Key Client Fiduciary Advisors
Key Client Fiduciary Advisors reported 220 stocks worth $355M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are RDVY (6.2%), GLXY (5.8%) and CIBR (4.2%). Compared with Q2 2026, the fund opened new positions in ACYS and XOM, added to GLXY, PVAL and FDL, trimmed RDVY, CIBR and AAPL and sold out of FTSL, XOM and FLBL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  RDVY First TR Exchange Traded FD | $22.1M | 6.2% | 283K | −2,500 (−1%) | 8 of 8 | |
| 2 |  GLXY Galaxy Digital Inc | $20.5M | 5.8% | 902K | +16K (+2%) | 5 of 8 | |
| 3 |  CIBR First TR Exchange Traded FD | $14.9M | 4.2% | 144K | −2,634 (−2%) | 4 of 8 | |
| 4 |  PVAL Putnam ETF Trust | $14.6M | 4.1% | 277K | +29K (+12%) | 8 of 8 | |
| 5 |  AAPL Apple Inc | $14.1M | 4.0% | 42K | −3,100 (−7%) | 8 of 8 | |
| 6 |  FDL First TR Exchange-Traded FD | $10.3M | 2.9% | 210K | +8,279 (+4%) | 8 of 8 | |
| 7 |  SPY Spdr S&P 500 ETF TR | $9.9M | 2.8% | 13K | −52 (−0%) | 8 of 8 | |
| 8 |  AMZN Amazon Com Inc | $9.6M | 2.7% | 38K | +713 (+2%) | 8 of 8 | |
| 9 |  NVDA Nvidia Corporation | $9.3M | 2.6% | 41K | −180 (−0%) | 8 of 8 | |
| 10 |  MSFT Microsoft Corp | $8.9M | 2.5% | 17K | +101 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 FTSL First TR Exchange-Traded FD | $2M | 45K |
 XOM Exxon Mobil Corp | $1.7M | 12K |
 FLBL Franklin Templeton ETF TR | $934K | 41K |
 BOTZ Global X Robotics Artfcl | $398K | 11K |
 XYZ Block Inc A | $318K | 4,184 |
🔒 Free account: see all 12.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 ORCL Oracle Corp | Put | $1.2M | 8,700 | −1,200 |
 CRM Salesforce Inc | Put | $849K | 3,700 | 0 |
 QBTS Dwave Quantum | Put | $268K | 16K | −4,800 |
 CIFR Cipher Mng Inc | Call | $245K | 16K | +15,500 |
GLXY Galaxy Digital Inc | Call | $114K | 5,000 | 0 |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Key Client Fiduciary Advisors 13F FAQ
What does Key Client Fiduciary Advisors own?
Key Client Fiduciary Advisors reported 220 stocks worth $355M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are RDVY (6.2%), GLXY (5.8%) and CIBR (4.2%). The table above lists every position in the filing (the top 10 without an account).
What did Key Client Fiduciary Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 13 new positions, 106 added to, 83 trimmed and 12 sold out. New positions include ACYS and XOM. It sold all of FTSL, XOM and FLBL.
When will Key Client Fiduciary Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Key Client Fiduciary Advisors's portfolio worth?
The Q3 2026 filing reports $355M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.