KEYVANTAGE WEALTH, LLC

DOSSIER · 13F-HR · Q2 2026

KEYVANTAGE WEALTH, LLC

$264M in tracked AUM across 97 positions as of Q2 2026.

KW

CIK 0002050555 · last filed Jun 30, 2026

Total AUM

$264M

as of Q2 2026

Holdings

97

—

positions

Whale Score

62

62

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

KEYVANTAGE WEALTH, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

$32M1.2M12.2%02

IVV

ISHARES CORE S&P 500 ETF

$31M42K11.8%03

VCIT

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

$23M278K8.7%04

SCHX

SCHWAB U.S. LARGE-CAP ETF

$14M475K5.3%05

JMUB

JPMORGAN MUNICIPAL ETF

$13M257K4.9%06

JAVA

JPMORGAN ACTIVE VALUE ETF

$12M157K4.7%07

VO

VANGUARD MORNINGSTAR MID-CAP ETF

$11M137K4.2%08

VTEI

VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF

$10M94K3.6%09

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

$9M272K3.5%10

DFEM

DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF