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Key FInancial Inc

Q1 2026 13F Holdings

  • Location
    west chester, PA
  • Num holdings

    1,394

  • Value ($000)

    $561,793

  • Date Filed
    04/24/2026
  • Form type
    13F-HR
  • CIK
    0001801720
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$26.26M
5 %

103,472

D
DOL

WISDOMTREE TR

TRUE DEVELOPED I
97717W794
$21.85M
4 %

321,335

D
DNL

WISDOMTREE TR

GLOBAL EX US QUA
97717W844
$18.68M
3 %

462,832

G
GOVT

ISHARES TR

US TREAS BD ETF
46429B267
$17.72M
3 %

773,330

---

SPDR SERIES TRUST

STATE STREET SPD
78464A300
$17.31M
3 %

183,039

E
EES

WISDOMTREE TR

US SMALLCAP FUND
97717W562
$16.72M
3 %

288,039

---

FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED
33740F755
$13.86M
3 %

410,356

M
MSFT

MICROSOFT CORP

COM
594918104
$10.61M
2 %

28,671

E
EFG

ISHARES TR

EAFE GRWTH ETF
464288885
$10.02M
2 %

89,980

F
FICS

FIRST TR EXCHANGE TRADED FD

INTL DEV STRNGTH
33738R662
$9.75M
2 %

249,690

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