Key Client Fiduciary Advisors, LLC Portfolio Holdings

Key Client Fiduciary Advisors, LLC

  • $242 Million
  • Q3 2025

Key Client Fiduciary Advisors, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $242 Million distributed in 223 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Trust Rising Dividend Ac with a value of $19.7M, Apple Inc. with a value of $11.9M, Microsoft Corp with a value of $8.69M, Spdr S&P 500 ETF Trust with a value of $8.12M, and First Tr Morningstar Dividend with a value of $7.89M.

Examining the 13F form we can see an increase of $23.9M in the current position value, from $218M to 242M.

Below you can find more details about Key Client Fiduciary Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $242 Million
ETFs: $111 Million
Technology: $49.8 Million
Consumer Cyclical: $18.4 Million
Financial Services: $14.5 Million
Communication Services: $11.2 Million
Consumer Defensive: $10.4 Million
Healthcare: $9.12 Million
Industrials: $6.39 Million
Other: $9.06 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.7 Million 8.14% of portfolio
292,230
Q3 2025 Added 0.2%
$3.98T
$11.9 Million 4.94% of portfolio
46,839
Q3 2025 Reduced 5.28%
$3.81T
$8.69 Million 3.6% of portfolio
16,783
Q3 2025 Reduced 0.77%
$0
$8.12 Million 3.36% of portfolio
12,196
Q3 2025 Added 3.69%
$0
$7.89 Million 3.27% of portfolio
181,673
Q3 2025 Added 0.45%
$453B
$7.74 Million 3.2% of portfolio
41,475
Q3 2025 Added 2.22%
$1.35T
$7.5 Million 3.1% of portfolio
16,856
Q3 2025 Added 3.53%
$2.18T
$6.71 Million 2.78% of portfolio
30,580
Q3 2025 Reduced 0.29%
$0
$5.96 Million 2.47% of portfolio
156,691
Q3 2025 Added 1.1%
$0
$5.77 Million 2.39% of portfolio
9,613
Q3 2025 Added 3.57%
$0
$5.54 Million 2.29% of portfolio
59,174
Q3 2025 Reduced 0.85%
$0
$3.56 Million 1.47% of portfolio
40,816
Q3 2025 Reduced 0.1%
$0
$3.28 Million 1.36% of portfolio
5,349
Q3 2025 Added 12.19%
$401B
$3.14 Million 1.3% of portfolio
13,582
Q3 2025 Reduced 0.01%
$0
$3.11 Million 1.29% of portfolio
49,612
Q3 2025 Added 1.83%
$844B
$3.04 Million 1.26% of portfolio
10,809
Q3 2025 Reduced 0.08%
$247B
$2.77 Million 1.15% of portfolio
9,811
Q3 2025 Reduced 0.77%
$1.5T
$2.51 Million 1.04% of portfolio
10,335
Q2 2025 Reduced 1.54%
$315M
$2.48 Million 1.03% of portfolio
792,924
Q3 2025 Added 15.37%
$0
$2.44 Million 1.01% of portfolio
40,789
Q3 2025 Reduced 9.65%
$0
$2.37 Million 0.98% of portfolio
30,231
Q3 2025 Added 1.39%
$876B
$2.32 Million 0.96% of portfolio
7,354
Q3 2025 Reduced 2.6%
$42.1B
$2.29 Million 0.95% of portfolio
27,435
Q3 2025 Reduced 1.37%
$0
$2.24 Million 0.93% of portfolio
20,258
Q3 2025 Added 6.56%
$1.61T
$2.22 Million 0.92% of portfolio
3,026
Q3 2025 Added 3.35%
$37.1B
$2.15 Million 0.89% of portfolio
20,684
Q3 2025 Reduced 0.79%
$646B
$2.08 Million 0.86% of portfolio
4,133
Q3 2025 Reduced 0.1%
$0
$1.97 Million 0.82% of portfolio
42,973
Q3 2025 Added 3.03%
$0
$1.89 Million 0.78% of portfolio
19,515
Q3 2025 Reduced 0.46%
$405B
$1.86 Million 0.77% of portfolio
36,148
Q3 2025 Reduced 1.01%
$0
$1.84 Million 0.76% of portfolio
39,690
Q3 2025 Added 7.3%
$0
$1.84 Million 0.76% of portfolio
38,687
Q3 2025 Added 2.95%
$187B
$1.81 Million 0.75% of portfolio
63,923
Q3 2025 Reduced 0.84%
$350B
$1.76 Million 0.73% of portfolio
9,627
Q3 2025 Added 0.93%
$397B
$1.7 Million 0.7% of portfolio
4,200
Q3 2025 Reduced 2.76%
$170B
$1.7 Million 0.7% of portfolio
38,668
Q3 2025 Added 13.6%
$115B
$1.58 Million 0.65% of portfolio
23,913
Q3 2025 Added 1.61%
$76.4B
$1.47 Million 0.61% of portfolio
21,921
Q3 2025 Reduced 8.53%
$0
$1.45 Million 0.6% of portfolio
7,939
Q3 2025 Added 2.81%
$461B
$1.41 Million 0.58% of portfolio
12,484
Q3 2025 Reduced 1.66%
$143B
$1.34 Million 0.56% of portfolio
4,067
Q3 2025 Reduced 2.84%
$379B
$1.28 Million 0.53% of portfolio
7,916
Q3 2025 Added 10.56%
$0
$1.29 Million 0.53% of portfolio
3,929
Q3 2025 Reduced 0.61%
$0
$1.18 Million 0.49% of portfolio
57,906
Q3 2025 Reduced 9.13%
$1.53T
$1.15 Million 0.47% of portfolio
4,708
Q3 2025 Added 0.43%
$0
$1.1 Million 0.46% of portfolio
64,711
Q3 2025 Reduced 3.93%
$224B
$1.09 Million 0.45% of portfolio
8,115
Q3 2025 Reduced 4.69%
$0
$1.01 Million 0.42% of portfolio
8,379
Q3 2025 Added 2.77%
$0
$1.01 Million 0.42% of portfolio
20,936
Q3 2025 Added 48.17%

Summary

  • Portfolio
  • No. of Stocks 223
  • Current Value $242 Million
  • Prior Value $218 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 18 stocks
  • Additional Purchases 107 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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