KEYVANTAGE WEALTH, LLC
•CIK: 2050555•Filing: Q4 2025
**KEYVANTAGE WEALTH, LLC** manages $234M across a diversified portfolio of 99 positions. The fund exhibits a notable allocation to broad market and sector ETFs, with SCHF representing the largest holding at $26.6M. Significant weightings are also observed in IVV ($24.5M) and VCIT ($20.9M), indicating a core focus on established indices and fixed income exposure. The remaining top holdings, including SCHX ($13.2M) and JAVA ($10.0M), suggest tactical tilts across international, technology, and specialized market segments.
Total AUM
$233.8M
QoQ Performance
-1.9%
Positions
99
Top 10 Concentration
58.9%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHF
IVV
VCIT
SCHX
SCHF11.4%
IVV10.5%
VCIT9.0%
SCHX5.6%
JAVA4.3%
JGRO4.2%
SCHG4.1%
VO3.7%
📈 Biggest Buys
IVV
ISHARES CORE S&P 500 ETF
+2298.4%
10.5% of portfolio
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
+26.3%
9.0% of portfolio
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
NEW
0.9% of portfolio
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+2.8%
11.4% of portfolio
JMUB
JPMORGAN MUNICIPAL ETF
+11.0%
3.0% of portfolio
📉 Biggest Sells
Sector Breakdown
Other74.4%
ETF10.5%
Technology9.7%
Consumer1.7%
Financial1.5%
Healthcare1.3%
Industrial0.4%
Energy0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW6 new positions
↑29 increased
↓55 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024