Key Client Fiduciary Advisors, LLC
SEC Form 13F institutional filer · CIK 0001912612
13F-HR · 104 reported holdings · 2026-03-31
Reported long-US-equity value
$0.15B
Top-10 concentration
47.0%
Key Client Fiduciary Advisors, LLC — $154M AUM allocation strategy
Key Client Fiduciary Advisors, LLC files SEC Form 13F and reports $154M of long US equity value across 104 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 17.8%, followed by Consumer Discretionary 8.7% and Financials 7.3%.
The top 10 holdings account for 47% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Key Client Fiduciary Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$154M
total across 104 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
47% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IYY +122K sh · +$8.52M+$AMZN +8.71K sh · +$1.15M+$NFLX +3.81K sh · +$377K
Biggest trims (shares)
−$WMT −11.3K sh · −$1.06M−$SCHW −3.77K sh · −$42.2K−$T −3.63K sh · +$115K
Exited to nil (held last quarter, gone now)
$VST ($235K last qtr)$ABT ($229K last qtr)$QCOM ($219K last qtr)$UNP ($186K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals7.6%—
- Broadline Retail5.1%—
- Semiconductors4.7%—
- Asset Management & Custody Banks4.4%—
- Systems Software4.1%—
- Automobile Manufacturers3.6%—
- Interactive Media & Services2.0%—
- Diversified Banks1.6%—
- Other holdings66.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
6 of 6 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 46K | $11.7M | +464 | 7.6% |
| $AMZN | Amazon.com Inc | 38.1K | $7.93M | +8.71K | 5.1% |
| $NVDA | NVIDIA Corporation | 41.4K | $7.23M | -472 | 4.7% |
| $IVZ | Invesco Ltd | 98.3K | $6.81M | +2.95K | 4.4% |
| $MSFT | Microsoft Corporation | 17.3K | $6.4M | +1.02K | 4.2% |
| $TSLA | Tesla Inc | 14.8K | $5.49M | -622 | 3.6% |
…and 98 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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