Keyvantage Wealth, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Keyvantage Wealth, LLC reported 95 stock positions worth $139.9 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 10.3% of the portfolio, followed by Schwab US Large-Cap Growth (SCHG, 8.0%) and Schwab Intl Equity ETF (SCHF, 7.8%).
- Most Recent 13F
- Q2 2026
- Location
- BETHLEHEM, PA
- CIK
- 0002050555
- Portfolio Value
- $139.9M (Q4 2024)
- SEC Filing
- 0001765380-25-000113 ↗ filed Feb 14, 2025
Holdings Value
Holdings 95 stocks · $139.9M
| SCHX Schwab US Large-Cap ETF | 10.33% | 623,295 | $14.4M | — |
| SCHG Schwab US Large-Cap Growth | 8.05% | 403,929 | $11.3M | — |
| SCHF Schwab Intl Equity ETF | 7.78% | 588,102 | $10.9M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 4.85% | 40,037 | $6.8M | — |
| FBND Fidelity Total Bond ETF | 4.42% | 137,793 | $6.2M | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 4.06% | 125,602 | $5.7M | — |
| BOND PIMCO Active Bond Exchange-T | 4.01% | 62,059 | $5.6M | — |
| AAPL Apple Inc. | 3.86% | 21,555 | $5.4M | — |
| SCHC Schwab Intl Small-Cap Equity | 2.53% | 103,238 | $3.5M | — |
| MSFT Microsoft Corp. | 2.51% | 8,332 | $3.5M | — |
| NVDA Nvidia Corp. | 2.37% | 24,721 | $3.3M | — |
| MUNI PIMCO Intermediate Municipal | 2.09% | 56,406 | $2.9M | — |
| NEAR iShares SH Dba ETF Usd Inc. | 2.06% | 57,095 | $2.9M | — |
| AMZN Amazon.com Inc. | 1.96% | 12,466 | $2.7M | — |
| IJR iShares Core S&P Small-Cap E | 1.88% | 22,825 | $2.6M | — |
| LDUR PIMCO Enhanced Low Duration | 1.88% | 27,616 | $2.6M | — |
| VIOV Vanguard S&P Small-Cap 600 V | 1.77% | 26,587 | $2.5M | — |
| SCHM Schwab US Mid Cap ETF | 1.72% | 86,573 | $2.4M | — |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.45% | 76,371 | $2.0M | — |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.34% | 33,734 | $1.9M | — |
| IMCG iShares Morningstar Mid-Cap | 1.28% | 23,725 | $1.8M | — |
| MUB iShares National Muni Bond E | 1.19% | 15,631 | $1.7M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.18% | 32,929 | $1.7M | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.13% | 9,793 | $1.6M | — |
| JMUB JPMorgan Municipal ETF | 0.98% | 27,467 | $1.4M | — |
| JPM JPMorgan Chase & Co. | 0.87% | 5,063 | $1.2M | — |
| META Meta Platforms Inc. Class A | 0.81% | 1,939 | $1.1M | — |
| TSLA Tesla Inc. | 0.77% | 2,675 | $1.1M | — |
| JGRO JPMorgan Active Growth ETF | 0.71% | 12,281 | $995K | — |
| LLY Eli Lilly & Co. | 0.69% | 1,253 | $967K | — |
| FTS Fortis Inc. | 0.68% | 23,016 | $957K | — |
| JAVA JPMorgan Active Value ETF | 0.66% | 14,614 | $925K | — |
| IVV iShares Core S&P 500 ETF | 0.63% | 1,487 | $875K | — |
| GOOGL Alphabet Inc. Class A | 0.59% | 4,383 | $830K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.53% | 3,741 | $739K | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.51% | 2,572 | $720K | — |
| BSX Boston Scientific Corp. | 0.49% | 7,603 | $679K | — |
| LMT Lockheed Martin Corp. | 0.46% | 1,326 | $644K | — |
| CSCO Cisco Systems Inc. | 0.46% | 10,857 | $643K | — |
| GILD Gilead Sciences Inc. | 0.43% | 6,520 | $602K | — |
| AVGO Broadcom Inc. | 0.43% | 2,583 | $599K | — |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.40% | 23,787 | $563K | — |
| XOM Exxon Mobil Corp. | 0.40% | 5,206 | $560K | — |
| SUB iShares Short-Term National | 0.39% | 5,190 | $547K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.39% | 1,194 | $541K | — |
| GARP iShares MSCI USA Quality Gar | 0.39% | 9,611 | $541K | — |
| GOOG Alphabet Inc. Class C | 0.38% | 2,784 | $530K | — |
| MRK Merck & Co. Inc. | 0.37% | 5,245 | $522K | — |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.37% | 15,589 | $518K | — |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.36% | 6,589 | $506K | — |
| LRCX Lam Research Corp. | 0.36% | 6,964 | $503K | — |
| JNJ Johnson & Johnson | 0.35% | 3,433 | $496K | — |
| JQUA JPMorgan US Quality Factor | 0.35% | 8,499 | $487K | — |
| BWMN Bowman Consulting Group Ltd. | 0.35% | 19,467 | $486K | — |
| BLK BlackRock Inc. | 0.34% | 467 | $479K | — |
| PG The Procter & Gamble Co. | 0.31% | 2,591 | $434K | — |
| NFLX Netflix Inc. | 0.31% | 486 | $433K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.31% | 1,619 | $428K | — |
| MA Mastercard Inc. Class A | 0.30% | 785 | $413K | — |
| MEAR Ishrs Short Mat Muni Act ETF | 0.29% | 8,154 | $407K | — |
| SCHW Schwab (charles) Corp. | 0.29% | 5,456 | $404K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.28% | 1,617 | $388K | — |
| AMGN Amgen Inc. | 0.27% | 1,470 | $383K | — |
| VCIT Vanguard Int-Term Corporate | 0.27% | 4,637 | $372K | — |
| ORCL Oracle Corp. | 0.25% | 2,092 | $349K | — |
| FNDB Schwab Fndmntl US BRD Mr ETF | 0.24% | 14,484 | $337K | — |
| DFEM Dimensional Emrg MRKT Core | 0.24% | 12,781 | $335K | — |
| CMCSA Comcast Corp. Class A | 0.24% | 8,788 | $330K | — |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.23% | 1,258 | $319K | — |
| AMAT Applied Materials Inc. | 0.23% | 1,938 | $315K | — |
| NOW ServiceNow Inc. | 0.22% | 287 | $304K | — |
| DFSV Dimensional US Small Cap Val | 0.20% | 9,240 | $284K | — |
| IPG Interpublic Group of Cos Inc. | 0.20% | 10,068 | $282K | — |
| ISRG Intuitive Surgical Inc. | 0.19% | 520 | $271K | — |
| MO Altria Group Inc. | 0.19% | 5,168 | $270K | — |
| ADI Analog Devices Inc. | 0.19% | 1,264 | $269K | — |
| EVR Evercore Inc. Class A | 0.19% | 956 | $265K | — |
| CHE Chemed Corp. | 0.19% | 499 | $265K | — |
| WMT Walmart Inc. | 0.18% | 2,763 | $250K | — |
| HD Home Depot Inc. | 0.18% | 636 | $247K | — |
| EAGG iShares ESG Aware US Aggrega | 0.17% | 5,223 | $243K | — |
| VCEB Vanguard ESG US Corp. Bond | 0.17% | 3,907 | $242K | — |
| EUSB Ishr ESG Advn Universal BD-$ | 0.17% | 5,585 | $237K | — |
| QCOM Qualcomm Inc. | 0.17% | 1,519 | $233K | — |
| KO The Coca-Cola Co. | 0.17% | 3,742 | $233K | — |
| GS Goldman Sachs Group Inc. | 0.16% | 402 | $230K | — |
| HON Honeywell International Inc. | 0.16% | 1,014 | $229K | — |
| MDT Medtronic PLC | 0.16% | 2,838 | $227K | — |
| IBHE iShares Ibonds 2025 H/Y Inc. | 0.16% | 9,691 | $225K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 1,009 | $222K | — |
| STZ Constellation Brands Inc. Class A | 0.16% | 989 | $219K | — |
| KLAC KLA Corp. | 0.15% | 340 | $214K | — |
| IHDG Wisdomtree International Hed | 0.15% | 4,748 | $206K | — |
| EFG iShares MSCI Eafe Growth ETF | 0.15% | 2,108 | $204K | — |
| HUBB Hubbell Inc. | 0.14% | 484 | $203K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 95 | $264.3M | SCHF, IVV, VCIT, SCHX, JMUB |
| Q1 2026 | 91 | $227.0M | SCHF, IVV, VCIT, SCHX, JAVA |
| Q4 2025 | 99 | $233.8M | SCHF, IVV, VCIT, SCHX, JAVA |
| Q3 2025 | 98 | $238.4M | SCHF, VCIT, JGRO, JAVA, SCHX |
| Q2 2025 | 95 | $222.8M | SCHF, VCIT, JGRO, JAVA, SCHX |
| Q1 2025 | 94 | $205.5M | SCHF, VCIT, JAVA, SCHX, JGRO |
| Q4 2024 | 95 | $139.9M | SCHX, SCHG, SCHF, VTV, FBND |