Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Keyvantage Wealth, Llc > Profile

Instuitional Investor - Keyvantage Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Keyvantage Wealth, Llc
Portfolio Value $264,360,995
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 1,162,822 $32,210,175 12.18%
2.
Ishares Trust
 IEF 41,661 $31,199,821 11.8%
3.
Vanguard Scottsdale Funds
 VCIT 278,244 $22,996,867 8.7%
4.
Schwab Strategic Trust
 SCHD 474,745 $13,971,737 5.29%
5.
Jpmorgan Municipal Etf - ETF
 256,993 $13,017,981 4.92%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.