Keyvantage Wealth, LLC 13F Holdings · Q2 2026
Keyvantage Wealth, LLC reported 95 securities worth $264.36M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SCHF (12.18%), IVV (11.80%), VCIT (8.70%). Among its top 25 positions this quarter: 16 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $32.2M | 12.18% | 1.2M | Added |
| 2 | IVV | ISHARES CORE S&P 500 ETF | $31.2M | 11.80% | 41,661 | Added |
| 3 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $23.0M | 8.70% | 278,244 | Added |
| 4 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $14.0M | 5.29% | 474,745 | Added |
| 5 | JMUB | JPMORGAN MUNICIPAL ETF | $13.0M | 4.92% | 256,993 | Added |
| 6 | JAVA | JPMORGAN ACTIVE VALUE ETF | $12.5M | 4.71% | 156,919 | Added |
| 7 | VO | VANGUARD MORNINGSTAR MID-CAP ETF | $11.0M | 4.16% | 136,506 | Added |
| 8 | VTEI | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF | $9.5M | 3.61% | 94,424 | Added |
| 9 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $9.2M | 3.48% | 272,139 | Trimmed |
| 10 | DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $9.0M | 3.42% | 222,657 | Added |
| 11 | JGRO | JPMORGAN ACTIVE GROWTH ETF | $8.3M | 3.12% | 83,692 | Trimmed |
| 12 | SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $7.8M | 2.95% | 162,240 | Added |
| 13 | AAPL | APPLE INC COM | $7.3M | 2.77% | 25,334 | Added |
| 14 | VB | VANGUARD MORNINGSTAR SMALL-CAP ETF | $6.2M | 2.36% | 20,578 | Added |
| 15 | NVDA | NVIDIA CORPORATION COM | $4.6M | 1.72% | 22,752 | Added |
| 16 | MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $3.9M | 1.48% | 74,241 | Trimmed |
| 17 | VTV | VANGUARD MORNINGSTAR VALUE ETF | $3.4M | 1.29% | 15,680 | Trimmed |
| 18 | IBM | INTERNATIONAL BUSINESS MACHS COM | $3.3M | 1.27% | 11,912 | Trimmed |
| 19 | LRCX | LAM RESEARCH CORP COM NEW | $2.7M | 1.02% | 6,225 | Added |
| 20 | VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $2.7M | 1.02% | 53,839 | Added |
| 21 | MSFT | MICROSOFT CORP COM | $2.5M | 0.93% | 6,621 | Trimmed |
| 22 | AMZN | AMAZON COM INC COM | $2.4M | 0.92% | 10,205 | Trimmed |
| 23 | SCHM | SCHWAB U.S. MID-CAP ETF | $1.7M | 0.63% | 45,529 | Trimmed |
| 24 | EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $1.5M | 0.58% | 14,935 | Hold |
| 25 | GOOGL | ALPHABET INC CAP STK CL A | $1.5M | 0.55% | 4,066 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR