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KCFA

Key Client Fiduciary Advisors Portfolio holdings

AUM $347M
1-Year Est. Return 35.3%
This Fund
S&P 500
This Quarter Est. Return
+14.42%
1 Year Est. Return
+35.3%
3 Year Est. Return
+95.13%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$302M
AUM Growth
+$54.7M
Cap. Flow
+$27.9M
Cap. Flow %
9.24%
Top 10 Hldgs %
38.87%
Holding
232
New
25
Increased
108
Reduced
65
Closed
9

Top Buys

Rank Stock Value
1
GLXY
Galaxy Digital Inc
GLXY
+$21.1M
2
LB
LandBridge Co
LB
+$1.84M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$342K
4
TRFM icon
AAM Transformers ETF
TRFM
+$307K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$278K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$590K
2
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$322K
3
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$261K
4
CAVA icon
CAVA Group
CAVA
+$240K
5
DE icon
Deere & Co
DE
+$234K

Sector Composition

Rank Sector Weight
1 Technology 15.53%
2 Financials 13.47%
3 Consumer Discretionary 6.22%
4 Communication Services 3.7%
5 Consumer Staples 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LRCX icon
151
Lam Research
LRCX
$390B
$355K 0.12%
2,651
+250
+10% +$26.5K
BTCO icon
152
Invesco Galaxy Bitcoin ETF
BTCO
$435M
$343K 0.11%
3,012
+939
+45% +$107K
AG icon
153
CALL
First Majestic Silver
AG
$9.07B
$342K 0.11%
+20,000
New +$185K
QBTS icon
154
PUT
D-Wave Quantum Inc. Common Stock
QBTS
$7.73B
$334K 0.11%
+13,500
New +$246K
GLW icon
155
Corning
GLW
$143B
$331K 0.11%
4,032
+227
+6% +$14.8K
XYLD icon
156
Global X S&P 500 Covered Call ETF
XYLD
$3.27B
$326K 0.11%
8,310
+68
+0.8% +$2.65K
AMGN icon
157
Amgen
AMGN
$222B
$326K 0.11%
1,156
-3
-0.3% -$870
STXG icon
158
Strive 1000 Growth ETF
STXG
$154M
$324K 0.11%
6,500
– –
REGL icon
159
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.82B
$319K 0.11%
3,738
+123
+3% +$10.4K
IYH icon
160
iShares US Healthcare ETF
IYH
$3.54B
$305K 0.1%
5,194
-612
-11% -$34.9K
IEFA icon
161
iShares Core MSCI EAFE ETF
IEFA
$196B
$305K 0.1%
3,488
– –
ROBO icon
162
ROBO Global Robotics & Automation Index ETF
ROBO
$2.1B
$303K 0.1%
4,620
-750
-14% -$47.4K
DVN icon
163
Devon Energy
DVN
$47.3B
$299K 0.1%
8,527
-146
-2% -$4.97K
NVS icon
164
Novartis
NVS
$297B
$299K 0.1%
2,329
– –
BA icon
165
Boeing
BA
$185B
$297K 0.1%
1,376
– –
FINX icon
166
Global X FinTech ETF
FINX
$170M
$294K 0.1%
8,759
-153
-2% -$5.2K
IEP icon
167
Icahn Enterprises
IEP
$5.3B
$294K 0.1%
34,864
+531
+2% +$4.65K
SMH icon
168
VanEck Semiconductor ETF
SMH
$73.2B
$293K 0.1%
898
– –
PNC icon
169
PNC Financial Services
PNC
$101B
$289K 0.1%
1,437
-49
-3% -$9.69K
GEV icon
170
GE Vernova
GEV
$264B
$281K 0.09%
457
+25
+6% +$15.1K
RGTI icon
171
Rigetti Computing
RGTI
$5.99B
$281K 0.09%
+9,426
New +$165K
CMCSA icon
172
Comcast
CMCSA
$90B
$278K 0.09%
8,858
-1,217
-12% -$40.8K
WM icon
173
Waste Management
WM
$91B
$276K 0.09%
1,250
+93
+8% +$20.9K
IXN icon
174
iShares Global Tech ETF
IXN
$8.83B
$275K 0.09%
2,660
– –
STRK
175
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK
$489M
$272K 0.09%
2,967
+22
+0.7% +$2.29K
5 6
7
8 9

Similar funds

WC
Winmill & Co Rochester, New York $347M AUM 37.48% 1-Year Est. Return
FFA
Fi3 Financial Advisors Indianapolis, Indiana $346M AUM 25.49% 1-Year Est. Return
VW
Vance Wealth Santa Clarita, California $346M AUM 19.74% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
AWA
Argos Wealth Advisors Sacramento, California $348M AUM
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
1CP
11 Capital Partners Darien, Connecticut $348M AUM 19.84% 1-Year Est. Return
AIM
Aikya Investment Management London, United Kingdom $345M AUM 10.59% 1-Year Est. Return

Key Client Fiduciary Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Key Client Fiduciary Advisors held 232 positions worth $302M, up 22% from $247M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Key Client Fiduciary Advisors deployed $27.9M of net new capital in Q3 2025, opening 25 new positions and adding to 108 existing holdings. Its largest new stake was Galaxy Digital Inc: 781,659 shares worth $26.4M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, down from 17% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Apple, an estimated $590K trimmed.

  • Key Client Fiduciary Advisors's largest Q3 2025 buy was Galaxy Digital Inc: 781,659 shares worth $26.4M.
  • Key Client Fiduciary Advisors added most to LandBridge Co in Q3 2025, an estimated $1.84M increase.
  • Key Client Fiduciary Advisors's biggest Q3 2025 reduction was Apple, cutting an estimated $590K.
  • Key Client Fiduciary Advisors fully exited First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2025, selling an estimated $322K.
  • Key Client Fiduciary Advisors's ten largest holdings make up 39% of its $302M portfolio in Q3 2025.
  • Key Client Fiduciary Advisors opened 25 new positions and closed 9 in Q3 2025.
  • Key Client Fiduciary Advisors's portfolio value rose 22% quarter-over-quarter to $302M.

Based on Key Client Fiduciary Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.