13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002050555
Total reported value
$264.4M
$264.4M
94 檔
27.3%
According to the latest 13F quarterly dataset, Keyvantage Wealth, LLC managed an equity portfolio of $264.4M at the end of Q1 2025, spanning 94 distinct U.S. exchange-listed positions.
During Q1 2025, Keyvantage Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | ETF-Other | 10.18% | -0.20% | +79.86% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 7.55% | -1.00% | +3993.31% | |
| 3 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 6.03% | +0.11% | +1233.47% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 5.71% | +0.02% | -14.77% | |
| 5 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 5.60% | -0.52% | +1170.25% | |
| 6 | SCHR | Schwab Intermediate-term US | ETF-Other | 5.45% | -0.92% | — | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.30% | -0.73% | — | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.24% | -0.08% | -13.77% | |
| 9 | MUNI | Pimco Intermediate Municipal | ETF-Other | 3.38% | -1.27% | +139.15% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.28% | +0.31% | +1509.88% | |
| 11 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.20% | +0.10% | +1846.44% | |
| 12 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 2.93% | +1.83% | +338.55% | |
| 13 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 2.44% | -0.29% | +35.33% | |
| 14 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.17% | -0.35% | +1613.94% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 2.16% | +0.04% | +1137.60% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 2.00% | +1.34% | -14.28% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 1.87% | -0.13% | -44.55% | |
| 18 | DISV | Dimensional International Sm | ETF-Other | 1.66% | -0.29% | — | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.55% | -0.29% | +1.87% | |
| 20 | IBM | Intl Business Machines CORP | Stock-Tech | 1.53% | -0.06% | +1155.70% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.20% | -0.02% | -8.04% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.17% | -0.06% | +1.08% | |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.00% | -0.64% | EXIT | |
| 24 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.98% | -0.63% | EXIT | |
| 25 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.89% | -0.45% | -70.93% | |
| 26 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.63% | +0.02% | -43.04% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.61% | -0.11% | +11.40% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | -0.01% | -8.06% | |
| 29 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.50% | -0.31% | EXIT | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.48% | -0.20% | -40.02% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-Other | 0.48% | -0.20% | -40.68% | |
| 32 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.47% | -0.03% | -54.10% | |
| 33 | FTS | Fortis Inc | Stock-Utilities | 0.46% | -0.06% | -9.57% | |
| 34 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.44% | -0.02% | — | |
| 35 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.43% | +0.06% | -52.64% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | +0.94% | +0.13% | |
| 37 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.38% | -0.23% | EXIT | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.38% | -0.02% | -67.06% | |
| 39 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.37% | +0.02% | -55.41% | |
| 40 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 0.36% | -0.04% | -66.95% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | -0.04% | +11.47% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | +0.04% | +3.56% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.34% | -0.07% | +21.00% | |
| 44 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.33% | -0.02% | -56.92% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.33% | +0.15% | +0.52% | |
| 46 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.32% | -0.11% | +0.12% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.31% | -0.45% | EXIT | |
| 48 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.31% | -0.10% | -13.56% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.28% | -0.05% | -17.27% | |
| 50 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.27% | -0.03% | — |
According to official SEC Form 13F filings, Keyvantage Wealth, LLC reported a total U.S. public equity portfolio value of $264.4M across 94 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHF, VCIT, JAVA) accounted for 27.3% of total reported equity market value during Q1 2025.
During Q1 2025, Keyvantage Wealth, LLC's top holdings by market value included SCHF (10.2%)、VCIT (7.5%)、JAVA (6.0%). The largest single position, SCHF, represented 10.2% of total portfolio value.
In Q1 2025, Keyvantage Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.