§ 13F · FUND PROFILE
Key Financial Inc.
AUM · $611M (13F)Positions · 1400Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 103K | $30M | 4.9% | −1% |
| 2 | DOL | WISDOMTREE TR | 306K | $23M | 3.7% | −5% |
| 3 | DNL | WISDOMTREE TR | 452K | $21M | 3.4% | −2% |
| 4 | EES | WISDOMTREE TR | 294K | $20M | 3.3% | +2% |
| 5 | SLYV | SPDR SERIES TRUST | 181K | $20M | 3.2% | −1% |
| 6 | GOVT | ISHARES TR | 861K | $20M | 3.2% | +11% |
| 7 | BUFR | FIRST TR EXCHNG TRADED FD VI | 402K | $15M | 2.4% | −2% |
| 8 | EFG | ISHARES TR | 100K | $12M | 2.0% | +11% |
| 9 | MSFT | MICROSOFT CORP | 29K | $11M | 1.8% | +1% |
| 10 | FICS | FIRST TR EXCHANGE TRADED FD | 249K | $10M | 1.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KEY SIGNAL
AC read
Key Financial Inc is a Other fund managing $611 million in assets. The fund runs a massive portfolio of 1,400 positions.
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