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Home > Institutional Investor > Keyvantage Wealth, Llc > Profile

Instuitional Investor - Keyvantage Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Keyvantage Wealth, Llc
Portfolio Value $227,067,405
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 1,136,035 $28,116,863 12.38%
2.
Ishares Trust
 IEF 37,752 $24,660,112 10.86%
3.
Vanguard Scottsdale Funds
 266,114 $22,020,934 9.7%
4.
Schwab Strategic Trust
 SCHD 466,364 $11,957,563 5.27%
5.
Jpmorgan Active Value Etf - ETF
 145,467 $10,437,257 4.6%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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