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Vincent Kailis

Key Financial Inc

Assets Managed
$561.793M
Holdings
1394
Last Quarter
2026 - Q1
Filed Date
26d ago
Growth Rate
2.53%(2Q avg: 1.89%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Key Financial Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1394 positions.

Assets under management

The assets under management (AUM) of Key Financial Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 561.793M in assets, with a quarterly growth rate of 2.53% and a 2-quarter average growth rate of 1.89%. The portfolio is managed by Vincent Kailis, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 6.52%
4.68%
$26.26M
103,472 shares@ $253.79 avg price
DOL
Wisdomtree Intl L C Dvd Fund
Recent Activity
Increased 0.35%
3.89%
$21.846M
321,335 shares@ $67.99 avg price
DNL
Wisdomtree Global Ex-us Qual
Recent Activity
Increased 2.35%
3.33%
$18.685M
462,832 shares@ $40.38 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Increased 9.63%
3.16%
$17.717M
773,330 shares@ $22.91 avg price
SLYV
Spdr S&p 600 Small Cap Value
Recent Activity
Increased 0.76%
3.09%
$17.312M
183,039 shares@ $94.58 avg price
EES
Wisdomtree Us Smallcap Fund
Recent Activity
Increased 1.43%
2.98%
$16.72M
288,039 shares@ $58.05 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Decreased -0.34%
2.47%
$13.858M
410,356 shares@ $33.77 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 3.47%
1.89%
$10.613M
28,671 shares@ $370.17 avg price
EFG
Ishares Msci Eafe Growth Etf
Recent Activity
Increased 12.62%
1.79%
$10.021M
89,980 shares@ $111.38 avg price
FICS
Ft International Dev Cap Str
Recent Activity
Increased 1.09%
1.74%
$9.747M
249,690 shares@ $39.04 avg price

1-10 of 1394