Key Financial Inc Portfolio Holdings - 13F Filings | 13F Fund Database
Key Financial Inc 13F Holdings
CIK 0001801720 · WEST CHESTER, PA
As of Sep 30, 2025, Key Financial Inc reported
1,503 positions worth $481.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| APPLE INC | AAPL | Technology | 97,491 | $24.9M | 5.18% |
| WISDOMTREE TR | DOL | — | 321,756 | $20.2M | 4.20% |
| WISDOMTREE TR | — | — | 452,732 |
|
8.6M3.86% |
| STATE STREET(R) SPDR(R) S & P 600(TM) SMALL CAP VALUE ETF | SLYV | — | 187,833 |
6.8M | 3.48% |
| ISHARES US TREASURY BOND ETF | GOVT | — | 674,319 |
5.6M | 3.24% |
| WISDOMTREE US SMALLCAP FUND | EES | — | 275,444 |
5.4M | 3.20% |
| MICROSOFT CORP | MSFT | Technology | 27,550 |
4.3M | 2.98% |
| FT VEST LADDERED BUFFER ETF | BUFR | — | 415,309 |
3.9M | 2.89% |
| ISHARES MSCI EAFE GROWTH ETF | EFG | — | 78,799 | $9.1M | 1.88% |
| FIRST TR EXCHANGE TRADED FD | — | — | 234,178 | $9.0M | 1.87% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 83,170 | $8.7M | 1.81% |
| WISDOMTREE US LARGECAP DIVIDEND FUND | DLN | — | 98,611 | $8.6M | 1.79% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 152,149 | $8.4M | 1.76% |
| FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF | FPEI | — | 420,900 | $8.1M | 1.69% |
| STATE STREET(R) SPDR(R) S & P 600(TM) SMALL CAP GROWTH ETF | SLYG | — | 82,206 | $7.8M | 1.61% |
| JPMORGAN INTERNATIONAL GROWTH ETF | JIG | — | 99,472 | $7.5M | 1.57% |
| INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF | BSMR | — | 284,451 | $6.7M | 1.40% |
| STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETF | SPTI | — | 229,835 | $6.6M | 1.38% |
| BROADCOM INC | AVGO | Technology | 19,852 | $6.6M | 1.38% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 21,102 | $6.6M | 1.36% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM TREASURY ETF | SPTS | — | 219,056 | $6.4M | 1.33% |
| NVIDIA CORP | NVDA | Technology | 34,154 | $6.4M | 1.33% |
| WISDOMTREE US SMALLCAP DIVIDEND FUND | DES | — | 162,770 | $5.5M | 1.14% |
| EXXON MOBIL CORP | XOM | Energy | 48,924 | $5.5M | 1.14% |
| AMAZON.COM INC | AMZN | Equity | 24,547 | $5.4M | 1.13% |