KEYVANTAGE WEALTH, LLC
13F Portfolio Filings
Most recent 13F Q4 2025Location bethlehem, PACIK 0002050555All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
99 | $233.82M | SCHF, IVV, VCIT, SCHX | 13F-HR | Feb 10, 2026 | 000176538026000084 | ||
98 | $238.38M | SCHF, VCIT, JGRO, JAVA | 13F-HR | Nov 7, 2025 | 000176538025000448 | ||
95 | $222.8M | SCHF, VCIT, JGRO, JAVA | 13F-HR | Aug 8, 2025 | 000176538025000319 | ||
94 | $205.51M | SCHF, VCIT, JAVA, SCHX | 13F-HR | May 7, 2025 | 000176538025000182 | ||
95 | $139.86M | SCHX, SCHG, SCHF, VTV | 13F-HR | Feb 14, 2025 | 000176538025000113 |