1y return+18.1%S&P 500 +20.9%
3y return+53.9%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $137 against $157 in the S&P 500.2
Key Client Fiduciary Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GLXYGalaxy Digital Inc. | $24.3M | 7.1% | |
| RDVYFirst Tr Exchange Traded Fd | $23.1M | 6.7% | +1.6% |
| CIBRFirst Tr Exchange-traded Fd | $13.2M | 3.8% | −3.6% |
| AAPLApple Inc | $13.1M | 3.8% | −1.3% |
| PVALPutnam Etf Trust | $12.6M | 3.7% | +19.6% |
| FDLFirst Tr Exchange-traded Fd | $9.8M | 2.9% | +10.3% |
| SPYState Str Spdr S&p 500 Etf T | $9.7M | 2.8% | +4.7% |
| AMZNAmazon Com Inc | $9.0M | 2.6% | −1.1% |
| IYKIshares Tr | $8.5M | 2.5% | −7.5% |
| NVDANvidia Corporation | $8.2M | 2.4% | −1.6% |
| GARPIshares Tr | $7.6M | 2.2% | +771.3% |
| SDVYFirst Tr Exchange Traded Fd | $6.8M | 2.0% | −1.9% |
| QQQInvesco Qqq Tr | $6.8M | 2.0% | |
| MSFTMicrosoft Corp | $6.4M | 1.9% | |
| TSLATesla Inc | $6.3M | 1.8% | +1.0% |
| VOOVanguard Index Fds | $5.0M | 1.5% | +8.3% |
| AMDAdvanced Micro Devices Inc | $4.6M | 1.3% | −5.0% |
| NLYAnnaly Capital Management In | $4.4M | 1.3% | +1.4% |
| GOOGLAlphabet Inc | $3.9M | 1.1% | |
| XLUSelect Sector Spdr Tr | $3.5M | 1.0% | −1.3% |
| SPYMSpdr Series Trust | $3.5M | 1.0% | +15.9% |
| TRFMEtf Ser Solutions | $3.0M | 0.9% | |
| FTSMFirst Tr Exchange-traded Fd | $2.8M | 0.8% | +7.9% |
| ACYNFirst Tr Exchange-traded Fd | $2.8M | 0.8% | New |
| RWLInvesco Exch Traded Fd Tr II | $2.7M | 0.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMATApplied Matls Inc | December 31, 2022 | +642.5% | $2.1M |
| NVDANvidia Corporation | December 31, 2021 | +580.3% | $8.2M |
| AMDAdvanced Micro Devices Inc | December 31, 2021 | +303.7% | $4.6M |
| VRTVertiv Holdings Co | September 30, 2024 | +236.5% | $2.4M |
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $3.9M |
| PAVEGlobal X Fds | December 31, 2022 | +122.4% | $2.3M |
| IBMInternational Business Machs | December 31, 2021 | +110.4% | $2.4M |
| JPMJpmorgan Chase & Co | December 31, 2021 | +106.7% | $2.7M |
| AIRRFirst Tr Exchange Traded Fd | March 31, 2025 | +95.4% | $2.5M |
| QQQInvesco Qqq Tr | December 31, 2021 | +85.1% | $6.8M |
Sold off last quarter
- FTGSFirst Tr Exchange-traded Fd was $4.9M
- LBLandbridge Company LLC was $1.8M
- XLESelect Sector Spdr Tr was $553K
- IPInternational Paper Co was $261K
- CMCSAComcast Corp New was $234K
- LHXL3harris Technologies Inc was $222K
- BDXBecton Dickinson & Co was $213K
- ADBEAdobe Inc was $202K
- PURRHyperliquid Strategies Inc was $51K
- GEVOGevo Inc was $30K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.3% | +14.8% |
| March 31, 2026 | −2.7% | −4.6% |
| December 31, 2025 | −1.8% | +2.4% |
| September 30, 2025 | +8.2% | +7.8% |
| June 30, 2025 | +8.6% | +10.5% |
| March 31, 2025 | −2.6% | −4.6% |
| December 31, 2024 | +0.4% | +2.1% |
| September 30, 2024 | +7.0% | +5.4% |
| June 30, 2024 | +1.2% | +4.0% |
| March 31, 2024 | +7.6% | +10.0% |
| December 31, 2023 | +9.3% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
| June 30, 2023 | +4.1% | +8.3% |
| March 31, 2023 | +2.3% | +7.0% |
| December 31, 2022 | +6.1% | +7.1% |
| September 30, 2022 | −6.4% | −5.3% |
| June 30, 2022 | −14.5% | −16.5% |
| March 31, 2022 | −1.8% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Key Client Fiduciary Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1912612&type=13F-HR&dateb=&owner=include&count=40CIK 1912612
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1912612/000208585326000672/Filed July 9, 2026 · accession 0002085853-26-000672