Key Financial Inc Portfolio Stock Holdings
According to the SEC 13F filed on July 24, 2026, Key Financial Inc disclosed 1289 stock positions valued at approximately $610.56M as of quarter-end June 30, 2026. The largest holdings include APPLE INC, WISDOMTREE TR, and WISDOMTREE TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 1289
- Portfolio Value
- $610.56M
Holdings by Sector
Key Financial Inc Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 1,289 holdings in the latest reporting period.