StockDriftsStockDriftsTop 50 Key FInancial Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.87% | 102.8K | $29.7M | -0.66%(-679) | $100.34(+204.34%) | 2026-06-30 | |
| DOL | WISDOMTREE TR | 3.73% | 306.3K | $22.8M | -4.67%(-15.02K) | $46.04(+67.39%) | 2026-06-30 | |
| DNL | WISDOMTREE TR | 3.42% | 452.3K | $20.9M | -2.28%(-10.56K) | $36.13(+30.76%) | 2026-06-30 | |
| EES | WISDOMTREE TR | 3.26% | 294.0K | $19.9M | +2.06%(+5.94K) | $51.97(+33.55%) | 2026-06-30 | |
| SLYV | SPDR SERIES TRUST | 3.23% | 180.7K | $19.7M | -1.26%(-2.31K) | $70.35(+58.38%) | 2026-06-30 | |
| GOVT | ISHARES TR | 3.21% | 861.3K | $19.6M | +11.38%(+87.98K) | $22.76(-1.31%) | 2026-06-30 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 2.41% | 402.5K | $14.7M | -1.93%(-7.90K) | $25.01(+49.64%) | 2026-06-30 | |
| EFG | ISHARES TR | 2.04% | 100.2K | $12.5M | +11.35%(+10.21K) | $87.89(+44.21%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.77% | 28.9K | $10.8M | +0.83%(+239) | $203.72(+138.60%) | 2026-06-30 | |
| FICS | FIRST TR EXCHANGE TRADED FD | 1.7% | 248.6K | $10.4M | -0.44%(-1.09K) | $33.69(+26.32%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.01% | +36.80% | +5.94% | +33.43% |
| Top 20 Holdings Unweighted | +9.82% | +32.44% | +5.18% | +28.72% |
Key FInancial Inc reports $610.56M in US-listed equity holdings across 1,356 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.9%), DOL (3.7%) and DNL (3.4%). The top 20 holdings account for 43.71% of reported assets. Its disclosed equity book has returned +36.80% on a three-year cumulative basis. Figures reflect the Q2 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 FInancial Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1801720). View Key FInancial Inc’s 13F filings on SEC