Key FInancial Inc
Q4 2025 13F Holdings
- Locationwest chester, PA
- Num holdings
1,440
- Value ($000)
$547,932
- Date Filed02/09/2026
- Form type13F-HR
- CIK0001801720
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
APPLE INC | COM | 037833100 | $26.41M | 5 % | 97,145 | ||
WISDOMTREE TR | TRUE DEVELOPED I | 97717W794 | $21.09M | 4 % | 320,216 | ||
WISDOMTREE TR | GLOBAL EX US QUA | 97717W844 | $18.64M | 3 % | 452,211 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A300 | $16.53M | 3 % | 181,670 | ||
ISHARES TR | US TREAS BD ETF | 46429B267 | $16.24M | 3 % | 705,441 | ||
WISDOMTREE TR | US SMALLCAP FUND | 97717W562 | $16.17M | 3 % | 284,006 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | $14.11M | 3 % | 411,757 | ||
MICROSOFT CORP | COM | 594918104 | $13.4M | 2 % | 27,711 | ||
FIRST TR EXCHANGE TRADED FD | INTL DEV STRNGTH | 33738R662 | $9.91M | 2 % | 247,020 | ||
ISHARES TR | EAFE GRWTH ETF | 464288885 | $9.1M | 2 % | 79,902 |
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