§ 13F · FUND PROFILE
Key Client Fiduciary Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $302M (13F)Positions · 223Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | RDVY | FIRST TR EXCHANGE TRADED FD | 281K | $19M | 6.5% | −1% |
| 2 | GLXY | GALAXY DIGITAL INC. | 880K | $16M | 5.5% | +1% |
| 3 | AAPL | APPLE INC | 46K | $12M | 4.0% | +1% |
| 4 | PVAL | PUTNAM ETF TRUST | 207K | $10M | 3.3% | +54% |
| 5 | CIBR | FIRST TR EXCHANGE-TRADED FD | 152K | $10M | 3.2% | NEW |
| 6 | FDL | FIRST TR EXCHANGE-TRADED FD | 183K | $9M | 3.2% | +2% |
| 7 | IYK | ISHARES TR | 127K | $9M | 3.0% | +2817% |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 12K | $8M | 2.7% | −6% |
| 9 | AMZN | AMAZON COM INC | 38K | $8M | 2.7% | +30% |
| 10 | NVDA | NVIDIA CORPORATION | 41K | $7M | 2.5% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KEY SIGNAL
AC read
Key Client Fiduciary Advisors, LLC is a Other fund managing $302 million in assets. The fund runs a broad portfolio of 223 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed