Key Client Fiduciary Advisors, LLC

CIK

1912612

Location

Fairfield, NJ

Portfolio Value

Small $181,093,739

Diversification

Diversified

Filing Date

Global Rank

#4,795 / 8,700 ▲ 183

Top Industry

Capital Markets 16.3%

Period ended 2 months ago

Filed Jul 9, 2026 · 2mo

19 quarters · since Dec 2021

Portfolio Concentration

118 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.6%

+4.1 pts

Top 5

35.7%

+5.1 pts

Top 10

51.5%

+6.7 pts

HHI

402

Diversified+108

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	29.4%	$53,281,651	30
Financial Services	21.5%	$38,919,351	15
Unclassified	11.6%	$20,993,068	8
Consumer Cyclical	10.0%	$18,084,632	8
Consumer Defensive	5.5%	$9,974,330	9
Industrials	5.1%	$9,156,159	14
Communication Services	4.9%	$8,876,230	6
Healthcare	4.4%	$7,882,852	12
Real Estate	2.7%	$4,853,112	2
Energy	2.5%	$4,453,105	9
Utilities	2.4%	$4,286,489	4
Basic Materials	0.2%	$332,760	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VFF	Village Farms International, Inc.	+718,382	1,334,631	$2,669,262
STKE	SOL Strategies Inc.	+25,800	356,387	$416,972
IBIT	iShares Bitcoin Trust ETF	+23,136	46,632	$1,552,379
AGNC	AGNC Investment Corp.	+6,143	41,853	$456,197
NLY	Annaly Capital Management Inc	+2,726	196,642	$4,396,915
ARCC	Ares Capital Corp	+2,388	67,752	$1,255,444
PFE	Pfizer Inc	+2,261	31,030	$747,202
PM	Philip Morris International Inc.	+2,006	3,286	$594,470
WFC	Wells Fargo & Company/Mn	+1,910	8,255	$682,193
MO	Altria Group, Inc.	+1,729	25,757	$1,853,216
JMIA	Jumia Technologies AG	+1,648	19,164	$135,106
RR	Richtech Robotics Inc.	+1,648	15,190	$32,050
SGOL	abrdn Gold ETF Trust	+1,602	15,398	$588,665
MSTR	Strategy Inc	+1,431	3,622	$314,860
IEP	Icahn Enterprises L.P.	+1,172	19,709	$142,101
ED	Consolidated Edison Inc	+940	6,318	$698,960
KO	Coca Cola Co	+935	7,676	$623,828
GLXY	Galaxy Digital Inc.	+713	901,592	$24,649,525
QBTS	D-Wave Quantum Inc.	+700	25,085	$601,789
SPY	Spdr S&P 500 ETF Trust	+581	12,975	$9,689,340
SOFI	SoFi Technologies, Inc.	+513	14,224	$255,036
JNJ	Johnson & Johnson	+501	2,907	$738,290
DVN	Devon Energy Corp/De	+408	8,442	$348,823
NEE	Nextera Energy Inc	+293	11,889	$1,043,497
CVS	CVS HEALTH Corp	+287	8,454	$874,566
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BTCO	Invesco Galaxy Bitcoin ETF	−15,104	9,957	$581,488
CIFR	Cipher Digital Inc.	−9,946	10,824	$265,188
CYPH	Cypherpunk Technologies Inc.	−5,322	86,102	$52,694
GOOGL	Alphabet Inc.	−4,350	10,824	$3,868,172
SLV	iShares Silver Trust	−2,513	6,439	$344,293
PDI	PIMCO Dynamic Income Fund	−1,721	38,936	$650,231
PRU	Prudential Financial Inc	−1,255	16,170	$1,745,228
XYZ	Block, Inc.	−1,207	4,184	$317,984
AGEN	Agenus Inc	−1,141	24,125	$73,822
F	Ford Motor Co	−839	13,841	$192,389
VRT	Vertiv Holdings Co	−814	7,291	$2,441,172
SJT	San Juan Basin Royalty Trust	−725	31,850	$102,238
PLTR	Palantir Technologies Inc.	−722	8,386	$978,394
NVDA	Nvidia Corp	−655	40,984	$8,200,488
AAPL	Apple Inc.	−580	45,444	$13,149,675
USAS	Americas Gold & Silver Corp	−500	70,500	$332,760
AMZN	Amazon Com Inc	−420	37,638	$8,970,640
DIS	Walt Disney Co	−418	4,656	$448,140
AMD	Advanced Micro Devices Inc	−413	7,890	$4,583,379
NFLX	Netflix Inc	−330	7,940	$566,916
BA	Boeing Co	−274	1,044	$225,994
XOM	ExxonMobil Holdings Corp	−256	12,423	$1,698,472
BAC	Bank Of America Corp /De/	−228	36,096	$2,056,750
META	Meta Platforms, Inc.	−219	3,143	$1,770,420
MCD	Mcdonalds Corp	−206	1,346	$363,837
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	4,481	$625,682
AXON	Axon Enterprise, Inc.	932	$522,488
QCOM	Qualcomm Inc/De	1,798	$332,252
ACMR	ACM Research, Inc.	1,985	$251,876
SBUX	Starbucks Corp	2,191	$223,898
PANW	Palo Alto Networks Inc	593	$202,224
NMZ	Nuveen Municipal High Income Opportunity Fund	11,050	$116,798
KEEL	Keel Infrastructure Corp.	14,000	$80,360
PDYN	Palladyne AI Corp.	10,458	$63,584
HUMA	Humacyte, Inc.	11,720	$9,141
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AIRR	First Trust RBA American Industrial Renaissance ETF	468,797	$26,447,960
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	386,979	$17,468,322
AAXJ	iShares MSCI All Country Asia ex Japan ETF	165,618	$12,895,865
—		155,317	$9,870,874
VB	Vanguard Morningstar Small-Cap ETF	15,217	$6,400,910
CAAA	First Trust AAA CMBS ETF	101,214	$5,186,226
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	93,930	$4,972,886
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	51,826	$4,383,536
AGNG	Global X Funds Global X Aging Population ETF	138,534	$4,317,036
ABI	VictoryShares Pioneer Asset-Based Income ETF	36,405	$3,363,244
—		66,264	$3,099,745
AIEQ	Amplify AI Powered Equity ETF	54,896	$2,201,047
LB	LandBridge Co LLC	27,260	$1,882,303
AFGR	First Trust Active Factor Large Cap Growth ETF	50,118	$1,874,363
BCDF	Horizon Kinetics Blockchain Development ETF	32,132	$1,861,728
VIG	Vanguard Dividend Appreciation ETF	8,181	$1,759,405
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	32,742	$1,732,297
IVZ	Invesco Ltd.	22,748	$1,303,428
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	22,812	$1,126,228
AAAP	Pacer Barings CLO Market Flex ETF	16,772	$1,049,256
BUYZ	Franklin Disruptive Commerce ETF	40,653	$935,019
BNDW	Vanguard Total World Bond ETF	8,304	$910,865
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	8,974	$788,276
—		2,876	$715,663
VEA	Vanguard FTSE Developed Markets ETF	9,449	$605,491
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

118 tracked positions · $181,093,739 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 118 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLXY	Galaxy Digital Inc. PUT CALL + SHARES Financial Services	Added	901,592	+713	$24,649,525	+48.3%	13.61%
AAPL	Apple Inc. Technology	Reduced	45,444	-580	$13,149,675	+12.6%	7.26%
SPY	Spdr S&P 500 ETF Trust	Added	12,975	+581	$9,689,340	+20.2%	5.35%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	37,638	-420	$8,970,640	+13.2%	4.95%
NVDA	Nvidia Corp CALL + SHARES Technology	Reduced	40,984	-655	$8,200,488	+12.9%	4.53%
QQQ	Invesco Qqq Trust, Series 1	Added	9,211	+64	$6,782,980	+28.5%	3.75%
MSFT	Microsoft Corp Technology	Reduced	17,201	-79	$6,416,317	+0.3%	3.54%
TSLA	Tesla, Inc. CALL + SHARES Consumer Cyclical	Added	15,121	+155	$6,359,892	+14.3%	3.51%
AMD	Advanced Micro Devices Inc Technology	Reduced	7,890	-413	$4,583,379	+171.4%	2.53%
NLY	Annaly Capital Management Inc Real Estate	Added	196,642	+2,726	$4,396,915	+7.2%	2.43%
GOOGL	Alphabet Inc. Communication Services	Reduced	10,824	-4,350	$3,868,172	−11.3%	2.14%
ORCL	Oracle Corp PUT + SHARES Technology	Added	20,897	+41	$3,062,455	−0.2%	1.69%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	8,229	-30	$2,693,598	+10.9%	1.49%
VFF	Village Farms International, Inc. Consumer Defensive	Added	1,334,631	+718,382	$2,669,262	+52.5%	1.47%
IBM	International Business Machines Corp Technology	Added	8,707	+139	$2,448,495	+17.9%	1.35%
VRT	Vertiv Holdings Co PUT + SHARES Industrials	Reduced	7,291	-814	$2,441,172	+20.2%	1.35%
PEG	Public Service Enterprise Group Inc Utilities	Reduced	26,446	-14	$2,146,357	+0.2%	1.19%
AMAT	Applied Materials Inc /De Technology	Reduced	2,930	-128	$2,118,390	+102.7%	1.17%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,139	+50	$2,071,114	+5.7%	1.14%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	36,096	-228	$2,056,750	+16.1%	1.14%
MO	Altria Group, Inc. Consumer Defensive	Added	25,757	+1,729	$1,853,216	+16.9%	1.02%
META	Meta Platforms, Inc. Communication Services	Reduced	3,143	-219	$1,770,420	−8.0%	0.98%
WMT	Walmart Inc. Consumer Defensive	Reduced	15,544	-101	$1,760,513	−9.5%	0.97%
PRU	Prudential Financial Inc Financial Services	Reduced	16,170	-1,255	$1,745,228	+2.5%	0.96%
XOM	ExxonMobil Holdings Corp Energy	Reduced	12,423	-256	$1,698,472	−21.0%	0.94%
AVGO	Broadcom Inc. Technology	Added	4,344	+4	$1,640,946	+22.2%	0.91%
IBIT	iShares Bitcoin Trust ETF	Added	46,632	+23,136	$1,552,379	+72.0%	0.86%
ABBV	AbbVie Inc. Healthcare	Added	5,928	+72	$1,491,721	+17.1%	0.82%
LLY	ELI LILLY & Co Healthcare	Added	1,195	+14	$1,433,318	+32.0%	0.79%
ARCC	Ares Capital Corp Financial Services	Added	67,752	+2,388	$1,255,444	+6.6%	0.69%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	3,541	-184	$1,248,839	+1.9%	0.69%
CRM	Salesforce, Inc. PUT + SHARES Technology	Reduced	7,662	-42	$1,200,328	−16.5%	0.66%
VZ	Verizon Communications Inc Communication Services	Added	28,257	+94	$1,196,401	−15.4%	0.66%
GLW	Corning Inc /Ny Technology	Added	4,672	+32	$1,193,368	+89.2%	0.66%
HWM	Howmet Aerospace Inc. Industrials	Reduced	4,391	-74	$1,180,564	+14.7%	0.65%
MU	Micron Technology Inc Technology	Added	986	+31	$1,138,129	+252.8%	0.63%
NEE	Nextera Energy Inc Utilities	Added	11,889	+293	$1,043,497	−3.1%	0.58%
T	At&T Inc. Communication Services	Added	49,574	+210	$1,026,181	−28.3%	0.57%
V	Visa Inc. Financial Services	Reduced	2,942	-67	$1,009,370	+11.0%	0.56%
LRCX	Lam Research Corp Technology	Reduced	2,322	-38	$1,006,192	+99.5%	0.56%
CAT	Caterpillar Inc Industrials	Added	928	+1	$988,227	+50.5%	0.55%
PLTR	Palantir Technologies Inc. Technology	Reduced	8,386	-722	$978,394	−26.6%	0.54%
BTI	British American Tobacco p.l.c. Consumer Defensive	Reduced	15,819	-191	$976,981	+4.4%	0.54%
MRK	Merck & Co., Inc. Healthcare	Added	7,589	+186	$975,186	+9.5%	0.54%
GS	Goldman Sachs Group Inc Financial Services	Added	941	+2	$951,699	+19.8%	0.53%
CVS	CVS HEALTH Corp Healthcare	Added	8,454	+287	$874,566	+49.1%	0.48%
DIA	Spdr Dow Jones Industrial Average ETF Trust CALL + SHARES	Added	1,638	+200	$855,674	+28.5%	0.47%
ENB	Enbridge Inc Energy	Reduced	15,724	-30	$852,398	−0.1%	0.47%
GE	General Electric Co Industrials	Reduced	2,196	-72	$820,711	+27.5%	0.45%
CSCO	Cisco Systems, Inc. Technology	Reduced	6,699	-71	$786,864	+49.8%	0.43%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.