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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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