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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
Page 2 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC COM Consumer Cyclical 10,202.0 $2.1M 0.94% -699.0 -6.4% $208.27 +30.5%
22 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 25,854.0 $2.0M 0.90% -2K -8.6% $79.27 -0.3%
23 DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF 42,018.0 $1.7M 0.73% -4K -8.3% $39.44 +7.7%
24 DFSV DIMENSIONAL US SMALL CAP VALUE ETF 45,644.0 $1.6M 0.70% -8K -14.3% $35.04 +7.8%
25 IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 31,511.0 $1.5M 0.64% -5K -13.4% $46.19 -0.3%
26 BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 15,398.0 $1.4M 0.63% -2K -11.8% $92.28 -0.4%
27 SCHM SCHWAB U.S. MID-CAP ETF 45,760.0 $1.4M 0.62% -468.0 -1.0% $30.96 +13.5%
28 VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF 14,123.0 $1.4M 0.62% +9K +182.9% $99.94
29 LRCX LAM RESEARCH CORP COM NEW Technology 5,852.0 $1.3M 0.55% +289.0 +5.2% $213.64 +49.3%
30 DFGR DIMENSIONAL GLOBAL REAL ESTATE ETF 46,008.0 $1.2M 0.54% +3K +6.0% $26.58 +9.3%
31 FBND FIDELITY TOTAL BOND ETF 26,805.0 $1.2M 0.54% -5K -15.7% $45.62 -0.1%
32 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 14,935.0 $1.2M 0.52% -336.0 -2.2% $78.66 +27.7%
33 GOOGL ALPHABET INC CAP STK CL A Communication Services 4,058.0 $1.2M 0.51% $287.56 +35.2%
34 FTS FORTIS INC COM Utilities 20,854.0 $1.2M 0.51% $55.79 +1.8%
35 JPM JPMORGAN CHASE & CO COM Financial Services 3,877.0 $1.1M 0.50% -216.0 -5.3% $294.18 +1.7%
36 JNJ JOHNSON & JOHNSON COM Healthcare 4,379.0 $1.1M 0.47% +407.0 +10.2% $244.44 -5.4%
37 XOM EXXON MOBIL CORP COM Energy 6,062.0 $1.0M 0.45% +1K +21.5% $169.65 -11.7%
38 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 2,782.0 $940K 0.41% -15.0 -0.5% $337.95 +25.1%
39 GOOG ALPHABET INC CAP STK CL C Communication Services 3,240.0 $929K 0.41% +773.0 +31.3% $286.86 +34.2%
40 META META PLATFORMS INC CL A Communication Services 1,621.0 $927K 0.41% +77.0 +5.0% $572.14 +11.0%
Page 2 of 5  ·  92 positions

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%