M | 3K |
| Howmet Aerospace Inc | HWM | Shares | $1.0M | 4K |
| British Amern Tob Plc | BTI | Shares | $936K | 16K |
| Franklin Templeton Etf Tr | FLBL | Shares | $935K | 41K |
| Vanguard Scottsdale Fds | VONG | Shares | $911K | 8K |
| Invesco Exch Traded Fd Tr Ii | IDMO | Shares | $910K | 17K |
| Visa Inc | V | Shares | $910K | 3K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $903K | 23K |
| Merck & Co Inc | MRK | Shares | $891K | 7K |
| J P Morgan Exchange Traded F | JPST | Shares | $882K | 17K |
| Cencora Inc | COR | Shares | $861K | 3K |
| Enbridge Inc | ENB | Shares | $853K | 16K |
| J P Morgan Exchange Traded F | JEPQ | Shares | $851K | 15K |
| Invesco Exchange Traded Fd T | RSP | Shares | $842K | 4K |
| Pfizer Inc | PFE | Shares | $808K | 29K |
| Netflix Inc. | NFLX | Shares | $795K | 8K |
| Goldman Sachs Group Inc | GS | Shares | $794K | 939 |
| Wisdomtree Tr | DGRW | Shares | $788K | 9K |
| First Tr Exchange-Traded Fd | FTCS | Shares | $786K | 8K |
| Costco Wholesale Corporation | COST | Shares | $783K | 786 |
| Invesco Exchange Traded Fd T | XMHQ | Shares | $781K | 8K |
| Ishares Tr | IMCG | Shares | $774K | 10K |
| Salesforce Inc | CRM | Shares | $747K | 4K |
| Spdr Gold Tr | GLD | Shares | $739K | 2K |
| Invesco Exchange Traded Fd T | XLG | Shares | $728K | 13K |
| Ishares Tr | IWY | Shares | $716K | 3K |
| 3M Co | MMM | Shares | $702K | 5K |
| Pimco Dynamic Income Fd | PDI | Shares | $696K | 41K |
| Salesforce Inc | CRM | Put | $691K | 4K |
| Ishares Tr | GARP | Shares | $679K | 11K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $666K | 1K |
| Caterpillar Inc | CAT | Shares | $657K | 927 |
| Ishares Tr | IVV | Shares | $647K | 991 |
| Ge Aerospace | GE | Shares | $644K | 2K |
| Automatic Data Processing In | ADP | Shares | $641K | 3K |
| Lowes Cos Inc | LOW | Shares | $636K | 3K |
| Corning Inc | GLW | Shares | $631K | 5K |
| Proshares Tr | NOBL | Shares | $628K | 6K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.