Key Financial Inc 13F Holdings · Q2 2026
Key Financial Inc reported 1,355 securities worth $610.56M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (4.87%), DOL (3.73%), DNL (3.42%). Among its top 25 positions this quarter: 10 added, 15 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $29.7M | 4.87% | 102,793 | Trimmed |
| 2 | DOL | WISDOMTREE TR | $22.8M | 3.73% | 306,315 | Trimmed |
| 3 | DNL | WISDOMTREE TR | $20.9M | 3.42% | 452,268 | Trimmed |
| 4 | EES | WISDOMTREE TR | $19.9M | 3.26% | 293,975 | Added |
| 5 | SLYV | SPDR SERIES TRUST | $19.7M | 3.23% | 180,724 | Trimmed |
| 6 | GOVT | ISHARES TR | $19.6M | 3.21% | 861,313 | Added |
| 7 | BUFR | FIRST TR EXCHNG TRADED FD VI | $14.7M | 2.41% | 402,453 | Trimmed |
| 8 | EFG | ISHARES TR | $12.5M | 2.04% | 100,190 | Added |
| 9 | MSFT | MICROSOFT CORP | $10.8M | 1.77% | 28,910 | Added |
| 10 | FICS | FIRST TR EXCHANGE TRADED FD | $10.4M | 1.70% | 248,600 | Trimmed |
| 11 | XOM | EXXON MOBIL CORP | $9.9M | 1.63% | 72,706 | Added |
| 12 | SLYG | SPDR SERIES TRUST | $9.6M | 1.57% | 80,325 | Trimmed |
| 13 | DLN | WISDOMTREE TR | $9.2M | 1.51% | 96,015 | Added |
| 14 | SPYV | SPDR SERIES TRUST | $9.2M | 1.51% | 152,069 | Added |
| 15 | JIG | J P MORGAN EXCHANGE TRADED F | $9.0M | 1.47% | 102,869 | Added |
| 16 | SPYG | SPDR SERIES TRUST | $9.0M | 1.47% | 75,509 | Trimmed |
| 17 | BSMR | INVESCO EXCH TRD SLF IDX FD | $8.7M | 1.42% | 367,608 | Added |
| 18 | AVGO | BROADCOM INC | $7.3M | 1.20% | 19,437 | Trimmed |
| 19 | FPEI | FIRST TR EXCH TRADED FD III | $7.1M | 1.16% | 368,269 | Trimmed |
| 20 | BSMQ | INVESCO EXCH TRD SLF IDX FD | $6.9M | 1.13% | 292,767 | Added |
| 21 | NVDA | NVIDIA CORPORATION | $6.6M | 1.08% | 32,934 | Trimmed |
| 22 | SPTI | SPDR SERIES TRUST | $6.5M | 1.07% | 229,094 | Trimmed |
| 23 | DES | WISDOMTREE TR | $6.3M | 1.04% | 155,418 | Trimmed |
| 24 | JNJ | JOHNSON & JOHNSON | $6.4M | 1.04% | 25,096 | Trimmed |
| 25 | AMZN | AMAZON COM INC | $6.3M | 1.03% | 26,321 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR