Key Client Fiduciary Advisors, LLC - Portfolio overview

Key Client Fiduciary Advisors, LLC has 240 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. RDVY - FIRST TR EXCHANGE TRADED FD, 6.04%
2. GLXY - GALAXY DIGITAL INC., 5.12%
3. MISL - FIRST TR EXCHANGE-TRADED FD, 4.01%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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