Key Client Fiduciary Advisors, LLC: 13F holdings
CIK 19126122026Q2
| Positions | 219 |
|---|
| Reported value | $346.7m |
|---|
| Filed | 2026-07-09 |
|---|
Change since last quarter
| Positions | 219 (+12 vs prior quarter) |
|---|
| Reported value | $346.7m (+17.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GLXY GALAXY DIGITAL INC. | 886,792 | $24.3m | 7.0% |
| RDVY FIRST TR EXCHANGE TRADED FD | 285,320 | $23.1m | 6.7% |
| CIBR FIRST TR EXCHANGE-TRADED FD | 146,871 | $13.2m | 3.8% |
| AAPL APPLE INC | 45,444 | $13.1m | 3.8% |
| PVAL PUTNAM ETF TRUST | 247,817 | $12.6m | 3.6% |
| FE FIRST TR EXCHANGE-TRADED FD | 201,438 | $9.8m | 2.8% |
| SPY STATE STR SPDR S&P 500 ETF T | 12,975 | $9.7m | 2.8% |
| AMZN AMAZON COM INC | 37,638 | $9.0m | 2.6% |
| IYK ISHARES TR | 117,020 | $8.5m | 2.5% |
| NVDA NVIDIA CORPORATION | 40,784 | $8.2m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1912612")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples