Key Client Fiduciary Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 9, 2026), Key Client Fiduciary Advisors, LLC reported 219 stock positions worth $343.3 million. Its top holding was Galaxy Digital Class A (GLXY) at 7.1% of the portfolio, followed by First Trust Rising Dividend (RDVY, 6.7%) and First Trust Nasdaq Cybersecu (CIBR, 3.8%). Compared with Q1 2026, it opened 22 new positions, sold out of 10, added to 96 and reduced 87. The biggest buy was iShares MSCI USA Quality Gar (GARP, shares +771%) and the biggest sale an exit from First Trust Grwth Strgth ETF (FTGS).
- Most Recent 13F
- Q2 2026
- Location
- Fairfield, NJ
- CIK
- 0001912612
- Portfolio Value
- $343.3M (Q2 2026)
- SEC Filing
- 0002085853-26-000672 ↗ filed Jul 9, 2026
Holdings Value
Holdings 219 stocks · $343.3M
| GLXY Galaxy Digital Inc. Class A | 7.06% | 886,792 | $24.3M | Add +0.8% |
| RDVY First Trust Rising Dividend | 6.74% | 285,320 | $23.1M | Add +1.6% |
| CIBR First Trust Nasdaq Cybersecu | 3.84% | 146,871 | $13.2M | Reduce -3.6% |
| AAPL Apple Inc. | 3.83% | 45,444 | $13.1M | Reduce -1.3% |
| PVAL Putnam Focused LRG Cap Value | 3.68% | 247,817 | $12.6M | Add +19.6% |
| FDL First Trust Morn DVD Lead Inc. | 2.85% | 201,438 | $9.8M | Add +10.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.82% | 12,975 | $9.7M | Add +4.7% |
| AMZN Amazon.com Inc. | 2.61% | 37,638 | $9.0M | Reduce -1.1% |
| IYK iShares US Consumer Staples | 2.48% | 117,020 | $8.5M | Reduce -7.5% |
| NVDA Nvidia Corp. | 2.38% | 40,784 | $8.2M | Reduce -1.6% |
| GARP iShares MSCI USA Quality Gar | 2.22% | 92,535 | $7.6M | Add +771.3% |
| SDVY First Trust Smid Cap Rising | 1.99% | 158,158 | $6.8M | Reduce -1.9% |
| QQQ Invesco QQQ Trust Series 1 | 1.98% | 9,211 | $6.8M | Add +0.7% |
| MSFT Microsoft Corp. | 1.87% | 17,201 | $6.4M | Reduce -0.5% |
| TSLA Tesla Inc. | 1.83% | 14,921 | $6.3M | Add +1.1% |
| VOO Vanguard S&P 500 ETF | 1.45% | 7,258 | $5.0M | Add +8.3% |
| AMD Advanced Micro Devices | 1.33% | 7,890 | $4.6M | Reduce -5.0% |
| NLY Annaly Capital Management Inc. | 1.28% | 196,642 | $4.4M | Add +1.4% |
| GOOGL Alphabet Inc. Class A | 1.13% | 10,824 | $3.9M | Add +0.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.03% | 77,875 | $3.5M | Reduce -1.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.01% | 39,644 | $3.5M | Add +15.9% |
| TRFM Aam Transformers ETF | 0.86% | 46,846 | $3.0M | Add +0.2% |
| FTSM First Trust Enh Short Mat FD | 0.82% | 46,945 | $2.8M | Add +7.9% |
| ACYN FT Lad Autocall Bar Inc. ETF | 0.81% | 133,054 | $2.8M | New |
| RWL Invesco S&P 500 Revenue ETF | 0.79% | 21,362 | $2.7M | Add +0.4% |
| JPM JPMorgan Chase & Co. | 0.78% | 8,229 | $2.7M | Reduce -0.4% |
| VFF Village Farms International | 0.78% | 1,334,631 | $2.7M | Add +116.6% |
| AIRR First Trust Rba American Ind | 0.74% | 19,053 | $2.5M | Reduce -8.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.71% | 8,707 | $2.4M | Add +1.6% |
| VRT Vertiv Holdings Co. Class A | 0.70% | 7,191 | $2.4M | Reduce -11.3% |
| FVD First Trust Value Line DVD | 0.70% | 49,763 | $2.4M | Add +3.2% |
| PAVE Global X US Infrastructure | 0.67% | 38,828 | $2.3M | Add +3.2% |
| PEG Public Service Enterprise GP | 0.63% | 26,446 | $2.1M | Reduce -0.1% |
| AMAT Applied Materials Inc. | 0.62% | 2,930 | $2.1M | Reduce -4.2% |
| VIG Vanguard Dividend Apprec ETF | 0.61% | 8,888 | $2.1M | Add +8.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.60% | 4,139 | $2.1M | Add +1.2% |
| BAC Bank of America Corp. | 0.60% | 36,096 | $2.1M | Reduce -0.6% |
| FTSL First Trust Senior Loan ETF | 0.59% | 45,125 | $2.0M | Reduce -21.8% |
| MAGS Roundhill Magnificent Seven | 0.57% | 30,585 | $2.0M | Reduce -4.8% |
| MO Altria Group Inc. | 0.54% | 25,757 | $1.9M | Add +7.2% |
| XNOV FT Vest US Equity Enhance & | 0.54% | 46,715 | $1.9M | Reduce -6.8% |
| META Meta Platforms Inc. Class A | 0.52% | 3,143 | $1.8M | Reduce -6.5% |
| WMT Walmart Inc. | 0.51% | 15,544 | $1.8M | Reduce -0.7% |
| PRU Prudential Financial Inc. | 0.51% | 16,170 | $1.7M | Reduce -7.2% |
| XOM Exxon Mobil Corp. | 0.49% | 12,423 | $1.7M | Reduce -2.0% |
| AVGO Broadcom Inc. | 0.48% | 4,344 | $1.6M | Add +0.1% |
| ORCL Oracle Corp. | 0.47% | 10,997 | $1.6M | Add +0.4% |
| IBIT iShares Bitcoin Trust ETF | 0.45% | 46,632 | $1.6M | Add +98.5% |
| ABBV Abbvie Inc. | 0.43% | 5,928 | $1.5M | Add +1.2% |
| GOOG Alphabet Inc. Class C | 0.43% | 4,202 | $1.5M | Reduce -4.5% |
| LLY Eli Lilly & Co. | 0.42% | 1,195 | $1.4M | Add +1.2% |
| QYLD Global X Nasd 100 Cov Call | 0.40% | 74,475 | $1.4M | Reduce -0.4% |
| DIVO Amplify CWP Enhan Divid ETF | 0.37% | 28,125 | $1.3M | Reduce -17.6% |
| ARCC Ares Capital Corp. | 0.37% | 67,752 | $1.3M | Add +3.6% |
| HD Home Depot Inc. | 0.36% | 3,541 | $1.2M | Reduce -4.9% |
| SPYI Neos S&P 500 High Income ETF | 0.35% | 22,872 | $1.2M | Add +0.3% |
| VZ Verizon Communications Inc. | 0.35% | 28,257 | $1.2M | Add +0.3% |
| GLW Corning Inc. | 0.35% | 4,672 | $1.2M | Add +0.7% |
| HWM Howmet Aerospace Inc. | 0.34% | 4,391 | $1.2M | Reduce -1.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.34% | 1,513 | $1.2M | Add +2.4% |
| COWZ Pacer US Cash Cows 100 ETF | 0.34% | 18,509 | $1.2M | Add +10.4% |
| MU Micron Technology Inc. | 0.33% | 986 | $1.1M | Add +3.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.33% | 3,026 | $1.1M | Reduce -13.5% |
| VONG Vanguard Russell 1000 Growth | 0.31% | 8,312 | $1.1M | Add +0.1% |
| IMCG iShares Morningstar Mid-Cap | 0.31% | 10,660 | $1.0M | Add +8.5% |
| NEE Nextera Energy Inc. | 0.30% | 11,889 | $1.0M | Add +2.5% |
| T AT&T Inc. | 0.30% | 49,574 | $1.0M | Add +0.4% |
| V Visa Inc. Class A | 0.29% | 2,942 | $1.0M | Reduce -2.2% |
| LRCX Lam Research Corp. | 0.29% | 2,322 | $1.0M | Reduce -1.6% |
| CAT Caterpillar Inc. | 0.29% | 928 | $988K | Add +0.1% |
| PLTR Palantir Technologies Inc. Class A | 0.28% | 8,386 | $978K | Reduce -7.9% |
| BTI British American Tob-SP ADR | 0.28% | 15,819 | $977K | Reduce -1.2% |
| IDMO Invesco S&P International DE | 0.28% | 16,193 | $976K | Reduce -2.5% |
| MRK Merck & Co. Inc. | 0.28% | 7,589 | $975K | Add +2.5% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.28% | 15,528 | $954K | Add +1.4% |
| GS Goldman Sachs Group Inc. | 0.28% | 941 | $951K | Add +0.2% |
| FLBL Franklin Senior Loan ETF | 0.27% | 40,741 | $934K | Add +0.2% |
| RSP Invesco S&P 500 Equal Weight | 0.27% | 4,302 | $915K | Reduce -2.0% |
| SOXX iShares Semiconductor ETF | 0.26% | 1,398 | $896K | Reduce -1.2% |
| JPST JPMorgan Ultra-Short Income | 0.26% | 17,421 | $881K | No change |
| CVS CVS Health Corp. | 0.25% | 8,454 | $875K | Add +3.5% |
| ENB Enbridge Inc. | 0.25% | 15,724 | $852K | Reduce -0.2% |
| XLG Invesco S&P 500 Top 50 ETF | 0.24% | 13,549 | $830K | Add +1.5% |
| IWY iShares Russell Top 200 Grow | 0.24% | 2,825 | $821K | Reduce -1.8% |
| GE General Electric filed as GE AEROSPACE | 0.24% | 2,196 | $821K | Reduce -3.2% |
| FTCS First Trust Capital Strength | 0.23% | 8,478 | $796K | Add +0.0% |
| CSCO Cisco Systems Inc. | 0.23% | 6,699 | $787K | Reduce -1.1% |
| IGV iShares Expanded Tech-Softwa | 0.23% | 8,580 | $777K | New |
| COR Cencora Inc. | 0.23% | 2,741 | $776K | Add +0.0% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.22% | 6,690 | $755K | Reduce -11.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.22% | 1,438 | $751K | No change |
| MMM 3M Co. | 0.22% | 4,637 | $751K | Reduce -4.1% |
| PFE Pfizer Inc. | 0.22% | 31,030 | $747K | Add +7.9% |
| JNJ Johnson & Johnson | 0.21% | 2,907 | $738K | Add +20.8% |
| VEA Vanguard Ftse Developed ETF | 0.21% | 10,337 | $737K | Add +9.4% |
| DGRW Wisdomtree U.S. Quality Divi | 0.21% | 7,442 | $712K | Reduce -17.1% |
| ADP Automatic Data Processing | 0.20% | 3,132 | $701K | Reduce -0.7% |
| ED Consolidated Edison Inc. | 0.20% | 6,318 | $699K | Add +17.5% |
| SCHD Schwab US DVD Equity ETF | 0.20% | 22,000 | $698K | Add +16.8% |
| COST Costco Wholesale Corp. | 0.20% | 735 | $688K | Reduce -6.5% |
Options reported separately and not counted above: ORCL puts ($1.5M), CRM puts ($580K), QBTS puts ($504K), GLXY puts ($268K), GLXY calls ($137K), DIA calls ($104K), TSLA calls ($84K), IWM calls ($60K), MSTR calls ($52K), NVDA calls ($40K), VRT puts ($33K), XLU puts ($23K), and 1 more.
Portfolio Sells Q1 2026 → Q2 2026
| FTGS First Trust Grwth Strgth ETF | Sold out | 0.00% | −1.68 |
| LB Landbridge Co. LLC-A | Sold out | 0.00% | −0.61 |
| IYK iShares US Consumer Staples | Reduce -7.5% | 2.48% | −0.57 |
| BTCO Invsco GLXY BTCN ETF | Reduce -60.3% | 0.17% | −0.41 |
| MSFT Microsoft Corp. | Reduce -0.5% | 1.87% | −0.33 |
| FTSL First Trust Senior Loan ETF | Reduce -21.8% | 0.59% | −0.30 |
| XOM Exxon Mobil Corp. | Reduce -2.0% | 0.49% | −0.24 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -1.3% | 1.03% | −0.22 |
| SDVY First Trust Smid Cap Rising | Reduce -1.9% | 1.99% | −0.20 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.19 |
| AAPL Apple Inc. | Reduce -1.3% | 3.83% | −0.18 |
| PLTR Palantir Technologies Inc. Class A | Reduce -7.9% | 0.28% | −0.17 |
| WMT Walmart Inc. | Reduce -0.7% | 0.51% | −0.16 |
| DIVO Amplify CWP Enhan Divid ETF | Reduce -17.6% | 0.37% | −0.15 |
| META Meta Platforms Inc. Class A | Reduce -6.5% | 0.52% | −0.15 |
| AMZN Amazon.com Inc. | Reduce -1.1% | 2.61% | −0.11 |
| PEG Public Service Enterprise GP | Reduce -0.1% | 0.63% | −0.11 |
| SLV iShares Silver Trust | Reduce -28.1% | 0.10% | −0.11 |
| NFLX Netflix Inc. | Reduce -4.0% | 0.17% | −0.11 |
| NVDA Nvidia Corp. | Reduce -1.6% | 2.38% | −0.11 |
| XNOV FT Vest US Equity Enhance & | Reduce -6.8% | 0.54% | −0.10 |
| IP International Paper Co. | Sold out | 0.00% | −0.09 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.08 |
| GLD SPDR Gold Shares | Reduce -5.4% | 0.17% | −0.08 |
| PRU Prudential Financial Inc. | Reduce -7.2% | 0.51% | −0.08 |
| LHX L3HARRIS Technologies Inc. | Sold out | 0.00% | −0.08 |
| CRM Salesforce Inc. | Reduce -1.1% | 0.18% | −0.08 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.07 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -6.5% | 0.20% | −0.07 |
| MAGS Roundhill Magnificent Seven | Reduce -4.8% | 0.57% | −0.07 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -17.1% | 0.21% | −0.06 |
| CVX Chevron Corp. | Reduce -2.5% | 0.12% | −0.06 |
| MCD McDonald's Corp. | Reduce -13.3% | 0.11% | −0.06 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -13.5% | 0.33% | −0.06 |
| HD Home Depot Inc. | Reduce -4.9% | 0.36% | −0.06 |
| AIRR First Trust Rba American Ind | Reduce -8.4% | 0.74% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -0.4% | 0.78% | −0.05 |
| PDI PIMCO Dynamic Income Fund | Reduce -4.2% | 0.19% | −0.05 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -11.4% | 0.22% | −0.05 |
| LOW Lowe's Cos Inc. | Reduce -0.6% | 0.17% | −0.05 |
| ENB Enbridge Inc. | Reduce -0.2% | 0.25% | −0.04 |
| QYLD Global X Nasd 100 Cov Call | Reduce -0.4% | 0.40% | −0.04 |
| DIS The Walt Disney Co. | Reduce -8.2% | 0.13% | −0.04 |
| BTI British American Tob-SP ADR | Reduce -1.2% | 0.28% | −0.04 |
| SPDV Aam S&P 500 High Div Val ETF | Reduce -5.1% | 0.18% | −0.04 |
| TPL Texas Pacific Land Corp. | Reduce -5.2% | 0.09% | −0.03 |
| USAS Americas Gold and Silver Cor | Reduce -0.7% | 0.10% | −0.03 |
| GRMN Garmin Ltd. | Reduce -13.5% | 0.09% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -10.5% | 0.19% | −0.03 |
Portfolio Buys Q1 2026 → Q2 2026
| GARP iShares MSCI USA Quality Gar | Add +771.3% | 2.22% | +1.99 |
| GLXY Galaxy Digital Inc. Class A | Add +0.8% | 7.06% | +1.48 |
| ACYN FT Lad Autocall Bar Inc. ETF | New | 0.81% | +0.81 |
| PVAL Putnam Focused LRG Cap Value | Add +19.6% | 3.68% | +0.37 |
| IGV iShares Expanded Tech-Softwa | New | 0.23% | +0.23 |
| MU Micron Technology Inc. | Add +3.3% | 0.33% | +0.22 |
| INTC Intel Corp. | New | 0.18% | +0.18 |
| VFF Village Farms International | Add +116.6% | 0.78% | +0.17 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.7% | 1.98% | +0.16 |
| AXON Axon Enterprise Inc. | New | 0.15% | +0.15 |
| RDVY First Trust Rising Dividend | Add +1.6% | 6.74% | +0.15 |
| IBIT iShares Bitcoin Trust ETF | Add +98.5% | 0.45% | +0.14 |
| SOXL Direx Dail Semi Bu 3X Et-Usd | New | 0.14% | +0.14 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +2.4% | 0.34% | +0.14 |
| GLW Corning Inc. | Add +0.7% | 0.35% | +0.13 |
| TRFM Aam Transformers ETF | Add +0.2% | 0.86% | +0.12 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +15.9% | 1.01% | +0.11 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.11% | +0.11 |
| PM Philip Morris International | Add +156.7% | 0.17% | +0.10 |
| QCOM Qualcomm Inc. | New | 0.10% | +0.10 |
| VOO Vanguard S&P 500 ETF | Add +8.3% | 1.45% | +0.08 |
| SMH Vaneck Semiconductor ETF | Add +10.6% | 0.20% | +0.07 |
| ACMR Acm Research Inc. Class A | New | 0.07% | +0.07 |
| UFOX Defiance Space and Connectiv | New | 0.07% | +0.07 |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | New | 0.07% | +0.07 |
| QTEC First Trust Nasdq 100 Tech I | New | 0.07% | +0.07 |
| ROBO Robo Global Robotics and Aut | New | 0.07% | +0.07 |
| QTUM Defiance Quantum ETF | Add +24.9% | 0.17% | +0.07 |
| IPO Renaissance Ipo ETF | New | 0.07% | +0.07 |
| SBUX Starbucks Corp. | New | 0.07% | +0.07 |
| STXF Strive 500 ETF | New | 0.06% | +0.06 |
| CAT Caterpillar Inc. | Add +0.1% | 0.29% | +0.06 |
| DXJ Wisdomtree Japan Hedged Eq | New | 0.06% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +0.5% | 1.13% | +0.06 |
| PANW Palo Alto Networks Inc. | New | 0.06% | +0.06 |
| INFL Horizon Kinetics Infl Benef | Add +108.2% | 0.13% | +0.06 |
| CVS CVS Health Corp. | Add +3.5% | 0.25% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.7% | 2.82% | +0.05 |
| IWM iShares Russell 2000 ETF | New | 0.05% | +0.05 |
| LLY Eli Lilly & Co. | Add +1.2% | 0.42% | +0.04 |
| IMCG iShares Morningstar Mid-Cap | Add +8.5% | 0.31% | +0.04 |
| NMZ Nuveen Muni Hi Inc. Opport | New | 0.03% | +0.03 |
| CIFR Cipher Digital Inc. | Add +0.5% | 0.08% | +0.03 |
| XMVM Invesco S&P Midcap Value Wit | Add +27.5% | 0.18% | +0.03 |
| VGT Vanguard Info Tech ETF | Add +0.2% | 0.18% | +0.03 |
| WFC Wells Fargo & Co. | Add +30.1% | 0.20% | +0.03 |
| KEEL Keel Infrastructure Corp. | New | 0.02% | +0.02 |
| EEM iShares MSCI Emerging Market | Add +18.3% | 0.12% | +0.02 |
| IXN iShares Global Tech ETF | Add +0.1% | 0.11% | +0.02 |
| GEV GE Vernova Inc. | Add +0.2% | 0.15% | +0.02 |
Options Activity Q1 2026 → Q2 2026
| QBTS D-Wave Quantum Inc. | put | Reduce -4.5% | 21,000 | $504K |
| GLXY Galaxy Digital Inc. Class A | put | New | 9,800 | $268K |
| GLXY Galaxy Digital Inc. Class A | call | Reduce -76.2% | 5,000 | $137K |
| CIFR Cipher Digital Inc. | call | Sold out | 10,000 | $127Kbefore exit |
| DIA SS SPDR Dow Jones Indus Avg | call | New | 200 | $104K |
| LB Landbridge Co. LLC-A | call | Sold out | 1,500 | $104Kbefore exit |
| IWM iShares Russell 2000 ETF | call | New | 200 | $60K |
| MSTR Strategy Inc. | call | New | 600 | $52K |
| VRT Vertiv Holdings Co. Class A | put | New | 100 | $33K |
| XLU St Sr Utl SL SE SPDR ETF-Usd | put | New | 500 | $23K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 219 | $343.3M | GLXY, RDVY, CIBR, AAPL, PVAL |
| Q1 2026 | 207 | $291.0M | RDVY, GLXY, AAPL, PVAL, CIBR |
| Q4 2025 | 206 | $288.8M | RDVY, GLXY, MISL, AAPL, SPY |
| Q3 2025 | 212 | $296.6M | GLXY, RDVY, MISL, AAPL, MSFT |
| Q2 2025 | 203 | $243.7M | RDVY, MISL, AAPL, MSFT, FDL |
| Q1 2025 | 188 | $216.9M | RDVY, AAPL, MISL, FDL, MSFT |
| Q4 2024 | 189 | $223.4M | RDVY, AAPL, MSFT, MISL, FDL |
| Q3 2024 | 194 | $219.6M | RDVY, AAPL, MSFT, MISL, FDL |
| Q2 2024 | 185 | $197.9M | RDVY, AAPL, MSFT, MISL, FDL |
| Q1 2024 | 183 | $188.4M | MSFT, RDVY, AAPL, MISL, FDL |