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Portfolio (Quarterly) Guide ↗

KEYVANTAGE WEALTH, LLC

· CIK 0002050555
13F Portfolio $234M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 99 New
Page 4 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JPMORGAN U.S. QUALITY FACTOR ETF 7,979.0 $504K 0.22% NEW $63.18
62 VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF 4,992.0 $503K 0.21% NEW $100.83
63 WMT WALMART INC COM Consumer Defensive 4,453.0 $496K 0.21% NEW $111.40 +5.9%
64 LMT LOCKHEED MARTIN CORP COM Industrials 973.0 $470K 0.20% NEW $483.46 +10.8%
65 MRK MERCK & CO INC COM Healthcare 4,393.0 $462K 0.20% NEW $105.26 +13.7%
66 BK BANK NEW YORK MELLON CORP COM Financial Services 3,817.0 $443K 0.19% NEW $116.09 +20.5%
67 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 2,361.0 $420K 0.18% NEW $177.75 -21.3%
68 AMGN AMGEN INC COM Healthcare 1,263.0 $413K 0.18% NEW $327.33 +2.3%
69 AMAT APPLIED MATLS INC COM Technology 1,530.0 $393K 0.17% NEW $256.99 +76.0%
70 FNDB SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF 14,484.0 $385K 0.17% NEW $26.57 +14.2%
71 BLK BLACKROCK INC COM Financial Services 343.0 $367K 0.16% NEW $1069.22 -1.8%
72 ORCL ORACLE CORP COM Technology 1,690.0 $329K 0.14% NEW $194.88 +4.2%
73 VOT VANGUARD MID-CAP GROWTH ETF 1,176.0 $328K 0.14% NEW $279.07 +6.9%
74 GS GOLDMAN SACHS GROUP INC COM Financial Services 362.0 $318K 0.14% NEW $878.69 +14.5%
75 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 2,627.0 $280K 0.12% NEW $106.70 -0.2%
76 GE GE AEROSPACE COM NEW Industrials 906.0 $279K 0.12% NEW $308.12 +3.8%
77 BERKSHIRE HATHAWAY INC DEL CL B NEW 553.0 $278K 0.12% NEW $502.65
78 PG PROCTER & GAMBLE CO COM Consumer Defensive 1,936.0 $277K 0.12% NEW $143.29 +2.2%
79 PM PHILIP MORRIS INTL INC COM Consumer Defensive 1,635.0 $262K 0.11% NEW $160.44 +12.0%
80 RTX RTX CORPORATION COM Industrials 1,419.0 $260K 0.11% NEW $183.43 -2.2%
Page 4 of 5  ·  99 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 53.0%
Financial Services 9.0%
Consumer Cyclical 8.7%
Communication Services 8.5%
Healthcare 7.8%
Industrials 4.8%
Consumer Defensive 3.6%
Utilities 3.2%
Energy 1.5%