Key Client Fiduciary Advisors, LLC
•CIK: 1912612•Filing: Q4 2025
**Key Client Fiduciary Advisors, LLC** manages $258M across a diversified portfolio of 206 positions. The firm exhibits notable concentration in technology and growth names, with top holdings including RDVY at $19.6M and MISL at $13.1M. Further significant allocations are directed toward mega-cap technology leaders such as AAPL ($12.4M), MSFT ($7.9M), and NVDA ($7.8M). This positioning suggests a tactical focus on high-conviction, established market leaders.
Total AUM
$256.4M
+ $2.1M in options
QoQ Performance
-11.4%
Positions
146
+ 6 options
Top 10 Concentration
36.6%
Latest Filing
Q4 2025
Top Holdings Allocation
RDVY
MISL
RDVY7.6%
MISL5.1%
AAPL4.8%
FDL3.1%
MSFT3.0%
NVDA3.0%
TSLA2.7%
AMZN2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other61.8%
Technology17.5%
Consumer7.9%
Financial3.7%
Healthcare2.2%
ETF1.9%
Utilities1.5%
Industrial1.1%
🚪 Exited Positionssold since Q3 2025
+24 more exited positions
Changes from Q3 2025
NEW16 new positions
↑76 increased
↓100 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023