Key FInancial Inc

Est. AUM

$538.6M

13F long equity, this entity only

Positions

1,380

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$26.2M	103272	4.87%	SOLE
2	WISDOMTREE TR	TRUE DEVELOPED I	$21.8M	321335	4.06%	SOLE
3	WISDOMTREE TR	GLOBAL EX US QUA	$18.7M	462832	3.47%	SOLE
4	ISHARES TR	US TREAS BD ETF	$17.7M	773330	3.29%	SOLE
5	WISDOMTREE TR	US SMALLCAP FUND	$16.7M	288039	3.10%	SOLE
6	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$13.9M	410356	2.57%	SOLE
7	MICROSOFT CORP	COM	$10.6M	28671	1.97%	SOLE
8	ISHARES TR	EAFE GRWTH ETF	$10.0M	89980	1.86%	SOLE
9	FIRST TR EXCHANGE TRADED FD	INTL DEV STRNGTH	$9.7M	249690	1.81%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$8.6M	151991	1.60%	SOLE
11	WISDOMTREE TR	US LARGECAP DIVD	$8.5M	95537	1.58%	SOLE
12	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 MUNI	$8.1M	342056	1.50%	SOLE
13	SPDR SERIES TRUST	STATE STREET SPD	$8.1M	82562	1.50%	SOLE
14	EXXON MOBIL CORP	COM	$8.0M	47375	1.49%	SOLE
15	SPDR SERIES TRUST	STATE STREET SPD	$8.0M	83127	1.49%	SOLE
16	J P MORGAN EXCHANGE TRADED F	INTERNL GWT	$7.6M	101863	1.40%	SOLE
17	FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$7.5M	395547	1.40%	SOLE
18	SPDR SERIES TRUST	STATE STREET SPD	$6.8M	237741	1.27%	SOLE
19	JPMORGAN CHASE & CO	COM	$6.5M	22058	1.20%	SOLE
20	BROADCOM INC	COM	$6.3M	20475	1.18%	SOLE
21	JOHNSON & JOHNSON	COM	$6.2M	25436	1.15%	SOLE
22	SPDR SERIES TRUST	STATE STREET SPD	$6.1M	208485	1.13%	SOLE
23	NVIDIA CORPORATION	COM	$5.9M	33674	1.09%	SOLE
24	AMAZON COM INC	COM	$5.8M	27620	1.07%	SOLE
25	WISDOMTREE TR	US SMALLCAP DIVD	$5.7M	158701	1.06%	SOLE
26	ALPHABET INC	CAP STK CL A	$5.0M	17366	0.93%	SOLE
27	INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 MUNI	$4.6M	193618	0.85%	SOLE
28	SPDR INDEX SHS FDS	STATE STREET SPD	$4.6M	97141	0.85%	SOLE
29	WISDOMTREE TR	INTL EQUITY FD	$4.5M	63808	0.83%	SOLE
30	ISHARES TR	RUS 1000 GRW ETF	$4.4M	10416	0.82%	SOLE
31	ISHARES TR	EAFE VALUE ETF	$4.4M	58574	0.81%	SOLE
32	PROSHARES TR	MSCI EAFE DIVD	$3.8M	92671	0.70%	SOLE
33	ABBVIE INC	COM	$3.6M	16453	0.66%	SOLE
34	INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$3.5M	177413	0.64%	SOLE
35	INVESCO EXCH TRD SLF IDX FD	BULSHS 2028 MUNI	$3.4M	146720	0.64%	SOLE
36	AMERICAN CENTY ETF TR	US QUALITY GROW	$3.0M	28905	0.56%	SOLE
37	MERCK & CO INC	COM	$3.0M	25212	0.56%	SOLE
38	PALANTIR TECHNOLOGIES INC	CL A	$2.9M	19782	0.54%	SOLE
39	ISHARES TR	S&P 500 GRWT ETF	$2.9M	25536	0.54%	SOLE
40	THE CIGNA GROUP	COM	$2.8M	10359	0.51%	SOLE
41	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$2.7M	136541	0.50%	SOLE
42	INVESCO EXCH TRD SLF IDX FD	BULSHS 2029 MUNI	$2.5M	110776	0.47%	SOLE
43	MCDONALDS CORP	COM	$2.5M	8101	0.47%	SOLE
44	INVESCO EXCH TRD SLF IDX FD	INVSC 30 MUNI BD	$2.5M	113875	0.46%	SOLE
45	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.4M	5083	0.45%	SOLE
46	ISHARES TR	CORE S&P500 ETF	$2.4M	3727	0.45%	SOLE
47	VANGUARD INDEX FDS	GROWTH ETF	$2.4M	5527	0.45%	SOLE
48	PROCTER & GAMBLE CO	COM	$2.3M	16206	0.43%	SOLE
49	INVESCO EXCH TRD SLF IDX FD	BULLETSHS 31 MUN	$2.2M	105714	0.41%	SOLE
50	ALPHABET INC	CAP STK CL C	$2.2M	7680	0.41%	SOLE

1–50 of 1,380

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.