DOSSIER · 13F-HR · Q2 2026

Key Client Fiduciary Advisors, LLC

$347M in tracked AUM across 232 positions as of Q2 2026.

KC
CIK 0001912612 · last filed Jun 30, 2026
Total AUM
$347M
as of Q2 2026
Holdings
232
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

Key Client Fiduciary Advisors, LLC reported a significant expansion in assets under management for the quarter ending December 31, 2025, with the total portfolio value growing by 62.6% from approximately $180.38 million to $293.28 million. This substantial capital increase suggests either strong market performance on existing positions or significant net client inflows during the quarter. The portfolio consists of 219 holdings, indicating a high level of diversification. ...

Key Holdings

The portfolio's top 10 holdings account for approximately 38.5% of total assets, displaying a mix of high-conviction single stocks and broad market exposure.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GLXY
GALAXY DIGITAL INC.
$25M902K7.1%
02
RDVY
FIRST TR EXCHANGE TRADED FD
$23M285K6.7%
03
CIBR
FIRST TR EXCHANGE-TRADED FD
$13M147K3.8%
04
AAPL
APPLE INC
$13M45K3.8%
05
PVAL
PUTNAM ETF TRUST
$13M248K3.6%
06
FDL
FIRST TR EXCHANGE-TRADED FD
$10M201K2.8%
07
SPY
STATE STR SPDR S&P 500 ETF T
$10M13K2.8%
08
AMZN
AMAZON COM INC
$9M38K2.6%
09
IYK
ISHARES TR
$9M117K2.5%
10
NVDA
NVIDIA CORPORATION
$8M41K2.4%

Filing history

2026Q2Jun 30
$347M 17.8%
232 positionsView →
2026Q1Mar 31
$294M 0.3%
216 positionsView →
2025Q4Dec 31
$293M 2.9%
219 positionsView →
2025Q3Sep 30
$302M 22.1%
223 positionsView →
2025Q2Jun 30
$247M 12.5%
207 positionsLocked
2025Q1Mar 31
$220M 3.1%
193 positionsLocked
2024Q4Dec 31
$227M 1.5%
196 positionsLocked
2024Q3Sep 30
$223M 11.1%
199 positionsLocked
2024Q2Jun 30
$201M 6.8%
191 positionsLocked
2024Q1Mar 31
$188M 9.3%
183 positionsLocked
2023Q4Dec 31
$172M 5.7%
172 positionsLocked
2023Q3Sep 30
$163M 5.1%
169 positionsLocked
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