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Holders — by stockHoldings — by fund

Key Client Fiduciary Advisors, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001912612

$346.7M

disclosed book value

219

positions

7%

largest position share

Positions, as of 2026-06-30

top 100 of 219 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1GLXYGALAXY DIGITAL INC.886,792$24.3M7%
2RDVYFIRST TR EXCHANGE TRADED FD285,320$23.1M6.7%
3CIBRFIRST TR EXCHANGE-TRADED FD146,871$13.2M3.8%
4AAPLAPPLE INC45,444$13.1M3.8%
5PVALPUTNAM ETF TRUST247,817$12.6M3.6%
6FDLFIRST TR EXCHANGE-TRADED FD201,438$9.8M2.8%
7SPYSTATE STR SPDR S&P 500 ETF T12,975$9.7M2.8%
8AMZNAMAZON COM INC37,638$9.0M2.6%
9IYKISHARES TR117,020$8.5M2.5%
10NVDANVIDIA CORPORATION40,784$8.2M2.4%
11GARPISHARES TR92,535$7.6M2.2%
12SDVYFIRST TR EXCHANGE TRADED FD158,158$6.8M2%
13QQQINVESCO QQQ TR9,211$6.8M2%
14MSFTMICROSOFT CORP17,201$6.4M1.9%
15TSLATESLA INC14,921$6.3M1.8%
16VOOVANGUARD INDEX FDS7,258$5.0M1.4%
17AMDADVANCED MICRO DEVICES INC7,890$4.6M1.3%
18NLYANNALY CAPITAL MANAGEMENT IN196,642$4.4M1.3%
19GOOGLALPHABET INC10,824$3.9M1.1%
20XLUSELECT SECTOR SPDR TR77,875$3.5M1%
21SPYMSPDR SERIES TRUST39,644$3.5M1%
22TRFMETF SER SOLUTIONS46,846$3.0M0.9%
23FTSMFIRST TR EXCHANGE-TRADED FD46,945$2.8M0.8%
24ACYNFIRST TR EXCHANGE-TRADED FD133,054$2.8M0.8%
25RWLINVESCO EXCH TRADED FD TR II21,362$2.7M0.8%
26JPMJPMORGAN CHASE & CO8,229$2.7M0.8%
27VFFVILLAGE FARMS INTL INC1.3M$2.7M0.8%
28AIRRFIRST TR EXCHANGE TRADED FD19,053$2.5M0.7%
29IBMINTERNATIONAL BUSINESS MACHS8,707$2.4M0.7%
30VRTVERTIV HOLDINGS CO7,191$2.4M0.7%
31FVDFIRST TR EXCHANGE-TRADED FD49,763$2.4M0.7%
32PAVEGLOBAL X FDS38,828$2.3M0.7%
33PEGPUBLIC SVC ENTERPRISE GROUP26,446$2.1M0.6%
34AMATAPPLIED MATLS INC2,930$2.1M0.6%
35VIGVANGUARD SPECIALIZED FUNDS8,888$2.1M0.6%
36BRK/BBERKSHIRE HATHAWAY INC DEL4,139$2.1M0.6%
37BACBANK OF AMER CORP36,096$2.1M0.6%
38FTSLFIRST TR EXCHANGE-TRADED FD45,125$2.0M0.6%
39MAGSLISTED FDS TR30,585$2.0M0.6%
40MOALTRIA GROUP INC25,757$1.9M0.5%
41XNOVFIRST TR EXCHNG TRADED FD VI46,715$1.9M0.5%
42METAMETA PLATFORMS INC3,143$1.8M0.5%
43WMTWALMART INC15,544$1.8M0.5%
44PRUPRUDENTIAL FINL INC16,170$1.7M0.5%
45EXMOCEXXON MOBIL CORP12,423$1.7M0.5%
46AVGOBROADCOM INC4,344$1.6M0.5%
47ORCLORACLE CORP10,997$1.6M0.5%
48IBITISHARES BITCOIN TRUST ETF46,632$1.6M0.4%
49ABBVABBVIE INC5,928$1.5M0.4%
50GOOGALPHABET INC4,202$1.5M0.4%
51ORCLORACLE CORPPUT9,900$1.5M0.4%
52LLYELI LILLY & CO1,195$1.4M0.4%
53QYLDGLOBAL X FDS74,475$1.4M0.4%
54DIVOAMPLIFY ETF TR28,125$1.3M0.4%
55ARCCARES CAPITAL CORP67,752$1.3M0.4%
56HDHOME DEPOT INC3,541$1.2M0.4%
57SPYINEOS ETF TRUST22,872$1.2M0.4%
58VZVERIZON COMMUNICATIONS INC28,257$1.2M0.3%
59GLWCORNING INC4,672$1.2M0.3%
60HWMHOWMET AEROSPACE INC4,391$1.2M0.3%
61CRWDCROWDSTRIKE HLDGS INC1,513$1.2M0.3%
62COWZPACER FDS TR18,509$1.2M0.3%
63MUMICRON TECHNOLOGY INC986$1.1M0.3%
64VTIVANGUARD INDEX FDS3,026$1.1M0.3%
65VONGVANGUARD SCOTTSDALE FDS8,312$1.1M0.3%
66IMCGISHARES TR10,660$1.0M0.3%
67NEENEXTERA ENERGY INC11,889$1.0M0.3%
68TAT&T INC49,574$1.0M0.3%
69VVISA INC2,942$1.0M0.3%
70LRCXLAM RESEARCH CORP2,322$1.0M0.3%
71CATCATERPILLAR INC928$988,1000.3%
72PLTRPALANTIR TECHNOLOGIES INC8,386$978,3950.3%
73BTIBRITISH AMERN TOB PLC15,819$977,0080.3%
74IDMOINVESCO EXCH TRADED FD TR II16,193$976,2900.3%
75MRKMERCK & CO INC7,589$975,1270.3%
76JEPQJ P MORGAN EXCHANGE TRADED F15,528$954,3700.3%
77GSGOLDMAN SACHS GROUP INC941$951,3730.3%
78FLBLFRANKLIN TEMPLETON ETF TR40,741$933,7840.3%
79RSPINVESCO EXCHANGE TRADED FD T4,302$915,2790.3%
80SOXXISHARES TR1,398$895,6540.3%
81JPSTJ P MORGAN EXCHANGE TRADED F17,421$880,9800.3%
82CVSCVS HEALTH CORP8,454$874,5520.3%
83ENBENBRIDGE INC15,724$852,3980.2%
84XLGINVESCO EXCHANGE TRADED FD T13,549$829,5810.2%
85IWYISHARES TR2,825$820,9580.2%
86GEGE AEROSPACE2,196$820,6240.2%
87FTCSFIRST TR EXCHANGE-TRADED FD8,478$796,2150.2%
88CSCOCISCO SYS INC6,699$786,8070.2%
89IGVISHARES TR8,580$777,3890.2%
90CORCENCORA INC2,741$775,5230.2%
91XMHQINVESCO EXCHANGE TRADED FD T6,690$755,2040.2%
92DIASTATE STR SPDR DOW JONES IND1,438$751,2120.2%
93MMM3M CO4,637$750,7150.2%
94PFEPFIZER INC31,030$747,2020.2%
95JNJJOHNSON & JOHNSON2,907$738,2210.2%
96VEAVANGUARD TAX-MANAGED FDS10,337$736,5300.2%
97DGRWWISDOMTREE TR7,442$711,5570.2%
98ADPAUTOMATIC DATA PROCESSING IN3,132$701,4340.2%
99EDCONSOLIDATED EDISON INC6,318$698,9630.2%
100SCHDSCHWAB STRATEGIC TR22,000$697,6160.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.