§ 13F · FUND PROFILE
Key Financial Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $496.9T (13F)Positions · 1457Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 97K | $26.4T | 4.8% | — |
| 2 | DOL | WISDOMTREE TR | 320K | $21.1T | 3.8% | ±0% |
| 3 | DNL | WISDOMTREE TR | 452K | $18.6T | 3.4% | ±0% |
| 4 | SLYV | SPDR SERIES TRUST | 182K | $16.5T | 3.0% | — |
| 5 | GOVT | ISHARES TR | 705K | $16.2T | 3.0% | +5% |
| 6 | EES | WISDOMTREE TR | 284K | $16.2T | 3.0% | +3% |
| 7 | BUFR | FIRST TR EXCHNG TRADED FD VI | 412K | $14.1T | 2.6% | −1% |
| 8 | MSFT | MICROSOFT CORP | 28K | $13.4T | 2.4% | +1% |
| 9 | FICS | FIRST TR EXCHANGE TRADED FD | 247K | $9.9T | 1.8% | +5% |
| 10 | EFG | ISHARES TR | 80K | $9.1T | 1.7% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KEY SIGNAL
AC read
Key Financial Inc is a Other fund managing $496936.9 trillion in assets. The fund runs a massive portfolio of 1,457 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed