KEYVANTAGE WEALTH, LLC
All 13F Filings
- Location
- Bethlehem, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 264,361
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 96 | 264,361 | 13F-HR | KEYVANTAGE WEALTH, LLC |
| Q1 2026 | 5/5/2026 | 92 | 227,067 | 13F-HR | KEYVANTAGE WEALTH, LLC |
| Q4 2025 | 2/10/2026 | 99 | 233,819 | 13F-HR | KEYVANTAGE WEALTH, LLC |
| Q3 2025 | 11/7/2025 | 98 | 238,383 | 13F-HR | KEYVANTAGE WEALTH, LLC |
| Q2 2025 | 8/8/2025 | 95 | 222,802 | 13F-HR | KEYVANTAGE WEALTH, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
48
(0.0% of total reported value)
· QoQ Δ:
-56
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 51.46 K | 19.5% | 13.19 K | 0 | 13.19 K |
| ETFs | 212.9 K | 80.5% | 24.17 K | 0 | 24.17 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
264,361
Holdings
96
QoQ value change ($000)
37,294
(16.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.