Key Client Fiduciary Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Fairfield, NJ
Holdings as of
6/30/2026
Date filed
7/9/2026
Form type
13F-HR
Num holdings
232
Total value ($000)
$346,687
Net value change ($000)
+52,492 (17.8%)
New positions
22
Sold out positions
10
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 8,018 49.4%
GARP 6,960 1025.0%
RDVY 3,957 20.6%
CIBR 3,643 38.1%
PVAL 3,015 31.4%
AMD 2,894 171.3%
FIRST TRUST EXCHANGE-TRADED FUND 2,766 NEW
SPY 1,630 20.2%
QQQ 1,503 28.5%
AAPL 1,470 12.6%
Top Reduces (Value $000, Stocks/ETFs)
FTGS -4,885 -100.0%
LB -1,779 -100.0%
BTCO -1,110 -65.6%
FTSL -566 -21.9%
XLE -553 -100.0%
XOM -452 -21.0%
T -405 -28.3%
IYK -357 -4.0%
PLTR -354 -26.6%
SLV -266 -43.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 3,343 (1.0% 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