Institutions / Key Client Fiduciary Advisors, LLC
Key Client Fiduciary Advisors, LLC
CIK 1912612 · Institution · as of Dec 31, 2025
Portfolio value
$288.80M
Positions
206
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 206 →
| Company | Value | % of portfolio |
|---|---|---|
| First Tr Exchange Traded Fd | $19.64M | 6.8% |
| Galaxy Digital Inc. | $19.20M | 6.6% |
| First Trust Exchange-Traded Fund | $13.07M | 4.5% |
| Apple Inc. | $12.39M | 4.3% |
| SPDR S&P 500 ETF Tr | $8.43M | 2.9% |
| First Tr Exchange-Traded Fd | $7.96M | 2.8% |
| Microsoft Corp | $7.86M | 2.7% |
| NVIDIA Corp | $7.82M | 2.7% |
| Tesla Inc | $6.92M | 2.4% |
| Amazon.com Inc | $6.77M | 2.3% |
| Putnam ETF Trust | $6.14M | 2.1% |
| First Tr Exchange-Traded Fd | $5.99M | 2.1% |
| Invesco Qqq Tr | $5.41M | 1.9% |
| First Tr Exchange-Traded Fd | $4.98M | 1.7% |
| Annaly Capital Management Inc | $4.25M | 1.5% |
| Vanguard Index Fds | $3.78M | 1.3% |
| Select Sector SPDR Tr | $3.41M | 1.2% |
| Alphabet Inc. | $3.15M | 1.1% |
| Walmart Inc. | $3.01M | 1.0% |
| Global X Fds | $2.62M | 0.9% |
| JPMorgan Chase & Co | $2.62M | 0.9% |
| First Tr Exchange-Traded Fd | $2.62M | 0.9% |
| LandBridge Co LLCLB | $2.55M | 0.9% |
| SPDR Series Trust | $2.55M | 0.9% |
| First Tr Exchange-Traded Fd | $2.50M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.