Key Client Fiduciary Advisors, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing reports the firm holds positions in 229 distinct companies.
The portfolio is diversified across various sectors, with notable positions in large-cap technology and consumer staples. The firm holds significant shares in Apple Inc., with 14,101,233 shares. Other major holdings include Microsoft Corporation (8,873,964 shares), Amazon.com Inc. (9,555,157 shares), and Alphabet Inc. Class A (3,688,773 shares). In the financial sector, the firm holds positions in JPMorgan Chase & Co. (2,701,994 shares) and Bank of America Corp. (1,960,447 shares).
The filing also lists substantial holdings in energy and industrial companies, including ExxonMobil Holdings Corp. (2,043,412 shares) and Chevron Corporation (496,089 shares). Additionally, the firm holds positions in healthcare companies such as Eli Lilly & Co. (1,410,836 shares) and Merck & Co. (1,098,576 shares).
Key Client Fiduciary Advisors holds a mix of individual stocks and exchange-traded funds (ETFs). Notable ETF holdings include the Invesco QQQ Trust (7,013,120 shares), the iShares Core S&P 500 ETF (706,323 shares), and the iShares MSCI USA GARP ETF (8,546,251 shares). The firm also holds positions in various specialized ETFs, including those focused on cybersecurity, cloud computing, and specific sectors like utilities and healthcare.
