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Filers›Asset Manager›Key Client Fiduciary Advisors, LLC
DOSSIER · 13F-HR · Q1 2026

Key Client Fiduciary Advisors, LLC

Key Client Fiduciary's asset manager based in Chicago, IL — $294M in tracked AUM across 216 positions as of Q1 2026.

KC
Key Client Fiduciary·Chicago, IL·Asset Manager
CIK 0001912612 · last filed Mar 31, 2026
Total AUM
$294M
▼ 14.9%
vs prior
Holdings
216
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 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. ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
RDVY
FIRST TR EXCHANGE TRADED FD
$19M281K6.5%
02
GLXY
GALAXY DIGITAL INC.
$17M901K5.6%
03
AAPL
APPLE INC
$12M46K4.0%
04
PVAL
PUTNAM ETF TRUST
$10M207K3.3%
05
CIBR
FIRST TR EXCHANGE-TRADED FD
$10M152K3.2%
06
FDL
FIRST TR EXCHANGE-TRADED FD
$9M183K3.2%
07
IYK
ISHARES TR
$9M127K3.0%
08
SPY
STATE STR SPDR S&P 500 ETF T
$8M12K2.7%
09
AMZN
AMAZON COM INC
$8M38K2.7%
10
NVDA
NVIDIA CORPORATION
$7M42K2.5%

Filing history

Filing history loading…
AI Agent · grounded in Key
haiku-4-5 · 216 positions indexed
Sector mix
  • Tech8%
  • Financials5%
  • Health Care42%
  • Cons. Disc.25%
  • Communications10%
  • Industrials12%
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