KEYVANTAGE WEALTH, LLC
Q2 2025 13F Holdings
- Locationbethlehem, PA
- Num holdings
95
- Value ($000)
$222,802
- Date Filed08/08/2025
- Form type13F-HR
- CIK0002050555
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHF SCHWAB INTERNATIONAL EQUITY ETF | ETF | 808524805 | $23.70 M | 11 % | 1,072,499 | ||
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | ETF | 92206C870 | $15.73 M | 7 % | 189,732 | ||
JGRO JPMORGAN ACTIVE GROWTH ETF | ETF | 46654Q609 | $14.12 M | 6 % | 164,064 | ||
JAVA JPMORGAN ACTIVE VALUE ETF | ETF | 46641Q167 | $13.21 M | 6 % | 201,693 | ||
SCHX SCHWAB U.S. LARGE-CAP ETF | ETF | 808524201 | $12.48 M | 6 % | 510,633 | ||
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF | ETF | 808524854 | $11.27 M | 5 % | 450,255 | ||
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF | ETF | 808524300 | $10.01 M | 5 % | 342,826 | ||
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF | ETF | 92206C409 | $8.90 M | 4 % | 112,006 | ||
DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | ETF | 25434V732 | $7.67 M | 3 % | 258,540 | ||
VO VANGUARD MID-CAP ETF | ETF | 922908629 | $7.63 M | 3 % | 27,252 |
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