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CIK: 0002050555
Total reported value
$264.4M
$264.4M
98 檔
32.1%
As reported in its official Q3 2025 Form 13F filing, Keyvantage Wealth, LLC's tracked investment portfolio stood at $264.4M with 98 total positions.
Keyvantage Wealth, LLC executed strategic sector rebalancing during Q3 2025, establishing 8 new positions while fully exiting 7 holdings and trimming 16 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | ETF-Other | 10.52% | -0.20% | +0.43% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 6.98% | -1.00% | +4.29% | |
| 3 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 6.66% | -0.52% | +3.15% | |
| 4 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 5.93% | +0.11% | +1.70% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-Other | 5.53% | +0.02% | -2.01% | |
| 6 | SCHR | Schwab Intermediate-term US | ETF-Other | 4.97% | -0.92% | +4.79% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.37% | -0.08% | -4.82% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.95% | -0.73% | +5.13% | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.50% | +0.10% | +0.56% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.45% | +0.31% | +2.59% | |
| 11 | MUNI | Pimco Intermediate Municipal | ETF-Other | 2.97% | -1.27% | +1.11% | |
| 12 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 2.76% | -0.29% | -1.14% | |
| 13 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 2.67% | +1.83% | +1.14% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 2.32% | +0.04% | +1.34% | |
| 15 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.31% | -0.35% | +1.42% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 2.08% | -0.29% | +4.33% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 2.06% | +1.34% | +7.12% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.99% | -0.02% | +3.62% | |
| 19 | DISV | Dimensional International Sm | ETF-Other | 1.90% | -0.29% | -0.90% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 1.59% | -0.13% | -2.47% | |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 1.48% | -0.06% | -2.48% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.02% | -0.06% | -4.69% | |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.72% | -0.64% | EXIT | |
| 24 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.69% | -0.63% | EXIT | |
| 25 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.63% | -0.45% | -5.12% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | -0.11% | -0.89% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | -0.01% | -0.66% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.59% | +0.02% | -0.69% | |
| 29 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.45% | -0.03% | -0.84% | |
| 30 | FTS | Fortis Inc | Stock-Utilities | 0.44% | -0.06% | +0.10% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | +0.04% | +3.90% | |
| 32 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.44% | +0.06% | -2.30% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.43% | +0.06% | +3.71% | |
| 34 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.43% | -0.02% | +5.53% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | +0.94% | — | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | -0.05% | -2.09% | |
| 37 | BWMN | Bowman Consulting Group LTD | Stock-Other | 0.40% | +0.03% | — | |
| 38 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.37% | -0.31% | EXIT | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.35% | -0.02% | -0.66% | |
| 40 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.34% | +0.02% | -1.27% | |
| 41 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.32% | -0.11% | +0.16% | |
| 42 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 0.32% | -0.04% | -0.71% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.32% | +0.15% | +0.43% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.32% | +0.08% | -6.76% | |
| 45 | LRCX | Lam Research CORP | Stock-Tech | 0.31% | +0.47% | -7.30% | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.30% | -0.20% | -0.99% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-Other | 0.30% | -0.20% | -0.98% | |
| 48 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.28% | -0.02% | -1.07% | |
| 49 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.28% | -0.03% | — | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.27% | -0.07% | -1.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JGRO | Jpmorgan Active Growth ETF | +1.1% | +3.15% | Add |
| 2 | NVDA | Nvidia CORP | +0.8% | +3.62% | Add |
| 3 | MSFT | Microsoft CORP | +0.5% | +4.33% | Add |
| 4 | SCHF | Schwab Intl Equity ETF | +0.3% | +0.43% | Add |
| 5 | SCHC | Schwab Intl Small-cap Equity | +0.3% | -1.14% | Add |
| 6 | DFEM | Dimensional Emrg Mrkt Core | +0.3% | +0.56% | Add |
| 7 | DISV | Dimensional International Sm | +0.2% | -0.90% | Add |
| 8 | AVGO | Broadcom Inc | +0.2% | +3.71% | Add |
| 9 | BWMN | Bowman Consulting Group LTD | +0.2% | — | Add |
| 10 | VO | Vanguard Mid-cap ETF | +0.2% | +2.59% | Add |
| 11 | VB | Vanguard Small-cap ETF | +0.2% | +1.34% | Add |
| 12 | ORCL | Oracle CORP | +0.2% | +38.58% | Add |
| 13 | DFSV | Dimensional US Small Cap Val | +0.1% | +1.42% | Add |
| 14 | SCHG | Schwab US Large-cap Growth | +0.1% | -4.82% | Trim |
| 15 | TSLA | Tesla Inc | +0.1% | -2.09% | Trim |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.90% | Trim |
| 17 | LRCX | Lam Research CORP | +0.1% | -7.30% | Trim |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -6.76% | Trim |
| 19 | AAPL | Apple Inc | +0.1% | +7.12% | Add |
| 20 | JPM | Jpmorgan Chase & Co | 0% | -0.66% | Trim |
| 21 | META | Meta Platforms Inc-class A | 0% | -0.89% | Trim |
| 22 | IBM | Intl Business Machines CORP | -0.1% | -2.48% | Trim |
| 23 | JAVA | Jpmorgan Active Value ETF | -0.1% | +1.70% | Add |
| 24 | V | Visa Inc-class A Shares | -0.1% | -40.86% | Trim |
| 25 | LLY | Eli Lilly & Co | -0.1% | -36.31% | Trim |
| 26 | SCHX | Schwab US Large-cap ETF | -0.2% | -2.01% | Trim |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | -0.2% | -0.99% | Trim |
| 28 | MUB | Ishares National Muni Bond E | -0.2% | -0.98% | Trim |
| 29 | JMUB | Jpmorgan Municipal ETF | -0.3% | +1.14% | Add |
| 30 | FBND | Fidelity Total Bond ETF | -0.3% | -5.12% | Trim |
| 31 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.3% | -6.39% | Trim |
| 32 | BOND | Pimco Active Bond Exchange-t | -0.3% | -9.19% | Trim |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | -0.4% | +5.13% | Add |
| 34 | SCHR | Schwab Intermediate-term US | -0.5% | +4.79% | Add |
| 35 | VCIT | Vanguard Int-term Corporate | -0.6% | +4.29% | Add |
| 36 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 37 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 38 | KO | Coca-cola Co/the | — | EXIT | Sold out |
| 39 | NOW | Servicenow Inc | — | EXIT | Sold out |
| 40 | MCD | Mcdonald's CORP | — | EXIT | Sold out |
| 41 | GE | General Electric | — | NEW | New buy |
| 42 | DASH | Doordash Inc - A | — | NEW | New buy |
| 43 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 44 | HD | Home Depot Inc | — | EXIT | Sold out |
| 45 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
| 46 | KLAC | Kla CORP | — | NEW | New buy |
| 47 | CRM | Salesforce Inc | — | EXIT | Sold out |
| 48 | JUST | Goldman Sachs Just US Lrg | — | NEW | New buy |
| 49 | ISRG | Intuitive Surgical Inc | — | EXIT | Sold out |
| 50 | ESGV | Vanguard Esg US Stock ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Keyvantage Wealth, LLC reported a total U.S. public equity portfolio value of $264.4M across 98 disclosed positions in Q3 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, JGRO) accounted for 32.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
GLD
市值: $467.4K
Top Position Liquidated / Trimmed
KO
前期市值: $326.4K
During Q3 2025, Keyvantage Wealth, LLC's top holdings by market value included SCHF (10.5%)、VCIT (7.0%)、JGRO (6.7%). The largest single position, SCHF, represented 10.5% of total portfolio value.
In Q3 2025, Keyvantage Wealth, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 19 positions, trimming 16 holdings, and fully liquidating 7 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.
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