Key Client Fiduciary Advisors, LLC
Annual return '25
-6.2%
SPY '25
+17.7%
Alpha
-23.9ptsvs SPY
Invested
$294.2M
Holdings
206
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$RDVY
FIRST TR EXCHANGE TRADED FD
Q4 2025: Exited (was 292.2k shares)
6.5%
02
$GLXY
GALAXY DIGITAL INC.
Q4 2025: Exited (was 12.0k shares)
5.6%
03
$AAPL
APPLE INC
Q1 2026: Sold 1.1% (23.1k → 22.9k shares)
4.0%
04
$PVAL
PUTNAM ETF TRUST
Q4 2025: Exited (was 11.6k shares)
3.3%
05
$CIBR
FIRST TR EXCHANGE-TRADED FD
Q1 2025: Exited (was 15.5k shares)
3.2%
06
$FDL
FIRST TR EXCHANGE-TRADED FD
Q4 2025: Exited (was 181.7k shares)
3.2%
07
$IYK
ISHARES TR
Held since at least Q1 2024
3.0%
08
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Sold 45.2% (12.2k → 6.7k shares)
2.7%
09
$AMZN
AMAZON COM INC
Q1 2026: Sold 6.1% (4.6k → 4.3k shares)
2.7%
10
$NVDA
NVIDIA CORPORATION
Q4 2025: Increased +39.0% (41.5k → 57.7k shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:55 UTC.