Key Financial Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$561.8M
Q ending 2026-03-31
Prior quarter
$547.9M
Q ending 2025-12-31
Change
+2.5% QoQ · +22.2% YoY
Positions
1,394
reported holdings
Largest positions
Top 100 of 1,394 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 |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $26.3M | 103K |
| Wisdomtree Tr | DOL | Shares | $21.8M | 321K |
| Wisdomtree Tr | DNL | Shares | $18.7M | 463K |
| Ishares Tr | GOVT | Shares | $17.7M | 773K |
| Spdr Series Trust | SLYV | Shares | $17.3M | 183K |
| Wisdomtree Tr | EES | Shares | $16.7M | 288K |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $13.9M | 410K |
| Microsoft Corp | MSFT | Shares | $10.6M | 29K |
| Ishares Tr | EFG | Shares | $10.0M | 90K |
| First Tr Exchange Traded Fd | FICS | Shares | $9.7M | 250K |
| Spdr Series Trust | SPYV | Shares | $8.6M | 152K |
| Wisdomtree Tr | DLN | Shares | $8.5M | 96K |
| Invesco Exch Trd Slf Idx Fd | BSMR | Shares | $8.1M | 342K |
| Spdr Series Trust | SPYG | Shares | $8.1M | 83K |
| Exxon Mobil Corp | XOM | Shares | $8.0M | 47K |
| Spdr Series Trust | SLYG | Shares | $8.0M | 83K |
| J P Morgan Exchange Traded F | JIG | Shares | $7.6M | 102K |
| First Tr Exch Traded Fd Iii | FPEI | Shares | $7.5M | 396K |
| Spdr Series Trust | SPTI | Shares | $6.8M | 238K |
| Jpmorgan Chase & Co | JPM | Shares | $6.5M | 22K |
| Broadcom Inc | AVGO | Shares | $6.3M | 20K |
| Johnson & Johnson | JNJ | Shares | $6.3M | 26K |
| Spdr Series Trust | SPTS | Shares | $6.1M | 208K |
| Nvidia Corporation | NVDA | Shares | $5.9M | 34K |
| Amazon Com Inc | AMZN | Shares | $5.8M | 28K |
| Wisdomtree Tr | DES | Shares | $5.7M | 159K |
| Alphabet Inc | GOOGL | Shares | $5.0M | 17K |
| Invesco Exch Trd Slf Idx Fd | BSMQ | Shares | $4.6M | 194K |
| Spdr Index Shs Fds | SPEM | Shares | $4.6M | 97K |
| Wisdomtree Tr | DWM | Shares | $4.5M | 64K |
| Ishares Tr | IWF | Shares | $4.4M | 10K |
| Ishares Tr | EFV | Shares | $4.4M | 59K |
| Proshares Tr | EFAD | Shares | $3.8M | 93K |
| Abbvie Inc | ABBV | Shares | $3.6M | 17K |
| Invesco Exch Trd Slf Idx Fd | BSCQ | Shares | $3.5M | 177K |
| Invesco Exch Trd Slf Idx Fd | BSMS | Shares | $3.4M | 147K |
| American Centy Etf Tr | QGRO | Shares | $3.0M | 29K |
| Merck & Co Inc | MRK | Shares | $3.0M | 25K |
| Palantir Technologies Inc | PLTR | Shares | $2.9M | 20K |
| Ishares Tr | IVW | Shares | $2.9M | 26K |
| The Cigna Group | CI | Shares | $2.8M | 10K |
| Invesco Exch Trd Slf Idx Fd | BSCR | Shares | $2.7M | 137K |
| Invesco Exch Trd Slf Idx Fd | BSMT | Shares | $2.6M | 111K |
| Ishares Tr | IVV | Shares | $2.5M | 4K |
| Mcdonalds Corp | MCD | Shares | $2.5M | 8K |
| Invesco Exch Trd Slf Idx Fd | BSMU | Shares | $2.5M | 114K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.4M | 5K |
| Vanguard Index Fds | VUG | Shares | $2.4M | 6K |
| Procter & Gamble Co | PG | Shares | $2.4M | 16K |
| Invesco Exch Trd Slf Idx Fd | BSMV | Shares | $2.2M | 106K |
| Alphabet Inc | GOOG | Shares | $2.2M | 8K |
| Automatic Data Processing In | ADP | Shares | $2.2M | 11K |
| Invesco Exch Trd Slf Idx Fd | BSCS | Shares | $2.2M | 105K |
| S & T Bancorp Inc | STBA | Shares | $2.1M | 50K |
| Oracle Corp | ORCL | Shares | $2.1M | 14K |
| Chevron Corporation | CVX | Shares | $2.0M | 10K |
| Ishares Tr | ISCG | Shares | $2.0M | 36K |
| Abbott Laboratories | ABT | Shares | $1.9M | 19K |
| Vanguard Index Fds | VOO | Shares | $1.9M | 3K |
| Caterpillar Inc | CAT | Shares | $1.9M | 3K |
| Vanguard Index Fds | VTV | Shares | $1.9M | 9K |
| Spdr Series Trust | SPMD | Shares | $1.7M | 30K |
| Pfizer Inc | PFE | Shares | $1.7M | 60K |
| Coca Cola Co | KO | Shares | $1.7M | 22K |
| Ishares Tr | IWD | Shares | $1.6M | 8K |
| Verizon Communications Inc | VZ | Shares | $1.6M | 31K |
| Pepsico Inc | PEP | Shares | $1.5M | 10K |
| Spdr Series Trust | MDYG | Shares | $1.5M | 16K |
| Invesco Exch Trd Slf Idx Fd | BSJQ | Shares | $1.5M | 64K |
| Tesla Inc | TSLA | Shares | $1.5M | 4K |
| Invesco Qqq Tr | QQQ | Shares | $1.5M | 3K |
| Cisco Sys Inc | CSCO | Shares | $1.5M | 19K |
| Vanguard Index Fds | VTI | Shares | $1.5M | 5K |
| Wisdomtree Tr | DTD | Shares | $1.5M | 17K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $1.4M | 2 |
| Ishares Tr | ILCG | Shares | $1.4M | 15K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.4M | 2K |
| Vanguard Tax-Managed Fds | VEA | Shares | $1.4M | 22K |
| Vanguard World Fd | VGT | Shares | $1.4M | 2K |
| Vanguard Index Fds | VV | Shares | $1.4M | 5K |
| Interdigital Inc | IDCC | Shares | $1.4M | 5K |
| Marathon Pete Corp | MPC | Shares | $1.3M | 5K |
| Ishares Tr | IWB | Shares | $1.3M | 4K |
| J P Morgan Exchange Traded F | JPST | Shares | $1.3M | 26K |
| Tjx Cos Inc New | TJX | Shares | $1.3M | 8K |
| Vanguard Whitehall Fds | VYM | Shares | $1.3M | 9K |
| Spdr Series Trust | SPSM | Shares | $1.3M | 27K |
| Invesco Exchange Traded Fd T | SPHQ | Shares | $1.2M | 17K |
| Invesco Exch Trd Slf Idx Fd | BSMW | Shares | $1.2M | 49K |
| Blackstone Inc | BX | Shares | $1.2M | 10K |
| Ishares Tr | ICVT | Shares | $1.2M | 11K |
| Invesco Exch Trd Slf Idx Fd | BSCT | Shares | $1.1M | 61K |
| Ge Aerospace | GE | Shares | $1.1M | 4K |
| Meridian Corp | MRBK | Shares | $1.1M | 59K |
| Moodys Corp | MCO | Shares | $1.1M | 3K |
| Home Depot Inc | HD | Shares | $1.1M | 3K |
| Spdr Index Shs Fds | DWX | Shares | $1.1M | 24K |
| Rtx Corporation | RTX | Shares | $1.1M | 6K |
| Invesco Exch Traded Fd Tr Ii | PXF | Shares | $1.1M | 16K |
| Spdr Index Shs Fds | SPDW | Shares | $1.1M | 23K |
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.