Key Financial Inc: 13F holdings
CIK 18017202026Q2
| Positions | 1,356 |
|---|
| Reported value | $610.6m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 1,356 (-38 vs prior quarter) |
|---|
| Reported value | $610.6m (+8.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 102,793 | $29.7m | 4.9% |
| DOL WISDOMTREE TR | 306,315 | $22.8m | 3.7% |
| DNL WISDOMTREE TR | 452,268 | $20.9m | 3.4% |
| EES WISDOMTREE TR | 293,975 | $19.9m | 3.3% |
| SLYV SPDR SERIES TRUST | 180,724 | $19.7m | 3.2% |
| GOVT ISHARES TR | 861,313 | $19.6m | 3.2% |
| BUFR FIRST TR EXCHNG TRADED FD VI | 402,453 | $14.7m | 2.4% |
| EFG ISHARES TR | 100,190 | $12.5m | 2.0% |
| MSFT MICROSOFT CORP | 28,910 | $10.8m | 1.8% |
| FICS FIRST TR EXCHANGE TRADED FD | 248,600 | $10.4m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1801720")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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