§ 13F · FUND PROFILE
Key Financial Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $541M (13F)Positions · 1503Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M 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 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 103K | $26M | 4.7% | +7% |
| 2 | DOL | WISDOMTREE TR | 321K | $22M | 3.9% | ±0% |
| 3 | DNL | WISDOMTREE TR | 463K | $19M | 3.3% | +2% |
| 4 | GOVT | ISHARES TR | 773K | $18M | 3.2% | +10% |
| 5 | SLYV | SPDR SERIES TRUST | 183K | $17M | 3.1% | +1% |
| 6 | EES | WISDOMTREE TR | 288K | $17M | 3.0% | +1% |
| 7 | BUFR | FIRST TR EXCHNG TRADED FD VI | 410K | $14M | 2.5% | ±0% |
| 8 | MSFT | MICROSOFT CORP | 29K | $11M | 1.9% | +3% |
| 9 | EFG | ISHARES TR | 90K | $10M | 1.8% | +13% |
| 10 | FICS | FIRST TR EXCHANGE TRADED FD | 250K | $10M | 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 $541 million in assets. The fund runs a massive portfolio of 1,503 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