Key Client Fiduciary Advisors, LLC

Est. AUM

$289.1M

13F long equity, this entity only

Positions

214

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$19.2M	280764	6.63%	SOLE
2	GALAXY DIGITAL INC.	CL A	$16.2M	879879	5.62%	SOLE
3	APPLE INC	COM	$11.7M	46024	4.04%	SOLE
4	PUTNAM ETF TRUST	FOCUSED LAR CAP	$9.6M	207134	3.32%	SOLE
5	FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$9.6M	152412	3.30%	SOLE
6	FIRST TR EXCHANGE-TRADED FD	SHS	$9.3M	182600	3.21%	SOLE
7	ISHARES TR	US CONSM STAPLES	$8.9M	126520	3.07%	SOLE
8	STATE STR SPDR S&P 500 ETF T	TR UNIT	$8.1M	12394	2.79%	SOLE
9	AMAZON COM INC	COM	$7.9M	38058	2.74%	SOLE
10	NVIDIA CORPORATION	COM	$7.2M	41439	2.50%	SOLE
11	MICROSOFT CORP	COM	$6.4M	17280	2.21%	SOLE
12	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$6.4M	161187	2.20%	SOLE
13	TESLA INC	COM	$5.5M	14766	1.90%	SOLE
14	INVESCO QQQ TR	UNIT SER 1	$5.3M	9147	1.83%	SOLE
15	ANNALY CAPITAL MANAGEMENT IN	COM NEW	$4.1M	193916	1.42%	SOLE
16	VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.0M	6700	1.39%	SOLE
17	SELECT SECTOR SPDR TR	STATE STREET UTI	$3.6M	78912	1.25%	SOLE
18	ALPHABET INC	CAP STK CL A	$3.1M	10775	1.07%	SOLE
19	SPDR SERIES TRUST	STATE STREET SPD	$2.6M	34210	0.91%	SOLE
20	FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$2.6M	43514	0.90%	SOLE
21	FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$2.6M	57700	0.89%	SOLE
22	INVESCO EXCH TRADED FD TR II	S&P 500 REVENUE	$2.4M	21284	0.85%	SOLE
23	JPMORGAN CHASE & CO	COM	$2.4M	8259	0.84%	SOLE
24	FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$2.3M	20796	0.80%	SOLE
25	FIRST TR EXCHANGE-TRADED FD	SHS	$2.3M	48239	0.78%	SOLE
26	ETF SER SOLUTIONS	AAM TRANSFORMERS	$2.2M	46736	0.75%	SOLE
27	EXXON MOBIL CORP	COM	$2.2M	12679	0.74%	SOLE
28	PUBLIC SVC ENTERPRISE GROUP	COM	$2.1M	26460	0.74%	SOLE
29	INTERNATIONAL BUSINESS MACHS	COM	$2.1M	8568	0.72%	SOLE
30	VERTIV HOLDINGS CO	COM CL A	$2.0M	8105	0.70%	SOLE
31	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.0M	4089	0.68%	SOLE
32	WALMART INC	COM	$1.9M	15645	0.67%	SOLE
33	META PLATFORMS INC	CL A	$1.9M	3362	0.67%	SOLE
34	GLOBAL X FDS	US INFR DEV ETF	$1.9M	37615	0.66%	SOLE
35	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S.	$1.9M	50118	0.65%	SOLE
36	LISTED FDS TR	ROUNDHILL MAGNIF	$1.9M	32132	0.64%	SOLE
37	LANDBRIDGE COMPANY LLC	CL A	$1.8M	25760	0.62%	SOLE
38	BANK AMERICA CORP	COM	$1.8M	36324	0.61%	SOLE
39	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.8M	8181	0.61%	SOLE
40	VILLAGE FARMS INTL INC	COM	$1.8M	616249	0.61%	SOLE
41	PRUDENTIAL FINL INC	COM	$1.7M	17425	0.59%	SOLE
42	INVESCO GALAXY BITCOIN ETF	COM SHS BEN INT	$1.7M	25061	0.59%	SOLE
43	ADVANCED MICRO DEVICES INC	COM	$1.7M	8303	0.58%	SOLE
44	ORACLE CORP	COM	$1.6M	10956	0.56%	SOLE
45	ALTRIA GROUP INC	COM	$1.6M	24028	0.55%	SOLE
46	AMPLIFY ETF TR	CWP ENHANCED DIV	$1.5M	34125	0.53%	SOLE
47	ORACLE CORPPUT	COM	$1.5M	9900	0.50%	SOLE
48	AT&T INC	COM	$1.4M	49364	0.50%	SOLE
49	VERIZON COMMUNICATIONS INC	COM	$1.4M	28163	0.49%	SOLE
50	BROADCOM INC	COM	$1.3M	4340	0.46%	SOLE

1–50 of 214

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