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Portfolio (Quarterly) Guide ↗

KEYVANTAGE WEALTH, LLC

· CIK 0002050555
13F Portfolio $227M AUM 92 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 30 Added 40 Reduced 12 Exited
Page 1 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHF SCHWAB INTERNATIONAL EQUITY ETF 1,136,035.0 $28.1M 12.38% +28K +2.6% $24.75 +11.7%
2 IVV ISHARES CORE S&P 500 ETF 37,752.0 $24.7M 10.86% +2K +5.5% $653.21 +15.4%
3 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 266,114.0 $22.0M 9.70% +16K +6.5% $82.75 -0.2%
4 JAVA JPMORGAN ACTIVE VALUE ETF 145,467.0 $10.4M 4.60% +7K +4.8% $71.75 +8.0%
5 VO VANGUARD MID-CAP ETF 30,432.0 $8.7M 3.85% +222.0 +0.7% $287.18 -72.7%
6 SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 157,618.0 $7.4M 3.24% +2K +1.2% $46.74 +8.6%
7 VB VANGUARD SMALL-CAP ETF 20,137.0 $5.3M 2.32% +408.0 +2.1% $261.92 +11.7%
8 AAPL APPLE INC COM Technology 12,806.0 $3.3M 1.43% +359.0 +2.9% $253.80 +22.5%
9 VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 45,386.0 $2.3M 1.00% +4K +10.1% $49.95 +0.8%
10 VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF 14,123.0 $1.4M 0.62% +9K +182.9% $99.94
11 LRCX LAM RESEARCH CORP COM NEW Technology 5,852.0 $1.3M 0.55% +289.0 +5.2% $213.64 +49.3%
12 DFGR DIMENSIONAL GLOBAL REAL ESTATE ETF 46,008.0 $1.2M 0.54% +3K +6.0% $26.58 +9.3%
13 JNJ JOHNSON & JOHNSON COM Healthcare 4,379.0 $1.1M 0.47% +407.0 +10.2% $244.44 -5.4%
14 XOM EXXON MOBIL CORP COM Energy 6,062.0 $1.0M 0.45% +1K +21.5% $169.65 -11.7%
15 GOOG ALPHABET INC CAP STK CL C Communication Services 3,240.0 $929K 0.41% +773.0 +31.3% $286.86 +34.2%
16 META META PLATFORMS INC CL A Communication Services 1,621.0 $927K 0.41% +77.0 +5.0% $572.14 +11.0%
17 CSCO CISCO SYS INC COM Technology 10,578.0 $821K 0.36% +68.0 +0.7% $77.59 +54.2%
18 GILD GILEAD SCIENCES INC COM Healthcare 5,826.0 $812K 0.36% +554.0 +10.5% $139.38 -4.1%
19 MRK MERCK & CO INC COM Healthcare 5,529.0 $665K 0.29% +1K +25.9% $120.29 -0.1%
20 LLY ELI LILLY & CO COM Healthcare 621.0 $571K 0.25% +5.0 +0.8% $919.94 +17.7%
Page 1 of 2  ·  30 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 47.1%
Healthcare 10.9%
Consumer Cyclical 8.5%
Financial Services 8.2%
Communication Services 8.0%
Industrials 6.0%
Consumer Defensive 4.7%
Utilities 4.0%
Energy 2.7%