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.

Follow Filing Activity

Follow KEYVANTAGE WEALTH, LLC and return when a new 13F portfolio filing appears.

This tracks SEC filing changes for this page using existing product update flows.

Sign up to follow filing activity
Holdings Value

Sponsored

Quick Takeaways

  • KEYVANTAGE WEALTH, LLC reports institutional holdings through Form 13F filings.
  • Latest reported quarter: Q4 2025.
  • Latest reported holdings value: $233,819,495.

What Changed

  • Most recent filing was accepted on 10 Feb 2026, 09:31.
  • Reported value moved from $238,382,565 to $233,819,495.

Why This Matters

  • This gives a plain-language read of holdings direction before you open full quarter tables.
  • Use the filing links below to verify the exact SEC source document.

Official SEC Source

Backed by Form 13F

Portfolio holdings and changes are grounded in SEC Form 13F filings.

See Original Filing
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

Sponsored