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
99 檔
36.0%
According to the latest 13F quarterly dataset, Keyvantage Wealth, LLC managed an equity portfolio of $264.4M at the end of Q4 2025, spanning 99 distinct U.S. exchange-listed positions.
Keyvantage Wealth, LLC executed strategic sector rebalancing during Q4 2025, establishing 6 new positions while fully exiting 5 holdings and trimming 22 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | ETF-Other | 11.39% | -0.20% | +2.84% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.48% | +0.94% | +2298.39% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 8.95% | -1.00% | +26.29% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 5.65% | +0.02% | -1.92% | |
| 5 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 4.26% | +0.11% | -32.31% | |
| 6 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 4.21% | -0.52% | -37.37% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.12% | -0.08% | -9.52% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.75% | +0.31% | +8.05% | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.09% | +0.10% | -16.00% | |
| 10 | MUNI | Pimco Intermediate Municipal | ETF-Other | 3.04% | -1.27% | +0.02% | |
| 11 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 3.03% | -0.29% | +7.78% | |
| 12 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 3.03% | +1.83% | +10.97% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 2.18% | +0.04% | -9.33% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.99% | -0.02% | -1.95% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.87% | -0.29% | -5.66% | |
| 16 | IBM | Intl Business Machines CORP | Stock-Tech | 1.58% | -0.06% | +0.17% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.45% | +1.34% | -35.55% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.36% | -0.13% | -18.09% | |
| 19 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.21% | -0.92% | -76.03% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.08% | -0.06% | -1.83% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.96% | -0.73% | -75.99% | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.87% | +0.02% | — | |
| 23 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.75% | -0.35% | -69.21% | |
| 24 | DISV | Dimensional International Sm | ETF-Other | 0.74% | -0.29% | -63.97% | |
| 25 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.72% | -0.64% | EXIT | |
| 26 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.70% | -0.63% | EXIT | |
| 27 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.63% | -0.45% | -2.39% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.59% | +0.02% | -2.10% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | -0.01% | -9.63% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.54% | +0.04% | -6.39% | |
| 31 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.49% | -0.02% | +16.21% | |
| 32 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.47% | +0.06% | -0.61% | |
| 33 | FTS | Fortis Inc | Stock-Utilities | 0.46% | -0.06% | +0.05% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.45% | +0.06% | -1.61% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | -0.05% | +8.76% | |
| 36 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.45% | -0.03% | -0.66% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | -0.11% | -22.76% | |
| 38 | LRCX | Lam Research CORP | Stock-Tech | 0.41% | +0.47% | +0.67% | |
| 39 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.37% | -0.31% | EXIT | |
| 40 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.36% | +0.08% | +3.94% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.35% | -0.07% | +13.16% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.35% | +0.15% | -4.56% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | +0.09% | +16.09% | |
| 44 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.33% | +0.02% | -1.01% | |
| 45 | BWMN | Bowman Consulting Group LTD | Stock-Other | 0.32% | +0.03% | — | |
| 46 | MUB | Ishares National Muni Bond E | ETF-Other | 0.31% | -0.20% | -1.09% | |
| 47 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.31% | -0.20% | -1.10% | |
| 48 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.30% | -0.11% | -9.11% | |
| 49 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.30% | -0.03% | — | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.30% | -0.02% | -16.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +10.1% | +2298.39% | Add |
| 2 | VCIT | Vanguard Int-term Corporate | +2% | +26.29% | Add |
| 3 | SCHF | Schwab Intl Equity ETF | +0.9% | +2.84% | Add |
| 4 | JMUB | Jpmorgan Municipal ETF | +0.4% | +10.97% | Add |
| 5 | VO | Vanguard Mid-cap ETF | +0.3% | +8.05% | Add |
| 6 | SCHC | Schwab Intl Small-cap Equity | +0.3% | +7.78% | Add |
| 7 | LLY | Eli Lilly & Co | +0.2% | +80.12% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | +16.09% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | -6.39% | Trim |
| 10 | LRCX | Lam Research CORP | +0.1% | +0.67% | Add |
| 11 | IBM | Intl Business Machines CORP | +0.1% | +0.17% | Add |
| 12 | JNJ | Johnson & Johnson | +0.1% | +13.16% | Add |
| 13 | DFGR | Dim Global Real Estate ETF | +0.1% | +16.21% | Add |
| 14 | AMZN | Amazon.com Inc | +0.1% | -1.83% | Trim |
| 15 | TSLA | Tesla Inc | +0.1% | +8.76% | Add |
| 16 | TSM | Taiwan Semiconductor-sp Adr | 0% | +3.94% | Add |
| 17 | GS | Goldman Sachs Group Inc | 0% | +26.57% | Add |
| 18 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | -0.61% | Trim |
| 19 | NVDA | Nvidia CORP | — | -1.95% | Trim |
| 20 | JPM | Jpmorgan Chase & Co | 0% | -9.63% | Trim |
| 21 | VIOV | Vanguard S&p Small-cap 600 V | -0.1% | -19.05% | Trim |
| 22 | IJR | Ishares Core S&p Small-cap E | -0.1% | -16.57% | Trim |
| 23 | BWMN | Bowman Consulting Group LTD | -0.1% | — | Unchanged |
| 24 | NFLX | Netflix Inc | -0.1% | +561.11% | Add |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -49.86% | Trim |
| 26 | ORCL | Oracle CORP | -0.1% | -25.32% | Trim |
| 27 | VB | Vanguard Small-cap ETF | -0.1% | -9.33% | Trim |
| 28 | META | Meta Platforms Inc-class A | -0.2% | -22.76% | Trim |
| 29 | MSFT | Microsoft CORP | -0.2% | -5.66% | Trim |
| 30 | VTV | Vanguard Value ETF | -0.2% | -18.09% | Trim |
| 31 | SCHG | Schwab US Large-cap Growth | -0.3% | -9.52% | Trim |
| 32 | DFEM | Dimensional Emrg Mrkt Core | -0.4% | -16.00% | Trim |
| 33 | AAPL | Apple Inc | -0.6% | -35.55% | Trim |
| 34 | DISV | Dimensional International Sm | -1.2% | -63.97% | Trim |
| 35 | DFSV | Dimensional US Small Cap Val | -1.6% | -69.21% | Trim |
| 36 | JAVA | Jpmorgan Active Value ETF | -1.7% | -32.31% | Trim |
| 37 | JGRO | Jpmorgan Active Growth ETF | -2.5% | -37.37% | Trim |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | -3% | -75.99% | Trim |
| 39 | SCHR | Schwab Intermediate-term US | -3.8% | -76.03% | Trim |
| 40 | VTIP | Vanguard Short-term Tips | — | NEW | New buy |
| 41 | VTEI | Vanguard Int Tax-exempt Bond | — | NEW | New buy |
| 42 | GLD | Spdr Gold Shares | — | EXIT | Sold out |
| 43 | DASH | Doordash Inc - A | — | EXIT | Sold out |
| 44 | OMC | Omnicom Group | — | NEW | New buy |
| 45 | IBHE | Ishares Ibonds 2025 H/y Inc | — | EXIT | Sold out |
| 46 | IPG | Interpublic Group Of Cos Inc | — | EXIT | Sold out |
| 47 | CHE | Chemed CORP | — | EXIT | Sold out |
| 48 | KO | Coca-cola Co/the | — | NEW | New buy |
| 49 | APP | Applovin Corp-class A | — | NEW | New buy |
| 50 | INSM | Insmed Inc | — | 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 99 disclosed positions in Q4 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, IVV, VCIT) accounted for 36.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
VTIP
市值: $2.0M
Top Position Liquidated / Trimmed
GLD
前期市值: $467.4K
During Q4 2025, Keyvantage Wealth, LLC's top holdings by market value included SCHF (11.4%)、IVV (10.5%)、VCIT (8.9%). The largest single position, SCHF, represented 11.4% of total portfolio value.
In Q4 2025, Keyvantage Wealth, LLC made 49 total portfolio adjustments, initiating 6 new buys, adding to 16 positions, trimming 22 holdings, and fully liquidating 5 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.