KEY CLIENT FIDUCIARY ADVISORS, LLC

Filed: 4/9/2026ACC: 0002085853-26-000300

📋 What this filing means

KEY CLIENT FIDUCIARY ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 207 equity positions with a total reported market value of $294.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

207

Positions

$294.19M

Total AUM (reported)

5.86M

Total Shares

Allocation by class

COM$97.49M33.1%

CL A$22.89M7.8%

RISNG DIVD ACHIV$19.17M6.5%

SHS$12.58M4.3%

FOCUSED LAR CAP$9.61M3.3%

NASDAQ CYB ETF$9.55M3.2%

US CONSM STAPLES$8.86M3.0%

Portfolio Concentration

Top 3$47.47M16.1%

4–10$60.55M20.6%

11–25$59.05M20.1%

Rest$127.12M43.2%

Top 3 weight

16.1%

Top 10 weight

36.7%

Voting Authority Distribution

Total shares with voting rights: 5.78M

Sole

Full voting authority

5.78M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole207

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings207

Rows:

FIRST TR EXCHANGE TRADED FD

SOLE

RISNG DIVD ACHIV

Shares280.76K

TypeSH

Market value$19.17M

6.52%

Sole

280.76K

Shared

0.00

None

0.00

GALAXY DIGITAL INC.

SOLE

CL A

Shares900.88K

TypeSH

Market value$16.62M

5.65%

Sole

879.88K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares46.02K

TypeSH

Market value$11.68M

3.97%

Sole

46.02K

Shared

0.00

None

0.00

PUTNAM ETF TRUST

SOLE

FOCUSED LAR CAP

Shares207.13K

TypeSH

Market value$9.61M

3.27%

Sole

207.13K

Shared

0.00

None

0.00

FIRST TR EXCHANGE-TRADED FD

SOLE

NASDAQ CYB ETF

Shares152.41K

TypeSH

Market value$9.55M

3.25%

Sole

152.41K

Shared

0.00

None

0.00

FIRST TR EXCHANGE-TRADED FD

SOLE

SHS

Shares182.60K

TypeSH

Market value$9.28M

3.15%

Sole

182.60K

Shared

0.00

None

0.00

ISHARES TR

SOLE

US CONSM STAPLES

Shares126.52K

TypeSH

Market value$8.86M

3.01%

Sole

126.52K

Shared

0.00

None

0.00

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares12.39K

TypeSH

Market value$8.06M

2.74%

Sole

12.39K

Shared

0.00

None

0.00

AMAZON COM INC

SOLE

COM

Shares38.06K

TypeSH

Market value$7.93M

2.69%

Sole

38.06K

Shared

0.00

None

0.00

NVIDIA CORPORATION

SOLE

COM

Shares41.64K

TypeSH

Market value$7.26M

2.47%

Sole

41.44K

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

COM

Shares17.28K

TypeSH

Market value$6.40M

2.17%

Sole

17.28K

Shared

0.00

None

0.00

FIRST TR EXCHANGE TRADED FD

SOLE

SMID RISNG ETF

Shares161.19K

TypeSH

Market value$6.36M

2.16%

Sole

161.19K

Shared

0.00

None

0.00

TESLA INC

SOLE

COM

Shares14.97K

TypeSH

Market value$5.56M

1.89%

Sole

14.77K

Shared

0.00

None

0.00

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares9.15K

TypeSH

Market value$5.28M

1.79%

Sole

9.15K

Shared

0.00

None

0.00

FIRST TR EXCHANGE-TRADED FD

SOLE

GROWTH STRENGTH

Shares143.48K

TypeSH

Market value$4.88M

1.66%

Sole

143.48K

Shared

0.00

None

0.00

ANNALY CAPITAL MANAGEMENT IN

SOLE

COM NEW

Shares193.92K

TypeSH

Market value$4.10M

1.39%

Sole

193.92K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares6.70K

TypeSH

Market value$4.00M

1.36%

Sole

6.70K

Shared

0.00

None

0.00

SELECT SECTOR SPDR TR

SOLE

STATE STREET UTI

Shares78.91K

TypeSH

Market value$3.62M

1.23%

Sole

78.91K

Shared

0.00

None

0.00

ALPHABET INC

SOLE

CAP STK CL A

Shares10.78K

TypeSH

Market value$3.10M

1.05%

Sole

10.78K

Shared

0.00

None

0.00

ORACLE CORP

SOLE

COM

Shares20.86K

TypeSH

Market value$3.07M

1.04%

Sole

10.96K

Shared

0.00

None

0.00

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares34.21K

TypeSH

Market value$2.62M

0.89%

Sole

34.21K

Shared

0.00

None

0.00

FIRST TR EXCHANGE-TRADED FD

SOLE

FIRST TR ENH NEW

Shares43.51K

TypeSH

Market value$2.60M

0.88%

Sole

43.51K

Shared

0.00

None

0.00

FIRST TR EXCHANGE-TRADED FD

SOLE

SENIOR LN FD

Shares57.70K

TypeSH

Market value$2.58M

0.88%

Sole

57.70K

Shared

0.00

None

0.00

INVESCO EXCH TRADED FD TR II

SOLE

S&P 500 REVENUE

Shares21.28K

TypeSH

Market value$2.45M

0.83%

Sole

21.28K

Shared

0.00

None

0.00

JPMORGAN CHASE & CO

SOLE

COM

Shares8.26K

TypeSH

Market value$2.43M

0.83%

Sole

8.26K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
FIRST TR EXCHANGE TRADED FDSOLE	RISNG DIVD ACHIV	280.76K	SH	$19.17M 6.52%	280.76K
GALAXY DIGITAL INC.SOLE	CL A	900.88K	SH	$16.62M 5.65%	879.88K
APPLE INCSOLE	COM	46.02K	SH	$11.68M 3.97%	46.02K
PUTNAM ETF TRUSTSOLE	FOCUSED LAR CAP	207.13K	SH	$9.61M 3.27%	207.13K
FIRST TR EXCHANGE-TRADED FDSOLE	NASDAQ CYB ETF	152.41K	SH	$9.55M 3.25%	152.41K
FIRST TR EXCHANGE-TRADED FDSOLE	SHS	182.60K	SH	$9.28M 3.15%	182.60K
ISHARES TRSOLE	US CONSM STAPLES	126.52K	SH	$8.86M 3.01%	126.52K
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	12.39K	SH	$8.06M 2.74%	12.39K
AMAZON COM INCSOLE	COM	38.06K	SH	$7.93M 2.69%	38.06K
NVIDIA CORPORATIONSOLE	COM	41.64K	SH	$7.26M 2.47%	41.44K
MICROSOFT CORPSOLE	COM	17.28K	SH	$6.40M 2.17%	17.28K
FIRST TR EXCHANGE TRADED FDSOLE	SMID RISNG ETF	161.19K	SH	$6.36M 2.16%	161.19K
TESLA INCSOLE	COM	14.97K	SH	$5.56M 1.89%	14.77K
INVESCO QQQ TRSOLE	UNIT SER 1	9.15K	SH	$5.28M 1.79%	9.15K
FIRST TR EXCHANGE-TRADED FDSOLE	GROWTH STRENGTH	143.48K	SH	$4.88M 1.66%	143.48K
ANNALY CAPITAL MANAGEMENT INSOLE	COM NEW	193.92K	SH	$4.10M 1.39%	193.92K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	6.70K	SH	$4.00M 1.36%	6.70K
SELECT SECTOR SPDR TRSOLE	STATE STREET UTI	78.91K	SH	$3.62M 1.23%	78.91K
ALPHABET INCSOLE	CAP STK CL A	10.78K	SH	$3.10M 1.05%	10.78K
ORACLE CORPSOLE	COM	20.86K	SH	$3.07M 1.04%	10.96K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	34.21K	SH	$2.62M 0.89%	34.21K
FIRST TR EXCHANGE-TRADED FDSOLE	FIRST TR ENH NEW	43.51K	SH	$2.60M 0.88%	43.51K
FIRST TR EXCHANGE-TRADED FDSOLE	SENIOR LN FD	57.70K	SH	$2.58M 0.88%	57.70K
INVESCO EXCH TRADED FD TR IISOLE	S&P 500 REVENUE	21.28K	SH	$2.45M 0.83%	21.28K
JPMORGAN CHASE & COSOLE	COM	8.26K	SH	$2.43M 0.83%	8.26K

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