Key Client Fiduciary Advisors, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Key Client Fiduciary Advisors, LLC 13F Holdings
CIK 0001912612 · Fairfield, NJ
As of Sep 30, 2025, Key Client Fiduciary Advisors, LLC reported
223 positions worth $298.5M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| GALAXY DIGITAL INC | GLXY | Financial Services | 781,659 | $26.4M | 8.85% |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | RDVY | — | 292,230 |
|
9.7M6.58% |
| FIRST TRUST INDXX AEROSPACE & DEFENSE ETF | MISL | — | 307,093 |
2.7M | 4.26% |
| APPLE INC | AAPL | Technology | 46,839 |
1.9M | 4.00% |
| MICROSOFT CORP | MSFT | Technology | 16,783 | $8.7M | 2.91% |
| SPDR S&P 500 ETF TRUST | SPY | — | 12,196 | $8.1M | 2.72% |
| FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | FDL | — | 181,673 | $7.9M | 2.64% |
| NVIDIA CORP | NVDA | Technology | 41,475 | $7.7M | 2.59% |
| TESLA INC | TSLA | Consumer Cyclical | 16,856 | $7.5M | 2.51% |
| AMAZON.COM INC | AMZN | Equity | 30,580 | $6.7M | 2.25% |
| FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | SDVY | — | 156,691 | $6.0M | 2.00% |
| ORACLE CORP | ORCL | Technology | 20,709 | $5.8M | 1.95% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 9,613 | $5.8M | 1.93% |
| FIRST TRUST CAPITAL STRENGTH ETF | FTCS | — | 59,174 | $5.5M | 1.86% |
| ANNALY CAPITAL MANAGEMENT INC | NLY | Real Estate | 191,517 | $3.9M | 1.30% |
| STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF | XLU | — | 40,816 | $3.6M | 1.19% |
| VANGUARD 500 INDEX FUND | VOO | — | 5,349 | $3.3M | 1.10% |
| ABBVIE INC | ABBV | Equity | 13,582 | $3.1M | 1.05% |
| GLOBAL X FDS | MLPX | — | 49,612 | $3.1M | 1.04% |
| WALMART INC | WMT | Consumer Defensive | 27,552 | $2.8M | 0.95% |
| FIRST TR EXCHNG TRADED FD VI | — | — | 75,720 | $2.8M | 0.93% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 9,811 | $2.8M | 0.93% |
| LANDBRIDGE CO LLC | LB | Energy | 50,765 | $2.7M | 0.91% |
| ALPHABET INC | GOOGL | Equity | 10,335 | $2.5M | 0.84% |
| VILLAGE FARMS INTL INC | VFF | Consumer Defensive | 792,924 | $2.5M | 0.83% |