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Key Client Fiduciary Advisors, LLC
Period ended Sep 30, 2026 · Latest filing Oct 19, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $358,153,675
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- FIRST TR EXCHANGE TRADED FD · RISNG DIVD ACHIV · 33738R506 · shares: $22,141,991
- GALAXY DIGITAL INC. · CL A · 36317J209 · shares: $20,518,939
- FIRST TR EXCHANGE-TRADED FD · NASDAQ CYB ETF · 33734X846 · shares: $14,869,441
- PUTNAM ETF TRUST · FOCUSED LAR CAP · 746729300 · shares: $14,578,398
- APPLE INC · COM · 037833100 · shares: $14,101,233
- FIRST TR EXCHANGE-TRADED FD · SHS · 336917109 · shares: $10,299,178
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $9,855,223
- AMAZON COM INC · COM · 023135106 · shares: $9,555,157
- NVIDIA CORPORATION · COM · 67066G104 · shares: $9,273,154
- MICROSOFT CORP · COM · 594918104 · shares: $8,873,964
Reported holdings
229 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | — | 282,820 shares | $22,141,991 |
| GALAXY DIGITAL INC. | CL A | 36317J209 | — | 902,328 shares | $20,518,939 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | 33734X846 | — | 144,237 shares | $14,869,441 |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | 746729300 | — | 277,051 shares | $14,578,398 |
| APPLE INC | COM | 037833100 | — | 42,344 shares | $14,101,233 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 336917109 | — | 209,717 shares | $10,299,178 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 12,923 shares | $9,855,223 |
| AMAZON COM INC | COM | 023135106 | — | 38,351 shares | $9,555,157 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 40,604 shares | $9,273,154 |
| MICROSOFT CORP | COM | 594918104 | — | 17,302 shares | $8,873,964 |
| ISHARES TR | MSCI US GARP ETF | 46436E403 | — | 100,238 shares | $8,546,251 |
| ISHARES TR | US CONSM STAPLES | 464287812 | — | 118,712 shares | $8,396,534 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 10,436 shares | $7,313,829 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 9,480 shares | $7,013,120 |
| FIRST TR EXCHANGE TRADED FD | SMID RISNG ETF | 33741X102 | — | 154,245 shares | $6,259,281 |
| TESLA INC | COM | 88160R101 | — | 15,514 shares | $5,504,615 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 8,111 shares | $4,961,770 |
| FIRST TR EXCHANGE-TRADED FD | VEST LADDERED | 33733E690 | — | 194,997 shares | $4,067,632 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 42,643 shares | $3,827,644 |
| VILLAGE FARMS INTL INC | COM | 92707Y108 | — | 1,289,279 shares | $3,751,802 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 10,721 shares | $3,688,773 |
| ANNALY CAPITAL MANAGEMENT IN | COM NEW | 035710839 | — | 184,147 shares | $3,478,542 |
| FIRST TR EXCHANGE-TRADED FD | VEST LAD AUT ETF | 33733E641 | — | 145,145 shares | $2,987,090 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 | — | 48,310 shares | $2,874,939 |
| ETF SER SOLUTIONS | AAM TRANS ETF | 26922B683 | — | 47,998 shares | $2,836,684 |
| INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | 46138G698 | — | 21,574 shares | $2,776,162 |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | 81369Y886 | — | 69,459 shares | $2,739,482 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 8,167 shares | $2,701,994 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 33734H106 | — | 54,180 shares | $2,541,593 |
| META PLATFORMS INC | CL A | 30303M102 | — | 3,174 shares | $2,301,792 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 45,861 shares | $2,171,060 |
| LISTED FDS TR | ROUN MA SEVE ETF | 53656G498 | — | 29,842 shares | $2,139,398 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 | — | 40,625 shares | $2,132,791 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 9,065 shares | $2,114,962 |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | 33738R704 | — | 20,341 shares | $2,100,005 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 4,148 shares | $2,065,497 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 12,556 shares | $2,043,412 |
| BANK OF AMER CORP | COM | 060505104 | — | 36,018 shares | $1,960,447 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 8,736 shares | $1,921,343 |
| ISHARES TR | MRGSTR MD CP GRW | 464288307 | — | 19,648 shares | $1,844,797 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 27,085 shares | $1,823,884 |
| PUBLIC SVC ENTERPRISE GROUP | COM | 744573106 | — | 26,658 shares | $1,795,117 |
| PRUDENTIAL FINL INC | COM | 744320102 | — | 15,567 shares | $1,768,149 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S. | 33740F334 | — | 41,593 shares | $1,684,517 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 6,942 shares | $1,675,288 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 4,821 shares | $1,642,608 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 6,152 shares | $1,628,772 |
| WALMART INC | COM | 931142103 | — | 14,889 shares | $1,547,257 |
| ABBVIE INC | COM | 00287Y109 | — | 5,836 shares | $1,526,518 |
| APPLIED MATLS INC | COM | 038222105 | — | 2,973 shares | $1,520,303 |
| BROADCOM INC | COM | 11135F101 | — | 4,247 shares | $1,491,349 |
| SALESFORCE INC | COM | 79466L302 | — | 6,466 shares | $1,484,397 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | — | 29,371 shares | $1,482,354 |
| GLOBAL X FDS | NASDAQ 100 COVER | 37954Y483 | — | 78,894 shares | $1,463,489 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 7,667 shares | $1,434,112 |
| ELI LILLY & CO | COM | 532457108 | — | 1,219 shares | $1,410,836 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 30,389 shares | $1,393,938 |
| QUALCOMM INC | COM | 747525103 | — | 7,498 shares | $1,379,993 |
| ORACLE CORP | COM | 68389X105 | — | 9,776 shares | $1,342,306 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 | — | 28,788 shares | $1,338,338 |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP VLU MNT | 46137V456 | — | 18,856 shares | $1,315,185 |
| NEOS ETF TRUST | NEOS S&P 500 HI | 78433H303 | — | 24,191 shares | $1,286,226 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 | — | 19,043 shares | $1,271,320 |
| ARES CAPITAL CORP | COM | 04010L103 | — | 63,945 shares | $1,221,355 |
| AT&T INC | COM | 00206R102 | — | 49,968 shares | $1,219,212 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 1,140 shares | $1,213,799 |
| ORACLE CORP | COM | 68389X105 | PUT | 8,700 shares | $1,194,510 |
| VISA INC | COM CL A | 92826C839 | — | 3,241 shares | $1,164,528 |
| MERCK & CO INC | COM | 58933Y105 | — | 7,560 shares | $1,098,576 |
| INVESCO EXCH TRADED FD TR II | S&P INTL MOMNT | 46138E222 | — | 17,929 shares | $1,094,388 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | — | 8,319 shares | $1,072,620 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 2,816 shares | $1,053,788 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | — | 16,690 shares | $1,022,417 |
| HOME DEPOT INC | COM | 437076102 | — | 3,589 shares | $1,020,964 |
| HOWMET AEROSPACE INC | COM | 443201108 | — | 4,393 shares | $993,543 |
| ISHARES TR | EXPANDED TECH | 464287515 | — | 9,210 shares | $980,727 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 12,411 shares | $940,027 |
| PFIZER INC | COM | 717081103 | — | 31,701 shares | $904,101 |
| BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 | — | 16,364 shares | $890,185 |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | 46137V233 | — | 13,917 shares | $885,272 |
| ISHARES TR | RUS TP200 GR ETF | 464289438 | — | 2,927 shares | $863,255 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | — | 17,126 shares | $862,637 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 | — | 1,499 shares | $852,236 |
| SALESFORCE INC | COM | 79466L302 | PUT | 3,700 shares | $849,409 |
| CENCORA INC | COM | 03073E105 | — | 2,741 shares | $822,874 |
| INVESCO GALAXY BITCOIN ETF | COM SHS BEN INT | 46091J101 | — | 9,861 shares | $819,153 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 908 shares | $817,184 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 | — | 8,480 shares | $795,816 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 3,800 shares | $790,429 |
| AMPLIFY ETF TR | AMPLIFY CYBERSEC | 032108664 | — | 6,454 shares | $782,483 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 3,016 shares | $778,369 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 10,917 shares | $770,827 |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 46137V472 | — | 6,874 shares | $767,512 |
| 3M CO | COM | 88579Y101 | — | 4,659 shares | $764,724 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 2,316 shares | $760,853 |
| CORNING INC | COM | 219350105 | — | 4,924 shares | $757,087 |
| CATERPILLAR INC | COM | 149123101 | — | 925 shares | $750,331 |
| CVS HEALTH CORP | COM | 126650100 | — | 8,596 shares | $736,555 |
| ENBRIDGE INC | COM | 29250N105 | — | 15,791 shares | $734,124 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 | — | 1,443 shares | $734,036 |