KEYVANTAGE WEALTH, LLC — 13F holdings

KEYVANTAGE WEALTH, LLC reported 97 holdings worth $264M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

  1. SCHF SCHWAB STRATEGIC TR — $32.2M (12.2%)
  2. IVV ISHARES TR — $31.2M (11.8%)
  3. VCIT VANGUARD SCOTTSDALE FDS — $23.0M (8.7%)
  4. SCHX SCHWAB STRATEGIC TR — $14.0M (5.3%)
  5. JMUB J P MORGAN EXCHANGE TRADED F — $13.0M (4.9%)
  6. JAVA J P MORGAN EXCHANGE TRADED F — $12.5M (4.7%)
  7. VO VANGUARD INDEX FDS — $11.0M (4.2%)
  8. VTEI VANGUARD MUN BD FDS — $9.53M (3.6%)
  9. SCHG SCHWAB STRATEGIC TR — $9.21M (3.5%)
  10. DFEM DIMENSIONAL ETF TRUST — $9.05M (3.4%)