Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Key Client Fiduciary Advisors, LLC (CIK 1912612) reported $346.7M across 219 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GLXY ($24.7M, 7.11%), RDVY ($23.1M, 6.67%), CIBR ($13.2M, 3.81%), AAPL ($13.1M, 3.79%), PVAL ($12.6M, 3.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLXY | GALAXY DIGITAL INC. | $24.7M | 7.11% | 901,592 | Added |
| 2 | RDVY | FIRST TR EXCHANGE TRADED FD | $23.1M | 6.67% | 285,320 | Added |
| 3 | CIBR | FIRST TR EXCHANGE-TRADED FD | $13.2M | 3.81% | 146,871 | Trimmed |
| 4 | AAPL | APPLE INC | $13.1M | 3.79% | 45,444 | Trimmed |
| 5 | PVAL | PUTNAM ETF TRUST | $12.6M | 3.64% | 247,817 | Added |
| 6 | FDL | FIRST TR EXCHANGE-TRADED FD | $9.8M | 2.83% | 201,438 | Added |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $9.7M | 2.79% | 12,975 | Added |
| 8 | AMZN | AMAZON COM INC | $9.0M | 2.59% | 37,638 | Trimmed |
| 9 | IYK | ISHARES TR | $8.5M | 2.45% | 117,020 | Trimmed |
| 10 | NVDA | NVIDIA CORPORATION | $8.2M | 2.37% | 40,984 | Trimmed |
| 11 | STLG | ISHARES TR | $7.6M | 2.20% | 92,535 | Added |
| 12 | SDVY | FIRST TR EXCHANGE TRADED FD | $6.8M | 1.97% | 158,158 | Trimmed |
| 13 | QQQ | INVESCO QQQ TR | $6.8M | 1.96% | 9,211 | Added |
| 14 | MSFT | MICROSOFT CORP | $6.4M | 1.85% | 17,201 | Trimmed |
| 15 | TSLA | TESLA INC | $6.4M | 1.83% | 15,121 | Added |
| 16 | VOO | VANGUARD INDEX FDS | $5.0M | 1.44% | 7,258 | Added |
| 17 | AMD | ADVANCED MICRO DEVICES INC | $4.6M | 1.32% | 7,890 | Trimmed |
| 18 | NLY | ANNALY CAPITAL MANAGEMENT IN | $4.4M | 1.27% | 196,642 | Added |
| 19 | GOOGL | ALPHABET INC | $3.9M | 1.12% | 10,824 | Added |
| 20 | XLU | SELECT SECTOR SPDR TR | $3.6M | 1.02% | 78,375 | Trimmed |
| 21 | SPLG | SPDR SERIES TRUST | $3.5M | 1.00% | 39,644 | Added |
| 22 | ORCL | ORACLE CORP | $3.1M | 0.88% | 20,897 | Added |
| 23 | TRFM | ETF SER SOLUTIONS | $3.0M | 0.85% | 46,846 | Added |
| 24 | FTSM | FIRST TR EXCHANGE-TRADED FD | $2.8M | 0.81% | 46,945 | Added |
| 25 | ACYN | FIRST TR EXCHANGE-TRADED FD | $2.8M | 0.80% | 133,054 | New |
Source: SEC Form 13F filings · as of 2026-06-30