KEYVANTAGE WEALTH, LLC

Q3 2025 13F Holdings

  • Location
    bethlehem, PA
  • Num holdings

    98

  • Value ($000)

    $238,383

  • Date Filed
    11/07/2025
  • Form type
    13F-HR
  • CIK
    0002050555
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SCHF

SCHWAB INTERNATIONAL EQUITY ETF

ETF
808524805
$25.07M
11 %

1,077,096

V
VCIT

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

ETF
92206C870
$16.64M
7 %

197,867

J
JGRO

JPMORGAN ACTIVE GROWTH ETF

ETF
46654Q609
$15.87M
7 %

169,232

J
JAVA

JPMORGAN ACTIVE VALUE ETF

ETF
46641Q167
$14.14M
6 %

205,114

S
SCHX

SCHWAB U.S. LARGE-CAP ETF

ETF
808524201
$13.18M
6 %

500,348

S
SCHR

SCHWAB INTERMEDIATE-TERM US TREASURY ETF

ETF
808524854
$11.86M
5 %

471,807

S
SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

ETF
808524300
$10.41M
4 %

326,297

V
VCSH

VANGUARD SHORT-TERM CORPORATE BOND ETF

ETF
92206C409
$9.41M
4 %

117,748

D
DFEM

DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF

ETF
25434V732
$8.34M
4 %

259,991

V
VO

VANGUARD MID-CAP ETF

ETF
922908629
$8.21M
3 %

27,958

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