KEYVANTAGE WEALTH, LLC
Q4 2025 13F Holdings
- Locationbethlehem, PA
- Num holdings
99
- Value ($000)
$233,819
- Date Filed02/10/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHWAB INTERNATIONAL EQUITY ETF | ETF | 808524805 | $26.63M | 11 % | 1,107,724 | ||
ISHARES CORE S&P 500 ETF | ETF | 464287200 | $24.51M | 11 % | 35,784 | ||
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | ETF | 92206C870 | $20.93M | 9 % | 249,884 | ||
SCHWAB U.S. LARGE-CAP ETF | ETF | 808524201 | $13.21M | 6 % | 490,749 | ||
JPMORGAN ACTIVE VALUE ETF | ETF | 46641Q167 | $9.96M | 4 % | 138,849 | ||
JPMORGAN ACTIVE GROWTH ETF | ETF | 46654Q609 | $9.84M | 4 % | 105,983 | ||
SCHWAB U.S. LARGE-CAP GROWTH ETF | ETF | 808524300 | $9.63M | 4 % | 295,244 | ||
VANGUARD MID-CAP ETF | ETF | 922908629 | $8.77M | 4 % | 30,210 | ||
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | ETF | 25434V732 | $7.22M | 3 % | 218,386 | ||
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | ETF | 72201R866 | $7.11M | 3 % | 135,680 |
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