Key Financial Inc has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing lists N. Vincent Kailis as the Chief Operating Officer responsible for the report.
The report details a portfolio consisting of 1,311 separate positions. The largest holding by number of shares is Apple Inc., for which the filer reports ownership of 33,894,176 shares. Alphabet Inc. Class A shares follow with 5,919,552 shares, while Alphabet Inc. Class C shares are held at 2,782,483. Other significant positions include Amazon.com Inc. with 6,558,625 shares, Broadcom Inc. with 6,952,157 shares, and Automatic Data Processing Inc. with 2,155,317 shares.
The portfolio includes a variety of sectors and asset classes. Major financial institutions such as Bank of America Corp, BlackRock Inc, and JPMorgan Chase & Co. are listed among the holdings. The filing also includes numerous exchange-traded funds, including funds focused on technology, emerging markets, and global equity. Specific ETFs mentioned include the iShares Core S&P 500 ETF, the iShares Emerging Markets Bond ETF, and the iShares MSCI World ETF.
The filing indicates that all positions are held as sole voting power with no shared voting or dispositive rights.
