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CIK: 0002050555
Total reported value
$264.4M
$264.4M
91 檔
36.8%
As reported in its official Q1 2026 Form 13F filing, Keyvantage Wealth, LLC's tracked investment portfolio stood at $264.4M with 91 total positions.
In Q1 2026, Keyvantage Wealth, LLC adopted a defensive or profit-taking posture, trimming 46 positions and completely liquidating 12 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | ETF-Other | 12.38% | -0.20% | +2.56% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.86% | +0.94% | +5.50% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 9.70% | -1.00% | +6.50% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 5.27% | +0.02% | -4.97% | |
| 5 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 4.60% | +0.11% | +4.77% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.85% | +0.31% | +0.73% | |
| 7 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 3.64% | -0.52% | -7.61% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.56% | -0.08% | -5.92% | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.32% | +0.10% | -0.05% | |
| 10 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 3.24% | -0.29% | +1.25% | |
| 11 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 3.09% | +1.83% | +0.29% | |
| 12 | MUNI | Pimco Intermediate Municipal | ETF-Other | 2.75% | -1.27% | -11.76% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 2.32% | +0.04% | +2.07% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.74% | -0.02% | -8.82% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.43% | +1.34% | +2.88% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.42% | -0.13% | -1.66% | |
| 17 | IBM | Intl Business Machines CORP | Stock-Tech | 1.33% | -0.06% | -0.43% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.22% | -0.29% | -17.04% | |
| 19 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.13% | -0.92% | -9.14% | |
| 20 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.00% | +0.02% | +10.09% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.98% | -0.06% | -1.83% | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.90% | -0.73% | -8.56% | |
| 23 | DISV | Dimensional International Sm | ETF-Other | 0.73% | -0.29% | -8.26% | |
| 24 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.70% | -0.35% | -14.32% | |
| 25 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.64% | -0.64% | EXIT | |
| 26 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.63% | -0.63% | EXIT | |
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.62% | +0.02% | -1.01% | |
| 28 | VTEI | Vanguard Int Tax-exempt Bond | ETF-Other | 0.62% | +2.99% | +182.91% | |
| 29 | LRCX | Lam Research CORP | Stock-Tech | 0.55% | +0.47% | +5.20% | |
| 30 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.54% | -0.02% | +6.05% | |
| 31 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.54% | -0.45% | -15.73% | |
| 32 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.52% | +0.06% | -2.20% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | +0.04% | +0.37% | |
| 34 | FTS | Fortis Inc | Stock-Utilities | 0.51% | -0.06% | +0.04% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.50% | -0.01% | -5.28% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | -0.07% | +10.25% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.45% | EXIT | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.41% | +0.08% | -0.54% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | +0.09% | +31.33% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.41% | -0.11% | +4.99% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.37% | -0.05% | -3.75% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.36% | +0.15% | +0.65% | |
| 43 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.36% | -0.10% | +10.51% | |
| 44 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.34% | -0.03% | — | |
| 45 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.33% | +0.02% | -2.85% | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.31% | -0.20% | -0.08% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.31% | +0.06% | -24.78% | |
| 48 | MUB | Ishares National Muni Bond E | ETF-Other | 0.31% | -0.20% | -0.07% | |
| 49 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.31% | -0.31% | EXIT | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.31% | -0.02% | -3.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | +1% | +2.56% | Add |
| 2 | VCIT | Vanguard Int-term Corporate | +0.8% | +6.50% | Add |
| 3 | VTEI | Vanguard Int Tax-exempt Bond | +0.4% | +182.91% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.4% | +5.50% | Add |
| 5 | JAVA | Jpmorgan Active Value ETF | +0.3% | +4.77% | Add |
| 6 | DFEM | Dimensional Emrg Mrkt Core | +0.2% | -0.05% | Trim |
| 7 | SCHC | Schwab Intl Small-cap Equity | +0.2% | +1.25% | Add |
| 8 | XOM | Exxon Mobil CORP | +0.2% | +21.51% | Add |
| 9 | LRCX | Lam Research CORP | +0.1% | +5.20% | Add |
| 10 | VB | Vanguard Small-cap ETF | +0.1% | +2.07% | Add |
| 11 | VTIP | Vanguard Short-term Tips | +0.1% | +10.09% | Add |
| 12 | JNJ | Johnson & Johnson | +0.1% | +10.25% | Add |
| 13 | VO | Vanguard Mid-cap ETF | +0.1% | +0.73% | Add |
| 14 | MRK | Merck & Co. Inc. | +0.1% | +25.86% | Add |
| 15 | GILD | Gilead Sciences Inc | +0.1% | +10.51% | Add |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +31.33% | Add |
| 17 | AMAT | Applied Materials Inc | +0.1% | +0.13% | Add |
| 18 | AMGN | Amgen Inc | +0.1% | +20.90% | Add |
| 19 | LMT | Lockheed Martin CORP | +0.1% | +0.41% | Add |
| 20 | JMUB | Jpmorgan Municipal ETF | +0.1% | +0.29% | Add |
| 21 | VTV | Vanguard Value ETF | +0.1% | -1.66% | Trim |
| 22 | ADI | Analog Devices Inc | +0.1% | +23.33% | Add |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -0.54% | Trim |
| 24 | FTS | Fortis Inc | +0.1% | +0.04% | Add |
| 25 | DFGR | Dim Global Real Estate ETF | +0.1% | +6.05% | Add |
| 26 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | -2.20% | Trim |
| 27 | KO | Coca-cola Co/the | 0% | +30.04% | Add |
| 28 | RTX | Rtx CORP | 0% | +26.78% | Add |
| 29 | PG | Procter & Gamble Co/the | 0% | +29.13% | Add |
| 30 | GEV | GE Vernova Inc | 0% | -0.77% | Trim |
| 31 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | — | Unchanged |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +30.92% | Add |
| 33 | PM | Philip Morris International | 0% | +19.76% | Add |
| 34 | WMT | Walmart Inc | 0% | -0.70% | Trim |
| 35 | SCHM | Schwab US Mid Cap ETF | 0% | -1.01% | Trim |
| 36 | KLAC | Kla CORP | 0% | -4.93% | Trim |
| 37 | MO | Altria Group Inc | 0% | +1.97% | Add |
| 38 | VIOV | Vanguard S&p Small-cap 600 V | 0% | -1.46% | Trim |
| 39 | HUBB | Hubbell Inc | 0% | — | Unchanged |
| 40 | SCHW | Schwab (charles) CORP | 0% | +10.17% | Add |
| 41 | FNDX | Schwab Fndmntl US Lrg Co ETF | 0% | — | Unchanged |
| 42 | CSCO | Cisco Systems Inc | 0% | +0.65% | Add |
| 43 | FNDB | Schwab Fndmntl US Brd Mr ETF | 0% | — | Unchanged |
| 44 | BNY | Bank Of New York Mellon CORP | 0% | -0.37% | Trim |
| 45 | VOE | Vanguard Mid-cap Value ETF | 0% | -3.23% | Trim |
| 46 | IMCG | Ishares Morningstar Mid-cap | — | -2.85% | Trim |
| 47 | VCEB | Vanguard Esg US CORP Bond | — | -1.95% | Trim |
| 48 | MUB | Ishares National Muni Bond E | — | -0.07% | Trim |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | — | -0.08% | Trim |
| 50 | EAGG | Ishares Esg Aware US Aggrega | — | -1.10% | Trim |
According to official SEC Form 13F filings, Keyvantage Wealth, LLC reported a total U.S. public equity portfolio value of $264.4M across 91 disclosed positions in Q1 2026.
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 36.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
MCD
市值: $243.9K
Top Position Liquidated / Trimmed
PLTR
前期市值: $419.7K
During Q1 2026, Keyvantage Wealth, LLC's top holdings by market value included SCHF (12.4%)、IVV (10.9%)、VCIT (9.7%). The largest single position, SCHF, represented 12.4% of total portfolio value.
In Q1 2026, Keyvantage Wealth, LLC made 97 total portfolio adjustments, initiating 4 new buys, adding to 35 positions, trimming 46 holdings, and fully liquidating 12 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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