account_balance
Investment manager · 13F filer · SEC CIK 2050555
Keyvantage Wealth, LLC
Reported value$263Mas of Sep 30, 2026
Positions95 7 new, 7 sold out
Top 10 weight62.3%IVV alone is 12%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Core S&P 500 ETF
12.2%
SCHFSchwab International Equity ETF
12.2%
VCITVanguard Intermediate-Term Corporate Bond ETF
8.4%
SCHXSchwab U.S. Large-Cap ETF
5.4%
JAVAJPMorgan Active Value ETF
4.7%
JMUBJPMorgan Municipal ETF
4.7%
VOVanguard Morningstar Mid-Cap ETF
4.1%
SCHGSchwab U.S. Large-Cap Growth ETF
3.7%
VTEIVanguard Intermediate-Term Tax-Exempt Bond ETF
3.6%Added +4%
DFEMDimensional Emerging Markets Core Equity 2 ETF
3.4%
AAPLApple Inc.
3.2%
JGROJPMorgan Active Growth ETF
3.1%+2%
IVViShares Core S&P 500 ETF
12.2%
SCHFSchwab International Equity ETF
12.2%
VCITVanguard Intermediate-Term Corporate Bond ETF
8.4%
SCHXSchwab U.S. Large-Cap ETF
5.4%
JAVAJPMorgan Active Value ETF
4.7%
JMUBJPMorgan Municipal ETF
4.7%
VOVanguard Morningstar Mid-Cap ETF
4.1%
SCHGSchwab U.S. Large-Cap Growth ETF
3.7%
VTEI3.6%
DFEM3.4%
AAPL3.2%JGRO3.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Core S&P 500 ETF 12.2% Held
SCHF Schwab International Equity ETF 12.2% Held
VCIT Vanguard Intermediate-Term Corporate Bond ETF 8.4% Held
SCHX Schwab U.S. Large-Cap ETF 5.4% Held
JAVA JPMorgan Active Value ETF 4.7% Held
JMUB JPMorgan Municipal ETF 4.7% Held
VO Vanguard Morningstar Mid-Cap ETF 4.1% Held
SCHG Schwab U.S. Large-Cap Growth ETF 3.7% Held
VTEI Vanguard Intermediate-Term Tax-Exempt Bond ETF 3.6% Added +4%
DFEM Dimensional Emerging Markets Core Equity 2 ETF 3.4% Held
AAPL Apple Inc. 3.2% HeldJGRO JPMorgan Active Growth ETF 3.1% Added +2%
What changed
Biggest moves since Jun 30, 2026
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