Q3 2026 13F · SEC CIK 1912612

Key Client Fiduciary Advisors, LLC

Wealth managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $355.4M
Reported positions: 220
Top holdings a year, 3 yrs: +18.6%
Assets under management: $896.3M

Key Client Fiduciary Advisors, LLC is a wealth manager that reported 220 positions worth $355.4M in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were First Tr Exchange Traded Fd (RDVY, 6.2%), Galaxy Digital Inc. (GLXY, 5.8%), First Tr Exchange-Traded Fd (CIBR, 4.2%). 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 220 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
RDVYFirst Tr Exchange Traded Fd	6.2%	6.7%	282,820	-0.9%	$22.1M
GLXYGalaxy Digital Inc.	5.8%	7.1%	902,328	+1.8%	$20.5M
CIBRFirst Tr Exchange-Traded Fd	4.2%	3.8%	144,237	-1.8%	$14.9M
PVALPutnam Focused Large Capvalue ETF	4.1%	3.7%	277,051	+11.8%	$14.6M
AAPLApple Inc	4.0%	3.8%	42,344	-6.8%	$14.1M
FDLFirst Tr Exchange-Traded Fd	2.9%	2.9%	209,717	+4.1%	$10.3M
SPYState Str Spdr S&p 500 ETF T	2.8%	2.8%	12,923	-0.4%	$9.9M
AMZNAmazon Com Inc	2.7%	2.6%	38,351	+1.9%	$9.6M
NVDANvidia Corporation	2.6%	2.4%	40,604	-0.4%	$9.3M
MSFTMicrosoft Corp	2.5%	1.9%	17,302	+0.6%	$8.9M
GARPIshares Tr	2.4%	2.2%	100,238	+8.3%	$8.5M
IYKIshares U.s. Consumer Staples ETF	2.4%	2.5%	118,712	+1.4%	$8.4M
VOOVanguard Index Fds	2.1%	1.5%	10,436	+43.8%	$7.3M
QQQInvesco Qqq Tr	2.0%	2.0%	9,480	+2.9%	$7.0M
SDVYFirst Tr Exchange Traded Fd	1.8%	2.0%	154,245	-2.5%	$6.3M
TSLATesla Inc	1.5%	1.8%	15,514	+4.0%	$5.5M
AMDAdvanced Micro Devices Inc	1.4%	1.3%	8,111	+2.8%	$5.0M
ACYNFirst Tr Exchange-Traded Fd	1.1%	0.8%	194,997	+46.6%	$4.1M
SPLGSpdr Series Trust	1.1%	1.0%	42,643	+7.6%	$3.8M
VFFVillage Farms Intl Inc Com	1.1%	0.8%	1,289,279	-3.4%	$3.8M
GOOGLAlphabet Inc	1.0%	1.1%	10,721	-1.0%	$3.7M
NLYAnnaly Capital Management in	1.0%	1.3%	184,147	-6.4%	$3.5M
ACYSFirst Tr Exchange-Traded Fd	0.8%	—	145,145	—	$3.0M
FTSMFirst Tr Exchange-Traded Fd	0.8%	0.8%	48,310	+2.9%	$2.9M
TRFMETF Ser Solutions	0.8%	0.9%	47,998	+2.5%	$2.8M
RWLInvesco Exch Traded Fd Tr II	0.8%	0.8%	21,574	+1.0%	$2.8M
XLUSelect Sector Spdr Tr	0.8%	1.0%	69,459	-10.8%	$2.7M
JPMJpmorgan Chase & Co	0.8%	0.8%	8,167	-0.8%	$2.7M
FVDFirst Tr Exchange-Traded Fd	0.7%	0.7%	54,180	+8.9%	$2.5M
METAMeta Platforms Inc	0.6%	0.5%	3,174	+1.0%	$2.3M
IBITIshares Bitcoin Trust ETF	0.6%	0.5%	45,861	-1.7%	$2.2M
MAGSListed Fds Tr	0.6%	0.6%	29,842	-2.4%	$2.1M
PAVEGlobal X U.s. Infrastructure Development	0.6%	0.7%	40,625	+4.6%	$2.1M
VIGVanguard Specialized Funds	0.6%	0.6%	9,065	+2.0%	$2.1M
AIRRFirst Tr Exchange Traded Fd	0.6%	0.7%	20,341	+6.8%	$2.1M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.6%	4,148	+0.2%	$2.1M
XOMExxonmobil Holdings Corp	0.6%	—	12,556	—	$2.0M
BACBank of Amer Corp	0.6%	0.6%	36,018	-0.2%	$2.0M
IBMInternational Business Machs	0.5%	0.7%	8,736	+0.3%	$1.9M
IMCGIshares Tr	0.5%	—	19,648	—	$1.8M
MOAltria Group Inc	0.5%	0.5%	27,085	+5.2%	$1.8M
PEGPublic Svc Enterprise Group	0.5%	0.6%	26,658	+0.8%	$1.8M
PRUPrudential Finl Inc	0.5%	0.5%	15,567	-3.7%	$1.8M
XNOVFirst Tr Exchng Traded Fd Vi	0.5%	0.5%	41,593	-11.0%	$1.7M
VRTVertiv Holdings Co	0.5%	0.7%	6,942	-3.5%	$1.7M
GOOGAlphabet Inc	0.5%	0.4%	4,821	+14.7%	$1.6M
CRWDCrowdstrike Hldgs Inc	0.5%	—	6,152	—	$1.6M
WMTWalmart Inc	0.4%	0.5%	14,889	-4.2%	$1.5M
ABBVAbbvie Inc	0.4%	0.4%	5,836	-1.6%	$1.5M
AMATApplied Matls Inc	0.4%	0.6%	2,973	+1.5%	$1.5M

What Key Client Fiduciary Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$355.4M	220
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

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 Q3 2026 and filed Oct 19, 2026, lists 220 positions worth $355.4M. The largest are First Tr Exchange Traded Fd (RDVY) at 6.2%, Galaxy Digital Inc. (GLXY) at 5.8%, First Tr Exchange-Traded Fd (CIBR) at 4.2%, Putnam Focused Large Capvalue ETF (PVAL) at 4.1% and Apple Inc (AAPL) at 4.0%.

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

In Q3 2026, Key Client Fiduciary Advisors, LLC added First Tr Exchange-Traded Fd (ACYN) (+46.6% shares), Vanguard Index Fds (VOO) (+43.8% shares) and Alphabet Inc (GOOG) (+14.7% shares), compared with its Q2 2026 filing.

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

In Q3 2026, Key Client Fiduciary Advisors, LLC cut from its top 50 First Tr Exchange-Traded Fd (FTSL), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Broadcom Inc (AVGO), cut from its top 50 Oracle Corp (ORCL), First Tr Exchng Traded Fd Vi (XNOV) (-11.0% shares), Select Sector Spdr Tr (XLU) (-10.8% shares) and Apple Inc (AAPL) (-6.8% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $355.4M.