Universe · entity
Key FInancial Inc
Institutional manager (13F) · CIK 1801720
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $355M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $26M | 103,472 |
| 2 | WISDOMTREE TR | $22M | 321,335 |
| 3 | WISDOMTREE TR | $19M | 462,832 |
| 4 | ISHARES TR | $18M | 773,330 |
| 5 | SPDR SERIES TRUST | $17M | 183,039 |
| 6 | WISDOMTREE TR | $17M | 288,039 |
| 7 | FIRST TR EXCHNG TRADED FD VI | $14M | 410,356 |
| 8 | MICROSOFT CORP | $11M | 28,671 |
| 9 | ISHARES TR | $10M | 89,980 |
| 10 | FIRST TR EXCHANGE TRADED FD | $10M | 249,690 |
| 11 | SPDR SERIES TRUST | $9M | 151,991 |
| 12 | WISDOMTREE TR | $9M | 95,537 |
| 13 | INVESCO EXCH TRD SLF IDX FD | $8M | 342,056 |
| 14 | SPDR SERIES TRUST | $8M | 82,562 |
| 15 | EXXON MOBIL CORP | $8M | 47,375 |
| 16 | SPDR SERIES TRUST | $8M | 83,127 |
| 17 | J P MORGAN EXCHANGE TRADED F | $8M | 101,863 |
| 18 | FIRST TR EXCH TRADED FD III | $8M | 395,547 |
| 19 | SPDR SERIES TRUST | $7M | 237,741 |
| 20 | JPMORGAN CHASE & CO | $6M | 22,058 |
| 21 | BROADCOM INC | $6M | 20,475 |
| 22 | JOHNSON & JOHNSON | $6M | 25,863 |
| 23 | SPDR SERIES TRUST | $6M | 208,485 |
| 24 | NVIDIA CORPORATION | $6M | 33,674 |
| 25 | AMAZON COM INC | $6M | 27,620 |
| 26 | WISDOMTREE TR | $6M | 158,701 |
| 27 | ALPHABET INC | $5M | 17,366 |
| 28 | INVESCO EXCH TRD SLF IDX FD | $5M | 193,618 |
| 29 | SPDR INDEX SHS FDS | $5M | 97,141 |
| 30 | WISDOMTREE TR | $4M | 63,808 |
| 31 | ISHARES TR | $4M | 10,416 |
| 32 | ISHARES TR | $4M | 58,574 |
| 33 | PROSHARES TR | $4M | 92,671 |
| 34 | ABBVIE INC | $4M | 16,553 |
| 35 | INVESCO EXCH TRD SLF IDX FD | $3M | 177,413 |
| 36 | INVESCO EXCH TRD SLF IDX FD | $3M | 146,720 |
| 37 | AMERICAN CENTY ETF TR | $3M | 28,905 |
| 38 | MERCK & CO INC | $3M | 25,212 |
| 39 | PALANTIR TECHNOLOGIES INC | $3M | 19,782 |
| 40 | ISHARES TR | $3M | 25,536 |
| 41 | THE CIGNA GROUP | $3M | 10,359 |
| 42 | INVESCO EXCH TRD SLF IDX FD | $3M | 136,541 |
| 43 | INVESCO EXCH TRD SLF IDX FD | $3M | 110,776 |
| 44 | ISHARES TR | $3M | 3,868 |
| 45 | MCDONALDS CORP | $3M | 8,101 |
| 46 | INVESCO EXCH TRD SLF IDX FD | $2M | 113,875 |
| 47 | BERKSHIRE HATHAWAY INC DEL | $2M | 5,083 |
| 48 | VANGUARD INDEX FDS | $2M | 5,527 |
| 49 | PROCTER & GAMBLE CO | $2M | 16,279 |
| 50 | INVESCO EXCH TRD SLF IDX FD | $2M | 105,714 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.