Long-term investor
Key Client Fiduciary Advisors, LLC @keyclientfiduciaryadviso
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001912612).
Record
- Tracked since 2025-06-30 (449 days), 164 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +17.3% · 1 year n/a · all -16.3%
- Max drawdown n/a · win rate 41% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GLXY · 7.0% · long · since 2025-09-30
- 33738R506 · 6.7% · long · since 2025-06-30
- 33734X846 · 3.8% · long · since 2026-03-31
- AAPL · 3.8% · long · since 2025-06-30
- 746729300 · 3.6% · long · since 2025-06-30
- 336917109 · 2.8% · long · since 2025-06-30
- 78462F103 · 2.8% · long · since 2025-06-30
- AMZN · 2.6% · long · since 2025-06-30
- 464287812 · 2.5% · long · since 2025-12-31
- NVDA · 2.4% · long · since 2025-06-30
- 46436E403 · 2.2% · long · since 2025-12-31
- 33741X102 · 2.0% · long · since 2025-06-30