13F Insight
DOSSIER · 13F-HR · Q2 2026

Key FInancial Inc

$611M in tracked AUM across 1,400 positions as of Q2 2026.

KF
CIK 0001801720 · last filed Jun 30, 2026
Total AUM
$611M
as of Q2 2026
Holdings
1,400
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Key FInancial Inc filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

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
AAPL
APPLE INC
$30M103K4.9%02
DOL
WISDOMTREE TR
$23M306K3.7%03
DNL
WISDOMTREE TR
$21M452K3.4%04
EES
WISDOMTREE TR
$20M294K3.3%05
SLYV
SPDR SERIES TRUST
$20M181K3.2%06
GOVT
ISHARES TR
$20M861K3.2%07
BUFR
FIRST TR EXCHNG TRADED FD VI
$15M402K2.4%08
EFG
ISHARES TR
$12M100K2.0%09
MSFT
MICROSOFT CORP
$11M29K1.8%10
FICS
FIRST TR EXCHANGE TRADED FD
$10M249K1.7%

Filing history

2026Q2Jun 30
$611M▲ 8.7%
1,400 positionsView →2026Q1Mar 31
$562M▲ 2.5%
1,440 positionsView →2025Q4Dec 31
$548M▲ 1.2%
1,487 positionsView →2025Q3Sep 30
$541M▲ 8.9%
1,503 positionsView →2025Q2Jun 30
$497M▲ 8.1%
1,457 positionsLocked2025Q1Mar 31
$460M▲ 4.5%
1,387 positionsLocked2024Q4Dec 31
$440M▼ 2.8%
1,385 positionsLocked2024Q3Sep 30
$452M▲ 8.5%
1,355 positionsLocked2024Q2Jun 30
$417M▲ 6.4%
1,343 positionsLocked2024Q1Mar 31
$392M▲ 7.2%
1,312 positionsLocked2023Q4Dec 31
$366M▲ 23.4%
1,320 positionsLocked2023Q3Sep 30
$297M▼ 1.7%
1,346 positionsLocked
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