StockDriftsStockDriftsTop 50 Key Client Fiduciary Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RDVY | FIRST TR EXCHANGE TRADED FD | 6.23% | 282.8K | $22.1M | -0.88%(-2.50K) | $50.63(+56.72%) | 2026-09-30 | |
| GLXY | GALAXY DIGITAL INC. | 5.77% | 902.3K | $20.5M | +1.75%(+15.54K) | $27.61(-43.06%) | 2026-09-30 | |
| CIBR | FIRST TR EXCHANGE-TRADED FD | 4.18% | 144.2K | $14.9M | -1.79%(-2.63K) | $66.76(+49.67%) | 2026-09-30 | |
| PVAL | PUTNAM ETF TRUST | 4.1% | 277.1K | $14.6M | +11.80%(+29.23K) | $45.78(+17.61%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.97% | 42.3K | $14.1M | -6.82%(-3.10K) | $156.17(+119.59%) | 2026-09-30 | |
| FDL | FIRST TR EXCHANGE-TRADED FD | 2.9% | 209.7K | $10.3M | +4.11%(+8.28K) | $36.98(+38.92%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.77% | 12.9K | $9.9M | -0.40%(-52) | $477.84(+60.40%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 2.69% | 38.4K | $9.6M | +1.89%(+713) | $162.67(+61.34%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.61% | 40.6K | $9.3M | -0.44%(-180) | $46.74(+364.50%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.5% | 17.3K | $8.9M | +0.59%(+101) | $300.33(+77.65%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.50% | +66.42% | — | — | +50.82% |
| Top 20 Holdings Unweighted | +20.32% | +74.16% | — | — | +51.34% |
Key Client Fiduciary Advisors LLC reports $358.15M in US-listed equity holdings across 220 positions in its most recent 13F filing. Its largest disclosed positions are RDVY (6.2%), GLXY (5.8%) and CIBR (4.2%). The top 20 holdings account for 54.5% of reported assets. Its disclosed equity book has returned +66.42% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Key Client Fiduciary Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1912612). View Key Client Fiduciary Advisors LLC’s 13F filings on SEC