1y return+16.1%S&P 500 +20.9%
3y return+40.9%S&P 500 +68.5%
5y return+38.9%S&P 500 +74.5%
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, 2019: $168 against $232 in the S&P 500.2
Key Financial IncS&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 |
|---|---|---|---|
| AAPLApple Inc | $29.7M | 4.9% | |
| DOLWisdomtree Tr | $22.8M | 3.7% | −4.7% |
| DNLWisdomtree Tr | $20.9M | 3.4% | −2.3% |
| EESWisdomtree Tr | $19.9M | 3.3% | +2.1% |
| SLYVSpdr Series Trust | $19.7M | 3.2% | −1.3% |
| GOVTIshares Tr | $19.6M | 3.2% | +11.4% |
| BUFRFirst Tr Exchng Traded Fd Vi | $14.7M | 2.4% | −1.9% |
| EFGIshares Tr | $12.5M | 2.0% | +11.3% |
| MSFTMicrosoft Corp | $10.8M | 1.8% | |
| FICSFirst Tr Exchange Traded Fd | $10.4M | 1.7% | |
| Exxon Mobil CorpCUSIP 30231G102 | $9.9M | 1.6% | +53.5% |
| SLYGSpdr Series Trust | $9.6M | 1.6% | −3.4% |
| DLNWisdomtree Tr | $9.2M | 1.5% | |
| SPYVSpdr Series Trust | $9.2M | 1.5% | |
| SPYGSpdr Series Trust | $9.0M | 1.5% | −8.5% |
| JIGJ P Morgan Exchange Traded F | $9.0M | 1.5% | |
| BSMRInvesco Exch Trd Slf Idx Fd | $8.7M | 1.4% | +7.5% |
| AVGOBroadcom Inc | $7.3M | 1.2% | −5.1% |
| FPEIFirst Tr Exch Traded Fd III | $7.1M | 1.2% | −6.9% |
| BSMQInvesco Exch Trd Slf Idx Fd | $6.9M | 1.1% | +51.2% |
| NVDANvidia Corporation | $6.6M | 1.1% | −2.2% |
| SPTISpdr Series Trust | $6.5M | 1.1% | −3.6% |
| JNJJohnson & Johnson | $6.4M | 1.0% | −3.0% |
| DESWisdomtree Tr | $6.3M | 1.0% | −2.1% |
| AMZNAmazon Com Inc | $6.3M | 1.0% | −4.7% |
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 |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2020 | +1432.6% | $6.6M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $7.3M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $6.1M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $5.8M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $29.7M |
| Exxon Mobil CorpCUSIP 30231G102 | June 30, 2020 | +205.7% | $9.9M |
| SPYGSpdr Series Trust | June 30, 2020 | +164.9% | $9.0M |
| IWFIshares Tr | June 30, 2020 | +158.7% | $5.1M |
| ABBVAbbvie Inc | June 30, 2020 | +156.3% | $4.1M |
| IVWIshares Tr | September 30, 2020 | +138.1% | $3.5M |
Sold off last quarter
- VCITVanguard Scottsdale Fds was $625K
- PNWPinnacle West Cap Corp was $494K
- IEFIshares Tr was $400K
- Honeywell Intl IncCUSIP 438516106 was $290K
- Thomson Reuters CorpCUSIP 884903808 was $248K
- TLTIshares Tr was $220K
- FDLOFidelity Covington Trust was $157K
- NADNuveen Quality Muncp Income was $144K
- LVHDLegg Mason Etf Invt was $111K
- VTCVanguard Scottsdale Fds was $105K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.2% | +14.8% |
| March 31, 2026 | −1.3% | −4.6% |
| December 31, 2025 | +1.4% | +2.4% |
| September 30, 2025 | +6.2% | +7.8% |
| June 30, 2025 | +6.0% | +10.5% |
| March 31, 2025 | −1.6% | −4.6% |
| December 31, 2024 | −1.0% | +2.1% |
| September 30, 2024 | +5.9% | +5.4% |
| June 30, 2024 | +1.0% | +4.0% |
| March 31, 2024 | +5.2% | +10.0% |
| December 31, 2023 | +9.5% | +11.2% |
| September 30, 2023 | −4.6% | −3.6% |
| June 30, 2023 | +4.4% | +8.3% |
| March 31, 2023 | +4.9% | +7.0% |
| December 31, 2022 | +9.5% | +7.1% |
| September 30, 2022 | −5.7% | −5.3% |
| June 30, 2022 | −14.2% | −16.5% |
| March 31, 2022 | −4.0% | −4.9% |
| December 31, 2021 | +7.9% | +10.7% |
| September 30, 2021 | −1.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Key Financial Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1801720&type=13F-HR&dateb=&owner=include&count=40CIK 1801720
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1801720/000142050626001284/Filed July 24, 2026 · accession 0001420506-26-001284