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Keyvantage Wealth

Latest statistics and disclosures from Keyvantage Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHF, IVV, VCIT, SCHX, JAVA, and represent 42.80% of Keyvantage Wealth's stock portfolio.
Added to shares of these 10 stocks: VCIT, IVV, VTEI, SCHF, JAVA, MCD, WAT, BDX, GOOG, VTIP.
Started 4 new stock positions in BDX, WAT, MCD, HON.
Reduced shares in these 10 stocks: MUNI, JGRO, SCHX, MSFT, SCHG, SCHE, PLTR, NVDA, , DFSV.
Sold out of its positions in APP, JUST, INSM, EFG, NFLX, OMC, ORCL, PLTR, QCOM, ESGV. V, IHDG.
Keyvantage Wealth was a net seller of stock by $-2.4M.
Keyvantage Wealth has $227M in assets under management (AUM), dropping by -2.89%.
Central Index Key (CIK): 0002050555

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Portfolio Holdings for Keyvantage Wealth

Keyvantage Wealth holds 91 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab International Equity Etf Etf (SCHF)	12.4	$28M	+2%	1.1M	24.75	View chart
Ishares Core S&p 500 Etf Etf (IVV)	10.9	$25M	+5%	38k	653.21	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	9.7	$22M	+6%	266k	82.75	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	5.3	$12M	-4%	466k	25.64	View chart
Jpmorgan Active Value Etf Etf (JAVA)	4.6	$10M	+4%	146k	71.75	View chart
Vanguard Mid-cap Etf Etf (VO)	3.8	$8.7M		30k	287.18	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	3.6	$8.3M	-7%	98k	84.52	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	3.6	$8.1M	-5%	278k	29.13	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	3.3	$7.5M		218k	34.55	View chart
Schwab International Small-cap Equity Etf Etf (SCHC)	3.2	$7.4M		158k	46.74	View chart
Jpmorgan Municipal Etf Etf (JMUB)	3.1	$7.0M		141k	49.99	View chart
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)	2.8	$6.2M	-11%	120k	52.19	View chart
Vanguard Small-cap Etf Etf (VB)	2.3	$5.3M	+2%	20k	261.92	View chart
Nvidia Corporation Stock (NVDA)	1.7	$4.0M	-8%	23k	174.40	View chart
Apple Stock (AAPL)	1.4	$3.3M	+2%	13k	253.80	View chart
Vanguard Value Etf Etf (VTV)	1.4	$3.2M		16k	196.20	View chart
International Business Machs Stock (IBM)	1.3	$3.0M		13k	242.39	View chart
Microsoft Corp Stock (MSFT)	1.2	$2.8M	-17%	7.5k	370.15	View chart
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)	1.1	$2.6M	-9%	103k	24.91	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	1.0	$2.3M	+10%	45k	49.95	View chart
Amazon Stock (AMZN)	1.0	$2.2M		11k	208.27	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.9	$2.0M	-8%	26k	79.27	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	0.7	$1.7M	-8%	42k	39.44	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	0.7	$1.6M	-14%	46k	35.04	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.6	$1.5M	-13%	32k	46.19	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.6	$1.4M	-11%	15k	92.28	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.6	$1.4M		46k	30.96	View chart
Vanguard Intermediate-term Tax-exempt Bond Etf Etf (VTEI)	0.6	$1.4M	+182%	14k	99.94	View chart
Lam Research Corp Stock (LRCX)	0.6	$1.3M	+5%	5.9k	213.64	View chart
Dimensional Global Real Estate Etf Etf (DFGR)	0.5	$1.2M	+6%	46k	26.58	View chart
Fidelity Total Bond Etf Etf (FBND)	0.5	$1.2M	-15%	27k	45.62	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.5	$1.2M	-2%	15k	78.66	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.5	$1.2M		4.1k	287.56	View chart
Fortis Stock (FTS)	0.5	$1.2M		21k	55.79	View chart
Jpmorgan Chase & Co Stock (JPM)	0.5	$1.1M	-5%	3.9k	294.18	View chart
Johnson & Johnson Stock (JNJ)	0.5	$1.1M	+10%	4.4k	244.44	View chart
Exxon Mobil Corp Stock (XOM)	0.5	$1.0M	+21%	6.1k	169.65	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.4	$940k		2.8k	337.95	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$929k	+31%	3.2k	286.86	View chart
Meta Platforms Inc Cl A Stock (META)	0.4	$927k	+4%	1.6k	572.14	View chart
Tesla Stock (TSLA)	0.4	$840k	-3%	2.3k	371.75	View chart
Cisco Sys Stock (CSCO)	0.4	$821k		11k	77.59	View chart
Gilead Sciences Stock (GILD)	0.4	$812k	+10%	5.8k	139.38	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.3	$763k		16k	48.93	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.3	$740k	-2%	9.4k	78.77	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.3	$711k		14k	49.89	View chart
Broadcom Stock (AVGO)	0.3	$711k	-24%	2.3k	309.51	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.3	$711k		6.7k	106.15	View chart
Ishares Short Duration Bond Active Etf Etf (NEAR)	0.3	$705k	-17%	14k	50.84	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.3	$693k	-3%	5.6k	124.31	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.3	$690k	-3%	3.7k	184.28	View chart
Merck & Co Stock (MRK)	0.3	$665k	+25%	5.5k	120.29	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.3	$663k		24k	27.85	View chart
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV)	0.3	$654k		6.4k	101.74	View chart
Bowman Consulting Group Stock (BWMN)	0.3	$641k		23k	28.44	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.3	$635k	-39%	19k	32.95	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$591k		977.00	604.54	View chart
Eli Lilly & Co Stock (LLY)	0.3	$571k		621.00	919.94	View chart
Walmart Stock (WMT)	0.2	$550k		4.4k	124.27	View chart
Schwab Charles Corp Stock (SCHW)	0.2	$546k	+10%	5.8k	93.98	View chart
Amgen Stock (AMGN)	0.2	$537k	+20%	1.5k	351.76	View chart
Pimco Enhanced Low Duration Active Etf Etf (LDUR)	0.2	$529k	-16%	5.5k	95.82	View chart
Applied Matls Stock (AMAT)	0.2	$524k		1.5k	341.90	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.2	$475k	-33%	1.6k	302.27	View chart
Bank New York Mellon Corp Stock (BK)	0.2	$451k		3.8k	118.64	View chart
Schwab Fundamental U.s. Broad Market Etf Etf (FNDB)	0.2	$394k		15k	27.20	View chart
Ishares Msci Usa Quality Garp Etf Etf (GARP)	0.2	$393k	-31%	6.1k	63.97	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$364k	-18%	728.00	499.66	View chart
Procter & Gamble Stock (PG)	0.2	$361k	+29%	2.5k	144.44	View chart
Rtx Corporation Stock (RTX)	0.2	$347k	+26%	1.8k	192.89	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$347k	+30%	724.00	479.20	View chart
Ge Vernova Stock (GEV)	0.1	$338k		387.00	872.90	View chart
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)	0.1	$336k	-31%	5.5k	61.32	View chart
Blackrock Stock (BLK)	0.1	$333k		346.00	960.87	View chart
Philip Morris Intl Stock (PM)	0.1	$324k	+19%	2.0k	165.34	View chart
Analog Devices Stock (ADI)	0.1	$316k	+23%	994.00	318.09	View chart
Coca Cola Stock (KO)	0.1	$301k	+30%	4.0k	76.04	View chart
Goldman Sachs Group Stock (GS)	0.1	$290k	-5%	342.00	846.63	View chart
Kla Corp Stock (KLAC)	0.1	$285k	-4%	193.00	1475.95	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$279k		2.6k	106.50	View chart
Altria Group Stock (MO)	0.1	$263k		4.0k	65.99	View chart
Ge Aerospace Stock (GE)	0.1	$251k	-2%	884.00	283.90	View chart
Mcdonalds Corp Stock (MCD)	0.1	$244k	NEW	785.00	310.70	View chart
Waters Corp Stock (WAT)	0.1	$237k	NEW	794.00	297.80	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	0.1	$235k		4.9k	47.55	View chart
Hubbell Stock (HUBB)	0.1	$234k		476.00	490.74	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$232k	NEW	1.5k	157.23	View chart
Ishares Esg Advanced Universal Usd Bond Etf Etf (EUSB)	0.1	$227k		5.2k	43.50	View chart
Vanguard Esg U.s. Corporate Bond Etf Etf (VCEB)	0.1	$224k		3.6k	62.83	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$207k	-31%	804.00	257.42	View chart
Honeywell Intl Stock (HON)	0.1	$205k	NEW	908.00	226.14	View chart

Past Filings by Keyvantage Wealth

SEC 13F filings are viewable for Keyvantage Wealth going back to 2025

Keyvantage Wealth 2026 Q1 filed May 5, 2026
Keyvantage Wealth 2025 Q4 filed Feb. 10, 2026
Keyvantage Wealth 2025 Q3 filed Nov. 7, 2025
Keyvantage Wealth 2025 Q2 filed Aug. 8, 2025
Keyvantage Wealth 2025 Q1 filed May 7, 2025

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