Keyvantage Wealth, LLC ETF holdings
Bethlehem, PA
Reported $212.9M in 42 ETFs in its Form 13F for June 30, 2026.
ETF value
$212.9M
ETFs held
42
Change from prior quarter
+12.8%
With price moves
ETFs as a share of its 13F
80.5%
of $264.3M
Top 10 of 42 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHF | Schwab International Equity ETF | $32.2M | 1,162,822 | +26,787 shares |
| IVV | iShares Core S&P 500 ETF | $31.2M | 41,661 | +3,909 shares |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $23.0M | 278,244 | +12,130 shares |
| SCHX | Schwab U.S. Large-Cap ETF | $14.0M | 474,745 | +8,381 shares |
| JMUB | JPMorgan Municipal ETF | $13.0M | 256,993 | +116,483 shares |
| JAVA | JPMorgan Active Value ETF | $12.5M | 156,919 | +11,452 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $11.0M | 136,506 | +106,074 shares |
| VTEI | Vanguard Intermediate-Term Tax-Exempt Bond ETF | $9.5M | 94,424 | +80,301 shares |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $9.2M | 272,139 | −5,635 shares |
| DFEM | Dimensional Emerging Markets Core Equity 2 ETF | $9.0M | 222,657 | +4,382 shares |
32 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002050555. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Keyvantage Wealth, LLC own?
Keyvantage Wealth, LLC reported 42 ETF positions worth $212.9M in its Form 13F for June 30, 2026. The largest was SCHF, at $32.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.