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Keyvantage Wealth - Q4 2025 13F Filings

KE

Keyvantage Wealth, LLC

CIK: 0002050555
Address: Pennsylvania Bethlehem 95 Highland Avenue Suite 310
$233.82 M
Portfolio Value
99
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/11/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. IVV Ishares Core S&P 500 Etf
+$23.49 M
2. VCIT Vanguard Intermediate-Term Corporate Bond Etf
+$4.36 M
3. VTIP Vanguard Short-Term Tips
+$2.04 M
4. SCHF Schwab International Equity Etf
+$736,297.01
5. JMUB Jpmorgan Municipal Etf
+$699,475.5

Top Sells

Q4 2025
1. SCHR Schwab Intermediate-Term Us Treasury Etf
−$9 M
2. VCSH Vanguard Short-Term Corporate Bond Etf
−$7.13 M
3. JGRO Jpmorgan Active Growth Etf
−$5.87 M
4. JAVA Jpmorgan Active Value Etf
−$4.75 M
5. DFSV Dimensional Us Small Cap Value Etf
−$3.94 M

Asset Allocation

Stocks/ETFs
-1.80%
$233.54 M 99.88%
Options
$0 0.00%
Debt
$0 0.00%
Other
-49.87%
$277,965 0.12%

Sector Allocation (Stocks)

Keyvantage Wealth Q4 2025 Filing Summary

Keyvantage Wealth, LLC filed its 13F report for Q4 2025 on February 10, 2026. The portfolio totaled 233.82 M reflecting a -1.91% change from the prior quarter, spanning 99 assets. The top 10 holdings comprised 59.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 6 new positions and 5 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Keyvantage Wealth’s Q4 2025 Filing

Keyvantage Wealth submitted their Form 13F-HR for the Q4 2025 period on 02/10/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Keyvantage Wealth reported a managed portfolio value of 233.82 M, consisting of 99 individual positions.

This page displays the raw filing documents. To see which stocks Keyvantage Wealth bought or sold during Q4 2025, please visit Keyvantage Wealth's Portfolio Analysis page.