KEYVANTAGE WEALTH, LLC
All 13F Filings
- Location
- Bethlehem, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 233,819
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 41.5 K | 17.7% | 0 | 1.36 K | -1.36 K |
| ETFs | 192.3 K | 82.3% | 0 | 3.216 K | -3.216 K |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
233,819
Holdings
99
QoQ value change ($000)
-4,564
(-1.9%)
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.