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 $294.2M across 197 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: RDVY ($19.2M, 6.52%), GLXY ($16.6M, 5.65%), AAPL ($11.7M, 3.97%), PVAL ($9.6M, 3.27%), CIBR ($9.6M, 3.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RDVY | FIRST TR EXCHANGE TRADED FD | $19.2M | 6.52% | 280,764 | Trimmed |
| 2 | GLXY | GALAXY DIGITAL INC. | $16.6M | 5.65% | 900,879 | Added |
| 3 | AAPL | APPLE INC | $11.7M | 3.97% | 46,024 | Added |
| 4 | PVAL | PUTNAM ETF TRUST | $9.6M | 3.27% | 207,134 | Added |
| 5 | CIBR | FIRST TR EXCHANGE-TRADED FD | $9.6M | 3.25% | 152,412 | New |
| 6 | FDL | FIRST TR EXCHANGE-TRADED FD | $9.3M | 3.15% | 182,600 | Added |
| 7 | IYK | ISHARES TR | $8.9M | 3.01% | 126,520 | Added |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $8.1M | 2.74% | 12,394 | Trimmed |
| 9 | AMZN | AMAZON COM INC | $7.9M | 2.69% | 38,058 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $7.3M | 2.47% | 41,639 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $6.4M | 2.17% | 17,280 | Added |
| 12 | SDVY | FIRST TR EXCHANGE TRADED FD | $6.4M | 2.16% | 161,187 | Added |
| 13 | TSLA | TESLA INC | $5.6M | 1.89% | 14,966 | Trimmed |
| 14 | QQQ | INVESCO QQQ TR | $5.3M | 1.79% | 9,147 | Added |
| 15 | FTGS | FIRST TR EXCHANGE-TRADED FD | $4.9M | 1.66% | 143,482 | Added |
| 16 | NLY | ANNALY CAPITAL MANAGEMENT IN | $4.1M | 1.39% | 193,916 | Added |
| 17 | VOO | VANGUARD INDEX FDS | $4.0M | 1.36% | 6,700 | Added |
| 18 | XLU | SELECT SECTOR SPDR TR | $3.6M | 1.23% | 78,912 | Trimmed |
| 19 | GOOGL | ALPHABET INC | $3.1M | 1.05% | 10,775 | Added |
| 20 | ORCL | ORACLE CORP | $3.1M | 1.04% | 20,856 | Trimmed |
| 21 | SPLG | SPDR SERIES TRUST | $2.6M | 0.89% | 34,210 | Added |
| 22 | FTSM | FIRST TR EXCHANGE-TRADED FD | $2.6M | 0.88% | 43,514 | Added |
| 23 | FTSL | FIRST TR EXCHANGE-TRADED FD | $2.6M | 0.88% | 57,700 | Added |
| 24 | JPM | JPMORGAN CHASE & CO | $2.4M | 0.83% | 8,259 | Added |
| 25 | RWL | INVESCO EXCH TRADED FD TR II | $2.4M | 0.83% | 21,284 | Added |
Source: SEC Form 13F filings · as of 2026-03-31