KEYVANTAGE WEALTH, LLC: 13F holdings
CIK 20505552026Q2
| Positions | 95 |
|---|
| Reported value | $264.4m |
|---|
| Filed | 2026-08-11 |
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Change since last quarter
| Positions | 95 (+4 vs prior quarter) |
|---|
| Reported value | $264.4m (+16.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHF SCHWAB INTERNATIONAL EQUITY ETF | 1,162,822 | $32.2m | 12.2% |
| IVV ISHARES CORE S&P 500 ETF | 41,661 | $31.2m | 11.8% |
| VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 278,244 | $23.0m | 8.7% |
| SCHX SCHWAB U.S. LARGE-CAP ETF | 474,745 | $14.0m | 5.3% |
| JMUB JPMORGAN MUNICIPAL ETF | 256,993 | $13.0m | 4.9% |
| JAVA JPMORGAN ACTIVE VALUE ETF | 156,919 | $12.5m | 4.7% |
| VO VANGUARD MORNINGSTAR MID-CAP ETF | 136,506 | $11.0m | 4.2% |
| VTEI VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF | 94,424 | $9.5m | 3.6% |
| SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF | 272,139 | $9.2m | 3.5% |
| DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | 222,657 | $9.0m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2050555")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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