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Key FInancial Inc

Q2 2026 13F filing

Updated 48 days ago

1,400 disclosed positions worth $610.6M

Portfolio value
$610.6M
Total holdings
1,400
New positions
76
Closed positions
114
Increased
167
Decreased
243
Turnover
13.6%
Filed
2026-07-24

Full holdings

Every line item disclosed in Q2 2026

A

APPLE INC

-0.7%
Value
$29.7M
Shares
102.6K
% Port
4.86%
B

WISDOMTREE TR

-4.7%
Value
$22.8M
Shares
306.3K
% Port
3.73%
?
3.N/A

WISDOMTREE TR

-2.3%
Value
$20.9M
Shares
452.3K
% Port
3.42%
?
4.N/A

WISDOMTREE TR

+2.1%
Value
$19.9M
Shares
294.0K
% Port
3.26%
S

SPDR SERIES TRUST

+171918.1%
Value
$19.7M
Shares
180.6K
% Port
3.23%
?
6.N/A

ISHARES TR

+11.4%
Value
$19.6M
Shares
861.3K
% Port
3.21%
F
7.FPF

FIRST TR EXCHNG TRADED FD VI

-1.9%
Value
$14.7M
Shares
402.5K
% Port
2.41%
E

ISHARES TR

+11.3%
Value
$12.5M
Shares
100.2K
% Port
2.04%
M

MICROSOFT CORP

+0.8%
Value
$10.8M
Shares
28.9K
% Port
1.77%
F
10.FPF

FIRST TR EXCHANGE TRADED FD

-0.4%
Value
$10.4M
Shares
248.6K
% Port
1.70%
X
11.XOM

EXXON MOBIL CORP

+53.5%
Value
$9.9M
Shares
72.7K
% Port
1.63%
S

SPDR SERIES TRUST

-3.4%
Value
$9.6M
Shares
80.3K
% Port
1.57%
?
13.N/A

WISDOMTREE TR

+0.5%
Value
$9.2M
Shares
96.0K
% Port
1.51%
S

SPDR SERIES TRUST

+0.1%
Value
$9.2M
Shares
152.1K
% Port
1.51%
S

SPDR SERIES TRUST

-8.5%
Value
$9M
Shares
75.5K
% Port
1.47%
?
16.N/A

J P MORGAN EXCHANGE TRADED F

+1.0%
Value
$9M
Shares
102.9K
% Port
1.47%
?
17.N/A

INVESCO EXCH TRD SLF IDX FD

+7.5%
Value
$8.7M
Shares
367.6K
% Port
1.42%
A
18.AVGO

BROADCOM INC

-5.1%
Value
$7.3M
Shares
19.4K
% Port
1.20%
?
19.N/A

FIRST TR EXCH TRADED FD III

-6.9%
Value
$7.1M
Shares
368.3K
% Port
1.16%
?
20.N/A

INVESCO EXCH TRD SLF IDX FD

+51.2%
Value
$6.9M
Shares
292.8K
% Port
1.13%
N
21.NVDA

NVIDIA CORPORATION

-2.2%
Value
$6.6M
Shares
32.9K
% Port
1.08%
S

SPDR SERIES TRUST

-3.6%
Value
$6.5M
Shares
229.1K
% Port
1.07%
?
23.N/A

WISDOMTREE TR

-2.1%
Value
$6.3M
Shares
155.4K
% Port
1.04%
A
24.AMZN

AMAZON COM INC

-4.7%
Value
$6.3M
Shares
26.3K
% Port
1.03%
J
25.JNJ

JOHNSON & JOHNSON

-3.0%
Value
$6.3M
Shares
24.7K
% Port
1.03%
G

ALPHABET INC

-1.5%
Value
$6.1M
Shares
17.1K
% Port
1.00%
S

SPDR SERIES TRUST

-0.2%
Value
$6M
Shares
208.1K
% Port
0.99%
J

JPMORGAN CHASE & CO

-19.9%
Value
$5.8M
Shares
17.7K
% Port
0.95%
E
29.ETHA

ISHARES TR

+14.5%
Value
$5.1M
Shares
67.1K
% Port
0.84%
E
30.ETHA

ISHARES TR

+290.8%
Value
$5.1M
Shares
40.7K
% Port
0.83%
S

SPDR INDEX SHS FDS

+0.4%
Value
$5M
Shares
97.5K
% Port
0.83%
?
32.N/A

PROSHARES TR

+18.4%
Value
$4.7M
Shares
109.7K
% Port
0.77%
?
33.N/A

WISDOMTREE TR

-1.7%
Value
$4.6M
Shares
62.7K
% Port
0.75%
?
34.N/A

AMERICAN CENTY ETF TR

+27.9%
Value
$4.4M
Shares
37.0K
% Port
0.71%
A
35.ABBV

ABBVIE INC

-0.1%
Value
$4.1M
Shares
16.4K
% Port
0.68%
?
36.N/A

DOUBLELINE ETF TRUST

Value
$3.8M
Shares
76.6K
% Port
0.62%
E
37.ETHA

ISHARES TR

-0.1%
Value
$3.5M
Shares
25.5K
% Port
0.57%
?
38.N/A

INVESCO EXCH TRD SLF IDX FD

-13.0%
Value
$3M
Shares
154.4K
% Port
0.49%
J

J P MORGAN EXCHANGE TRADED F

+129.1%
Value
$3M
Shares
58.6K
% Port
0.49%
M
40.MRK

MERCK & CO INC

-10.1%
Value
$2.9M
Shares
22.7K
% Port
0.48%
G

ALPHABET INC

+6.0%
Value
$2.9M
Shares
8.1K
% Port
0.47%
C
42.CI

THE CIGNA GROUP

Unchanged
Value
$2.9M
Shares
10.4K
% Port
0.47%
V
43.VGES

VANGUARD INDEX FDS

+498.3%
Value
$2.8M
Shares
33.1K
% Port
0.47%
E
44.ETHA

ISHARES TR

+0.0%
Value
$2.8M
Shares
3.7K
% Port
0.46%
?
45.N/A

INVESCO EXCH TRD SLF IDX FD

-24.6%
Value
$2.6M
Shares
110.6K
% Port
0.42%
B

BERKSHIRE HATHAWAY INC DEL

+0.8%
Value
$2.6M
Shares
5.1K
% Port
0.42%
?
47.N/A

ISHARES TR

-0.6%
Value
$2.4M
Shares
36.3K
% Port
0.39%
S
48.STBA

S & T BANCORP INC

-3.8%
Value
$2.4M
Shares
48.2K
% Port
0.39%
?
49.N/A

INVESCO EXCH TRD SLF IDX FD

-16.2%
Value
$2.2M
Shares
114.4K
% Port
0.37%
V
50.VGES

VANGUARD INDEX FDS

+0.9%
Value
$2.2M
Shares
3.3K
% Port
0.37%