Key Client Fiduciary Advisors, LLC
All 13F Filings
- Location
- Fairfield, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 346,687
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 232 | 346,687 | 13F-HR | Key Client Fiduciary Advisors, LLC |
| Q1 2026 | 4/9/2026 | 216 | 294,195 | 13F-HR | Key Client Fiduciary Advisors, LLC |
| Q4 2025 | 1/28/2026 | 219 | 293,276 | 13F-HR | Key Client Fiduciary Advisors, LLC |
| Q3 2025 | 10/14/2025 | 223 | 301,985 | 13F-HR | Key Client Fiduciary Advisors, LLC |
| Q2 2025 | 7/9/2025 | 207 | 247,306 | 13F-HR | Key Client Fiduciary Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
3.343 K
(1.0% of total reported value)
· QoQ Δ:
+143
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 183.3 K | 53.4% | 20.57 K | 0 | 20.57 K |
| ETFs | 156.8 K | 45.7% | 32.11 K | 0 | 32.11 K |
| Debt | 2.953 K | 0.9% | 0 | 567 | -567 |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
346,687
Holdings
232
QoQ value change ($000)
52,492
(17.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.