Key Client Fiduciary Advisors, LLC Q4 2025 Filing

Filed January 28, 2026

Portfolio Value

$293.3B

Holdings

206

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (206 positions)

StockValue
SPDVETF SER SOLUTIONS
$581.0M
WFCWELLS FARGO CO NEW
$569.0M
HACKAMPLIFY ETF TR
$561.0M
PGPROCTER AND GAMBLE CO
$548.0M
VEAVANGUARD TAX-MANAGED FDS
$545.0M
SGOLETFS GOLD TR
$535.0M
EDCONSOLIDATED EDISON INC
$531.0M
VBKVANGUARD INDEX FDS
$528.0M
CSCOCISCO SYS INC
$523.0M
VBRVANGUARD INDEX FDS
$521.0M
KOCOCA COLA CO
$519.0M
CATCATERPILLAR INC
$518.0M
JNJJOHNSON & JOHNSON
$511.0M
JEPQJ P MORGAN EXCHANGE TRADED F
$501.0M
MCDMCDONALDS CORP
$490.0M
SDYSPDR SERIES TRUST
$473.0M
SPYGSPDR SERIES TRUST
$457.0M
VGTVANGUARD WORLD FD
$441.0M
UBERUBER TECHNOLOGIES INC
$436.0M
SLVISHARES SILVER TR
$422.0M
JHMMJOHN HANCOCK EXCHANGE TRADED
$418.0M
NFLXNETFLIX INC
$417.0M
PDBCINVESCO ACTVELY MNGD ETC FD
$415.0M
VVISA INC
$404.0M
LRCXLAM RESEARCH CORP
$403.0M
XLESELECT SECTOR SPDR TR
$402.0M
SOXXISHARES TR
$400.0M
GLWCORNING INC
$398.0M
SOFISOFI TECHNOLOGIES INC
$397.0M
IYFISHARES TR
$388.0M
BOTZGLOBAL X FDS
$388.0M
CSXCSX CORP
$387.0M
CGWINVESCO EXCH TRADED FD TR II
$387.0M
SKYYFIRST TR EXCHANGE TRADED FD
$384.0M
XYZBLOCK INC
$383.0M
SOSOUTHERN CO
$380.0M
TDIVFIRST TR EXCHANGE TRADED FD
$379.0M
STKESOL STRATEGIES INC
$377.0M
CVXCHEVRON CORP NEW
$376.0M
SPYVSPDR SERIES TRUST
$371.0M
REGLPROSHARES TR
$354.0M
AMGNAMGEN INC
$340.0M
IYHISHARES TR
$330.0M
STXGEA SERIES TRUST
$330.0M
SHELSHELL PLC
$324.0M
SMHVANECK ETF TRUST
$323.0M
NVSNNOVARTIS AG
$321.0M
XYLDGLOBAL X FDS
$318.0M
WMWASTE MGMT INC DEL
$318.0M
XOPSPDR SERIES TRUST
$313.0M
AQLTISHARES TR
$312.0M
FTQIFIRST TR EXCHANGE TRADED FD
$302.0M
GRMNGARMIN LTD
$300.0M
IPINTERNATIONAL PAPER CO
$299.0M
XFEBFIRST TR EXCH TRADED FD III
$296.0M
DVNDEVON ENERGY CORP NEW
$293.0M
ADBEADOBE INC
$292.0M
IYKISHARES TR
$290.0M
BABOEING CO
$288.0M
GEVGE VERNOVA INC
$287.0M
IXNISHARES TR
$281.0M
PEPPEPSICO INC
$279.0M
PNCPNC FINL SVCS GROUP INC
$269.0M
BDXBECTON DICKINSON & CO
$262.0M
QTUMETF SER SOLUTIONS
$258.0M
XLFISELECT SECTOR SPDR TR
$254.0M
GARPISHARES TR
$253.0M
XLYSELECT SECTOR SPDR TR
$253.0M
MUMICRON TECHNOLOGY INC
$248.0M
EEMISHARES TR
$246.0M
GDGENERAL DYNAMICS CORP
$246.0M
CMCSACOMCAST CORP NEW
$244.0M
MIGASTRATEGY INC
$243.0M
STXVEA SERIES TRUST
$237.0M
VSTVISTRA CORP
$234.0M
CEF/USPROTT ASSET MANAGEMENT LP
$229.0M
ABTABBOTT LABS
$229.0M
FTDSFIRST TR EXCHANGE-TRADED FD
$229.0M
RTXRTX CORPORATION
$228.0M
IPORENAISSANCE CAP GREENWICH FD
$224.0M
XSDSPDR SERIES TRUST
$223.0M
CWBSPDR SERIES TRUST
$221.0M
TPLTEXAS PACIFIC LAND CORPORATI
$220.0M
QCOMQUALCOMM INC
$219.0M
JMIAJUMIA TECHNOLOGIES AG
$217.0M
FTAFIRST TR EXCHANGE-TRADED ALP
$215.0M
TIPISHARES TR
$210.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$209.0M
UNPUNION PAC CORP
$208.0M
4I1PHILIP MORRIS INTL INC
$207.0M
FFORD MTR CO
$207.0M
QQQEDIREXION SHS ETF TR
$205.0M
ADIANALOG DEVICES INC
$204.0M
PSXPHILLIPS 66
$204.0M
STRVEA SERIES TRUST
$203.0M
GSLCGOLDMAN SACHS ETF TR
$203.0M
DEDEERE & CO
$200.0M
AGNCAGNC INVT CORP
$197.0M
CAGCONAGRA BRANDS INC
$193.0M
SJTSAN JUAN BASIN RTY TR
$166.0M
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