Keyvantage Wealth, LLC Portfolio Holdings

Keyvantage Wealth, LLC

  • $223 Billion
  • Q2 2025

Keyvantage Wealth, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $223 Billion distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Intl Eqty with a value of $23.7B, Vanguard Intermediate Term Cor with a value of $15.7B, J P Morgan Exchange Traded Fd with a value of $14.1B, Jp Morgan ETF Fd Tr Active Val with a value of $13.2B, and Schwab Strategic Tr Us Large C with a value of $12.5B.

Examining the 13F form we can see an increase of $17.3B in the current position value, from $206B to 223B.

Keyvantage Wealth, LLC is based out at Bethlehem, PA

Below you can find more details about Keyvantage Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $223 Billion
ETFs: $169 Billion
Technology: $19.5 Billion
Financial Services: $3.9 Billion
Communication Services: $3.67 Billion
Consumer Cyclical: $3.47 Billion
Healthcare: $2.54 Billion
Consumer Defensive: $1.72 Billion
Industrials: $1.56 Billion
Other: $1.53 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.7 Billion 10.64% of portfolio
1,072,499
Q2 2025 Added 1.39%
$0
$15.7 Billion 7.06% of portfolio
189,732
Q2 2025 Reduced 0.04%
$0
$13.2 Billion 5.93% of portfolio
201,693
Q2 2025 Added 3.5%
$0
$12.5 Billion 5.6% of portfolio
510,633
Q2 2025 Reduced 3.88%
$0
$11.3 Billion 5.06% of portfolio
450,255
Q2 2025 Reduced 0.07%
$0
$10 Billion 4.49% of portfolio
342,826
Q2 2025 Reduced 1.57%
$0
$8.9 Billion 4.0% of portfolio
112,006
Q2 2025 Added 0.07%
$0
$7.67 Billion 3.44% of portfolio
258,540
Q2 2025 Added 3.93%
$0
$7.63 Billion 3.42% of portfolio
27,252
Q2 2025 Added 4.56%
$0
$6.89 Billion 3.09% of portfolio
134,162
Q2 2025 Reduced 0.54%
$0
$6.22 Billion 2.79% of portfolio
146,095
Q2 2025 Added 4.57%
$0
$6.2 Billion 2.78% of portfolio
124,825
Q2 2025 Added 3.63%
$0
$5.09 Billion 2.28% of portfolio
21,473
Q2 2025 Added 7.3%
$0
$5.02 Billion 2.25% of portfolio
170,603
Q2 2025 Added 7.73%
$0
$4.22 Billion 1.89% of portfolio
128,268
Q2 2025 Added 9.44%
$0
$3.68 Billion 1.65% of portfolio
20,846
Q2 2025 Reduced 6.11%
$0
$1.78 Billion 0.8% of portfolio
19,323
Q2 2025 Reduced 11.57%
$0
$1.57 Billion 0.71% of portfolio
34,342
Q2 2025 Reduced 14.27%
$0
$1.33 Billion 0.6% of portfolio
47,547
Q2 2025 Reduced 3.58%
$0
$993 Million 0.45% of portfolio
15,725
Q2 2025 Reduced 1.56%
$0
$980 Million 0.44% of portfolio
32,520
Q2 2025 Reduced 7.23%
$0
$927 Million 0.42% of portfolio
1,492
Q2 2025 Added 0.2%
$0
$886 Million 0.4% of portfolio
17,331
Q2 2025 Reduced 14.58%
$0
$794 Million 0.36% of portfolio
9,898
Q2 2025 Reduced 6.43%
$0
$763 Million 0.34% of portfolio
6,981
Q2 2025 Reduced 7.14%
$0
$715 Million 0.32% of portfolio
6,844
Q2 2025 Reduced 26.19%
$0
$713 Million 0.32% of portfolio
2,575
Q1 2025 Added 0.12%
$0
$715 Million 0.32% of portfolio
14,574
Q2 2025 Reduced 26.22%
$0
$694 Million 0.31% of portfolio
8,116
Q2 2025 Reduced 7.63%
$0
$679 Million 0.3% of portfolio
7,088
Q2 2025 Reduced 13.83%
$0
$647 Million 0.29% of portfolio
3,932
Q2 2025 Reduced 6.8%
$0
$624 Million 0.28% of portfolio
15,589
Q4 2024 New
$0
$580 Million 0.26% of portfolio
9,612
Q2 2025 Reduced 0.08%
$0
$584 Million 0.26% of portfolio
23,787
Q4 2024 New
$0
$511 Million 0.23% of portfolio
8,511
Q2 2025 Added 0.13%
$0
$358 Million 0.16% of portfolio
1,260
Q1 2025 Added 0.16%
$0
$347 Million 0.16% of portfolio
14,484
Q4 2024 New
$0
$286 Million 0.13% of portfolio
2,685
Q2 2025 Reduced 18.96%
$0
$235 Million 0.11% of portfolio
5,406
Q2 2025 Reduced 1.87%
$0
$243 Million 0.11% of portfolio
3,835
Q2 2025 Reduced 1.84%
$0
$241 Million 0.11% of portfolio
5,060
Q2 2025 Reduced 1.88%
$0
$238 Million 0.11% of portfolio
2,127
Q2 2025 Added 0.9%
$0
$217 Million 0.1% of portfolio
4,823
Q2 2025 Added 1.34%
$0
$230 Million 0.1% of portfolio
9,910
Q2 2025 Added 1.32%
$0
$202 Million 0.09% of portfolio
2,302
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $223 Billion
  • Prior Value $206 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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