CIK 1801720
Key FInancial Inc
Institutional 13F holdings & portfolio
Holdings
1,440
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 1,440
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BSCR | INVESCO EXCH TRD SLF IDX FD | 99K | $1M+ | SH |
| ISCG | ISHARES TR | 33K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| SPMD | SPDR SERIES TRUST | 31K | $1M+ | SH |
| TSLA | TESLA INC | 4K | $1M+ | SH |
| MDYG | SPDR SERIES TRUST | 17K | $1M+ | SH |
| IWD | ISHARES TR | 8K | $1M+ | SH |
| KO | COCA COLA CO | 23K | $1M+ | SH |
| BX | BLACKSTONE INC | 10K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2 | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 71K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 2K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 9K | $1M+ | SH |
| IDCC | INTERDIGITAL INC | 5K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 2K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| CSCO | CISCO SYS INC | 18K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 2K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 23K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 4K | $1M+ | SH |
| PEP | PEPSICO INC | 10K | $1M+ | SH |
| IWB | ISHARES TR | 4K | $1M+ | SH |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | 59K | $1M+ | SH |
| MCO | MOODYS CORP | 3K | $1M+ | SH |
| DTD | WISDOMTREE TR | 15K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 9K | $1M+ | SH |
| TJX | TJX COS INC NEW | 8K | $1M+ | SH |
| GE | GE AEROSPACE | 4K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 16K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 26K | $1M+ | SH |
| CRM | SALESFORCE INC | 5K | $1M+ | SH |
| ICVT | ISHARES TR | 12K | $1M+ | SH |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 57K | $1M+ | SH |
| DWX | SPDR INDEX SHS FDS | 24K | $1M+ | SH |
| IWM | ISHARES TR | 4K | $1M+ | SH |
| MRBK | MERIDIAN CORPORATION | 59K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 19K | $1M+ | SH |
| NSC | NORFOLK SOUTHN CORP | 4K | $1M+ | SH |
| IWP | ISHARES TR | 8K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 23K | $1M+ | SH |
| RTX | RTX CORPORATION | 6K | $1M+ | SH |
| HD | HOME DEPOT INC | 3K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 3K | $1M+ | SH |
| FELG | FIDELITY COVINGTON TRUST | 24K | $500K+ | SH |
| PXF | INVESCO EXCH TRADED FD TR II | 15K | $500K+ | SH |
| IJT | ISHARES TR | 7K | $500K+ | SH |
| V | VISA INC | 3K | $500K+ | SH |
| BSMW | INVESCO EXCH TRD SLF IDX FD | 39K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 3K | $500K+ | SH |