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Portfolio (Quarterly) Guide ↗

KEYVANTAGE WEALTH, LLC

· CIK 0002050555
13F Portfolio $227M AUM 92 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 30 Added 40 Reduced 12 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MCD MCDONALDS CORP COM Consumer Cyclical 785.0 $244K 0.11% NEW $310.70 -9.6%
2 WAT WATERS CORP COM Healthcare 794.0 $236K 0.10% NEW $297.80 +13.7%
3 BDX BECTON DICKINSON & CO COM Healthcare 1,473.0 $232K 0.10% NEW $157.23 -6.4%
4 HON HONEYWELL INTL INC COM Industrials 908.0 $205K 0.09% NEW $226.14 +2.4%
5 AMZN CALL AMAZON COM INC COM Consumer Cyclical 500.0 $104K 0.05% NEW $208.27 +30.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 47.1%
Healthcare 10.9%
Consumer Cyclical 8.5%
Financial Services 8.2%
Communication Services 8.0%
Industrials 6.0%
Consumer Defensive 4.7%
Utilities 4.0%
Energy 2.7%