KEYVANTAGE WEALTH, LLC
All 13F Filings
- Location
- Bethlehem, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 227,067
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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):
104
(0.0% of total reported value)
· QoQ Δ:
+104
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 38.27 K | 16.9% | 0 | 3.224 K | -3.224 K |
| ETFs | 188.7 K | 83.1% | 0 | 3.63 K | -3.63 K |
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Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
227,067
Holdings
92
QoQ value change ($000)
-6,752
(-2.9%)
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.