Institutional Fund
Key Financial Inc
West Chester, PACIK 18017205 filings on record
Portfolio Value
$561.79M
Q1 2026
Holdings
1,394
Reported positions
New Buys
47
Opened this quarter
QoQ Change
+2.5%
from $547.93M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc4.7%
- Wisdomtree Tr3.9%
- Wisdomtree Tr3.3%
- Ishares Tr3.2%
- Spdr Series Trust3.1%
- Wisdomtree Tr3.0%
- Other78.9%
Portfolio Holdings
1,394 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 103.5K | $26.26M | 4.7% | +6.3K | Added |
| 2 | Wisdomtree Tr | 321.3K | $21.85M | 3.9% | +1.1K | Added |
| 3 | Wisdomtree Tr | 462.8K | $18.68M | 3.3% | +10.6K | Added |
| 4 | Ishares Tr | 773.3K | $17.72M | 3.2% | +67.9K | Added |
| 5 | Spdr Series Trust | 183.0K | $17.31M | 3.1% | +1.4K | Added |
| 6 | Wisdomtree Tr | 288.0K | $16.72M | 3.0% | +4.0K | Added |
| 7 | First Tr Exchng Traded Fd Vi | 410.4K | $13.86M | 2.5% | −1.4K | Reduced |
| 8 | Microsoft Corp | 28.7K | $10.61M | 1.9% | +960 | Added |
| 9 | Ishares Tr | 90.0K | $10.02M | 1.8% | +10.1K | Added |
| 10 | First Tr Exchange Traded Fd | 249.7K | $9.75M | 1.7% | +2.7K | Added |
1,384 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio