Key Financial Inc Portfolio Stock Holdings
Key Financial Inc disclosed 1356 stock positions valued at approximately $610.6 million in its latest SEC 13F filing. The largest holdings include APPLE INC, WISDOMTREE TR, and WISDOMTREE TR. The filing reflects positions held as of June 30, 2026 and was filed on July 24, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 1356
- Portfolio Value
- $610.6M
Holdings by Sector
Key Financial Inc Portfolio Holdings in Q2 2026
1289 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 4.87% | 102,793 | -679 | -0.66% | $29,744,313 |
| WISDOMTREE TR | DOL | Other | 3.73% | 306,315 | -15,020 | -4.67% | $22,778,931 |
| WISDOMTREE TR | DNL | Other | 3.42% | 452,268 | -10,564 | -2.28% | $20,885,754 |
| WISDOMTREE TR | EES | Other | 3.26% | 293,975 | +5,936 | +2.06% | $19,928,531 |
| SPDR SERIES TRUST | SLYV | Other | 3.23% | 180,724 | -2,315 | -1.26% | $19,718,763 |
| ISHARES TR | GOVT | Other | 3.21% | 861,313 | +87,983 | +11.38% | $19,620,710 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 2.41% | 402,453 | -7,903 | -1.93% | $14,701,608 |
| ISHARES TR | EFG | Other | 2.04% | 100,190 | +10,210 | +11.35% | $12,465,640 |
| MICROSOFT CORP | MSFT | Technology | 1.77% | 28,910 | +239 | +0.83% | $10,784,008 |
| FIRST TR EXCHANGE TRADED FD | FICS | Other | 1.70% | 248,600 | -1,090 | -0.44% | $10,385,762 |
| EXXON MOBIL CORP | XOM | Energy | 1.63% | 72,706 | +25,331 | +53.47% | $9,940,422 |
| SPDR SERIES TRUST | SLYG | Other | 1.57% | 80,325 | -2,802 | -3.37% | $9,569,117 |
| WISDOMTREE TR | DLN | Other | 1.51% | 96,015 | +478 | +0.50% | $9,248,197 |
| SPDR SERIES TRUST | SPYV | Other | 1.51% | 152,069 | +78 | +0.05% | $9,244,275 |
| SPDR SERIES TRUST | SPYG | Other | 1.47% | 75,509 | -7,053 | -8.54% | $8,984,756 |
| J P MORGAN EXCHANGE TRADED F | JIG | Other | 1.47% | 102,869 | +1,006 | +0.99% | $8,967,605 |
| INVESCO EXCH TRD SLF IDX FD | BSMR | Other | 1.42% | 367,608 | +25,552 | +7.47% | $8,690,253 |
| BROADCOM INC | AVGO | Technology | 1.20% | 19,437 | -1,038 | -5.07% | $7,342,327 |
| FIRST TR EXCH TRADED FD III | FPEI | Other | 1.16% | 368,269 | -27,278 | -6.90% | $7,103,909 |
| INVESCO EXCH TRD SLF IDX FD | BSMQ | Other | 1.13% | 292,767 | +99,149 | +51.21% | $6,893,199 |
| NVIDIA CORPORATION | NVDA | Technology | 1.08% | 32,934 | -740 | -2.20% | $6,589,764 |
| SPDR SERIES TRUST | SPTI | Other | 1.07% | 229,094 | -8,647 | -3.64% | $6,503,986 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.04% | 25,096 | -767 | -2.97% | $6,373,584 |
| WISDOMTREE TR | DES | Other | 1.04% | 155,418 | -3,283 | -2.07% | $6,322,416 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.03% | 26,321 | -1,299 | -4.70% | $6,273,347 |
| ALPHABET INC | GOOGL | Communication Services | 1.00% | 17,109 | -257 | -1.48% | $6,114,243 |
| SPDR SERIES TRUST | SPTS | Other | 0.99% | 208,130 | -355 | -0.17% | $6,037,851 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.95% | 17,667 | -4,391 | -19.91% | $5,782,939 |
| ISHARES TR | EFV | Other | 0.84% | 67,082 | +8,508 | +14.53% | $5,135,127 |
| ISHARES TR | IWF | Other | 0.83% | 40,700 | +30,284 | +290.75% | $5,053,719 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.83% | 97,507 | +366 | +0.38% | $5,048,912 |
| PROSHARES TR | EFAD | Other | 0.77% | 109,687 | +17,016 | +18.36% | $4,699,112 |
| WISDOMTREE TR | DWM | Other | 0.75% | 62,725 | -1,083 | -1.70% | $4,592,367 |
| AMERICAN CENTY ETF TR | QGRO | Other | 0.71% | 36,956 | +8,051 | +27.85% | $4,362,656 |
| ABBVIE INC | ABBV | Healthcare | 0.68% | 16,434 | -119 | -0.72% | $4,135,425 |
| DOUBLELINE ETF TRUST | DMBS | Other | 0.62% | 76,610 | +76,610 | +100.00% | $3,760,747 |
| ISHARES TR | IVW | Other | 0.57% | 25,498 | -38 | -0.15% | $3,506,740 |
| INVESCO EXCH TRD SLF IDX FD | BSCQ | Other | 0.49% | 154,429 | -22,984 | -12.96% | $3,015,226 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.49% | 58,569 | +33,003 | +129.09% | $2,961,834 |
| MERCK & CO INC | MRK | Healthcare | 0.48% | 22,676 | -2,536 | -10.06% | $2,913,923 |
| ISHARES TR | IVV | Other | 0.47% | 3,869 | +1 | +0.03% | $2,897,385 |
| ALPHABET INC | GOOG | Communication Services | 0.47% | 8,143 | +463 | +6.03% | $2,877,166 |
| THE CIGNA GROUP | CI | Healthcare | 0.47% | 10,359 | - | - | $2,855,783 |
| VANGUARD INDEX FDS | VUG | Other | 0.47% | 33,068 | +27,541 | +498.30% | $2,848,504 |
| INVESCO EXCH TRD SLF IDX FD | BSMS | Other | 0.42% | 110,601 | -36,119 | -24.62% | $2,592,487 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.42% | 5,121 | +38 | +0.75% | $2,562,497 |
| ISHARES TR | ISCG | Other | 0.39% | 36,255 | -212 | -0.58% | $2,376,153 |
| S & T BANCORP INC | STBA | Financial Services | 0.39% | 48,205 | -1,877 | -3.75% | $2,365,901 |
| INVESCO EXCH TRD SLF IDX FD | BSCR | Other | 0.37% | 114,395 | -22,146 | -16.22% | $2,243,858 |
| VANGUARD INDEX FDS | VOO | Other | 0.37% | 3,250 | +29 | +0.90% | $2,232,132 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.36% | 8,026 | -75 | -0.93% | $2,169,508 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.34% | 14,324 | -1,955 | -12.01% | $2,100,460 |
| ORACLE CORP | ORCL | Technology | 0.34% | 14,220 | +17 | +0.12% | $2,083,941 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.34% | 17,849 | -1,933 | -9.77% | $2,082,443 |
| VANGUARD INDEX FDS | VTV | Other | 0.34% | 9,440 | - | - | $2,057,240 |
| ISHARES TR | ILCG | Other | 0.32% | 16,690 | +1,652 | +10.99% | $1,953,064 |
| SPDR SERIES TRUST | SPMD | Other | 0.32% | 28,563 | -947 | -3.21% | $1,929,716 |
| VANGUARD WORLD FD | VGT | Other | 0.31% | 15,992 | +13,993 | +700.00% | $1,911,364 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.31% | 8,481 | -2,300 | -21.33% | $1,899,320 |
| INVESCO QQQ TR | QQQ | Other | 0.31% | 2,544 | -23 | -0.90% | $1,873,310 |
| INVESCO EXCH TRD SLF IDX FD | BSMT | Other | 0.30% | 79,698 | -31,078 | -28.05% | $1,835,445 |
| ISHARES TR | IWD | Other | 0.30% | 7,512 | -150 | -1.96% | $1,821,158 |
| INVESCO EXCH TRD SLF IDX FD | BSMU | Other | 0.29% | 81,108 | -32,767 | -28.77% | $1,777,766 |
| VANGUARD INDEX FDS | VTI | Other | 0.28% | 4,579 | - | - | $1,694,413 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.28% | 18,615 | -272 | -1.44% | $1,689,148 |
| INVESCO EXCH TRD SLF IDX FD | BSCS | Other | 0.27% | 81,927 | -23,405 | -22.22% | $1,668,443 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.27% | 2,207 | +3 | +0.14% | $1,648,008 |
| WISDOMTREE TR | DTD | Other | 0.27% | 17,587 | +700 | +4.15% | $1,639,948 |
| J P MORGAN EXCHANGE TRADED F | HELO | Other | 0.27% | 24,214 | +8,913 | +58.25% | $1,636,382 |
| GE AEROSPACE | GE | Industrials | 0.27% | 4,353 | +358 | +8.96% | $1,626,847 |
| TESLA INC | TSLA | Consumer Cyclical | 0.27% | 3,849 | -150 | -3.75% | $1,618,889 |
| VANGUARD INDEX FDS | VV | Other | 0.26% | 4,641 | - | - | $1,596,086 |
| ISHARES TR | IWB | Other | 0.26% | 3,880 | +225 | +6.16% | $1,588,860 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 0.26% | 17,605 | +1,018 | +6.14% | $1,586,210 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.26% | 22,213 | +86 | +0.39% | $1,582,657 |
| SPDR SERIES TRUST | SPSM | Other | 0.25% | 26,496 | -81 | -0.30% | $1,528,024 |
| INVESCO EXCH TRD SLF IDX FD | BSMV | Other | 0.25% | 71,944 | -33,770 | -31.94% | $1,509,745 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.25% | 2 | - | - | $1,497,700 |
| INVESCO EXCH TRADED FD TR II | RWL | Other | 0.24% | 11,530 | +2,746 | +31.26% | $1,473,073 |
| SPDR SERIES TRUST | MDYG | Other | 0.24% | 13,098 | -2,739 | -17.29% | $1,468,155 |
| INVESCO EXCH TRD SLF IDX FD | BSJQ | Other | 0.24% | 63,641 | -782 | -1.21% | $1,460,879 |
| CHEVRON CORPORATION | CVX | Energy | 0.24% | 8,792 | -1,001 | -10.22% | $1,457,362 |
| CISCO SYS INC | CSCO | Technology | 0.24% | 12,299 | -6,750 | -35.43% | $1,444,637 |
| CORNING INC | GLW | Technology | 0.24% | 5,653 | - | - | $1,443,946 |
| ISHARES TR | ICVT | Other | 0.23% | 11,328 | - | - | $1,379,077 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.23% | 8,710 | - | - | $1,376,441 |
| MARATHON PETE CORP | MPC | Energy | 0.23% | 5,378 | - | - | $1,374,993 |
| INVESCO EXCH TRD SLF IDX FD | BSMW | Other | 0.23% | 54,685 | +5,282 | +10.69% | $1,374,781 |
| COCA COLA CO | KO | Consumer Defensive | 0.22% | 16,899 | -4,920 | -22.55% | $1,373,366 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.22% | 2,358 | -95 | -3.87% | $1,369,786 |
| PEPSICO INC | PEP | Consumer Defensive | 0.22% | 9,888 | -37 | -0.37% | $1,338,835 |
| GE VERNOVA INC | GEV | Utilities | 0.21% | 1,075 | +95 | +9.69% | $1,262,974 |
| PFIZER INC | PFE | Healthcare | 0.21% | 52,416 | -7,942 | -13.16% | $1,262,178 |
| ISHARES TR | IWM | Other | 0.20% | 4,159 | -121 | -2.83% | $1,249,572 |
| ISHARES TR | IJT | Other | 0.20% | 6,896 | - | - | $1,231,626 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.20% | 8,106 | +20 | +0.25% | $1,228,059 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.20% | 2,946 | -26 | -0.87% | $1,224,446 |
| INVESCO EXCH TRADED FD TR II | PXF | Other | 0.19% | 15,726 | +79 | +0.50% | $1,189,515 |
| MERIDIAN CORP | MRBK | Financial Services | 0.19% | 59,366 | - | - | $1,189,101 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.19% | 23,577 | +313 | +1.35% | $1,188,045 |