Institutions / Keyvantage Wealth, LLC

Keyvantage Wealth, LLC

CIK 2050555 · Institution · as of Dec 31, 2025

Portfolio value

$233.82M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 99 →

Company	Class	Value	Shares	% of portfolio
Schwab International Equity ETF	—	$26.63M	1,107,724	11.4%
iShares Core S&P 500 ETF	—	$24.51M	35,784	10.5%
Vanguard Intermediate-Term Corporate Bond ETF	—	$20.93M	249,884	9.0%
Schwab U.S. Large-Cap ETF	—	$13.21M	490,749	5.6%
JPMorgan Active Value ETF	—	$9.96M	138,849	4.3%
JPMorgan Active Growth ETF	—	$9.84M	105,983	4.2%
Schwab U.S. Large-Cap Growth ETF	—	$9.63M	295,244	4.1%
Vanguard Mid-Cap ETF	—	$8.77M	30,210	3.7%
Dimensional Emerging Markets Core Equity 2 ETF	—	$7.22M	218,386	3.1%
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund	—	$7.11M	135,680	3.0%
Schwab International Small-Cap Equity ETF	—	$7.09M	155,670	3.0%
JPMorgan Municipal ETF	—	$7.08M	140,100	3.0%
Vanguard Small-Cap ETF	—	$5.09M	19,729	2.2%
NVIDIA Corp	—	$4.64M	24,899	2.0%
Microsoft Corp	—	$4.37M	9,037	1.9%
International Business Machines Corp	—	$3.70M	12,507	1.6%
Apple Inc.	—	$3.38M	12,447	1.4%
Vanguard Value ETF	—	$3.18M	16,654	1.4%
Schwab Intermediate-Term US Treasury ETF	—	$2.84M	113,110	1.2%
Amazon.com Inc	—	$2.52M	10,901	1.1%
Vanguard Short-Term Corporate Bond ETF	—	$2.25M	28,275	1.0%
Vanguard Short-Term Inflation-Protected Securities ETF	—	$2.04M	41,227	0.9%
Dimensional US Small Cap Value ETF	—	$1.75M	53,274	0.7%
Dimensional International Small Cap Value ETF	—	$1.74M	45,800	0.7%
iShares Core Total Usd Bond Market ETF	—	$1.69M	36,379	0.7%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.