2026 Q1 Portfolio Activity
In 2026 Q1, Key Client Fiduciary Advisors, LLC maintained a portfolio of 234 distinct positions. The most significant new addition was FIRST TR EXCHANGE-TRADED FD, now representing 3.25% of the total fund value. They heavily accumulated shares in GALAXY DIGITAL INC., increasing the position by 2842.7%. The fund also reduced its exposure to GALAXY DIGITAL INC. by 97.6%.
Position History
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Total Positions
234
Quarter
2026 Q1
Top Holding
RDVY (6.5%)
Top 10 Concentration
36.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 234
Key Client Fiduciary Advisors, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
RDVY
FIRST TR EXCHAN...
|
ETF | 6.52% | 6.70% |
#1
Prev: #1
|
5.1 |
—
|
-1,905 | -0.7% |
P
S
|
280,764 | $19,170,548 |
$47.29
+57.2%
|
2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | ||
|
GLXY
GALAXY DIGITAL ...
|
Financial Services | 5.52% | 6.55% |
#2
Prev: #2
|
4.2 |
—
|
21,336 | 2.5% |
P
S
|
879,879 | $16,233,768 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
AAPL
APPLE INC
|
Technology | 3.97% | 4.22% |
#3
1
Prev: #4
|
3.1 |
—
|
464 | 1.0% |
P
S
|
46,024 | $11,680,332 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
PVAL
PUTNAM ETF TRUS...
|
ETF | 3.27% | 2.09% |
#4
7
Prev: #11
|
4.8 |
—
|
72,336 | 53.7% |
P
S
|
207,134 | $9,611,012 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
CIBR
FIRST TR EXCHAN...
|
ETF | 3.25% | — |
#5
Prev: #—
|
5.3 |
—
|
152,412 | — |
NEW
|
152,412 | $9,553,203 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
FDL
FIRST TR EXCHAN...
|
Unknown | 3.15% | 2.71% |
#6
Prev: #6
|
1.8 |
—
|
3,109 | 1.7% |
P
S
|
182,600 | $9,276,069 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IYK
ISHARES TR
|
ETF | 3.01% | 0.10% |
#7
154
Prev: #161
|
4.2 |
—
|
122,182 | 2816.6% |
P
S
|
126,520 | $8,860,196 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 2.74% | 2.87% |
#8
3
Prev: #5
|
1.6 |
—
|
32 | 0.3% |
P
S
|
12,394 | $8,060,391 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.69% | 2.31% |
#9
1
Prev: #10
|
3.6 |
—
|
8,710 | 29.7% |
P
S
|
38,058 | $7,926,392 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.46% | 2.67% |
#10
2
Prev: #8
|
1.5 |
—
|
-472 | -1.1% |
P
S
|
41,439 | $7,226,948 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.17% | 2.68% |
#11
4
Prev: #7
|
2.9 |
—
|
1,023 | 6.3% |
P
S
|
17,280 | $6,396,673 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SDVY
FIRST TR EXCHAN...
|
ETF | 2.16% | 2.04% |
#12
Prev: #12
|
1.4 |
—
|
4,749 | 3.0% |
P
S
|
161,187 | $6,355,604 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.87% | 2.36% |
#13
4
Prev: #9
|
1.2 |
—
|
-622 | -4.0% |
P
S
|
14,766 | $5,489,358 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.79% | 1.85% |
#14
1
Prev: #13
|
1.2 |
—
|
334 | 3.8% |
P
S
|
9,147 | $5,279,510 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
FTGS
FIRST TR EXCHAN...
|
Warrant | 1.66% | 1.70% |
#15
1
Prev: #14
|
1.2 |
—
|
2,546 | 1.8% |
P
S
|
143,482 | $4,884,931 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
NLY
ANNALY CAPITAL ...
|
Real Estate | 1.39% | 1.45% |
#16
1
Prev: #15
|
1.1 |
—
|
3,900 | 2.1% |
P
S
|
193,916 | $4,101,321 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.36% | 1.29% |
#17
1
Prev: #16
|
2.5 |
—
|
668 | 11.1% |
P
S
|
6,700 | $4,003,755 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
XLU
SELECT SECTOR S...
|
Unknown | 1.23% | 1.16% |
#18
1
Prev: #17
|
1.0 |
—
|
-871 | -1.1% |
P
S
|
78,912 | $3,621,270 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.05% | 1.07% |
#19
1
Prev: #18
|
2.4 |
—
|
717 | 7.1% |
P
S
|
10,775 | $3,098,387 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 0.89% | 0.87% |
#20
4
Prev: #24
|
2.4 |
—
|
2,438 | 7.7% |
P
S
|
34,210 | $2,618,428 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
FTSM
FIRST TR EXCHAN...
|
ETF | 0.88% | 0.85% |
#21
4
Prev: #25
|
0.9 |
—
|
1,804 | 4.3% |
P
S
|
43,514 | $2,601,270 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
FTSL
FIRST TR EXCHAN...
|
ETF | 0.88% | 0.89% |
#22
Prev: #22
|
0.9 |
—
|
685 | 1.2% |
P
S
|
57,700 | $2,584,957 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
RWL
INVESCO EXCH TR...
|
ETF | 0.83% | 0.82% |
#23
4
Prev: #27
|
0.8 |
—
|
394 | 1.9% |
P
S
|
21,284 | $2,445,783 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.83% | 0.89% |
#24
3
Prev: #21
|
0.8 |
—
|
139 | 1.7% |
P
S
|
8,259 | $2,429,488 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
AIRR
FIRST TR EXCHAN...
|
ETF | 0.78% | 0.75% |
#25
4
Prev: #29
|
0.8 |
—
|
-1,575 | -7.0% |
P
S
|
20,796 | $2,303,781 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
FVD
FIRST TR EXCHAN...
|
ETF | 0.77% | 0.72% |
#26
7
Prev: #33
|
0.8 |
—
|
2,232 | 4.9% |
P
S
|
48,239 | $2,268,694 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
TRFM
ETF SER SOLUTIO...
|
ETF | 0.74% | 0.60% |
#27
14
Prev: #41
|
2.8 |
—
|
9,537 | 25.6% |
P
S
|
46,736 | $2,171,068 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.73% | 0.51% |
#28
19
Prev: #47
|
0.8 |
—
|
188 | 1.5% |
P
S
|
12,679 | $2,151,191 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
PEG
PUBLIC SVC ENTE...
|
Utilities | 0.73% | 0.72% |
#29
3
Prev: #32
|
0.8 |
—
|
13 | 0.0% |
P
S
|
26,460 | $2,141,956 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.71% | 0.84% |
#30
4
Prev: #26
|
0.8 |
—
|
205 | 2.5% |
P
S
|
8,568 | $2,076,916 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 0.69% | 0.43% |
#31
23
Prev: #54
|
0.8 |
—
|
285 | 3.6% |
P
S
|
8,105 | $2,030,926 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.67% | 0.71% |
#32
3
Prev: #35
|
0.8 |
—
|
-52 | -1.3% |
P
S
|
4,089 | $1,959,449 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.66% | 1.03% |
#33
14
Prev: #19
|
0.3 |
—
|
-11,343 | -42.0% |
P
S
|
15,645 | $1,944,315 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.65% | 0.72% |
#34
Prev: #34
|
2.3 |
—
|
171 | 5.4% |
P
S
|
3,362 | $1,923,462 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
PAVE
GLOBAL X FDS
|
ETF | 0.65% | 0.59% |
#35
8
Prev: #43
|
0.8 |
—
|
1,407 | 3.9% |
P
S
|
37,615 | $1,911,234 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
XNOV
FIRST TR EXCHNG...
|
Unknown | 0.64% | 0.82% |
#36
8
Prev: #28
|
0.3 |
—
|
-13,035 | -20.6% |
P
S
|
50,118 | $1,874,248 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
MAGS
LISTED FDS TR
|
Unknown | 0.63% | 0.67% |
#37
1
Prev: #38
|
2.3 |
—
|
2,447 | 8.2% |
P
S
|
32,132 | $1,861,733 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
LB
LANDBRIDGE COMP...
|
Energy | 0.60% | 0.87% |
#38
15
Prev: #23
|
0.2 |
—
|
-26,334 | -50.6% |
P
S
|
25,760 | $1,778,755 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 0.60% | 0.68% |
#39
2
Prev: #37
|
0.7 |
—
|
275 | 0.8% |
P
S
|
36,324 | $1,770,788 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.60% | 0.60% |
#40
2
Prev: #42
|
0.7 |
—
|
165 | 2.1% |
P
S
|
8,181 | $1,759,431 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VFF
VILLAGE FARMS I...
|
Consumer Defensive | 0.59% | 0.73% |
#41
11
Prev: #30
|
0.7 |
—
|
26,700 | 4.5% |
P
S
|
616,249 | $1,750,147 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
PRU
PRUDENTIAL FINL...
|
Financial Services | 0.58% | 0.69% |
#42
6
Prev: #36
|
0.7 |
—
|
-601 | -3.3% |
P
S
|
17,425 | $1,702,224 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
BTCO
INVESCO GALAXY ...
|
Bond/Debt | 0.57% | 0.64% |
#43
3
Prev: #40
|
2.2 |
—
|
3,642 | 17.0% |
P
S
|
25,061 | $1,690,866 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.57% | 0.57% |
#44
1
Prev: #45
|
2.2 |
—
|
502 | 6.4% |
P
S
|
8,303 | $1,689,094 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.55% | 0.73% |
#45
14
Prev: #31
|
0.7 |
—
|
-71 | -0.6% |
P
S
|
10,956 | $1,611,719 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
MO
ALTRIA GROUP IN...
|
Consumer Defensive | 0.54% | 0.48% |
#46
4
Prev: #50
|
0.7 |
—
|
-326 | -1.3% |
P
S
|
24,028 | $1,585,620 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
DIVO
AMPLIFY ETF TR
|
ETF | 0.52% | 0.53% |
#47
1
Prev: #46
|
0.7 |
—
|
-500 | -1.4% |
P
S
|
34,125 | $1,530,506 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
ORCL
PUT
ORACLE CORP
|
PUT Option | 0.50% | 0.66% |
#48
9
Prev: #39
|
1.2 |
—
|
no change | no change |
P
S
|
9,900 | $1,456,389 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
T
AT&T INC
|
Communication Services | 0.49% | 0.45% |
#49
4
Prev: #53
|
0.7 |
—
|
-3,633 | -6.9% |
P
S
|
49,364 | $1,431,075 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 0.48% | 0.41% |
#50
7
Prev: #57
|
0.7 |
—
|
-1,206 | -4.1% |
P
S
|
28,163 | $1,413,769 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 |
Showing 1-50 of 234 holdings