CIK 1912612
Key Client Fiduciary Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
206
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 206
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LLY | ELI LILLY & CO | 1K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 29K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| CRM | SALESFORCE INC | 4K | $1M+ | SH |
| QYLD | GLOBAL X FDS | 61K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 8K | $1M+ | SH |
| SPYI | NEOS ETF TRUST | 18K | $500K+ | SH |
| COWZ | PACER FDS TR | 16K | $500K+ | SH |
| FLBL | FRANKLIN TEMPLETON ETF TR | 40K | $500K+ | SH |
| NEE | NEXTERA ENERGY INC | 11K | $500K+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 18K | $500K+ | SH |
| HWM | HOWMET AEROSPACE INC | 4K | $500K+ | SH |
| BTI | BRITISH AMERN TOB PLC | 16K | $500K+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 17K | $500K+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 4K | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 3K | $500K+ | SH |
| IDMO | INVESCO EXCH TRADED FD TR II | 15K | $500K+ | SH |
| AMAT | APPLIED MATLS INC | 3K | $500K+ | SH |
| IWY | ISHARES TR | 3K | $500K+ | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 9K | $500K+ | SH |
| DGRW | WISDOMTREE TR | 9K | $500K+ | SH |
| ENB | ENBRIDGE INC | 17K | $500K+ | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 8K | $500K+ | SH |
| MMM | 3M CO | 5K | $500K+ | SH |
| IMCG | ISHARES TR | 10K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 14K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| MRK | MERCK & CO INC | 7K | $500K+ | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 12K | $500K+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 2K | $500K+ | SH |
| COR | CENCORA INC | 2K | $500K+ | SH |
| PFE | PFIZER INC | 28K | $500K+ | SH |
| GE | GE AEROSPACE | 2K | $500K+ | SH |
| PDI | PIMCO DYNAMIC INCOME FD | 40K | $500K+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 1K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 783 | $500K+ | SH |
| IVV | ISHARES TR | 1K | $500K+ | SH |
| DIS | DISNEY WALT CO | 6K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 772 | $500K+ | SH |
| LOW | LOWES COS INC | 3K | $500K+ | SH |
| CVS | CVS HEALTH CORP | 8K | $500K+ | SH |
| NOBL | PROSHARES TR | 6K | $500K+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 23K | $500K+ | SH |
| XLV | SELECT SECTOR SPDR TR | 4K | $500K+ | SH |
| PKW | INVESCO EXCHANGE TRADED FD T | 4K | $500K+ | SH |
| SPDV | ETF SER SOLUTIONS | 17K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 6K | $500K+ | SH |
| HACK | AMPLIFY ETF TR | 7K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 4K | $500K+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 9K | $500K+ | SH |