Key Client Fiduciary Advisors, LLC

CIK 0001912612 · FAIRFIELD, NJ · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source

Key Client Fiduciary Advisors, LLC reported 232 positions worth $346.7M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: GLXY (7.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$346.7M
2026 Q2
Positions
232
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
37.9%
Est. Net Flow (Q)
2026 Q2
10 / 232 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GLXYGALAXY DIGITAL INC.SH$24.3M7.00%886,792
2RDVYFIRST TR EXCHANGE TRADED FDSH$23.1M6.67%285,320
3CIBRFIRST TR EXCHANGE-TRADED FDSH$13.2M3.81%146,871
4AAPLAPPLE INCSH$13.1M3.79%45,444
5PVALPUTNAM ETF TRUSTSH$12.6M3.64%247,817
6FDLFIRST TR EXCHANGE-TRADED FDSH$9.8M2.83%201,438
7SPYSTATE STR SPDR S&P 500 ETF TSH$9.7M2.79%12,975
8AMZNAMAZON COM INCSH$9.0M2.59%37,638
9IYKISHARES TRSH$8.5M2.45%117,020
10NVDANVIDIA CORPORATIONSH$8.2M2.35%40,784

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Key Client Fiduciary Advisors, LLC hold as of Q2 2026?

Key Client Fiduciary Advisors, LLC reported 232 positions worth $346.7M in its Q2 2026 13F filing. Largest positions: GLXY (7.0%), RDVY (6.7%), CIBR (3.8%), AAPL (3.8%) and PVAL (3.6%).

What did Key Client Fiduciary Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Key Client Fiduciary Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.