KEYVANTAGE WEALTH, LLC
Q3 2025 13F Holdings
- Locationbethlehem, PA
- Num holdings
98
- Value ($000)
$238,383
- Date Filed11/07/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHWAB INTERNATIONAL EQUITY ETF | ETF | 808524805 | $25.07M | 11 % | 1,077,096 | ||
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | ETF | 92206C870 | $16.64M | 7 % | 197,867 | ||
JPMORGAN ACTIVE GROWTH ETF | ETF | 46654Q609 | $15.87M | 7 % | 169,232 | ||
JPMORGAN ACTIVE VALUE ETF | ETF | 46641Q167 | $14.14M | 6 % | 205,114 | ||
SCHWAB U.S. LARGE-CAP ETF | ETF | 808524201 | $13.18M | 6 % | 500,348 | ||
SCHWAB INTERMEDIATE-TERM US TREASURY ETF | ETF | 808524854 | $11.86M | 5 % | 471,807 | ||
SCHWAB U.S. LARGE-CAP GROWTH ETF | ETF | 808524300 | $10.41M | 4 % | 326,297 | ||
VANGUARD SHORT-TERM CORPORATE BOND ETF | ETF | 92206C409 | $9.41M | 4 % | 117,748 | ||
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | ETF | 25434V732 | $8.34M | 4 % | 259,991 | ||
VANGUARD MID-CAP ETF | ETF | 922908629 | $8.21M | 3 % | 27,958 |
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