Key Client Fiduciary Advisors, LLC reported 113 positions worth $164.23M for the quarter ended Sep 30, 2026, up 1.8% on the prior quarter. It opened 7 new positions, added to 54, trimmed 48 and exited 5. Its largest holding is Galaxy Digital Inc. at 12.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| QCOM Qualcomm Inc | +5,700 | +317.0% | $1.05M | 0.84% |
| SPCX Space Exploration Technologies Corp | +3,913 | – | $590.39K | 0.359% |
| CRM Salesforce, Inc. | +2,504 | +63.2% | $574.84K | 0.904% |
| CIFR Cipher Digital Inc. | +33.2K | +306.4% | $524.88K | 0.424% |
| GLXY Galaxy Digital Inc. | +15.5K | +1.8% | $353.29K | 12.49% |
| AMCR Amcor plc | +6,876 | – | $287.83K | 0.175% |
| STRK 8 PERP STRATEGY INC CV PFD 8.00% PRP | +3,161 | – | $234.40K | 0.143% |
| BDX Becton Dickinson & Co | +1,239 | – | $221.81K | 0.135% |
| BLK BlackRock, Inc. | +204 | – | $216.28K | 0.132% |
| GOOG Alphabet Inc. | +619 | +14.7% | $210.91K | 1% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -3,100 | -6.8% | $1.03M | 8.59% |
| XYZ Block, Inc. | -4,184 | -100.0% | $317.98K | Exited |
| ACMR ACM Research, Inc. | -1,985 | -100.0% | $251.88K | Exited |
| NLY Annaly Capital Management Inc | -12.5K | -6.4% | $236.03K | 2.12% |
| BA Boeing Co | -1,044 | -100.0% | $226.00K | Exited |
| ORCL Oracle Corp | -1,221 | -11.1% | $167.65K | 0.817% |
| NFLX Netflix Inc | -1,993 | -25.1% | $138.67K | 0.252% |
| PLTR Palantir Technologies Inc. | -719 | -8.6% | $134.49K | 0.873% |
| VFF Village Farms International, Inc. | -45.4K | -3.4% | $131.97K | 2.28% |
| AGEN Agenus Inc | -8,589 | -35.6% | $85.29K | 0.094% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +3,913 | $590.39K | 0.359% |
| AMCR Amcor plc | +6,876 | $287.83K | 0.175% |
| STRK 8 PERP STRATEGY INC CV PFD 8.00% PRP | +3,161 | $234.40K | 0.143% |
| BDX Becton Dickinson & Co | +1,239 | $221.81K | 0.135% |
| BLK BlackRock, Inc. | +204 | $216.28K | 0.132% |
| ANET Arista Networks, Inc. | +985 | $200.54K | 0.122% |
| UUUU Energy Fuels Inc | +12.1K | $132.91K | 0.081% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GLXY Galaxy Digital Inc. | Financial Services | 902.3K | $20.52M | 12.49% | +15.5K | +1.8% | Added | 0.46% |
| 2 | AAPL Apple Inc. | Technology | 42.3K | $14.10M | 8.59% | -3,100 | -6.8% | Reduced | 0% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 38.4K | $9.56M | 5.82% | +713 | +1.9% | Added | 0% |
| 4 | NVDA Nvidia Corp | Technology | 40.6K | $9.27M | 5.65% | -180 | -0.4% | Reduced | 0% |
| 5 | MSFT Microsoft Corp | Technology | 17.3K | $8.87M | 5.4% | +101 | +0.6% | Added | 0% |
| 6 | TSLA Tesla, Inc. | Consumer Discretionary | 15.5K | $5.50M | 3.35% | +593 | +4.0% | Added | 0% |
| 7 | AMD Advanced Micro Devices Inc | Technology | 8,111 | $4.96M | 3.02% | +221 | +2.8% | Added | 0% |
| 8 | VFF Village Farms International, Inc. | Consumer Staples | 1.29M | $3.75M | 2.28% | -45.4K | -3.4% | Reduced | 1.06% |
| 9 | GOOGL Alphabet Inc. | Technology | 10.7K | $3.69M | 2.25% | -103 | -1.0% | Reduced | 0% |
| 10 | NLY Annaly Capital Management Inc | Financial Services | 184.1K | $3.48M | 2.12% | -12.5K | -6.4% | Reduced | 0.02% |
| 11 | JPM Jpmorgan Chase & Co | Financial Services | 8,167 | $2.70M | 1.65% | -62 | -0.8% | Reduced | 0% |
| 12 | META Meta Platforms, Inc. | Technology | 3,174 | $2.30M | 1.4% | +31 | +1.0% | Added | 0% |
| 13 | IBIT iShares Bitcoin Trust ETF | Others | 45.9K | $2.17M | 1.32% | -771 | -1.7% | Reduced | 0% |
| 14 | BRK-B Berkshire Hathaway Inc | Financial Services | 4,148 | $2.07M | 1.26% | +9 | +0.2% | Added | 0% |
| 15 | XOM ExxonMobil Holdings Corp | Energy | 12.6K | $2.04M | 1.24% | +133 | +1.1% | Added | 0% |
Tip. Select a row to see that position’s full history at Key Client Fiduciary Advisors.
As of its Q3 2026 13F filing, Key Client Fiduciary Advisors, LLC’s five largest positions were Galaxy Digital Inc. (GLXY) at 12.5%, Apple Inc. (AAPL) at 8.6%, Amazon Com Inc (AMZN) at 5.8%, Nvidia Corp (NVDA) at 5.6%, Microsoft Corp (MSFT) at 5.4% of the reported portfolio.
Key Client Fiduciary Advisors, LLC reported a 13F portfolio worth $164.23M across 113 positions for Q3 2026. That is up 1.8% from the previous quarter.
Its largest purchases by value were Qualcomm Inc ($1.05M), Space Exploration Technologies Corp ($590.39K), Salesforce, Inc. ($574.84K). It opened 7 new positions.
Its largest sales by value were Apple Inc. ($1.03M), Block, Inc. ($317.98K), ACM Research, Inc. ($251.88K). It exited 5 positions entirely.
From the Form 13F-HR reports Key Client Fiduciary Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.