Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
KEYVANTAGE WEALTH, LLC (CIK 2050555) reported $227.1M across 90 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHF ($28.1M, 12.38%), IVV ($24.7M, 10.86%), VCIT ($22.0M, 9.70%), SCHX ($12.0M, 5.27%), JAVA ($10.4M, 4.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $28.1M | 12.38% | 1.1M | Added |
| 2 | IVV | ISHARES CORE S&P 500 ETF | $24.7M | 10.86% | 37,752 | Added |
| 3 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $22.0M | 9.70% | 266,114 | Added |
| 4 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $12.0M | 5.27% | 466,364 | Trimmed |
| 5 | JAVA | JPMORGAN ACTIVE VALUE ETF | $10.4M | 4.60% | 145,467 | Added |
| 6 | VO | VANGUARD MID-CAP ETF | $8.7M | 3.85% | 30,432 | Added |
| 7 | JGRO | JPMORGAN ACTIVE GROWTH ETF | $8.3M | 3.64% | 97,918 | Trimmed |
| 8 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $8.1M | 3.56% | 277,774 | Trimmed |
| 9 | DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $7.5M | 3.32% | 218,275 | Trimmed |
| 10 | SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $7.4M | 3.24% | 157,618 | Added |
| 11 | JMUB | JPMORGAN MUNICIPAL ETF | $7.0M | 3.09% | 140,510 | Added |
| 12 | MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $6.2M | 2.75% | 119,728 | Trimmed |
| 13 | VB | VANGUARD SMALL-CAP ETF | $5.3M | 2.32% | 20,137 | Added |
| 14 | NVDA | NVIDIA CORPORATION COM | $4.0M | 1.74% | 22,703 | Trimmed |
| 15 | AAPL | APPLE INC COM | $3.3M | 1.43% | 12,806 | Added |
| 16 | VTV | VANGUARD VALUE ETF | $3.2M | 1.42% | 16,377 | Trimmed |
| 17 | IBM | INTERNATIONAL BUSINESS MACHS COM | $3.0M | 1.33% | 12,453 | Trimmed |
| 18 | MSFT | MICROSOFT CORP COM | $2.8M | 1.22% | 7,497 | Trimmed |
| 19 | SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $2.6M | 1.13% | 102,773 | Trimmed |
| 20 | VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $2.3M | 1.00% | 45,386 | Added |
| 21 | AMZN | AMAZON COM INC COM | $2.2M | 0.98% | 10,702 | Trimmed |
| 22 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $2.0M | 0.90% | 25,854 | Trimmed |
| 23 | DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $1.7M | 0.73% | 42,018 | Trimmed |
| 24 | DFSV | DIMENSIONAL US SMALL CAP VALUE ETF | $1.6M | 0.70% | 45,644 | Trimmed |
| 25 | IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $1.5M | 0.64% | 31,511 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31