Key Client Fiduciary Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Fairfield, NJ
Holdings as of
9/30/2025
Date filed
10/14/2025
Form type
13F-HR
Num holdings
223
Total value ($000)
$301,985
Net value change ($000)
+54,679 (22.1%)
New positions
18
Sold out positions
9
Turnover %
10.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2025 Next filing: 1/28/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GLXY 26,428 NEW
TSLA 2,324 44.9%
AAPL 1,781 17.6%
VFF 1,726 228.3%
LB 1,534 130.7%
RDVY 1,357 7.4%
NVDA 1,328 20.7%
MISL 1,186 10.3%
SPY 858 11.8%
GOOGL 691 37.9%
Top Reduces (Value $000, Stocks/ETFs)
CAVA -407 -53.3%
LMBS -322 -100.0%
PYPL -311 -17.5%
FTSM -259 -9.6%
DE -234 -100.0%
ZTS -222 -100.0%
HON -218 -100.0%
ARCC -217 -15.5%
NLR -210 -100.0%
JEPI -206 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 5,101 (1.7% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type