Keyvantage Wealth, LLC Portfolio Holdings

Keyvantage Wealth, LLC

  • $238 Billion
  • Q3 2025

Keyvantage Wealth, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $238 Billion distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Intl Eqty with a value of $25.1B, Vanguard Intermediate Term Cor with a value of $16.6B, J P Morgan Exchange Traded Fd with a value of $15.9B, Jp Morgan ETF Fd Tr Active Val with a value of $14.1B, and Schwab Strategic Tr Us Large C with a value of $13.2B.

Examining the 13F form we can see an increase of $15.6B in the current position value, from $223B to 238B.

Keyvantage Wealth, LLC is based out at Bethlehem, PA

Below you can find more details about Keyvantage Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $238 Billion
ETFs: $178 Billion
Technology: $22.7 Billion
Communication Services: $3.94 Billion
Financial Services: $3.89 Billion
Consumer Cyclical: $3.4 Billion
Healthcare: $2.47 Billion
Industrials: $2.11 Billion
Consumer Defensive: $1.39 Billion
Other: $1.61 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.1 Billion 10.52% of portfolio
1,077,096
Q3 2025 Added 0.43%
$0
$16.6 Billion 6.98% of portfolio
197,867
Q3 2025 Added 4.29%
-
$15.9 Billion 6.66% of portfolio
-
Q3 2025 Added 3.15%
$0
$14.1 Billion 5.93% of portfolio
205,114
Q3 2025 Added 1.7%
$0
$13.2 Billion 5.53% of portfolio
500,348
Q3 2025 Reduced 2.01%
$0
$11.9 Billion 4.97% of portfolio
471,807
Q3 2025 Added 4.79%
$0
$10.4 Billion 4.37% of portfolio
326,297
Q3 2025 Reduced 4.82%
$0
$9.41 Billion 3.95% of portfolio
117,748
Q3 2025 Added 5.13%
$0
$8.34 Billion 3.5% of portfolio
259,991
Q3 2025 Added 0.56%
$0
$8.21 Billion 3.45% of portfolio
27,958
Q3 2025 Added 2.59%
$0
$7.09 Billion 2.97% of portfolio
135,649
Q3 2025 Added 1.11%
$0
$6.57 Billion 2.76% of portfolio
144,436
Q3 2025 Reduced 1.14%
$0
$6.37 Billion 2.67% of portfolio
126,249
Q3 2025 Added 1.14%
$0
$5.53 Billion 2.32% of portfolio
21,760
Q3 2025 Added 1.34%
$0
$5.51 Billion 2.31% of portfolio
173,018
Q3 2025 Added 1.42%
$3.78T
$4.96 Billion 2.08% of portfolio
9,579
Q3 2025 Added 4.34%
$465B
$4.74 Billion 1.99% of portfolio
25,395
Q3 2025 Added 3.62%
$0
$4.54 Billion 1.9% of portfolio
127,114
Q3 2025 Reduced 0.9%
$0
$3.79 Billion 1.59% of portfolio
20,332
Q3 2025 Reduced 2.47%
$266B
$3.52 Billion 1.48% of portfolio
12,486
Q3 2025 Reduced 2.48%
$2.39T
$2.44 Billion 1.02% of portfolio
11,104
Q3 2025 Reduced 4.69%
$0
$1.71 Billion 0.72% of portfolio
36,557
Q3 2025 Reduced 6.39%
$0
$1.64 Billion 0.69% of portfolio
17,548
Q3 2025 Reduced 9.19%
$0
$1.51 Billion 0.63% of portfolio
32,585
Q3 2025 Reduced 5.12%
$1.37T
$1.47 Billion 0.62% of portfolio
1,999
Q3 2025 Reduced 0.89%
$881B
$1.43 Billion 0.6% of portfolio
4,529
Q3 2025 Reduced 0.66%
$0
$1.4 Billion 0.59% of portfolio
47,220
Q3 2025 Reduced 0.69%
$0
$1.08 Billion 0.45% of portfolio
32,248
Q3 2025 Reduced 0.84%
$1.65T
$1.05 Billion 0.44% of portfolio
4,319
Q3 2025 Added 3.9%
$25B
$1.06 Billion 0.44% of portfolio
20,835
Q3 2025 Added 0.1%
$0
$1.04 Billion 0.44% of portfolio
15,364
Q3 2025 Reduced 2.3%
$139B
$1.02 Billion 0.43% of portfolio
3,105
Q3 2025 Added 3.71%
Dimensional Global Real Estate ETF
-
$1.02 Billion 0.43% of portfolio
-
Q3 2025 Added 5.53%
$0
$999 Million 0.42% of portfolio
1,492
Q2 2025 Added 0.2%
$1.29T
$960 Million 0.4% of portfolio
2,158
Q3 2025 Reduced 2.09%
$458M
$955 Million 0.4% of portfolio
22,536
Q2 2025 Added 15.77%
$0
$871 Million 0.37% of portfolio
16,984
Q3 2025 Reduced 2.0%
$0
$824 Million 0.35% of portfolio
6,935
Q3 2025 Reduced 0.66%
$0
$808 Million 0.34% of portfolio
9,772
Q3 2025 Reduced 1.27%
$0
$767 Million 0.32% of portfolio
8,058
Q3 2025 Reduced 0.71%
$0
$768 Million 0.32% of portfolio
2,579
Q3 2025 Added 0.16%
$1.46T
$752 Million 0.32% of portfolio
2,691
Q3 2025 Reduced 6.76%
$319B
$753 Million 0.32% of portfolio
11,012
Q3 2025 Added 0.43%
Lam Research Corp Com New
-
$740 Million 0.31% of portfolio
-
Q3 2025 Reduced 7.3%
$0
$722 Million 0.3% of portfolio
6,777
Q3 2025 Reduced 0.98%
$0
$723 Million 0.3% of portfolio
14,430
Q3 2025 Reduced 0.99%
$0
$679 Million 0.28% of portfolio
3,890
Q3 2025 Reduced 1.07%
$0
$670 Million 0.28% of portfolio
15,589
Q4 2024 New
$593B
$636 Million 0.27% of portfolio
2,263
Q3 2025 Added 38.58%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $238 Billion
  • Prior Value $223 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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