13F Filings History of KEYVANTAGE WEALTH, LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$233,819,495
Signature - Title
Keith Dwyer - Chief Compliance Officer
Location
Bethlehem, PA
Summary
This page shows a list of all the recent 13F filings made by KEYVANTAGE WEALTH, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KEYVANTAGE WEALTH, LLC reported 99 stock holdings with total value $233,819,495 as of Q4 2025. Top holdings included SCHF, IVV, VCIT, SCHX, and JAVA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 99 $233,819,495 +$35,051,174 -$43,161,930 -$8,110,756 SCHF, IVV, VCIT, SCHX, JAVA 13F-HR 10 Feb 2026, 09:31
Q3 2025 98 $238,382,565 +$6,238,086 -$3,888,540 +$2,349,546 SCHF, VCIT, JGRO, JAVA, SCHX 13F-HR 07 Nov 2025, 15:37
Q2 2025 95 $222,802,363 +$5,819,933 -$5,390,215 +$429,718 SCHF, VCIT, JGRO, JAVA, SCHX 13F-HR 08 Aug 2025, 15:47
Q1 2025 94 $205,508,258 +$106,608,670 -$37,139,463 +$69,469,207 SCHF, VCIT, JAVA, SCHX, JGRO 13F-HR 07 May 2025, 12:39
Q4 2024 95 $139,858,880 $0 $0 $0 SCHX, SCHG, SCHF, VTV, FBND 13F-HR 14 Feb 2025, 11:22