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 101–150 of 206
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SGOL | ETFS GOLD TR | 13K | $500K+ | SH |
| ED | CONSOLIDATED EDISON INC | 5K | $500K+ | SH |
| VBK | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| CSCO | CISCO SYS INC | 7K | $500K+ | SH |
| VBR | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| KO | COCA COLA CO | 7K | $500K+ | SH |
| CAT | CATERPILLAR INC | 906 | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $500K+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 9K | $500K+ | SH |
| MCD | MCDONALDS CORP | 2K | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| SPYG | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 586 | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 5K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 7K | $100K–$500K | SH |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 6K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 4K | $100K–$500K | SH |
| PDBC | INVESCO ACTVELY MNGD ETC FD | 31K | $100K–$500K | SH |
| V | VISA INC | 1K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 2K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 9K | $100K–$500K | SH |
| SOXX | ISHARES TR | 1K | $100K–$500K | SH |
| GLW | CORNING INC | 5K | $100K–$500K | SH |
| SOFI | SOFI TECHNOLOGIES INC | 15K | $100K–$500K | SH |
| BOTZ | GLOBAL X FDS | 11K | $100K–$500K | SH |
| IYF | ISHARES TR | 3K | $100K–$500K | SH |
| CSX | CSX CORP | 11K | $100K–$500K | SH |
| CGW | INVESCO EXCH TRADED FD TR II | 6K | $100K–$500K | SH |
| SKYY | FIRST TR EXCHANGE TRADED FD | 3K | $100K–$500K | SH |
| SO | SOUTHERN CO | 4K | $100K–$500K | SH |
| TDIV | FIRST TR EXCHANGE TRADED FD | 4K | $100K–$500K | SH |
| STKE | SOL STRATEGIES INC | 247K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| SPYV | SPDR SERIES TRUST | 7K | $100K–$500K | SH |
| REGL | PROSHARES TR | 4K | $100K–$500K | SH |
| AMGN | AMGEN INC | 1K | $100K–$500K | SH |
| STXG | EA SERIES TRUST | 7K | $100K–$500K | SH |
| IYH | ISHARES TR | 5K | $100K–$500K | SH |
| SHEL | SHELL PLC | 4K | $100K–$500K | SH |
| SMH | VANECK ETF TRUST | 898 | $100K–$500K | SH |
| NVS | NOVARTIS AG | 2K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 1K | $100K–$500K | SH |
| XYLD | GLOBAL X FDS | 8K | $100K–$500K | SH |
| XOP | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| IEFA | ISHARES TR | 3K | $100K–$500K | SH |
| FTQI | FIRST TR EXCHANGE TRADED FD | 15K | $100K–$500K | SH |
| GRMN | GARMIN LTD | 1K | $100K–$500K | SH |
| IP | INTERNATIONAL PAPER CO | 8K | $100K–$500K | SH |
| FPE | FIRST TR EXCH TRADED FD III | 16K | $100K–$500K | SH |
| DVN | DEVON ENERGY CORP NEW | 8K | $100K–$500K | SH |