StockDriftsStockDriftsTop 50 Keyvantage Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 12.19% | 1.16M | $32.2M | +2.36%(+26.79K) | $19.78(+42.95%) | 2026-06-30 | |
| IVV | ISHARES CORE S&P 500 ETF | 11.8% | 41.7K | $31.2M | +10.35%(+3.91K) | $674.75(+15.21%) | 2026-06-30 | |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 8.7% | 278.2K | $23.0M | +4.56%(+12.13K) | $81.24(-0.01%) | 2026-06-30 | |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 5.29% | 474.7K | $14.0M | +1.80%(+8.38K) | $22.97(+32.91%) | 2026-06-30 | |
| JMUB | JPMORGAN MUNICIPAL ETF | 4.93% | 257.0K | $13.0M | +82.90%(+116.48K) | $50.26(-0.73%) | 2026-06-30 | |
| JAVA | JPMORGAN ACTIVE VALUE ETF | 4.71% | 156.9K | $12.5M | +7.87%(+11.45K) | $64.70(+29.51%) | 2026-06-30 | |
| VO | VANGUARD MORNINGSTAR MID-CAP ETF | 4.16% | 136.5K | $11.0M | +12.14%(+14.78K) | $67.21(+23.54%) | 2026-06-30 | |
| VTEI | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF | 3.61% | 94.4K | $9.5M | +568.58%(+80.30K) | $100.38(-0.82%) | 2026-06-30 | |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 3.48% | 272.1K | $9.2M | -2.03%(-5.63K) | $26.96(+32.71%) | 2026-06-30 | |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | 3.42% | 222.7K | $9.0M | +2.01%(+4.38K) | $26.67(+47.78%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +19.73% |
| Top 20 Holdings Unweighted | — | — | — | — | +18.37% |
Keyvantage Wealth LLC reports $264.36M in US-listed equity holdings across 95 positions in its most recent 13F filing. Its largest disclosed positions are SCHF (12.2%), IVV (11.8%) and VCIT (8.7%). The top 20 holdings account for 81.29% of reported assets. Its disclosed equity book has returned +19.73% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Keyvantage Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2050555). View Keyvantage Wealth LLC’s 13F filings on SEC