Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Galaxy Digital Inc..CL A | CL A | $24.3M | 7.0% |
| First TR Exchange Traded FDRISNG DIVD ACHIV | RISNG DIVD ACHIV | $23.1M | 6.7% |
| First TR Exchange-traded FDNASDAQ CYB ETF | NASDAQ CYB ETF | $13.2M | 3.8% |
| Apple Inc.COM | COM | $13.1M | 3.8% |
| Putnam ETF TrustFOCUSED LAR CAP | FOCUSED LAR CAP | $12.6M | 3.6% |
| First TR Exchange-traded FDSHS | SHS | $9.8M | 2.8% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $9.69M | 2.8% |
| Amazon Com Inc.COM | COM | $8.97M | 2.6% |
| iShares TRUS CONSM STAPLES | US CONSM STAPLES | $8.5M | 2.5% |
| Nvidia CorporationCOM | COM | $8.16M | 2.4% |
| iShares TRMSCI US GARP ETF | MSCI US GARP ETF | $7.64M | 2.2% |
| First TR Exchange Traded FDSMID RISNG ETF | SMID RISNG ETF | $6.82M | 2.0% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $6.78M | 2.0% |
| Microsoft Corp.COM | COM | $6.42M | 1.9% |
| Tesla Inc.COM | COM | $6.28M | 1.8% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $4.98M | 1.4% |
| Advanced Micro Devices Inc.COM | COM | $4.58M | 1.3% |
| Annaly Capital Management INCOM NEW | COM NEW | $4.4M | 1.3% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $3.87M | 1.1% |
| Select Sector SPDR TRST STR UTIL ETF | ST STR UTIL ETF | $3.53M | 1.0% |
| SPDR Series TrustST STR P500ETF | ST STR P500ETF | $3.48M | 1.0% |
| ETF Ser SolutionsAAM TRANS ETF | AAM TRANS ETF | $2.96M | 0.9% |
| First TR Exchange-traded FDFIRST TR ENH NEW | FIRST TR ENH NEW | $2.8M | 0.8% |
| First TR Exchange-traded FDVEST LADDERED | VEST LADDERED | $2.77M | 0.8% |
| Invesco Exch Traded FD TR IIS&P 500 REVENUE | S&P 500 REVENUE | $2.73M | 0.8% |
| JPMORGAN Chase & COCOM | COM | $2.69M | 0.8% |
| Village Farms Intl Inc.COM | COM | $2.66M | 0.8% |
| First TR Exchange Traded FDRBA INDL ETF | RBA INDL ETF | $2.54M | 0.7% |
| International Business MachsCOM | COM | $2.45M | 0.7% |
| Vertiv Holdings COCOM CL A | COM CL A | $2.41M | 0.7% |
| First TR Exchange-traded FDSHS | SHS | $2.4M | 0.7% |
| Global X FdsUS INFR DEV ETF | US INFR DEV ETF | $2.29M | 0.7% |
| Public Svc Enterprise GroupCOM | COM | $2.15M | 0.6% |
| Applied Matls Inc.COM | COM | $2.12M | 0.6% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $2.1M | 0.6% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $2.07M | 0.6% |
| Bank OF Amer Corp.COM | COM | $2.06M | 0.6% |
| First TR Exchange-traded FDSENIOR LN FD | SENIOR LN FD | $2.02M | 0.6% |
| Listed Fds TRROUN MA SEVE ETF | ROUN MA SEVE ETF | $1.97M | 0.6% |
| Altria Group Inc.COM | COM | $1.85M | 0.5% |
| First TR Exchng Traded FD VIFT VEST U.S. | FT VEST U.S. | $1.85M | 0.5% |
| Meta Platforms Inc.CL A | CL A | $1.77M | 0.5% |
| Walmart Inc.COM | COM | $1.76M | 0.5% |
| Prudential Finl Inc.COM | COM | $1.75M | 0.5% |
| Exxon Mobil Corp.COM | COM | $1.7M | 0.5% |
| Broadcom Inc.COM | COM | $1.64M | 0.5% |
| Oracle Corp.COM | COM | $1.61M | 0.5% |
| iShares Bitcoin Trust ETFSHS BEN INT | SHS BEN INT | $1.55M | 0.4% |
| Abbvie Inc.COM | COM | $1.49M | 0.4% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $1.48M | 0.4% |
Galaxy Digital Inc..CL A$24.3M
- Class
- CL A
- Share
- 7.0%
First TR Exchange Traded FDRISNG DIVD ACHIV$23.1M
- Class
- RISNG DIVD ACHIV
- Share
- 6.7%
First TR Exchange-traded FDNASDAQ CYB ETF$13.2M
- Class
- NASDAQ CYB ETF
- Share
- 3.8%
Apple Inc.COM$13.1M
- Class
- COM
- Share
- 3.8%
Putnam ETF TrustFOCUSED LAR CAP$12.6M
- Class
- FOCUSED LAR CAP
- Share
- 3.6%
First TR Exchange-traded FDSHS$9.8M
- Class
- SHS
- Share
- 2.8%
State Str SPDR S&P 500 ETF TTR UNIT$9.69M
- Class
- TR UNIT
- Share
- 2.8%
Amazon Com Inc.COM$8.97M
- Class
- COM
- Share
- 2.6%
iShares TRUS CONSM STAPLES$8.5M
- Class
- US CONSM STAPLES
- Share
- 2.5%
Nvidia CorporationCOM$8.16M
- Class
- COM
- Share
- 2.4%
iShares TRMSCI US GARP ETF$7.64M
- Class
- MSCI US GARP ETF
- Share
- 2.2%
First TR Exchange Traded FDSMID RISNG ETF$6.82M
- Class
- SMID RISNG ETF
- Share
- 2.0%
Invesco Qqq TRUNIT SER 1$6.78M
- Class
- UNIT SER 1
- Share
- 2.0%
Microsoft Corp.COM$6.42M
- Class
- COM
- Share
- 1.9%
Tesla Inc.COM$6.28M
- Class
- COM
- Share
- 1.8%
Vanguard Index FdsS&P 500 ETF SHS$4.98M
- Class
- S&P 500 ETF SHS
- Share
- 1.4%
Advanced Micro Devices Inc.COM$4.58M
- Class
- COM
- Share
- 1.3%
Annaly Capital Management INCOM NEW$4.4M
- Class
- COM NEW
- Share
- 1.3%
Alphabet Inc.CAP STK CL A$3.87M
- Class
- CAP STK CL A
- Share
- 1.1%
Select Sector SPDR TRST STR UTIL ETF$3.53M
- Class
- ST STR UTIL ETF
- Share
- 1.0%
SPDR Series TrustST STR P500ETF$3.48M
- Class
- ST STR P500ETF
- Share
- 1.0%
ETF Ser SolutionsAAM TRANS ETF$2.96M
- Class
- AAM TRANS ETF
- Share
- 0.9%
First TR Exchange-traded FDFIRST TR ENH NEW$2.8M
- Class
- FIRST TR ENH NEW
- Share
- 0.8%
First TR Exchange-traded FDVEST LADDERED$2.77M
- Class
- VEST LADDERED
- Share
- 0.8%
Invesco Exch Traded FD TR IIS&P 500 REVENUE$2.73M
- Class
- S&P 500 REVENUE
- Share
- 0.8%
JPMORGAN Chase & COCOM$2.69M
- Class
- COM
- Share
- 0.8%
Village Farms Intl Inc.COM$2.66M
- Class
- COM
- Share
- 0.8%
First TR Exchange Traded FDRBA INDL ETF$2.54M
- Class
- RBA INDL ETF
- Share
- 0.7%
International Business MachsCOM$2.45M
- Class
- COM
- Share
- 0.7%
Vertiv Holdings COCOM CL A$2.41M
- Class
- COM CL A
- Share
- 0.7%
First TR Exchange-traded FDSHS$2.4M
- Class
- SHS
- Share
- 0.7%
Global X FdsUS INFR DEV ETF$2.29M
- Class
- US INFR DEV ETF
- Share
- 0.7%
Public Svc Enterprise GroupCOM$2.15M
- Class
- COM
- Share
- 0.6%
Applied Matls Inc.COM$2.12M
- Class
- COM
- Share
- 0.6%
Vanguard Specialized FundsDIV APP ETF$2.1M
- Class
- DIV APP ETF
- Share
- 0.6%
Berkshire Hathaway Inc. DelCL B NEW$2.07M
- Class
- CL B NEW
- Share
- 0.6%
Bank OF Amer Corp.COM$2.06M
- Class
- COM
- Share
- 0.6%
First TR Exchange-traded FDSENIOR LN FD$2.02M
- Class
- SENIOR LN FD
- Share
- 0.6%
Listed Fds TRROUN MA SEVE ETF$1.97M
- Class
- ROUN MA SEVE ETF
- Share
- 0.6%
Altria Group Inc.COM$1.85M
- Class
- COM
- Share
- 0.5%
First TR Exchng Traded FD VIFT VEST U.S.$1.85M
- Class
- FT VEST U.S.
- Share
- 0.5%
Meta Platforms Inc.CL A$1.77M
- Class
- CL A
- Share
- 0.5%
Walmart Inc.COM$1.76M
- Class
- COM
- Share
- 0.5%
Prudential Finl Inc.COM$1.75M
- Class
- COM
- Share
- 0.5%
Exxon Mobil Corp.COM$1.7M
- Class
- COM
- Share
- 0.5%
Broadcom Inc.COM$1.64M
- Class
- COM
- Share
- 0.5%
Oracle Corp.COM$1.61M
- Class
- COM
- Share
- 0.5%
iShares Bitcoin Trust ETFSHS BEN INT$1.55M
- Class
- SHS BEN INT
- Share
- 0.4%
Abbvie Inc.COM$1.49M
- Class
- COM
- Share
- 0.4%
Alphabet Inc.CAP STK CL C$1.48M
- Class
- CAP STK CL C
- Share
- 0.4%
The share class is shown on a wider screen.
The 50 largest of 232 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1912612
- File number
- 028-22346
- Options
- 7 call, 6 put
- In the 25 largest
- 58.1%
- Prior quarter
- $294M at 31 March 2026
- Positions opened
- 28
- Positions closed
- 12
Common questions
What are Key Client Fiduciary Advisors’ 13F holdings worth?
$347 million across 232 positions for the quarter ended 30 June 2026.
What is Key Client Fiduciary Advisors’ largest 13F holding?
GALAXY DIGITAL INC. (CL A) was the largest position at $24.3 million, or 7.0% of reported 13F value, as of 30 June 2026.
How concentrated is Key Client Fiduciary Advisors’ 13F portfolio?
The ten largest positions accounted for 37.9% of reported value and the twenty-five largest for 58.1%, across 232 positions as of 30 June 2026.
Does Form 13F show everything Key Client Fiduciary Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Key Client Fiduciary Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.