Institutional Fund
Key Client Fiduciary Advisors, LLC
Fairfield, NJCIK 19126125 filings on record
Portfolio Value
$290.99M
Q1 2026
Holdings
207
Reported positions
New Buys
12
Opened this quarter
QoQ Change
+0.8%
from $288.80M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- First Tr Exchange Traded Fd6.6%
- Galaxy Digital Inc.5.6%
- Apple Inc4.0%
- Putnam ETF Trust3.3%
- First Tr Exchange Traded Fd3.3%
- First Tr Exchange-Traded Fd3.2%
- Other74.0%
Portfolio Holdings
207 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | First Tr Exchange Traded Fd | 280.8K | $19.17M | 6.6% | −1.9K | Reduced |
| 2 | Galaxy Digital Inc. | 879.9K | $16.23M | 5.6% | +21.3K | Added |
| 3 | Apple Inc | 46.0K | $11.68M | 4.0% | +464 | Added |
| 4 | Putnam ETF Trust | 207.1K | $9.61M | 3.3% | +72.3K | Added |
| 5 | First Tr Exchange Traded Fd | 152.4K | $9.55M | 3.3% | +152.4K | New |
| 6 | First Tr Exchange-Traded Fd | 182.6K | $9.28M | 3.2% | +3.1K | Added |
| 7 | Ishares Tr | 126.5K | $8.86M | 3.0% | +122.2K | Added |
| 8 | Spdr S&P 500 ETF Tr | 12.4K | $8.06M | 2.8% | +32 | Added |
| 9 | Amazon Com Inc | 38.1K | $7.93M | 2.7% | +8.7K | Added |
| 10 | Nvidia Corporation | 41.4K | $7.23M | 2.5% | −472 | Reduced |
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