Key Client Fiduciary Advisors, LLC
CIK: 0001912612SEC EDGAR →
Portfolio Value
$293.3M
Holdings
206
As of
Q4 2025
New Positions
18
Closed Positions
9
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | GLXYCall GALAXY DIGITAL INC. | 888,443 | $19.9M | 6.78% |
| 2 | FIRST TR EXCHANGE TRADED FD | 282,669 | $19.6M | 6.70% |
| 3 | FIRST TR EXCHANGE-TRADED FD | 305,449 | $13.1M | 4.46% |
| 4 | APPLE INC | 45,560 | $12.4M | 4.22% |
| 5 | SPYPut SPDR S&P 500 ETF TR | 13,162 | $9.0M | 3.06% |
| 6 | FIRST TR EXCHANGE-TRADED FD | 179,491 | $8.0M | 2.71% |
| 7 | MICROSOFT CORP | 16,257 | $7.9M | 2.68% |
| 8 | NVDACall NVIDIA CORPORATION | 42,111 | $7.9M | 2.68% |
| 9 | TSLACall TESLA INC | 15,888 | $7.1M | 2.44% |
| 10 | AMAZON COM INC | 29,348 | $6.8M | 2.31% |
Quarterly Changes
New Positions (30)
$19.9M · 888K shares
$9.0M · 13K shares
$7.9M · 42K shares
$7.1M · 16K shares
$5.0M · 141K shares
$3.4M · 80K shares
$2.6M · 54K shares
$2.0M · 36K shares
$1.4M · 6K shares
$1.1M · 4K shares
$620K · 23K shares
$422K · 7K shares
$383K · 6K shares
$377K · 247K shares
$290K · 4K shares
$258K · 2K shares
$253K · 4K shares
$248K · 869 shares
$243K · 2K shares
$229K · 5K shares
$229K · 4K shares
$210K · 2K shares
$208K · 902 shares
$204K · 753 shares
$203K · 5K shares
$203K · 2K shares
$200K · 431 shares
$166K · 30K shares
$102K · 20K shares
$25K · 13K shares
Closed Positions (37)
$26.8M · 794K shares
$8.1M · 12K shares
$7.7M · 41K shares
$7.5M · 17K shares
$3.7M · 42K shares
$3.1M · 14K shares
$2.7M · 51K shares
$2.1M · 74K shares
$1.9M · 36K shares
$1.8M · 8K shares
$1.5M · 22K shares
$805K · 2K shares
$568K · 8K shares
$394K · 6K shares
$391K · 41K shares
$356K · 6K shares
$347K · 8K shares
$343K · 20K shares
$303K · 5K shares
$294K · 9K shares
$281K · 9K shares
$272K · 3K shares
$261K · 757 shares
$257K · 8K shares
$246K · 2K shares
$237K · 3K shares
$222K · 3K shares
$220K · 2K shares
$215K · 1K shares
$212K · 2K shares
$212K · 6K shares
$208K · 179 shares
$208K · 2K shares
$204K · 7K shares
$176K · 10K shares
$158K · 13K shares
$83K · 30K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 100 | $167.8M | 57.2% |
| Technology | 25 | $47.8M | 16.3% |
| Consumer Cyclical | 9 | $17.9M | 6.1% |
| Unknown | 13 | $12.8M | 4.4% |
| Communication Services | 7 | $9.3M | 3.2% |
| Consumer Defensive | 8 | $8.8M | 3.0% |
| Industrials | 14 | $7.0M | 2.4% |
| Energy | 9 | $6.5M | 2.2% |
| Healthcare | 12 | $6.3M | 2.1% |
| Utilities | 6 | $4.5M | 1.5% |
| Real Estate | 2 | $4.4M | 1.5% |
| Basic Materials | 1 | $25K | 0.0% |