Key Client Fiduciary Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Fairfield, NJ
Holdings as of
12/31/2025
Date filed
1/28/2026
Form type
13F-HR
Num holdings
219
Total value ($000)
$293,276
Net value change ($000)
-8,709 (-2.9%)
New positions
18
Sold out positions
25
Turnover %
6.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/14/2025 Next filing: 4/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
PVAL 5,649 1143.5%
FTGS 4,982 NEW
BTCO 1,524 444.3%
TRFM 759 74.9%
FTSL 646 32.8%
GOOGL 636 25.3%
SCHD 620 NEW
DIVO 565 57.9%
VOO 507 15.5%
AAPL 459 3.8%
Top Reduces (Value $000, Stocks/ETFs)
GLXY -7,231 -27.4%
FTCS -4,743 -85.6%
BKDV -2,056 -100.0%
ABBV -1,771 -56.3%
PYPL -1,470 -100.0%
ORCL -891 -29.3%
ABT -858 -78.9%
MSFT -831 -9.6%
TSLA -576 -7.7%
VZ -503 -29.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 4,473 (1.5% 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