account_balance
Investment manager · 13F filer · SEC CIK 1912612
Key Client Fiduciary Advisors, LLC
Reported value$355Mas of Sep 30, 2026
Positions220 12 new, 11 sold out
Top 10 weight37.7%RDVY alone is 6%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
RDVYFirst Tr Exchange Traded Fd
6.2%
GLXYGalaxy Digital Inc.
5.8%
CIBRFirst Tr Exchange-Traded Fd
4.2%
PVALPutnam ETF Trust
4.1%Added +12%
AAPLApple Inc.
4.0%Trimmed −7%
FDLFirst Tr Exchange-Traded Fd
2.9%Added +4%
SPYSPDR S&P 500 ETF Trust
2.8%
AMZNAmazon.com Inc
2.7%
NVDANVIDIA Corp
2.6%
MSFTMicrosoft Corp
2.5%
GARPiShares Tr
2.4%Added +8%
IYKiShares Tr
2.4%
RDVYFirst Tr Exchange Traded Fd
6.2%
GLXYGalaxy Digital Inc.
5.8%
CIBRFirst Tr Exchange-Traded Fd
4.2%
PVALPutnam ETF Trust
4.1%+12%
AAPLApple Inc.
4.0%−7%
FDLFirst Tr Exchange-Traded Fd
2.9%
SPYSPDR S&P 500 ETF Trust
2.8%
AMZNAmazon.com Inc
2.7%
NVDANVIDIA Corp
2.6%
MSFTGARP
IYK2.4%
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
RDVY First Tr Exchange Traded Fd 6.2% Held
GLXY Galaxy Digital Inc. 5.8% HeldCIBR First Tr Exchange-Traded Fd 4.2% Held
PVAL Putnam ETF Trust 4.1% Added +12%
AAPL Apple Inc. 4.0% Trimmed −7%FDL First Tr Exchange-Traded Fd 2.9% Added +4%
SPY SPDR S&P 500 ETF Trust 2.8% HeldAMZN Amazon.com Inc 2.7% HeldNVDA NVIDIA Corp 2.6% HeldMSFT Microsoft Corp 2.5% HeldGARP iShares Tr 2.4% Added +8%
IYK iShares Tr 2.4% Held
What changed
Biggest moves since Jun 30, 2026
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