Key Client Fiduciary Advisors, LLC

Key Client Fiduciary Advisors, LLC reported 232 holdings worth US$347M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 9, 2026

Key Client Fiduciary Advisors, LLC reported 232 holdings worth US$347M as of Jun 30, 2026. Largest: Galaxy Digital Inc., Apple Inc and Amazon.com, Inc. Filed Jul 9, 2026 (Form 13F).

Holdings
232
Value as reported
US$347M

The filing in full

CompanySharesValue as reported% of portfolio
Galaxy Digital Inc.887KUS$24.3M7.0%
Apple Inc45,444US$13.1M3.8%
Amazon.com, Inc.37,638US$8.97M2.6%
Nvidia Corporation40,784US$8.16M2.4%
Microsoft Corp.17,201US$6.42M1.9%
Tesla, Inc.14,921US$6.28M1.8%
Alphabet Inc (google) Class C14,978US$5.35M1.5%
Advanced Micro Devices Inc7,890US$4.58M1.3%
Annaly Capital Management Inc.197KUS$4.4M1.3%
Jp Morgan Chase & Co.8,229US$2.69M0.78%
Village Farms International, Inc.1.33MUS$2.66M0.77%
International Business Machines Corporation8,707US$2.45M0.71%
Vertiv Holdings, Llc7,191US$2.41M0.69%
Public Service Enterprise Group Incorporated26,446US$2.15M0.62%
Applied Materials, Inc.2,930US$2.12M0.61%
Berkshire Hathaway Inc.4,139US$2.07M0.60%
Bank Of America Corporation36,096US$2.06M0.59%
Altria Group, Inc.25,757US$1.85M0.53%
Meta Platforms, Inc.3,143US$1.77M0.51%
Walmart Inc.15,544US$1.76M0.51%
Prudential Financial, Inc.16,170US$1.75M0.50%
Exxon Mobil Corporation12,423US$1.7M0.49%
Broadcom Inc.4,344US$1.64M0.47%
Oracle Corporation10,997US$1.61M0.46%
Abbvie Inc.5,928US$1.49M0.43%
Eli Lilly And Company1,195US$1.43M0.41%
Ares Capital Corporation67,752US$1.26M0.36%
Home Depot, Inc. (the)3,541US$1.25M0.36%
Verizon Communications Inc.28,257US$1.2M0.35%
Corning Incorporated4,672US$1.19M0.34%
Howmet Aerospace Inc.4,391US$1.18M0.34%
Crowdstrike Holdings, Inc.1,513US$1.15M0.33%
Micron Technology, Inc.986US$1.14M0.33%
Nextera Energy, Inc.11,889US$1.04M0.30%
At&t Inc.49,574US$1.03M0.30%
Visa Inc.2,942US$1.01M0.29%
Lam Research Corporation2,322US$1.01M0.29%
Caterpillar, Inc.928US$988K0.29%
Palantir Technologies Inc.8,386US$978K0.28%
British American Tobacco P.l.c.15,819US$977K0.28%
Merck & Company, Inc.7,589US$975K0.28%
Goldman Sachs Group, Inc. (the)941US$951K0.27%
Cvs Health Corporation8,454US$875K0.25%
Enbridge Inc.15,724US$852K0.25%
Ge Aerospace2,196US$821K0.24%
Cisco Systems, Inc.6,699US$787K0.23%
Cencora, Inc.2,741US$776K0.22%
3m Company4,637US$751K0.22%
Pfizer, Inc.31,030US$747K0.22%
Johnson & Johnson2,907US$738K0.21%
Automatic Data Processing, Inc.3,132US$701K0.20%
Consolidated Edison, Inc.6,318US$699K0.20%
Costco Wholesale Corporation735US$688K0.20%
Wells Fargo & Company8,255US$682K0.20%
Intel Corporation4,481US$626K0.18%
Coca-cola Company (the)7,676US$624K0.18%
Salesforce, Inc.3,962US$621K0.18%
Philip Morris International Inc3,286US$594K0.17%
Lowe's Companies, Inc.2,676US$590K0.17%
Netflix, Inc.7,940US$567K0.16%
Procter & Gamble Company (the)3,772US$553K0.16%
Axon Enterprise, Inc.932US$522K0.15%
Ge Vernova Inc.440US$517K0.15%
Csx Corporation10,700US$509K0.15%
Agnc Investment Corp.41,853US$456K0.13%
Walt Disney Company (the)4,656US$448K0.13%
Sol Strategies Inc.356KUS$417K0.12%
Chevron Corporation2,433US$403K0.12%
Southern Company (the)4,155US$398K0.11%
Waste Management, Inc.1,721US$384K0.11%
Amgen Inc.1,022US$370K0.11%
Novartis Ag2,326US$365K0.11%
Mcdonald's Corporation1,346US$364K0.10%
Taiwan Semiconductor Manufacturing Co., Ltd.751US$359K0.10%
Uber Technologies, Inc.4,842US$349K0.10%
Devon Energy Corporation8,442US$349K0.10%
Americas Gold And Silver Corporation70,500US$333K0.10%
Qualcomm Incorporated1,798US$332K0.10%
Texas Pacific Land Corporation728US$319K0.09%
Block, Inc.4,184US$318K0.09%
Pnc Financial Services Group, Inc. (the)1,270US$313K0.09%
Shell Plc4,032US$313K0.09%
Analog Devices, Inc.756US$300K0.09%
Phillips 661,624US$275K0.08%
Deere & Company432US$274K0.08%
Cipher Digital Inc.10,824US$265K0.08%
Strategy Inc3,022US$263K0.08%
General Dynamics Corporation725US$257K0.07%
Pepsico, Inc.1,886US$255K0.07%
Sofi Technologies, Inc.14,224US$255K0.07%
Rtx Corporation1,340US$254K0.07%
Acm Research, Inc.1,985US$252K0.07%
Boeing Company (the)1,044US$226K0.07%
Starbucks Corporation2,191US$224K0.06%
Palo Alto Networks, Inc.593US$202K0.06%
Ford Mtr Co Del13,841US$192K0.06%
Icahn Enterprises L.p.19,709US$142K0.04%
San Juan Basin Royalty Trust31,850US$102K0.03%
D-wave Quantum Inc.4,085US$97,9990.03%
Keel Infrastructure Corp.14,000US$80,3600.02%

Every holding of Key Client Fiduciary Advisors, LLC

Source

View original at SEC

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