Key Client Fiduciary Advisors, LLC

13F filer · CIK 0001912612

Reported Jul 9, 2026

Net buyer this quarter

13F portfolio value$347MU.S. long equity reported on 13F

Positions12510 new · 8 closed

Net flow last quarter+$825KBuys minus sells

Top 10 positions weight26.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 2026125 positions
GLXYGalaxy Digital Inc.	$24.3M	7.00%	886792.00%	+0.8%	Q3 2025
AAPLApple Inc.	$13.1M	3.79%	0.00%	-1.3%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$9.69M	2.79%	Not reported	+4.7%	Q4 2021
AMZNAmazon Com Inc	$8.97M	2.59%	0.00%	-1.1%	Q4 2021
NVDANvidia Corp	$8.16M	2.35%	0.00%	-1.6%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$6.78M	1.96%	Not reported	+0.7%	Q4 2021
MSFTMicrosoft Corp	$6.42M	1.85%	0.00%	-0.5%	Q4 2021
TSLATesla, Inc.	$6.28M	1.81%	0.00%	+1.1%	Q4 2021
AMDAdvanced Micro Devices Inc	$4.58M	1.32%	0.00%	-5.0%	Q4 2021
NLYAnnaly Capital Management Inc	$4.4M	1.27%	0.03%	+1.4%	Q4 2021
GOOGLAlphabet Inc.	$3.87M	1.12%	0.00%	+0.5%	Q4 2021
JPMJPMorgan Chase & Co	$2.69M	0.78%	0.00%	-0.4%	Q4 2021
VFFVillage Farms International, Inc.	$2.66M	0.77%	1.10%	+116.6%	Q4 2021
IBMInternational Business Machines Corp	$2.45M	0.71%	0.00%	+1.6%	Q4 2021
VRTVertiv Holdings Co	$2.41M	0.69%	0.00%	-11.3%	Q3 2024
FVDFirst Trust Value Line Dividend Fund	$2.4M	0.69%	Not reported	+3.2%	Q4 2021
PEGPublic Service Enterprise Group Inc	$2.15M	0.62%	0.01%	-0.1%	Q4 2022
AMATApplied Materials Inc	$2.12M	0.61%	0.00%	-4.2%	Q4 2021
BRK.BBerkshire Hathaway Inc	$2.07M	0.60%	Not reported	+1.2%	Q4 2021
BACBank of America Corp	$2.06M	0.59%	0.00%	-0.6%	Q4 2021
MOAltria Group, Inc.	$1.85M	0.53%	0.00%	+7.2%	Q4 2021
METAMeta Platforms, Inc.	$1.77M	0.51%	Not reported	-6.5%	Q4 2021
WMTWalmart Inc.	$1.76M	0.51%	0.00%	-0.7%	Q3 2022
PRUPrudential Financial Inc	$1.75M	0.50%	0.00%	-7.2%	Q4 2022
XOMExxonMobil Holdings Corp	$1.7M	0.49%	0.00%	-2.0%	Q4 2021
AVGOBroadcom Inc.	$1.64M	0.47%	0.00%	+0.1%	Q4 2022
ORCLOracle Corp	$1.61M	0.46%	0.00%	+0.4%	Q2 2024
IBITiShares Bitcoin Trust ETF	$1.55M	0.45%	0.00%	+98.5%	Q3 2024
ABBVAbbVie Inc.	$1.49M	0.43%	0.00%	+1.2%	Q4 2021
GOOGAlphabet Inc.	$1.48M	0.43%	Not reported	-4.5%	Q1 2023
LLYELI LILLY & Co	$1.43M	0.41%	0.00%	+1.2%	Q1 2022
ARCCAres Capital Corp	$1.26M	0.36%	0.01%	+3.7%	Q4 2021
HDHome Depot, Inc.	$1.25M	0.36%	0.00%	-4.9%	Q4 2021
VZVerizon Communications Inc	$1.2M	0.35%	0.00%	+0.3%	Q4 2021
GLWCorning Inc	$1.19M	0.34%	0.00%	+0.7%	Q2 2025
HWMHowmet Aerospace Inc.	$1.18M	0.34%	0.00%	-1.7%	Q4 2022
CRWDCrowdStrike Holdings, Inc.	$1.15M	0.33%	0.00%	+2.4%	Q1 2024
MUMicron Technology Inc	$1.14M	0.33%	0.00%	+3.3%	Q4 2025
NEENextera Energy Inc	$1.04M	0.30%	0.00%	+2.5%	Q4 2021
TAt&T Inc.	$1.03M	0.30%	0.00%	+0.4%	Q4 2021
VVisa Inc.	$1.01M	0.29%	0.00%	-2.2%	Q4 2021
LRCXLam Research Corp	$1.01M	0.29%	0.00%	-1.6%	Q2 2025
CATCaterpillar Inc	$988K	0.29%	0.00%	+0.1%	Q1 2024
PLTRPalantir Technologies Inc.	$978K	0.28%	0.00%	-7.9%	Q3 2024
BTIBritish American Tobacco p.l.c.	$977K	0.28%	0.00%	-1.2%	Q4 2021
MRKMerck & Co., Inc.	$975K	0.28%	0.00%	+2.5%	Q4 2021
GSGoldman Sachs Group Inc	$951K	0.27%	0.00%	+0.2%	Q1 2022
CVSCVS HEALTH Corp	$875K	0.25%	0.00%	+3.5%	Q4 2021
ENBEnbridge Inc	$852K	0.25%	0.00%	-0.2%	Q1 2024
GEGeneral Electric Co	$821K	0.24%	0.00%	-3.2%	Q4 2022

Q1 2026Reported Apr 9, 2026123 positions
GLXYGalaxy Digital Inc.	$16.2M	5.52%	879879.00%	+2.5%	Q3 2025
AAPLApple Inc.	$11.7M	3.97%	0.00%	+1.0%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$8.06M	2.74%	Not reported	+0.3%	Q4 2021
AMZNAmazon Com Inc	$7.93M	2.69%	0.00%	+29.7%	Q4 2021
NVDANvidia Corp	$7.23M	2.46%	0.00%	-1.1%	Q4 2021
MSFTMicrosoft Corp	$6.4M	2.17%	0.00%	+6.3%	Q4 2021
TSLATesla, Inc.	$5.49M	1.87%	0.00%	-4.0%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$5.28M	1.79%	Not reported	+3.8%	Q4 2021
NLYAnnaly Capital Management Inc	$4.1M	1.39%	0.03%	+2.1%	Q4 2021
GOOGLAlphabet Inc.	$3.1M	1.05%	0.00%	+7.1%	Q4 2021
JPMJPMorgan Chase & Co	$2.43M	0.83%	0.00%	+1.7%	Q4 2021
FVDFirst Trust Value Line Dividend Fund	$2.27M	0.77%	Not reported	+4.9%	Q4 2021
XOMExxonMobil Holdings Corp	$2.15M	0.73%	0.00%	+1.5%	Q4 2021
PEGPublic Service Enterprise Group Inc	$2.14M	0.73%	0.01%	+0.1%	Q4 2022
IBMInternational Business Machines Corp	$2.08M	0.71%	0.00%	+2.5%	Q4 2021
VRTVertiv Holdings Co	$2.03M	0.69%	0.00%	+3.6%	Q3 2024
BRK.BBerkshire Hathaway Inc	$1.96M	0.67%	Not reported	-1.3%	Q4 2021
WMTWalmart Inc.	$1.94M	0.66%	0.00%	-42.0%	Q3 2022
METAMeta Platforms, Inc.	$1.92M	0.65%	Not reported	+5.4%	Q4 2021
LBLandBridge Co LLC	$1.78M	0.60%	0.11%	-50.6%	Q1 2025
BACBank of America Corp	$1.77M	0.60%	0.00%	+0.8%	Q4 2021
VFFVillage Farms International, Inc.	$1.75M	0.59%	0.54%	+4.5%	Q4 2021
PRUPrudential Financial Inc	$1.7M	0.58%	0.01%	-3.3%	Q4 2022
BTCOInvesco Galaxy Bitcoin ETF	$1.69M	0.57%	0.37%	+17.0%	Q2 2025
AMDAdvanced Micro Devices Inc	$1.69M	0.57%	0.00%	+6.4%	Q4 2021
ORCLOracle Corp	$1.61M	0.55%	0.00%	-0.6%	Q2 2024
MOAltria Group, Inc.	$1.59M	0.54%	0.00%	-1.3%	Q4 2021
TAt&T Inc.	$1.43M	0.49%	0.00%	-6.9%	Q4 2021
VZVerizon Communications Inc	$1.41M	0.48%	0.00%	-4.1%	Q4 2021
AVGOBroadcom Inc.	$1.34M	0.46%	0.00%	+0.6%	Q4 2022
PLTRPalantir Technologies Inc.	$1.33M	0.45%	0.00%	-5.7%	Q3 2024
ABBVAbbVie Inc.	$1.27M	0.43%	0.00%	-2.6%	Q4 2021
GOOGAlphabet Inc.	$1.26M	0.43%	Not reported	-4.6%	Q1 2023
HDHome Depot, Inc.	$1.23M	0.42%	0.00%	-8.1%	Q4 2021
ARCCAres Capital Corp	$1.18M	0.40%	0.01%	+6.4%	Q4 2021
LLYELI LILLY & Co	$1.09M	0.37%	0.00%	+2.1%	Q1 2022
NEENextera Energy Inc	$1.08M	0.37%	0.00%	+1.8%	Q4 2021
AMATApplied Materials Inc	$1.05M	0.36%	0.00%	-2.5%	Q4 2021
HWMHowmet Aerospace Inc.	$1.03M	0.35%	0.00%	+0.4%	Q4 2022
BTIBritish American Tobacco p.l.c.	$936K	0.32%	0.00%	+1.7%	Q4 2021
VVisa Inc.	$910K	0.31%	0.00%	+160.8%	Q4 2021
IBITiShares Bitcoin Trust ETF	$903K	0.31%	0.00%	+27.8%	Q3 2024
MRKMerck & Co., Inc.	$891K	0.30%	0.00%	+7.7%	Q4 2021
CORCencora, Inc.	$861K	0.29%	0.00%	+31.2%	Q4 2021
ENBEnbridge Inc	$853K	0.29%	0.00%	-4.8%	Q1 2024
PFEPfizer Inc	$808K	0.27%	0.00%	+2.0%	Q4 2021
NFLXNetflix Inc	$795K	0.27%	0.00%	+85.6%	Q3 2024
GSGoldman Sachs Group Inc	$794K	0.27%	0.00%	+19.9%	Q1 2022
COSTCostco Wholesale Corp	$783K	0.27%	0.00%	+1.8%	Q4 2021
CRMSalesforce, Inc.	$747K	0.25%	0.00%	-2.8%	Q1 2024

Q4 2025Reported Jan 28, 2026125 positions
GLXYGalaxy Digital Inc.	$19.2M	6.55%	858543.00%	+9.8%	Q3 2025
AAPLApple Inc.	$12.4M	4.22%	0.00%	-2.7%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$8.43M	2.87%	Not reported	+1.4%	Q4 2021
MSFTMicrosoft Corp	$7.86M	2.68%	0.00%	-3.1%	Q4 2021
NVDANvidia Corp	$7.82M	2.67%	0.00%	+1.1%	Q4 2021
TSLATesla, Inc.	$6.92M	2.36%	0.00%	-8.7%	Q4 2021
AMZNAmazon Com Inc	$6.77M	2.31%	0.00%	-4.0%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$5.41M	1.85%	Not reported	-8.3%	Q4 2021
NLYAnnaly Capital Management Inc	$4.25M	1.45%	0.03%	-0.8%	Q4 2021
GOOGLAlphabet Inc.	$3.15M	1.07%	0.00%	-2.7%	Q4 2021
WMTWalmart Inc.	$3.01M	1.03%	0.00%	-2.1%	Q3 2022
JPMJPMorgan Chase & Co	$2.62M	0.89%	0.00%	+10.4%	Q4 2021
LBLandBridge Co LLC	$2.55M	0.87%	0.22%	+2.6%	Q1 2025
IBMInternational Business Machines Corp	$2.48M	0.84%	0.00%	-14.8%	Q4 2021
VFFVillage Farms International, Inc.	$2.15M	0.73%	0.51%	-25.7%	Q4 2021
ORCLOracle Corp	$2.15M	0.73%	0.00%	+2.0%	Q2 2024
PEGPublic Service Enterprise Group Inc	$2.12M	0.72%	0.01%	-3.6%	Q4 2022
FVDFirst Trust Value Line Dividend Fund	$2.12M	0.72%	Not reported	+15.9%	Q4 2021
METAMeta Platforms, Inc.	$2.11M	0.72%	Not reported	+5.5%	Q4 2021
BRK.BBerkshire Hathaway Inc	$2.08M	0.71%	Not reported	+0.2%	Q4 2021
PRUPrudential Financial Inc	$2.03M	0.69%	0.01%	-12.9%	Q4 2022
BACBank of America Corp	$1.98M	0.68%	0.00%	-0.3%	Q4 2021
BTCOInvesco Galaxy Bitcoin ETF	$1.87M	0.64%	0.35%	+611.1%	Q2 2025
PLTRPalantir Technologies Inc.	$1.72M	0.59%	0.00%	+0.3%	Q3 2024
AMDAdvanced Micro Devices Inc	$1.67M	0.57%	0.00%	-1.5%	Q4 2021
XOMExxonMobil Holdings Corp	$1.5M	0.51%	0.00%	+0.1%	Q4 2021
AVGOBroadcom Inc.	$1.49M	0.51%	0.00%	+6.1%	Q4 2022
GOOGAlphabet Inc.	$1.45M	0.49%	Not reported	-2.0%	Q1 2023
MOAltria Group, Inc.	$1.4M	0.48%	0.00%	+1.8%	Q4 2021
HDHome Depot, Inc.	$1.39M	0.48%	0.00%	-3.5%	Q4 2021
ABBVAbbVie Inc.	$1.37M	0.47%	0.00%	-55.7%	Q4 2021
TAt&T Inc.	$1.32M	0.45%	0.00%	-17.1%	Q4 2021
VRTVertiv Holdings Co	$1.27M	0.43%	0.00%	+2.6%	Q3 2024
ARCCAres Capital Corp	$1.24M	0.42%	0.01%	+6.1%	Q4 2021
LLYELI LILLY & Co	$1.24M	0.42%	0.00%	+1.9%	Q1 2022
VZVerizon Communications Inc	$1.2M	0.41%	0.00%	-24.1%	Q4 2021
CRMSalesforce, Inc.	$1.09M	0.37%	0.00%	+1.4%	Q1 2024
NEENextera Energy Inc	$914K	0.31%	0.00%	+2.1%	Q4 2021
IBITiShares Bitcoin Trust ETF	$913K	0.31%	0.00%	-11.7%	Q3 2024
HWMHowmet Aerospace Inc.	$912K	0.31%	0.00%	0.0%	Q4 2022
BTIBritish American Tobacco p.l.c.	$891K	0.30%	0.00%	+1.1%	Q4 2021
ADPAutomatic Data Processing Inc	$816K	0.28%	0.00%	+0.1%	Q4 2021
AMATApplied Materials Inc	$806K	0.27%	0.00%	-2.1%	Q4 2021
ENBEnbridge Inc	$792K	0.27%	0.00%	-1.2%	Q1 2024
MMM3m Co	$777K	0.26%	0.00%	-11.5%	Q2 2023
GLDSPDR Gold Trust	$730K	0.25%	0.00%	+4.5%	Q1 2024
MRKMerck & Co., Inc.	$724K	0.25%	0.00%	-4.3%	Q4 2021
CRWDCrowdStrike Holdings, Inc.	$712K	0.24%	0.00%	+9.5%	Q1 2024
CORCencora, Inc.	$705K	0.24%	0.00%	Not reported	Q4 2021
PFEPfizer Inc	$702K	0.24%	0.00%	+1.0%	Q4 2021

Q3 2025Reported Oct 14, 2025132 positions
GLXYGalaxy Digital Inc.	$26.4M	8.75%	781659.00%	New	Q3 2025
AAPLApple Inc.	$11.9M	3.95%	0.00%	-5.3%	Q4 2021
MSFTMicrosoft Corp	$8.69M	2.88%	0.00%	-0.8%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$8.12M	2.69%	Not reported	+3.7%	Q4 2021
NVDANvidia Corp	$7.74M	2.56%	0.00%	+2.2%	Q4 2021
TSLATesla, Inc.	$7.5M	2.48%	0.00%	+3.5%	Q4 2021
AMZNAmazon Com Inc	$6.71M	2.22%	0.00%	-0.3%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$5.77M	1.91%	Not reported	+3.6%	Q4 2021
NLYAnnaly Capital Management Inc	$3.87M	1.28%	0.03%	+1.8%	Q4 2021
ABBVAbbVie Inc.	$3.14M	1.04%	0.00%	0.0%	Q4 2021
ORCLOracle Corp	$3.04M	1.01%	0.00%	-0.1%	Q2 2024
WMTWalmart Inc.	$2.84M	0.94%	0.00%	+0.1%	Q3 2022
IBMInternational Business Machines Corp	$2.77M	0.92%	0.00%	-0.8%	Q4 2021
LBLandBridge Co LLC	$2.71M	0.90%	0.22%	+192.1%	Q1 2025
GOOGLAlphabet Inc.	$2.51M	0.83%	0.00%	Not reported	Q4 2021
VFFVillage Farms International, Inc.	$2.48M	0.82%	0.69%	+15.4%	Q4 2021
JPMJPMorgan Chase & Co	$2.32M	0.77%	0.00%	-2.6%	Q4 2021
PEGPublic Service Enterprise Group Inc	$2.29M	0.76%	0.01%	-1.4%	Q4 2022
METAMeta Platforms, Inc.	$2.22M	0.74%	Not reported	+3.4%	Q4 2021
PRUPrudential Financial Inc	$2.15M	0.71%	0.01%	-0.8%	Q4 2022
BRK.BBerkshire Hathaway Inc	$2.08M	0.69%	Not reported	-0.1%	Q4 2021
BACBank of America Corp	$1.86M	0.62%	0.00%	-1.0%	Q4 2021
FVDFirst Trust Value Line Dividend Fund	$1.84M	0.61%	Not reported	+7.3%	Q4 2021
TAt&T Inc.	$1.81M	0.60%	0.00%	-0.8%	Q4 2021
PLTRPalantir Technologies Inc.	$1.76M	0.58%	0.00%	+0.9%	Q3 2024
HDHome Depot, Inc.	$1.7M	0.56%	0.00%	-2.8%	Q4 2021
VZVerizon Communications Inc	$1.7M	0.56%	0.00%	+13.6%	Q4 2021
MOAltria Group, Inc.	$1.58M	0.52%	0.00%	+1.6%	Q4 2021
PYPLPayPal Holdings, Inc.	$1.47M	0.49%	0.00%	-8.5%	Q4 2021
XOMExxonMobil Holdings Corp	$1.41M	0.47%	0.00%	-1.7%	Q4 2021
IBITiShares Bitcoin Trust ETF	$1.35M	0.45%	0.00%	+12.1%	Q3 2024
AVGOBroadcom Inc.	$1.34M	0.44%	0.00%	-2.8%	Q4 2022
AMDAdvanced Micro Devices Inc	$1.28M	0.42%	0.00%	+10.6%	Q4 2021
ARCCAres Capital Corp	$1.18M	0.39%	0.01%	-9.1%	Q4 2021
VRTVertiv Holdings Co	$1.15M	0.38%	0.00%	+1.0%	Q3 2024
GOOGAlphabet Inc.	$1.15M	0.38%	Not reported	+0.4%	Q1 2023
ABTAbbott Laboratories	$1.09M	0.36%	0.00%	-4.7%	Q4 2022
CRMSalesforce, Inc.	$962K	0.32%	0.00%	-2.3%	Q1 2024
ADPAutomatic Data Processing Inc	$931K	0.31%	0.00%	-1.6%	Q4 2021
HWMHowmet Aerospace Inc.	$873K	0.29%	0.00%	-2.4%	Q4 2022
LLYELI LILLY & Co	$867K	0.29%	0.00%	+1.2%	Q1 2022
MMM3m Co	$851K	0.28%	0.00%	Not reported	Q2 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$847K	0.28%	Not reported	Not reported	Q4 2022
ENBEnbridge Inc	$845K	0.28%	0.00%	+14.7%	Q1 2024
NEENextera Energy Inc	$842K	0.28%	0.00%	+6.8%	Q4 2021
BTIBritish American Tobacco p.l.c.	$827K	0.27%	0.00%	+4.9%	Q4 2021
MSTRStrategy Inc	$740K	0.25%	Not reported	+8.8%	Q4 2024
PDIPIMCO Dynamic Income Fund	$739K	0.24%	Not reported	+2.2%	Q1 2024
COSTCostco Wholesale Corp	$732K	0.24%	0.00%	+1.8%	Q4 2021
DISWalt Disney Co	$723K	0.24%	0.00%	-14.4%	Q4 2021

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