Key Client Fiduciary Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 9, 2026), Key Client Fiduciary Advisors, LLC reported 207 stock positions worth $291.0 million. Its top holding was First Trust Rising Dividend (RDVY) at 6.6% of the portfolio, followed by Galaxy Digital Class A (GLXY, 5.6%) and Apple (AAPL, 4.0%). Compared with Q4 2025, it opened 12 new positions, sold out of 11, added to 108 and reduced 72. The biggest buy was a new position in First Trust Nasdaq Cybersecu (CIBR) and the biggest sale an exit from First Trust Indxx Aero & Def (MISL).
- Most Recent 13F
- Q2 2026
- Location
- Fairfield, NJ
- CIK
- 0001912612
- Portfolio Value
- $291.0M (Q1 2026)
- SEC Filing
- 0002085853-26-000300 ↗ filed Apr 9, 2026
Holdings Value
Holdings 207 stocks · $291.0M
| RDVY First Trust Rising Dividend | 6.59% | 280,764 | $19.2M | Reduce -0.7% |
| GLXY Galaxy Digital Inc. Class A | 5.58% | 879,879 | $16.2M | Add +2.5% |
| AAPL Apple Inc. | 4.01% | 46,024 | $11.7M | Add +1.0% |
| PVAL Putnam Focused LRG Cap Value | 3.30% | 207,134 | $9.6M | Add +53.7% |
| CIBR First Trust Nasdaq Cybersecu | 3.28% | 152,412 | $9.6M | New |
| FDL First Trust Morn DVD Lead Inc. | 3.19% | 182,600 | $9.3M | Add +1.7% |
| IYK iShares US Consumer Staples | 3.04% | 126,520 | $8.9M | Add +2816.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.77% | 12,394 | $8.1M | Add +0.3% |
| AMZN Amazon.com Inc. | 2.72% | 38,058 | $7.9M | Add +29.7% |
| NVDA Nvidia Corp. | 2.48% | 41,439 | $7.2M | Reduce -1.1% |
| MSFT Microsoft Corp. | 2.20% | 17,280 | $6.4M | Add +6.3% |
| SDVY First Trust Smid Cap Rising | 2.18% | 161,187 | $6.4M | Add +3.0% |
| TSLA Tesla Inc. | 1.89% | 14,766 | $5.5M | Reduce -4.0% |
| QQQ Invesco QQQ Trust Series 1 | 1.81% | 9,147 | $5.3M | Add +3.8% |
| FTGS First Trust Grwth Strgth ETF | 1.68% | 143,482 | $4.9M | Add +1.8% |
| NLY Annaly Capital Management Inc. | 1.41% | 193,916 | $4.1M | Add +2.0% |
| VOO Vanguard S&P 500 ETF | 1.38% | 6,700 | $4.0M | Add +11.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.24% | 78,912 | $3.6M | Reduce -1.1% |
| GOOGL Alphabet Inc. Class A | 1.06% | 10,775 | $3.1M | Add +7.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.90% | 34,210 | $2.6M | Add +7.7% |
| FTSM First Trust Enh Short Mat FD | 0.89% | 43,514 | $2.6M | Add +4.3% |
| FTSL First Trust Senior Loan ETF | 0.89% | 57,700 | $2.6M | Add +1.2% |
| RWL Invesco S&P 500 Revenue ETF | 0.84% | 21,284 | $2.4M | Add +1.9% |
| JPM JPMorgan Chase & Co. | 0.83% | 8,259 | $2.4M | Add +1.7% |
| AIRR First Trust Rba American Ind | 0.79% | 20,796 | $2.3M | Reduce -7.0% |
| FVD First Trust Value Line DVD | 0.78% | 48,239 | $2.3M | Add +4.8% |
| TRFM Aam Transformers ETF | 0.75% | 46,736 | $2.2M | Add +25.6% |
| XOM Exxon Mobil Corp. | 0.74% | 12,679 | $2.2M | Add +1.5% |
| PEG Public Service Enterprise GP | 0.74% | 26,460 | $2.1M | Add +0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.71% | 8,568 | $2.1M | Add +2.5% |
| VRT Vertiv Holdings Co. Class A | 0.70% | 8,105 | $2.0M | Add +3.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.67% | 4,089 | $2.0M | Reduce -1.3% |
| WMT Walmart Inc. | 0.67% | 15,645 | $1.9M | Reduce -42.0% |
| META Meta Platforms Inc. Class A | 0.66% | 3,362 | $1.9M | Add +5.4% |
| PAVE Global X US Infrastructure | 0.66% | 37,615 | $1.9M | Add +3.9% |
| XNOV FT Vest US Equity Enhance & | 0.64% | 50,118 | $1.9M | Reduce -20.6% |
| MAGS Roundhill Magnificent Seven | 0.64% | 32,132 | $1.9M | Add +8.2% |
| LB Landbridge Co. LLC-A | 0.61% | 25,760 | $1.8M | Reduce -50.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.61% | 36,324 | $1.8M | Add +0.8% |
| VIG Vanguard Dividend Apprec ETF | 0.60% | 8,181 | $1.8M | Add +2.1% |
| VFF Village Farms International | 0.60% | 616,249 | $1.8M | Add +4.5% |
| PRU Prudential Financial Inc. | 0.58% | 17,425 | $1.7M | Reduce -3.3% |
| BTCO Invsco GLXY BTCN ETF | 0.58% | 25,061 | $1.7M | Add +17.0% |
| AMD Advanced Micro Devices | 0.58% | 8,303 | $1.7M | Add +6.4% |
| ORCL Oracle Corp. | 0.55% | 10,956 | $1.6M | Reduce -0.6% |
| MO Altria Group Inc. | 0.54% | 24,028 | $1.6M | Reduce -1.3% |
| DIVO Amplify CWP Enhan Divid ETF | 0.53% | 34,125 | $1.5M | Reduce -1.4% |
| T AT&T Inc. | 0.49% | 49,364 | $1.4M | Reduce -6.9% |
| VZ Verizon Communications Inc. | 0.49% | 28,163 | $1.4M | Reduce -4.1% |
| AVGO Broadcom Inc. | 0.46% | 4,340 | $1.3M | Add +0.6% |
| PLTR Palantir Technologies Inc. Class A | 0.46% | 9,108 | $1.3M | Reduce -5.7% |
| QYLD Global X Nasd 100 Cov Call | 0.44% | 74,765 | $1.3M | Add +23.2% |
| ABBV Abbvie Inc. | 0.44% | 5,856 | $1.3M | Reduce -2.6% |
| GOOG Alphabet Inc. Class C | 0.43% | 4,399 | $1.3M | Reduce -4.6% |
| HD Home Depot Inc. | 0.42% | 3,725 | $1.2M | Reduce -8.1% |
| ARCC Ares Capital Corp. | 0.40% | 65,364 | $1.2M | Add +6.4% |
| SPYI Neos S&P 500 High Income ETF | 0.39% | 22,812 | $1.1M | Add +24.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.39% | 3,499 | $1.1M | Reduce -1.8% |
| LLY Eli Lilly & Co. | 0.37% | 1,181 | $1.1M | Add +2.1% |
| NEE Nextera Energy Inc. | 0.37% | 11,596 | $1.1M | Add +1.8% |
| COWZ Pacer US Cash Cows 100 ETF | 0.36% | 16,772 | $1.0M | Add +5.8% |
| AMAT Applied Materials Inc. | 0.36% | 3,058 | $1.0M | Reduce -2.5% |
| HWM Howmet Aerospace Inc. | 0.35% | 4,465 | $1.0M | Add +0.4% |
| BTI British American Tob-SP ADR | 0.32% | 16,010 | $936K | Add +1.7% |
| FLBL Franklin Senior Loan ETF | 0.32% | 40,653 | $935K | Add +0.4% |
| VONG Vanguard Russell 1000 Growth | 0.31% | 8,304 | $911K | Add +0.1% |
| IDMO Invesco S&P International DE | 0.31% | 16,602 | $910K | Add +14.5% |
| V Visa Inc. Class A | 0.31% | 3,009 | $910K | Add +160.8% |
| IBIT iShares Bitcoin Trust ETF | 0.31% | 23,496 | $903K | Add +27.8% |
| MRK Merck & Co. Inc. | 0.31% | 7,403 | $891K | Add +7.7% |
| JPST JPMorgan Ultra-Short Income | 0.30% | 17,421 | $882K | No change |
| COR Cencora Inc. | 0.30% | 2,740 | $861K | Add +31.2% |
| ENB Enbridge Inc. | 0.29% | 15,754 | $853K | Reduce -4.8% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.29% | 15,321 | $851K | Add +77.4% |
| RSP Invesco S&P 500 Equal Weight | 0.29% | 4,388 | $842K | Reduce -2.5% |
| PFE Pfizer Inc. | 0.28% | 28,769 | $808K | Add +2.0% |
| NFLX Netflix Inc. | 0.27% | 8,270 | $795K | Add +85.6% |
| GS Goldman Sachs Group Inc. | 0.27% | 939 | $794K | Add +19.9% |
| DGRW Wisdomtree U.S. Quality Divi | 0.27% | 8,974 | $788K | Add +1.3% |
| FTCS First Trust Capital Strength | 0.27% | 8,477 | $786K | Reduce -1.7% |
| COST Costco Wholesale Corp. | 0.27% | 786 | $783K | Add +1.8% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.27% | 7,554 | $781K | Reduce -2.1% |
| IMCG iShares Morningstar Mid-Cap | 0.27% | 9,825 | $774K | Add +1.1% |
| CRM Salesforce Inc. | 0.26% | 4,004 | $747K | Reduce -2.8% |
| GLD SPDR Gold Shares | 0.25% | 1,717 | $739K | Reduce -6.8% |
| XLG Invesco S&P 500 Top 50 ETF | 0.25% | 13,344 | $728K | Add +10.8% |
| IWY iShares Russell Top 200 Grow | 0.25% | 2,876 | $716K | Reduce -0.4% |
| MMM 3M Co. | 0.24% | 4,837 | $702K | Reduce -0.3% |
| PDI PIMCO Dynamic Income Fund | 0.24% | 40,657 | $696K | Add +2.7% |
| GARP iShares MSCI USA Quality Gar | 0.23% | 10,620 | $679K | Add +185.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.23% | 1,438 | $666K | No change |
| CAT Caterpillar Inc. | 0.23% | 927 | $657K | Add +2.3% |
| IVV iShares Core S&P 500 ETF | 0.22% | 991 | $647K | Reduce -1.2% |
| GE General Electric filed as GE AEROSPACE | 0.22% | 2,268 | $644K | Reduce -0.4% |
| ADP Automatic Data Processing | 0.22% | 3,154 | $641K | Reduce -0.6% |
| LOW Lowe's Cos Inc. | 0.22% | 2,691 | $636K | Add +0.6% |
| GLW Corning Inc. | 0.22% | 4,640 | $631K | Add +1.8% |
| NOBL Proshares S&P 500 Dividend A | 0.22% | 5,925 | $628K | Reduce -1.6% |
| SPDV Aam S&P 500 High Div Val ETF | 0.21% | 16,650 | $620K | Reduce -0.7% |
| SGOL Abrdn Physical Gold Shares | 0.21% | 13,796 | $616K | Add +5.9% |
Options reported separately and not counted above: ORCL puts ($1.5M), CRM puts ($691K), GLXY calls ($387K), QBTS puts ($317K), CIFR calls ($127K), LB calls ($104K), TSLA calls ($74K), NVDA calls ($35K), CYPH calls ($9K).
Portfolio Sells Q4 2025 → Q1 2026
| MISL First Trust Indxx Aero & Def | Sold out | 0.00% | −4.53 |
| MLPX Global X MLP & Energy Infras | Reduce -89.1% | 0.12% | −0.79 |
| TSLA Tesla Inc. | Reduce -4.0% | 1.89% | −0.51 |
| WMT Walmart Inc. | Reduce -42.0% | 0.67% | −0.37 |
| LB Landbridge Co. LLC-A | Reduce -50.5% | 0.61% | −0.27 |
| NVDA Nvidia Corp. | Reduce -1.1% | 2.48% | −0.22 |
| RDVY First Trust Rising Dividend | Reduce -0.7% | 6.59% | −0.21 |
| ORCL Oracle Corp. | Reduce -0.6% | 0.55% | −0.19 |
| XNOV FT Vest US Equity Enhance & | Reduce -20.6% | 0.64% | −0.18 |
| PLTR Palantir Technologies Inc. Class A | Reduce -5.7% | 0.46% | −0.14 |
| CRM Salesforce Inc. | Reduce -2.8% | 0.26% | −0.12 |
| PRU Prudential Financial Inc. | Reduce -3.3% | 0.58% | −0.12 |
| VST Vistra Corp. | Sold out | 0.00% | −0.08 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.08 |
| CEF Sprott Physical Gold and Sil | Sold out | 0.00% | −0.08 |
| IPO Renaissance Ipo ETF | Sold out | 0.00% | −0.08 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.08 |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | Sold out | 0.00% | −0.07 |
| GSLC Goldman Activebeta US LC ETF | Sold out | 0.00% | −0.07 |
| STXF Strive 500 ETF | Sold out | 0.00% | −0.07 |
| GOOG Alphabet Inc. Class C | Reduce -4.6% | 0.43% | −0.07 |
| CAG Conagra Brands Inc. | Sold out | 0.00% | −0.07 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.06 |
| DIS The Walt Disney Co. | Reduce -13.8% | 0.17% | −0.06 |
| SOFI Sofi Technologies Inc. | Reduce -9.6% | 0.07% | −0.06 |
| ADP Automatic Data Processing | Reduce -0.6% | 0.22% | −0.06 |
| HD Home Depot Inc. | Reduce -8.1% | 0.42% | −0.06 |
| XLF SS Financial Select Sector | Reduce -11.5% | 0.21% | −0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -2.6% | 0.20% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.3% | 0.67% | −0.05 |
| ABBV Abbvie Inc. | Reduce -2.6% | 0.44% | −0.04 |
| ADBE Adobe Inc. | Reduce -0.5% | 0.07% | −0.03 |
| IWY iShares Russell Top 200 Grow | Reduce -0.4% | 0.25% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.8% | 0.39% | −0.03 |
| MMM 3M Co. | Reduce -0.3% | 0.24% | −0.03 |
| UBER Uber Technologies Inc. | Reduce -6.0% | 0.12% | −0.03 |
| SKYY First Trust Cloud Computing | Reduce -1.8% | 0.11% | −0.02 |
| GE General Electric | Reduce -0.4% | 0.22% | −0.02 |
| XYZ Block Inc. | Reduce -5.4% | 0.11% | −0.02 |
| HACK Amplify Cybersecurity ETF | Reduce -1.4% | 0.18% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -16.7% | 0.20% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -1.2% | 0.22% | −0.02 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -11.9% | 0.09% | −0.02 |
| IP International Paper Co. | Reduce -3.9% | 0.09% | −0.01 |
| F Ford Motor Co. | Reduce -7.3% | 0.06% | −0.01 |
| CYPH Cypherpunk Technologies Inc. | Reduce -4.9% | 0.02% | −0.01 |
| BA The Boeing Co. | Reduce -0.8% | 0.09% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Reduce -2.5% | 0.29% | −0.01 |
| DIVO Amplify CWP Enhan Divid ETF | Reduce -1.4% | 0.53% | −0.01 |
| IYH iShares U.S. Healthcare ETF | Reduce -0.4% | 0.11% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| CIBR First Trust Nasdaq Cybersecu | New | 3.28% | +3.28 |
| IYK iShares US Consumer Staples | Add +2816.6% | 3.04% | +2.94 |
| PVAL Putnam Focused LRG Cap Value | Add +53.7% | 3.30% | +1.18 |
| FDL First Trust Morn DVD Lead Inc. | Add +1.7% | 3.19% | +0.43 |
| AMZN Amazon.com Inc. | Add +29.7% | 2.72% | +0.38 |
| VRT Vertiv Holdings Co. Class A | Add +3.6% | 0.70% | +0.26 |
| XOM Exxon Mobil Corp. | Add +1.5% | 0.74% | +0.22 |
| V Visa Inc. Class A | Add +160.8% | 0.31% | +0.17 |
| XMVM Invesco S&P Midcap Value Wit | New | 0.15% | +0.15 |
| GARP iShares MSCI USA Quality Gar | Add +185.1% | 0.23% | +0.15 |
| TRFM Aam Transformers ETF | Add +25.6% | 0.75% | +0.13 |
| NFLX Netflix Inc. | Add +85.6% | 0.27% | +0.13 |
| JEPQ JPM Nasdaq Equity Premium | Add +77.4% | 0.29% | +0.12 |
| JEPI JPMorgan Equity Premium Inco | New | 0.11% | +0.11 |
| SDVY First Trust Smid Cap Rising | Add +3.0% | 2.18% | +0.11 |
| USAS Americas Gold and Silver Cor | Add +255.0% | 0.13% | +0.09 |
| COPP Sprott Copper Miners ETF | New | 0.08% | +0.08 |
| INFL Horizon Kinetics Infl Benef | New | 0.08% | +0.08 |
| GLW Corning Inc. | Add +1.8% | 0.22% | +0.08 |
| LHX L3HARRIS Technologies Inc. | New | 0.08% | +0.08 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.07% | +0.07 |
| QYLD Global X Nasd 100 Cov Call | Add +23.2% | 0.44% | +0.07 |
| KNGZ FT - S&P 500 DVD Aristocrats | New | 0.07% | +0.07 |
| VOO Vanguard S&P 500 ETF | Add +11.1% | 1.38% | +0.07 |
| SLV iShares Silver Trust | Add +36.5% | 0.21% | +0.06 |
| PAVE Global X US Infrastructure | Add +3.9% | 0.66% | +0.06 |
| MRK Merck & Co. Inc. | Add +7.7% | 0.31% | +0.06 |
| AGNC AGNC Investment Corp. | Add +93.7% | 0.12% | +0.05 |
| NEE Nextera Energy Inc. | Add +1.8% | 0.37% | +0.05 |
| YYY Amplify Cef High Income ETF | New | 0.05% | +0.05 |
| SPYI Neos S&P 500 High Income ETF | Add +24.1% | 0.39% | +0.05 |
| COR Cencora Inc. | Add +31.2% | 0.30% | +0.05 |
| XLE SS Energy Select Sector | Add +0.2% | 0.19% | +0.05 |
| CVX Chevron Corp. | Add +1.1% | 0.18% | +0.05 |
| CIFR Cipher Digital Inc. | New | 0.05% | +0.05 |
| CAT Caterpillar Inc. | Add +2.3% | 0.23% | +0.05 |
| FVD First Trust Value Line DVD | Add +4.8% | 0.78% | +0.05 |
| COST Costco Wholesale Corp. | Add +1.8% | 0.27% | +0.04 |
| HWM Howmet Aerospace Inc. | Add +0.4% | 0.35% | +0.04 |
| DVN Devon Energy Corp. | Add +0.4% | 0.14% | +0.04 |
| GS Goldman Sachs Group Inc. | Add +19.9% | 0.27% | +0.03 |
| PFE Pfizer Inc. | Add +2.0% | 0.28% | +0.03 |
| IDMO Invesco S&P International DE | Add +14.5% | 0.31% | +0.03 |
| LRCX Lam Research Corp. | Add +0.1% | 0.17% | +0.03 |
| XYLD Global X S&P 500 Cove Call E | Add +36.4% | 0.14% | +0.03 |
| COWZ Pacer US Cash Cows 100 ETF | Add +5.8% | 0.36% | +0.03 |
| FTSM First Trust Enh Short Mat FD | Add +4.3% | 0.89% | +0.03 |
| SGOL Abrdn Physical Gold Shares | Add +5.9% | 0.21% | +0.03 |
| ED Consolidated Edison Inc. | Add +0.4% | 0.21% | +0.03 |
| MU Micron Technology Inc. | Add +9.9% | 0.11% | +0.02 |
Options Activity Q4 2025 → Q1 2026
| CRM Salesforce Inc. | put | New | 3,700 | $691K |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Sold out | 600 | $409Kbefore exit |
| GLXY Galaxy Digital Inc. Class A | call | Reduce -29.8% | 21,000 | $387K |
| QBTS D-Wave Quantum Inc. | put | Reduce -34.3% | 22,000 | $317K |
| SPY SS SPDR S&P 500 ETF Trust-US | call | Sold out | 200 | $136Kbefore exit |
| CIFR Cipher Digital Inc. | call | New | 10,000 | $127K |
| TSLA Tesla Inc. | call | Reduce -60.0% | 200 | $74K |
| ABBV Abbvie Inc. | put | Sold out | 200 | $46Kbefore exit |
| UNP Union Pacific Corp. | call | Sold out | 100 | $23Kbefore exit |
| VFF Village Farms International | call | Sold out | 5,000 | $18Kbefore exit |
| XYZ Block Inc. | put | Sold out | 200 | $13Kbefore exit |
| BAC Bank of America Corp. | put | Sold out | 200 | $11Kbefore exit |
| CYPH Cypherpunk Technologies Inc. | call | New | 11,000 | $9K |
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 |