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Vincent Kailis

Key Financial Inc

Assets Managed
$610.56M
Holdings
1356
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
8.69%(2Q avg: 5.61%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Key Financial Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 1356 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 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 610.56M in assets, with a quarterly growth rate of 8.69% and a 2-quarter average growth rate of 5.61%. The portfolio is managed by Vincent Kailis, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.65%
4.88%
$29.744M
102,793 shares@ $289.37 avg price
DOL
Wisdomtree Intl L C Dvd Fund
Recent Activity
Decreased -4.67%
3.74%
$22.779M
306,315 shares@ $74.37 avg price
DNL
Wisdomtree Global Ex-us Qual
Recent Activity
Decreased -2.28%
3.43%
$20.886M
452,268 shares@ $46.19 avg price
EES
Wisdomtree Us Smallcap Fund
Recent Activity
Increased 2.07%
3.27%
$19.929M
293,975 shares@ $67.79 avg price
SLYV
Spdr S&p 600 Small Cap Value
Recent Activity
Decreased -1.26%
3.23%
$19.719M
180,724 shares@ $109.11 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Increased 11.38%
3.22%
$19.621M
861,313 shares@ $22.78 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Decreased -1.92%
2.41%
$14.702M
402,453 shares@ $36.53 avg price
EFG
Ishares Msci Eafe Growth Etf
Recent Activity
Increased 11.35%
2.05%
$12.466M
100,190 shares@ $124.43 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.84%
1.77%
$10.784M
28,910 shares@ $373.02 avg price
FICS
Ft International Dev Cap Str
Recent Activity
Decreased -0.43%
1.71%
$10.386M
248,600 shares@ $41.78 avg price

1-10 of 1356