SEC Form 13F

Key Financial Inc 13F Holdings

Report period2026-06-30
Publicly available2026-07-25
Reported value$610,559,962
Positions1,355

Largest disclosed positions

IssuerTickerClassReported valueReported amount
APPLE INCAAPLCOM$29,744,313102,793
WISDOMTREE TRDOLTRUE DEV INTL FD$22,778,931306,315
WISDOMTREE TRDNLGLOB EX US QU FD$20,885,754452,268
WISDOMTREE TREESUS SMALLCAP FUND$19,928,531293,975
SPDR SERIES TRUSTSLYVST STR SP600SM C$19,718,763180,724
ISHARES TRGOVTUS TREAS BD ETF$19,620,710861,313
FIRST TR EXCHNG TRADED FD VIBUFRFT LADD BUFF ETF$14,701,608402,453
ISHARES TREFGEAFE GRWTH ETF$12,465,640100,190
MICROSOFT CORPMSFTCOM$10,784,00828,910
FIRST TR EXCHANGE TRADED FDFICSINTL DEV STRNGTH$10,385,762248,600

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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