Key Client Fiduciary Advisors, LLC holds a diversified book of 219 stocks worth $343.3M as of Q2 2026 (disclosed Jul 9, 2026, a ~9-day 13F lag). This quarter they opened FT Lad Autocall Bar Inc ETF and trimmed First Trust Nasdaq Cybersecu. Their largest long position is Galaxy Digital Inc-A at 7% of the equity book. They also disclosed $2.9M in put options (a bearish bet) and $484K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +27% (+13.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Key Client Fiduciary Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~9 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
47% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Key Client Fiduciary Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 79 / 80 | $88.0B |
| Cetera Investment Advisers | 79 / 80 | $22.4B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $19.2B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $18.8B |
| Steward Partners Investment Advisory, LLC | 79 / 80 | $6.8B |
| Integrated Wealth Concepts LLC | 79 / 80 | $3.9B |
| HARBOUR INVESTMENTS, INC. | 79 / 80 | $1.7B |
| MORGAN STANLEY | 78 / 80 | $583.3B |
Ranked by how many of Key Client Fiduciary Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Galaxy Digital Inc. CL A | $24.3M | 886.8K | 7.1% | ▲+0.8% Added · +7K sh | |
| 2 | First TR Exchange Traded FD RISNG DIVD ACHIV | $23.1M | 285.3K | 6.7% | ▲+1.6% Added · +5K sh | |
| 3 | First TR Exchange-Traded FD NASDAQ CYB ETF | $13.2M | 146.9K | 3.8% | ▼−3.6% Reduced · −6K sh | |
| 4 | Apple Inc COM | $13.1M | 45.4K | 3.8% | ▼−1.3% Reduced · −580 sh | |
| 5 | Putnam ETF Trust FOCUSED LAR CAP | $12.6M | 247.8K | 3.7% | ▲+20% Added · +41K sh | |
| 6 | First TR Exchange-Traded FD SHS | $9.8M | 201.4K | 2.9% | ▲+10% Added · +19K sh | |
| 7 | State STR SPDR S&P 500 ETF T TR UNIT | $9.7M | 13.0K | 2.8% | ▲+4.7% Added · +581 sh | |
| 8 | Amazon Com Inc COM | $9.0M | 37.6K | 2.6% | ▼−1.1% Reduced · −420 sh | |
| 9 | Ishares TR US CONSM STAPLES | $8.5M | 117.0K | 2.5% | ▼−7.5% Reduced · −10K sh | |
| 10 | Nvidia Corporation COM | $8.2M | 40.8K | 2.4% | ▼−1.6% Reduced · −655 sh | |
| 11 | Ishares TR MSCI US GARP ETF | $7.6M | 92.5K | 2.2% | ▲+771% Added · +82K sh | |
| 12 | First TR Exchange Traded FD SMID RISNG ETF | $6.8M | 158.2K | 2.0% | ▼−1.9% Reduced · −3K sh | |
| 13 | Invesco QQQ TR UNIT SER 1 | $6.8M | 9.2K | 2.0% | ▲+0.7% Added · +64 sh | |
| 14 | Microsoft Corp COM | $6.4M | 17.2K | 1.9% | ▼−0.5% Reduced · −79 sh | |
| 15 | Tesla Inc COM | $6.3M | 14.9K | 1.8% | ▲+1.0% Added · +155 sh | |
| 16 | Vanguard Index FDS S&P 500 ETF SHS | $5.0M | 7.3K | 1.5% | ▲+8.3% Added · +558 sh | |
| 17 | Advanced Micro Devices Inc COM | $4.6M | 7.9K | 1.3% | ▼−5.0% Reduced · −413 sh | |
| 18 | Annaly Capital Management In COM NEW | $4.4M | 196.6K | 1.3% | ▲+1.4% Added · +3K sh | |
| 19 | Alphabet Inc CAP STK CL A | $3.9M | 10.8K | 1.1% | ▲+0.5% Added · +49 sh | |
| 20 | Select Sector SPDR TR ST STR UTIL ETF | $3.5M | 77.9K | 1.0% | ▼−1.3% Reduced · −1K sh | |
| 21 | SPDR Series Trust ST STR P500ETF | $3.5M | 39.6K | 1.0% | ▲+16% Added · +5K sh | |
| 22 | ETF Ser Solutions AAM TRANS ETF | $3.0M | 46.8K | 0.9% | ▲+0.2% Added · +110 sh | |
| 23 | First TR Exchange-Traded FD FIRST TR ENH NEW | $2.8M | 46.9K | 0.8% | ▲+7.9% Added · +3K sh | |
| 24 | First TR Exchange-Traded FD VEST LADDERED | $2.8M | 133.1K | 0.8% | ▲New New position | |
| 25 | Invesco Exch Traded FD TR II S&P 500 REVENUE | $2.7M | 21.4K | 0.8% | ▲+0.4% Added · +78 sh | |
| 26 | JPMorgan Chase & Co COM | $2.7M | 8.2K | 0.8% | ▼−0.4% Reduced · −30 sh | |
| 27 | Village Farms Intl Inc COM | $2.7M | 1.33M | 0.8% | ▲+117% Added · +718K sh | |
| 28 | First TR Exchange Traded FD RBA INDL ETF | $2.5M | 19.1K | 0.7% | ▼−8.4% Reduced · −2K sh | |
| 29 | International Business Machs COM | $2.4M | 8.7K | 0.7% | ▲+1.6% Added · +139 sh | |
| 30 | Vertiv Holdings Co COM CL A | $2.4M | 7.2K | 0.7% | ▼−11% Reduced · −914 sh | |
| 31 | First TR Exchange-Traded FD SHS | $2.4M | 49.8K | 0.7% | ▲+3.1% Added · +2K sh | |
| 32 | Global X FDS US INFR DEV ETF | $2.3M | 38.8K | 0.7% | ▲+3.2% Added · +1K sh | |
| 33 | Public SVC Enterprise Group COM | $2.1M | 26.4K | 0.6% | ▼−0.1% Reduced · −14 sh | |
| 34 | Applied Matls Inc COM | $2.1M | 2.9K | 0.6% | ▼−4.2% Reduced · −128 sh | |
| 35 | Vanguard Specialized Funds DIV APP ETF | $2.1M | 8.9K | 0.6% | ▲+8.6% Added · +707 sh | |
| 36 | Berkshire Hathaway Inc Del CL B NEW | $2.1M | 4.1K | 0.6% | ▲+1.2% Added · +50 sh | |
| 37 | Bank Of Amer Corp COM | $2.1M | 36.1K | 0.6% | ▼−0.6% Reduced · −228 sh | |
| 38 | First TR Exchange-Traded FD SENIOR LN FD | $2.0M | 45.1K | 0.6% | ▼−22% Reduced · −13K sh | |
| 39 | Listed FDS TR ROUN MA SEVE ETF | $2.0M | 30.6K | 0.6% | ▼−4.8% Reduced · −2K sh | |
| 40 | Altria Group Inc COM | $1.9M | 25.8K | 0.5% | ▲+7.2% Added · +2K sh | |
| 41 | First TR Exchng Traded FD VI FT VEST U.S. | $1.9M | 46.7K | 0.5% | ▼−6.8% Reduced · −3K sh | |
| 42 | Meta Platforms Inc CL A | $1.8M | 3.1K | 0.5% | ▼−6.5% Reduced · −219 sh | |
| 43 | Walmart Inc COM | $1.8M | 15.5K | 0.5% | ▼−0.6% Reduced · −101 sh | |
| 44 | Prudential Finl Inc COM | $1.7M | 16.2K | 0.5% | ▼−7.2% Reduced · −1K sh | |
| 45 | Exxon Mobil Corp COM | $1.7M | 12.4K | 0.5% | ▼−2.0% Reduced · −256 sh | |
| 46 | Broadcom Inc COM | $1.6M | 4.3K | 0.5% | ▲+0.1% Added · +4 sh | |
| 47 | Oracle Corp COM | $1.6M | 11.0K | 0.5% | ▲+0.4% Added · +41 sh | |
| 48 | Ishares Bitcoin Trust ETF SHS BEN INT | $1.6M | 46.6K | 0.5% | ▲+98% Added · +23K sh | |
| 49 | Abbvie Inc COM | $1.5M | 5.9K | 0.4% | ▲+1.2% Added · +72 sh | |
| 50 | Alphabet Inc CAP STK CL C | $1.5M | 4.2K | 0.4% | ▼−4.5% Reduced · −197 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1912612/holdings"
Use Arkolith to show Key Client Fiduciary Advisors, LLC's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | ORACLE CORPORCL | $1.5M | 10K |
| PUT · bearish | SALESFORCE INCCRM | $580K | 4K |
| PUT · bearish | D-WAVE QUANTUM INCQBTS | $504K | 21K |
| PUT · bearish | GALAXY DIGITAL INC-AGLXY | $268K | 10K |
| CALL · bullish | GALAXY DIGITAL INC-AGLXY | $137K | 5K |
| CALL · bullish | SS SPDR DOW JONES INDUS AVGDIA | $104K | 200 |
| CALL · bullish | TESLA INCTSLA | $84K | 200 |
| CALL · bullish | ISHARES RUSSELL 2000 ETFIWM | $60K | 200 |
| CALL · bullish | STRATEGY INCMSTR | $52K | 600 |
| CALL · bullish | NVIDIA CORPNVDA | $40K | 200 |
| PUT · bearish | VERTIV HOLDINGS CO-AVRT | $33K | 100 |
| PUT · bearish | ST SR UTL SL SE SPDR ETF-USDXLU | $23K | 500 |
| CALL · bullish | CYPHERPUNK TECHNOLOGIES INCCYPH | $7K | 11K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 232 | $346.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 216 | $294.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 219 | $293.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 223 | $302.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 207 | $247.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 10, 2025 | 193 | $219.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 17, 2025 | 196 | $226.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 199 | $223.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.