Keyvantage Wealth, LLC Top Holdings and 13F Report (2025) About Keyvantage Wealth, LLCInvestment ActivityKeyvantage Wealth, LLC has $139.86 million in total holdings as of December 31, 2024.Keyvantage Wealth, LLC owns shares of 95 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Largest Holdings Schwab US Large-Cap ETF $14,447,987Schwab U.S. Large-Cap Growth ETF $11,257,500Schwab International Equity ETF $10,879,891Vanguard Value ETF $6,778,234Fidelity Total Bond ETF $6,182,757 Sector AllocationMap of 500 Largest Holdings ofKeyvantage Wealth, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$14,447,987623,29510.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$11,257,500403,9298.0%ETFSCHFSchwab International Equity ETF$10,879,891588,1027.8%ETFVTVVanguard Value ETF$6,778,23440,0374.8%ETFFBNDFidelity Total Bond ETF$6,182,757137,7934.4%ETFIUSBiShares Core Total USD Bond Market ETF$5,677,210125,6024.1%ManufacturingPIMCO ACTIVE BOND EXCHANGE-TRADED FUND$5,611,35962,0594.0%ETFAAPLApple$5,397,84321,5553.9%Computer and TechnologySCHCSchwab International Small-Cap Equity ETF$3,544,159103,2382.5%ETFMSFTMicrosoft$3,511,9208,3322.5%Computer and TechnologyNVDANVIDIA$3,319,75224,7212.4%Computer and TechnologyMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$2,917,88256,4062.1%ETFNEARiShares Short Duration Bond Active ETF$2,883,29957,0952.1%ETFAMZNAmazon.com$2,734,91612,4662.0%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$2,629,91322,8251.9%ETFLDURPIMCO Low Duration Exchange-Traded Fund$2,623,22927,6161.9%ETFVIOVVanguard S&P Small-Cap 600 Value ETF$2,481,32426,5871.8%ETFSCHMSchwab U.S. Mid-Cap ETF$2,398,93886,5731.7%ETFSCHESchwab Emerging Markets Equity ETF$2,033,75776,3711.5%ETFEMXCiShares MSCI Emerging Markets ex China ETF$1,870,57633,7341.3%ManufacturingIMCGiShares Morningstar Mid-Cap Growth ETF$1,791,96023,7251.3%ETFMUBiShares National Muni Bond ETF$1,665,48315,6311.2%ETFVTEBVanguard Tax-Exempt Bond ETF$1,650,73132,9291.2%ETFVOEVanguard Mid-Cap Value ETF$1,584,2469,7931.1%ETFJMUBJPMorgan Municipal ETF$1,377,47027,4671.0%ETFJPMJPMorgan Chase & Co.$1,213,5915,0630.9%FinanceMETAMeta Platforms$1,135,3041,9390.8%Computer and TechnologyTSLATesla$1,080,2722,6750.8%Auto/Tires/TrucksJGROJPMorgan Active Growth ETF$995,12912,2810.7%ETFLLYEli Lilly and Company$967,3821,2530.7%MedicalFTSFortis$956,77523,0160.7%UtilitiesJAVAJPMorgan Active Value ETF$925,06614,6140.7%ETFIVViShares Core S&P 500 ETF$875,3611,4870.6%ETFGOOGLAlphabet$829,6704,3830.6%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$738,8103,7410.5%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$720,1882,5720.5%ETFBSXBoston Scientific$679,1007,6030.5%MedicalLMTLockheed Martin$644,2911,3260.5%AerospaceCSCOCisco Systems$642,70510,8570.5%Computer and TechnologyGILDGilead Sciences$602,2826,5200.4%MedicalAVGOBroadcom$598,8432,5830.4%Computer and TechnologyFNDXSchwab Fundamental U.S. Large Company Index ETF$563,27623,7870.4%ETFXOMExxon Mobil$560,0235,2060.4%Oils/EnergySUBiShares Short-Term National Muni Bond ETF$547,4415,1900.4%ETFBRK.BBerkshire Hathaway$541,2161,1940.4%FinanceSTLGiShares Factors US Growth Style ETF$540,6049,6110.4%ManufacturingGOOGAlphabet$530,1852,7840.4%Computer and TechnologyMRKMerck & Co., Inc.$521,7345,2450.4%MedicalFNDFSchwab Fundamental International Large Company Index ETF$517,71115,5890.4%ETFBKBank of New York Mellon$506,2446,5890.4%FinanceLAM RESEARCH CORP COM NEW$503,0106,9640.4%StockJNJJohnson & Johnson$496,4863,4330.4%MedicalJQUAJPMorgan US Quality Factor ETF$486,7448,4990.3%ETFBWMNBowman Consulting Group$485,70219,4670.3%Business ServicesBLACKROCK INC COM$478,9374670.3%StockPGProcter & Gamble$434,3082,5910.3%Consumer StaplesNFLXNetflix$433,1824860.3%Consumer DiscretionaryVOVanguard Mid-Cap ETF$427,6261,6190.3%ETFMAMastercard$413,3577850.3%Business ServicesMEARiShares Short Maturity Municipal Bond Active ETF$407,2738,1540.3%ETFSCHWCharles Schwab$403,7985,4560.3%FinanceVBVanguard Small-Cap ETF$388,4351,6170.3%ETFAMGNAmgen$383,1001,4700.3%MedicalVCITVanguard Intermediate-Term Corporate Bond ETF$372,2124,6370.3%ETFORCLOracle$348,6442,0920.2%Computer and TechnologyFNDBSchwab Fundamental U.S. Broad Market Index ETF$336,89814,4840.2%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$334,73412,7810.2%ETFCMCSAComcast$329,8098,7880.2%Consumer DiscretionaryVOTVanguard Mid-Cap Growth ETF$319,2371,2580.2%ETFAMATApplied Materials$315,2551,9380.2%Computer and TechnologyNOWServiceNow$304,2542870.2%Computer and TechnologyDFSVDimensional US Small Cap Value ETF$284,4079,2400.2%ETFIPGInterpublic Group of Companies$282,09710,0680.2%Business ServicesISRGIntuitive Surgical$271,4195200.2%MedicalMOAltria Group$270,2585,1680.2%Consumer StaplesADIAnalog Devices$268,5351,2640.2%Computer and TechnologyEVREvercore$264,8639560.2%FinanceCHEChemed$264,5884990.2%MedicalWMTWalmart$249,6502,7630.2%Retail/WholesaleHDHome Depot$247,4606360.2%Retail/WholesaleEAGGiShares ESG Aware U.S. Aggregate Bond ETF$242,5565,2230.2%ETFVCEBVanguard ESG U.S. Corporate Bond ETF$242,1953,9070.2%ETFEUSBiShares ESG Advanced Total USD Bond Market ETF$237,2515,5850.2%ETFQCOMQUALCOMM$233,3011,5190.2%Computer and TechnologyKOCoca-Cola$233,0003,7420.2%Consumer StaplesGSThe Goldman Sachs Group$230,2154020.2%FinanceHONHoneywell International$229,0821,0140.2%Multi-Sector ConglomeratesMDTMedtronic$226,6852,8380.2%MedicalIBHEiShares iBonds 2025 Term High Yield and Income ETF$224,8269,6910.2%ETFIBMInternational Business Machines$221,7961,0090.2%Computer and TechnologySTZConstellation Brands$218,6489890.2%Consumer StaplesKLACKLA$214,2723400.2%Computer and TechnologyIHDGWisdomTree International Hedged Quality Dividend Growth Fund$206,3984,7480.1%FinanceEFGiShares MSCI EAFE Growth ETF$204,0952,1080.1%ETFHUBBHubbell$202,7434840.1%Industrial ProductsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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