Key Client Fiduciary Advisors, LLC - Portfolio Stock Holdings
Key Client Fiduciary Advisors, LLC disclosed 229 stock positions in a recent SEC 13F filing. $342,477,483 of stock holdings were filed, with the largest holdings including GLXY, RDVY, and CIBR. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $896,330,281 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
229Est. Stock Holding Value:
$342,477,483Top Stock Holdings By Sector
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Portfolio Stock Holdings - Key Client Fiduciary Advisors, LLC
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Portfolio Options Holdings - Key Client Fiduciary Advisors, LLC
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