account_balance
Investment manager · 13F filer · SEC CIK 1801720
Key FInancial Inc
Reported value$614Mas of Sep 30, 2026
Positions1,311 40 new, 85 sold out
Top 10 weight30.4%AAPL alone is 6%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
5.5%
DOLWisdomtree Tr
3.6%Trimmed −3%
DNLWisdomtree Tr
3.2%
GOVTiShares Tr
3.2%Added +4%
EESWisdomtree Tr
3.1%
SLYVSPDR Series Trust
2.9%Trimmed −3%
MSFTMicrosoft Corp
2.4%
BUFRFirst Tr Exchng Traded Fd Vi
2.4%Trimmed −2%
EFGiShares Tr
2.1%Added +5%
XOMExxonMobil Holdings Corp
1.9%Trimmed −3%
FICSFirst Tr Exchange Traded Fd
1.6%
SPYVSPDR Series Trust
1.5%
AAPLApple Inc.
5.5%
DOLWisdomtree Tr
3.6%−3%
DNLWisdomtree Tr
3.2%
GOVTiShares Tr
3.2%+4%
EESWisdomtree Tr
3.1%
SLYVSPDR Series Trust
2.9%
MSFTMicrosoft Corp
2.4%
BUFRFirst Tr Exchng Traded Fd Vi
2.4%
EFGiShares Tr
2.1%
FICS
SPYV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 5.5% Held
DOL Wisdomtree Tr 3.6% Trimmed −3%
DNL Wisdomtree Tr 3.2% Held
GOVT iShares Tr 3.2% Added +4%
EES Wisdomtree Tr 3.1% Held
SLYV SPDR Series Trust 2.9% Trimmed −3%
MSFT Microsoft Corp 2.4% HeldBUFR First Tr Exchng Traded Fd Vi 2.4% Trimmed −2%
EFG iShares Tr 2.1% Added +5%
XOM ExxonMobil Holdings Corp 1.9% Trimmed −3%FICS First Tr Exchange Traded Fd 1.6% Held
SPYV SPDR Series Trust 1.5% Held
What changed
Biggest moves since Jun 30, 2026
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