KEYVANTAGE WEALTH, LLC - Portfolio overview

KEYVANTAGE WEALTH, LLC has 105 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. SCHF - SCHWAB INTERNATIONAL EQUITY ETF, 12.16%
2. IVV - ISHARES CORE S&P 500 ETF, 10.67%
3. VCIT - VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF, 9.53%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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