Key Financial Inc Portfolio Stock Holdings
According to the SEC 13F filed on November 2, 2026, Key Financial Inc disclosed 1302 stock positions valued at approximately $613.72M as of quarter-end September 30, 2026. The largest holdings include APPLE INC, WISDOMTREE TR, and WISDOMTREE TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 1302
- Portfolio Value
- $613.72M
Holdings by Sector
Key Financial Inc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 5.52% | 101,778 | -1,015 | -0.99% | $33,894,176 |
| WISDOMTREE TR | DOL | Other | 3.60% | 297,619 | -8,696 | -2.84% | $22,115,562 |
| WISDOMTREE TR | DNL | Other | 3.23% | 444,492 | -7,776 | -1.72% | $19,846,319 |
| ISHARES TR | GOVT | Other | 3.20% | 898,049 | +36,736 | +4.27% | $19,640,332 |
| WISDOMTREE TR | EES | Other | 3.12% | 296,870 | +2,895 | +0.98% | $19,171,803 |
| SPDR SERIES TRUST | SLYV | Other | 2.92% | 175,583 | -5,141 | -2.84% | $17,935,773 |
| MICROSOFT CORP | MSFT | Technology | 2.45% | 29,280 | +370 | +1.28% | $15,017,712 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 2.41% | 394,080 | -8,373 | -2.08% | $14,766,178 |
| ISHARES TR | EFG | Other | 2.05% | 105,012 | +4,822 | +4.81% | $12,583,588 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 1.88% | 70,730 | -1,976 | -2.72% | $11,511,376 |
| FIRST TR EXCHANGE TRADED FD | FICS | Other | 1.62% | 249,454 | +854 | +0.34% | $9,963,542 |
| SPDR SERIES TRUST | SPYV | Other | 1.50% | 150,737 | -1,332 | -0.88% | $9,214,553 |
| INVESCO EXCH TRD SLF IDX FD | BSMR | Other | 1.47% | 389,069 | +21,461 | +5.84% | $9,050,834 |
| WISDOMTREE TR | DLN | Other | 1.47% | 92,954 | -3,061 | -3.19% | $9,035,161 |
| SPDR SERIES TRUST | SPYG | Other | 1.45% | 72,103 | -3,406 | -4.51% | $8,874,376 |
| J P MORGAN EXCHANGE TRADED F | JIG | Other | 1.38% | 100,736 | -2,133 | -2.07% | $8,443,692 |
| SPDR SERIES TRUST | SLYG | Other | 1.36% | 77,835 | -2,490 | -3.10% | $8,326,010 |
| NVIDIA CORPORATION | NVDA | Technology | 1.28% | 34,427 | +1,493 | +4.53% | $7,862,438 |
| BROADCOM INC | AVGO | Technology | 1.13% | 19,796 | +359 | +1.85% | $6,952,157 |
| INVESCO EXCH TRD SLF IDX FD | BSMQ | Other | 1.11% | 290,342 | -2,425 | -0.83% | $6,800,768 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.07% | 26,324 | +3 | +0.01% | $6,558,625 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.07% | 24,740 | -356 | -1.42% | $6,549,636 |
| FIRST TR EXCH TRADED FD III | FPEI | Other | 1.06% | 353,092 | -15,177 | -4.12% | $6,511,016 |
| SPDR SERIES TRUST | SPTI | Other | 1.02% | 229,901 | +807 | +0.35% | $6,271,706 |
| ALPHABET INC | GOOGL | Communication Services | 0.96% | 17,204 | +95 | +0.56% | $5,919,552 |
| SPDR SERIES TRUST | SPTS | Other | 0.96% | 206,162 | -1,968 | -0.95% | $5,910,665 |
| ISHARES TR | EFV | Other | 0.95% | 73,434 | +6,352 | +9.47% | $5,811,567 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.94% | 17,443 | -224 | -1.27% | $5,770,668 |
| WISDOMTREE TR | DES | Other | 0.92% | 149,519 | -5,899 | -3.80% | $5,666,774 |
| PROSHARES TR | EFAD | Other | 0.87% | 124,930 | +15,243 | +13.90% | $5,368,867 |
Showing 30 of 1,302 holdings in the latest reporting period.