Key Client Fiduciary Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, Key Client Fiduciary Advisors, LLC held in its portfolio 198 assets valued at $293,275,577 (i.e. $293.28M).
The most valuable assets in the portfolio included: GALAXY DIGITAL INC. ($19.87M), FIRST TR EXCHANGE TRADED FD ($19.64M), and FIRST TR EXCHANGE-TRADED FD ($13.07M).
The chart below shows the top 10 valuable assets, and the table below shows the top 198 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Key Client Fiduciary Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| GALAXY DIGITAL INC. | 888443 | 19873238 | CL A |
| FIRST TR EXCHANGE TRADED FD | 282669 | 19637013 | RISNG DIVD ACHIV |
| FIRST TR EXCHANGE-TRADED FD | 305449 | 13070169 | INDXX AEROSPACE |
| APPLE INC | 45560 | 12385926 | COM |
| FIRST TR EXCHANGE-TRADED FD | 225498 | 10078654 | SHS |
| SPDR S&P 500 ETF TR | 13162 | 8975441 | TR UNIT |
| MICROSOFT CORP | 16257 | 7862168 | COM |
| NVIDIA CORPORATION | 42111 | 7853815 | COM |
| TESLA INC | 15888 | 7145106 | COM |
| AMAZON COM INC | 29348 | 6774163 | COM |
| PUTNAM ETF TRUST | 134798 | 6142740 | FOCUSED LAR CAP |
| FIRST TR EXCHANGE-TRADED FD | 156438 | 5994701 | SMID RISNG ETF |
| INVESCO QQQ TR | 8813 | 5413633 | UNIT SER 1 |
| FIRST TR EXCHANGE-TRADED FD | 140936 | 4982200 | GROWTH STRENGTH |
| SPDR SERIES TRUST | 51666 | 4609552 | STATE STREET SPD |
| ANNALY CAPITAL MANAGEMENT IN | 190016 | 4248751 | COM NEW |
| ORACLE CORP | 20927 | 4078801 | COM |
| VANGUARD INDEX FDS | 6032 | 3783129 | S&P 500 ETF SHS |
| SELECT SECTOR SPDR TR | 79783 | 3405947 | STATE STREET UTI |
| ALPHABET INC | 10058 | 3148180 | CAP STK CL A |
| WALMART INC | 26988 | 3006738 | COM |
| LANDBRIDGE COMPANY LLC | 53594 | 2625567 | CL A |
| GLOBAL X FDS | 43337 | 2623211 | GLB X MLP ENRG I |
| JPMORGAN CHASE & CO. | 8120 | 2616395 | COM |
| FIRST TR EXCHANGE-TRADED FD | 57015 | 2615841 | SENIOR LN FD |
| FIRST TR EXCHANGE-TRADED FD | 41710 | 2499708 | FIRST TR ENH NEW |
| INTERNATIONAL BUSINESS MACHS | 8363 | 2477344 | COM |
| INVESCO EXCH TRADED FD TR II | 20890 | 2391880 | S&P 500 REVENUE |
| FIRST TR EXCHNG TRADED FD VI | 63153 | 2391711 | FT VEST U.S. |
| FIRST TR EXCHANGE TRADED FD | 22371 | 2199517 | RBA INDL ETF |
| VILLAGE FARMS INTL INC | 594549 | 2170104 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 26447 | 2123704 | COM |
| META PLATFORMS INC | 3191 | 2106141 | CL A |
| BERKSHIRE HATHAWAY INC DEL | 4141 | 2081474 | CL B NEW |
| PRUDENTIAL FINL INC | 18026 | 2034775 | COM |
| BANK AMERICA CORP | 36249 | 1993668 | COM |
| LISTED FDS TR | 29685 | 1958029 | ROUNDHILL MAGNIF |
| INVESCO GALAXY BITCOIN ETF | 21419 | 1867094 | COM SHS BEN INT |
| ETF SER SOLUTIONS | 37199 | 1772532 | AAM TRANSFORMERS |
| VANGUARD SPECIALIZED FUNDS | 8016 | 1761766 | DIV APP ETF |
| GLOBAL X FDS | 36208 | 1730371 | US INFR DEV ETF |
| PALANTIR TECHNOLOGIES INC | 9658 | 1716710 | CL A |
| ADVANCED MICRO DEVICES INC | 7801 | 1670677 | COM |
| AMPLIFY ETF TR | 34625 | 1540813 | CWP ENHANCED DIV |
| EXXON MOBIL CORP | 12491 | 1503159 | COM |
| BROADCOM INC | 4316 | 1493629 | COM |
| ALPHABET INC | 4612 | 1447164 | CAP STK CL C |
| ABBVIE INC | 6214 | 1419760 | COM |
| ALTRIA GROUP INC | 24354 | 1404269 | COM |
| HOME DEPOT INC | 4053 | 1394621 | COM |
| AT&T INC | 52997 | 1316453 | COM |
| VERTIV HOLDINGS CO | 7820 | 1266954 | COM CL A |
| ARES CAPITAL CORP | 61458 | 1243295 | COM |
| ELI LILLY & CO | 1157 | 1243020 | COM |
| VERIZON COMMUNICATIONS INC | 29369 | 1196194 | COM |
| VANGUARD INDEX FDS | 3564 | 1195015 | TOTAL STK MKT |
| SALESFORCE INC | 4118 | 1091027 | COM |
| GLOBAL X FDS | 60670 | 1072037 | NASDAQ 100 COVER |
| VANGUARD SCOTTSDALE FDS | 8296 | 1010041 | VNG RUS1000GRW |
| NEOS ETF TRUST | 18384 | 965730 | NEOS S&P 500 HI |
| PACER FDS TR | 15852 | 953831 | US CASH COWS 100 |
| FRANKLIN TEMPLETON ETF TR | 40481 | 948077 | SENIOR LOAN ETF |
| D-WAVE QUANTUM INC | 35300 | 923095 | COM |
| NEXTERA ENERGY INC | 11387 | 914118 | COM |
| ISHARES BITCOIN TRUST ETF | 18383 | 912716 | SHS BEN INT |
| HOWMET AEROSPACE INC | 4449 | 912077 | COM |
| BRITISH AMERN TOB PLC | 15742 | 891316 | SPONSORED ADR |
| J P MORGAN EXCHANGE TRADED F | 17421 | 881328 | ULTRA SHRT ETF |
| INVESCO EXCHANGE TRADED FD T | 4499 | 861846 | S&P500 EQL WGT |
| AUTOMATIC DATA PROCESSING IN | 3174 | 816459 | COM |
| INVESCO EXCH TRADED FD TR II | 14504 | 805988 | S&P INTL MOMNT |
| APPLIED MATLS INC | 3136 | 805847 | COM |
| ISHARES TR | 2888 | 799789 | RUS TP200 GR ETF |
| FIRST TR EXCHANGE-TRADED FD | 8626 | 797976 | CAP STRENGTH ETF |
| WISDOMTREE TR | 8855 | 791910 | US QTLY DIV GRT |
| ENBRIDGE INC | 16551 | 791634 | COM |
| INVESCO EXCHANGE TRADED FD T | 7715 | 790205 | S&P MDCP QUALITY |
| 3M CO | 4853 | 776972 | COM |
| ISHARES TR | 9721 | 776159 | MRGSTR MD CP GRW |
| SELECT SECTOR SPDR TR | 13761 | 753674 | STATE STREET FIN |
| SPDR GOLD TR | 1842 | 730003 | GOLD SHS |
| MERCK & CO INC | 6873 | 723501 | COM |
| INVESCO EXCHANGE TRADED FD T | 12046 | 714113 | S&P 500 TOP 50 |
| CROWDSTRIKE HLDGS INC | 1518 | 711630 | CL A |
| CENCORA INC | 2088 | 705359 | COM |
| PFIZER INC | 28193 | 702009 | COM |
| GE AEROSPACE | 2278 | 701828 | COM NEW |
| PIMCO DYNAMIC INCOME FD | 39575 | 700874 | SHS |
| SPDR DOW JONES INDL AVERAGE | 1438 | 691060 | UT SER 1 |
| GOLDMAN SACHS GROUP INC | 783 | 688160 | COM |
| ISHARES TR | 1003 | 687135 | CORE S&P500 ETF |
| DISNEY WALT CO | 5889 | 669945 | COM |
| COSTCO WHSL CORP NEW | 772 | 665532 | COM |
| LOWES COS INC | 2675 | 645030 | COM |
| CVS HEALTH CORP | 7939 | 630046 | COM |
| PROSHARES TR | 6024 | 626892 | S&P 500 DV ARIST |
| SCHWAB STRATEGIC TR | 22611 | 620222 | US DIVIDEND EQ |
| SELECT SECTOR SPDR TR | 3863 | 598043 | STATE STREET HEA |
| INVESCO EXCHANGE TRADED FD T | 4327 | 581207 | BUYBACK ACHIEV |
| ETF SER SOLUTIONS | 16773 | 581186 | AAM S&P 500 |
| WELLS FARGO CO NEW | 6116 | 569996 | COM |
| AMPLIFY ETF TR | 6985 | 561384 | AMPLIFY CYBERSEC |
| PROCTER AND GAMBLE CO | 3825 | 548202 | COM |
| VANGUARD TAX-MANAGED FDS | 8730 | 545361 | VAN FTSE DEV MKT |
| ETFS GOLD TR | 13025 | 535067 | PHYSCL GOLD SHS |
| CONSOLIDATED EDISON INC | 5356 | 531927 | COM |
| VANGUARD INDEX FDS | 1751 | 528936 | SML CP GRW ETF |
| CISCO SYS INC | 6793 | 523298 | COM |
| VANGUARD INDEX FDS | 2461 | 521303 | SM CP VAL ETF |
| COCA COLA CO | 7436 | 519832 | COM |
| CATERPILLAR INC | 906 | 518873 | COM |
| JOHNSON & JOHNSON | 2472 | 511488 | COM |
| SELECT SECTOR SPDR TR | 5401 | 508058 | STATE STREET CON |
| J P MORGAN EXCHANGE TRADED F | 8637 | 501969 | NASDAQ EQT PREM |
| MCDONALDS CORP | 1603 | 490048 | COM |
| VANGUARD WORLD FD | 586 | 441972 | INF TECH ETF |
| UBER TECHNOLOGIES INC | 5337 | 436086 | COM |
| ISHARES SILVER TR | 6556 | 422338 | ISHARES |
| JOHN HANCOCK EXCHANGE TRADED | 6389 | 418370 | MULTIFACTOR MI |
| NETFLIX INC | 4456 | 417795 | COM |
| INVESCO ACTVELY MNGD ETC FD | 31339 | 415243 | OPTIMUM YIELD |
| VISA INC | 1154 | 404571 | COM CL A |
| LAM RESEARCH CORP | 2357 | 403416 | COM NEW |
| SELECT SECTOR SPDR TR | 9004 | 402548 | STATE STREET ENE |
| ISHARES TR | 1329 | 400332 | ISHARES SEMICDTR |
| CORNING INC | 4556 | 398932 | COM |
| SOFI TECHNOLOGIES INC | 15168 | 397098 | COM |
| GLOBAL X FDS | 10718 | 388310 | RBTCS ARTFL INTE |
| ISHARES TR | 3010 | 388135 | U.S. FINLS ETF |
| CSX CORP | 10700 | 387875 | COM |
| INVESCO EXCH TRADED FD TR II | 6146 | 387288 | S&P GBL WATER |
| FIRST TR EXCHANGE TRADED FD | 2957 | 384706 | CLOUD COMPUTING |
| BLOCK INC | 5898 | 383901 | CL A |
| SOUTHERN CO | 4368 | 380922 | COM |
| FIRST TR EXCHANGE TRADED FD | 3922 | 379791 | NASD TECH DIV |
| SOL STRATEGIES INC | 246587 | 377278 | COM |
| CHEVRON CORP NEW | 2468 | 376166 | COM |
| PROSHARES TR | 4205 | 354153 | S&P MDCP 400 DIV |
| AMGEN INC | 1040 | 340375 | COM |
| EA SERIES TRUST | 6500 | 330772 | STRIVE 1000 GRWT |
| ISHARES TR | 5070 | 330083 | US HLTHCARE ETF |
| SHELL PLC | 4412 | 324219 | SPON ADS |
| VANECK ETF TRUST | 898 | 323397 | SEMICONDUCTR ETF |
| NOVARTIS AG | 2329 | 321099 | SPONSORED ADR |
| WASTE MGMT INC DEL | 1450 | 318591 | COM |
| GLOBAL X FDS | 7838 | 318445 | S&P 500 COVERED |
| ISHARES TR | 3489 | 312119 | CORE MSCI EAFE |
| FIRST TR EXCHANGE TRADED FD | 14513 | 302161 | NASDAQ BUYWRITE |
| GARMIN LTD | 1480 | 300227 | SHS |
| INTERNATIONAL PAPER CO | 7597 | 299251 | COM |
| FIRST TR EXCH TRADED FD III | 16300 | 296993 | PFD SECS INC ETF |
| DEVON ENERGY CORP NEW | 8005 | 293212 | COM |
| ADOBE INC | 835 | 292242 | COM |
| ISHARES TR | 4338 | 290299 | US CONSM STAPLES |
| BOEING CO | 1328 | 288335 | COM |
| GE VERNOVA INC | 440 | 287571 | COM |
| ISHARES TR | 2679 | 281313 | GLOBAL TECH ETF |
| PEPSICO INC | 1950 | 279856 | COM |
| PNC FINL SVCS GROUP INC | 1291 | 269470 | COM |
| BECTON DICKINSON & CO | 1355 | 262965 | COM |
| ETF SER SOLUTIONS | 2357 | 258495 | DEFIANCE QUANTUM |
| ISHARES TR | 3725 | 253673 | MSCI USA QUALITY |
| MICRON TECHNOLOGY INC | 869 | 248099 | COM |
| ISHARES TR | 4507 | 246556 | MSCI EMG MKT ETF |
| GENERAL DYNAMICS CORP | 731 | 246095 | COM |
| COMCAST CORP NEW | 8193 | 244876 | CL A |
| STRATEGY INC | 1601 | 243272 | CL A NEW |
| EA SERIES TRUST | 7100 | 237550 | STRIVE 1000 VALU |
| VISTRA CORP | 1456 | 234930 | COM |
| FIRST TR EXCHANGE-TRADED FD | 4066 | 229703 | DIVIDEND STRNGTH |
| ABBOTT LABS | 1829 | 229180 | COM |
| SPROTT ASSET MANAGEMENT LP | 5000 | 229000 | PHYSICAL GOLD AN |
| RTX CORPORATION | 1248 | 228934 | COM |
| RENAISSANCE CAP GREENWICH FD | 4924 | 224791 | IPO ETF |
| TEXAS PACIFIC LAND CORPORATI | 768 | 220585 | COM |
| QUALCOMM INC | 1282 | 219232 | COM |
| JUMIA TECHNOLOGIES AG | 17397 | 217289 | SPONSORED ADS |
| FIRST TR EXCHANGE-TRADED ALP | 2500 | 215370 | COM SHS |
| ISHARES TR | 1920 | 210975 | TIPS BD ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 689 | 209380 | SPONSORED ADS |
| UNION PAC CORP | 902 | 208651 | COM |
| FORD MTR CO | 15843 | 207866 | COM |
| PHILIP MORRIS INTL INC | 1293 | 207396 | COM |
| DIREXION SHS ETF TR | 2010 | 205643 | NAS100 EQL WGT |
| PHILLIPS 66 | 1583 | 204242 | COM |
| ANALOG DEVICES INC | 753 | 204124 | COM |
| GOLDMAN SACHS ETF TR | 1535 | 203208 | ACTIVEBETA US LG |
| EA SERIES TRUST | 4605 | 203014 | STRIVE 500 ETF |
| DEERE & CO | 431 | 200748 | COM |
| AGNC INVT CORP | 18434 | 197616 | COM |
| CONAGRA BRANDS INC | 11152 | 193034 | COM |
| SAN JUAN BASIN RTY TR | 29660 | 166689 | UNIT BEN INT |
| ICAHN ENTERPRISES LP | 20837 | 157321 | DEPOSITARY UNIT |
| AMERICAS GOLD AND SILVER COR | 20000 | 102200 | COM NEW |
| CYPHERPUNK TECHNOLOGIES INC | 84587 | 98121 | COM NEW |
| AGENUS INC | 27348 | 85873 | COM NEW |
| CYTOSORBENTS CORP | 78457 | 50150 | COM NEW |
| GEVO INC | 12738 | 25476 | COM PAR |
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