Fund HoldingsKey FInancial Inc

Total Portfolio Value
$610.56M
Total Bought
$43.25M
Total Sold
$48.96M
Net Transaction
-$5.71M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
DOUBLELINE ETF TRUST
MORTGAGE ETF
076,610+76,61003,7610.62%+3,761
APPLE INC(AAPL)103,472102,793-67926,26029,7444.87%+3,484
WISDOMTREE TR(WT)288,039293,975+5,93616,72019,9293.26%+3,208
ISHARES TR89,980100,190+10,21010,02112,4662.04%+2,445
SPDR SERIES TRUST
ST STR SP600SM C
183,039180,724-2,31517,31219,7193.23%+2,407
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 MUNI
193,618292,767+99,1494,5746,8931.13%+2,319
WISDOMTREE TR(WT)462,832452,268-10,56418,68520,8863.42%+2,201
ISHARES TR
US TREAS BD ETF
773,330861,313+87,98317,71719,6213.21%+1,904
EXXON MOBIL CORP47,37572,706+25,3318,0389,9401.63%+1,903
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
25,56658,569+33,0031,2942,9620.49%+1,668
SPDR SERIES TRUST
ST STR SP600GRWO
83,12780,325-2,8028,0329,5691.57%+1,537
J P MORGAN EXCHANGE TRADED F
INTERNL GWT
101,863102,869+1,0067,5628,9681.47%+1,405
AMERICAN CENTY ETF TR28,90536,956+8,0513,0364,3630.71%+1,327
INVESCO EXCH TRADED FD TR II64815,726+15,078161,1900.19%+1,173
ALPHABET INC(GOOG)17,36617,109-2574,9946,1141.00%+1,120
BROADCOM INC(AVGO)20,47519,437-1,0386,3377,3421.20%+1,005
WISDOMTREE TR(WT)321,335306,315-15,02021,84622,7793.73%+933
PROSHARES TR
MSCI EAFE DIVD
92,671109,687+17,0163,7944,6990.77%+905
SPDR SERIES TRUST
ST STR P500GRW
82,56275,509-7,0538,0848,9851.47%+901
ADVANCED MICRO DEVICES INC(AMD)2,4532,358-954991,3700.22%+871
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
410,356402,453-7,90313,85814,7022.41%+844
ISHARES TR58,57467,082+8,5084,3555,1350.84%+780
NVIDIA CORPORATION(NVDA)33,67432,934-7405,8736,5901.08%+717
WISDOMTREE TR(WT)95,53796,015+4788,5349,2481.51%+714
INVESCO EXCH TRADED FD TR II64825,714+25,066167170.12%+701
CORNING INC(GLW)5,6535,65307691,4440.24%+675
ALPHABET INC(GOOG)7,6808,143+4632,2032,8770.47%+674
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
15,30124,214+8,9139781,6360.27%+658
SPDR SERIES TRUST
ST STR P500VAL
151,991152,069+788,6009,2441.51%+645
FIRST TR EXCHANGE TRADED FD
INTL DEV STRNGTH
249,690248,600-1,0909,74710,3861.70%+639
WISDOMTREE TR(WT)158,701155,418-3,2835,7046,3221.04%+619
ISHARES TR25,53625,498-382,8883,5070.57%+618
ISHARES TR10,41640,700+30,2844,4415,0540.83%+612
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 MUNI
342,056367,608+25,5528,0918,6901.42%+599
ABBVIE INC(ABBV)16,55316,434-1193,6004,1350.68%+535
AMAZON COM INC(AMZN)27,62026,321-1,2995,7526,2731.03%+521
ISHARES TR15,03816,690+1,6521,4361,9530.32%+517
INTEL CORP(INTC)5,2665,366+1002327490.12%+517
VANGUARD WORLD FD
INF TECH ETF
1,99915,992+13,9931,3951,9110.31%+517
GE AEROSPACE(GE)3,9954,353+3581,1341,6270.27%+493
SPDR INDEX SHS FDS
ST PORT MARK ETF
97,14197,507+3664,5575,0490.83%+492
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
8,78411,530+2,7461,0091,4730.24%+464
VANGUARD INDEX FDS5,52733,068+27,5412,4142,8490.47%+434
UNITEDHEALTH GROUP INC(UNH)2,9722,946-268041,2240.20%+420
GE VERNOVA INC(GEV)9801,075+958551,2630.21%+408
INVESCO QQQ TR2,5672,544-231,4821,8730.31%+392
ISHARES TR36,46736,255-2121,9982,3760.39%+378
ISHARES TR3,8683,869+12,5272,8970.47%+371
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
16,58717,605+1,0181,2471,5860.26%+339
GOLDMAN SACHS GROUP INC(GS)364626+2623086330.10%+325
JANUS DETROIT STR TR
HENDERSN CAP ETF
6,5088,278+1,7704567700.13%+315
VANGUARD INDEX FDS3,2213,250+291,9252,2320.37%+307
MICRON TECHNOLOGY INC(MU)35635601204110.07%+291
ISHARES TR3,6553,880+2251,3031,5890.26%+286
CROWDSTRIKE HLDGS INC(CRWD)76276202975820.10%+284
S & T BANCORP INC(STBA)50,08248,205-1,8772,0952,3660.39%+271
BOEING CO(BA)9112,036+1,1251814410.07%+259
COHEN & STEERS ETF TRUST
PFD IN OP AC ETF
18,37227,717+9,3454717230.12%+252
SPDR SERIES TRUST
ST STR SP600 SML
26,57726,496-811,2841,5280.25%+244
ELI LILLY & CO(LLY)814824+107499880.16%+240
VANGUARD INTL EQUITY INDEX F13,43216,155+2,7237269640.16%+238
ISHARES TR6,8966,89609981,2320.20%+234
ISHARES TR
CONV BD ETF
11,32811,32801,1531,3790.23%+226
VANGUARD INDEX FDS3,0583,145+879241,1500.19%+226
VANGUARD INDEX FDS4,5794,57901,4691,6940.28%+225
UNITED RENTALS INC(URI)55355304036260.10%+224
THOMSON REUTERS CORP(TRI)02,695+2,69502200.04%+220
BNY MELLON ETF TRUST
INTERNATIONL EQT
6782,779+2,101632800.05%+216
STATE STR SPDR S&P 500 ETF T(SPY)2,2042,207+31,4331,6480.27%+215
RBB FUND TRUST
FIRST EAGLE GBL
04,330+4,33002120.03%+212
VANGUARD INDEX FDS4,6414,64101,3871,5960.26%+209
VANGUARD INDEX FDS9,4409,44001,8522,0570.34%+205
QUALCOMM INC(QCOM)3,5033,496-74516460.11%+195
PIMCO ETF TR
ACTIVE BD ETF
02,091+2,09101930.03%+193
KLA CORP(KLAC)1221,220+1,0981803680.06%+188
ISHARES TR4,2804,159-1211,0611,2500.20%+188
CAPITAL GROUP GLOBAL EQUITY
SHS
05,311+5,31101870.03%+187
ISHARES TR7,6627,512-1501,6371,8210.30%+184
SPDR SERIES TRUST
ST STR P400MID
29,51028,563-9471,7481,9300.32%+182
WISDOMTREE TR(WT)16,88717,587+7001,4581,6400.27%+182
ISHARES INC
CORE MSCI EMKT
13,60413,586-189491,1250.18%+177
ISHARES TR6,2546,411+1577779510.16%+173
FULTON FINL CORP PA(FULT)44,83344,83309121,0850.18%+173
MICROSOFT CORP(MSFT)28,67128,910+23910,61310,7841.77%+171
BLOOM ENERGY CORP1,0001,00001353030.05%+167
APPLIED MATLS INC43443401483140.05%+165
VANGUARD TAX-MANAGED FDS22,12722,213+861,4181,5830.26%+165
LAM RESEARCH CORP(LRCX)1,011860-1512163730.06%+157
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
03,300+3,30001550.03%+155
BNY MELLON ETF TRUST
US MDCP CORE EQT
7,2537,705+4528009550.16%+155
CITIGROUP INC(C)4,1204,436+3164676210.10%+154
SPDR SERIES TRUST
ST STR CONV ETF
9,2199,21908449940.16%+150
INVESCO EXCH TRD SLF IDX FD
BULLETSHS 32 MUN
49,40354,685+5,2821,2281,3750.23%+147
ISHARES TR9,48210,164+6828831,0290.17%+146
HONEYWELL INTL INC0636+63601420.02%+142
ISHARES TR6483,630+2,982161580.03%+141
HONEYWELL AEROSPACE INC0636+63601410.02%+141
WISDOMTREE TR(WT)8,85310,053+1,2003554940.08%+139
TOLL BROTHERS INC(TOL)4,9274,92706728120.13%+139
WISDOMTREE TR(WT)9,3708,479-8912654020.07%+138
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Key FInancial Inc — 13F Holdings — Q2 2026 | TickerTrail