Key Client Fiduciary Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Fairfield, NJ
Holdings as of
3/31/2026
Date filed
4/9/2026
Form type
13F-HR
Num holdings
216
Total value ($000)
$294,195
Net value change ($000)
+919 (0.3%)
New positions
12
Sold out positions
11
Turnover %
9.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
CIBR 9,553 NEW
IYK 8,570 2955.2%
PVAL 3,468 56.5%
FDL 1,317 16.5%
AMZN 1,152 17.0%
VRT 764 60.3%
XOM 648 43.1%
V 505 124.7%
XMVM 440 NEW
GARP 425 167.3%
Top Reduces (Value $000, Stocks/ETFs)
MISL -13,070 -100.0%
GLXY -2,963 -15.4%
MLPX -2,275 -86.7%
MSFT -1,465 -18.6%
TSLA -1,431 -20.7%
WMT -1,063 -35.4%
LB -773 -30.3%
AAPL -706 -5.7%
NVDA -589 -7.5%
ORCL -537 -25.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 3,200 (1.1% 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