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 ETFs Only

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%
$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%
$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%
$0
$3.11 Million 1.29% of portfolio
49,612
Q3 2025 Added 1.83%
$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%
$0
$2.24 Million 0.93% of portfolio
20,258
Q3 2025 Added 6.56%
$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%
$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%
$0
$1.29 Million 0.53% of portfolio
3,929
Q3 2025 Reduced 0.61%
$0
$1.1 Million 0.46% of portfolio
64,711
Q3 2025 Reduced 3.93%
$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%
$0
$976,000 0.4% of portfolio
21,900
Q3 2025 Reduced 0.9%
$0
$962,000 0.4% of portfolio
40,062
Q3 2025 Added 0.3%
$0
$933,000 0.39% of portfolio
16,239
Q3 2025 Added 3.78%
$0
$886,000 0.37% of portfolio
17,471
Q1 2025 Added 5.65%
$0
$835,000 0.35% of portfolio
7,962
Q3 2025 Added 3.28%
$0
$846,000 0.35% of portfolio
1,826
Q4 2024 Reduced 1.08%
$0
$822,000 0.34% of portfolio
4,336
Q3 2025 Reduced 1.61%
$0
$770,000 0.32% of portfolio
8,664
Q3 2025 Reduced 0.64%
$0
$759,000 0.31% of portfolio
2,777
Q3 2025 Added 4.95%
$0
$735,000 0.3% of portfolio
8,896
Q3 2025 Added 13.76%
$0
$715,000 0.3% of portfolio
13,288
Q3 2025 Added 6.24%
$0
$704,000 0.29% of portfolio
12,256
Q3 2025 Added 6.08%
$0
$708,000 0.29% of portfolio
13,120
Q3 2025 Added 34.4%
$0
$673,000 0.28% of portfolio
1,006
Q3 2025 Added 1.82%
$130B
$626,000 0.26% of portfolio
1,762
Q3 2025 Added 14.27%
$0
$596,000 0.25% of portfolio
5,783
Q3 2025 Reduced 2.5%
$0
$558,000 0.23% of portfolio
7,351
Q3 2025 Added 0.08%
$0
$537,000 0.22% of portfolio
3,859
Q3 2025 Added 3.6%
$0
$542,000 0.22% of portfolio
8,384
Q3 2025 Reduced 5.17%
$0
$527,000 0.22% of portfolio
8,805
Q3 2025 Added 1.48%
$0
$522,000 0.22% of portfolio
1,757
Q3 2025 Added 2.15%
$0
$504,000 0.21% of portfolio
8,773
Q3 2025 Added 6.34%
$0
$497,000 0.21% of portfolio
3,758
Q3 2025 Added 34.31%
$0
$485,000 0.2% of portfolio
3,613
Q3 2025 Added 0.03%
$0
$472,000 0.2% of portfolio
2,262
Q3 2025 Added 6.65%
$5.65B
$474,000 0.2% of portfolio
12,902
Q3 2025 Added 5.91%
$0
$494,000 0.2% of portfolio
11,570
Q3 2025 Added 15.38%
$0
$453,000 0.19% of portfolio
4,337
Q3 2025 Added 1.71%
$0
$453,000 0.19% of portfolio
607
Q3 2025 Added 8.2%

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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