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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 4 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMGN AMGEN INC COM Healthcare 1,527.0 $537K 0.24% +264.0 +20.9% $351.76 -4.7%
62 LDUR PIMCO ENHANCED LOW DURATION ACTIVE ETF 5,520.0 $529K 0.23% -1K -16.7% $95.82 -0.3%
63 AMAT APPLIED MATLS INC COM Technology 1,532.0 $524K 0.23% $341.90 +33.6%
64 VBK VANGUARD SMALL-CAP GROWTH ETF 1,570.0 $475K 0.21% -774.0 -33.0% $302.27 +17.5%
65 BK BANK NEW YORK MELLON CORP COM Financial Services 3,803.0 $451K 0.20% $118.64 +17.1%
66 FNDB SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF 14,484.0 $394K 0.17% $27.20 +11.5%
67 GARP ISHARES MSCI USA QUALITY GARP ETF 6,148.0 $393K 0.17% -3K -31.7% $63.97 +26.4%
68 MA MASTERCARD INCORPORATED CL A Financial Services 728.0 $364K 0.16% -164.0 -18.4% $499.66 -2.1%
69 PG PROCTER & GAMBLE CO COM Consumer Defensive 2,500.0 $361K 0.16% +564.0 +29.1% $144.44 +0.9%
70 RTX RTX CORPORATION COM Industrials 1,799.0 $347K 0.15% +380.0 +26.8% $192.89 -6.4%
71 BERKSHIRE HATHAWAY INC DEL CL B NEW 724.0 $347K 0.15% +171.0 +30.9% $479.20
72 GEV GE VERNOVA INC COM Utilities 387.0 $338K 0.15% -3.0 -0.8% $872.90 +16.2%
73 JPMORGAN U.S. QUALITY FACTOR ETF 5,471.0 $335K 0.15% -3K -31.4% $61.32
74 BLK BLACKROCK INC COM Financial Services 346.0 $332K 0.15% +3.0 +0.9% $960.87 +9.3%
75 PM PHILIP MORRIS INTL INC COM Consumer Defensive 1,958.0 $324K 0.14% +323.0 +19.8% $165.34 +8.9%
76 ADI ANALOG DEVICES INC COM Technology 994.0 $316K 0.14% +188.0 +23.3% $318.09 +31.3%
77 KO COCA COLA CO COM Consumer Defensive 3,952.0 $301K 0.13% +913.0 +30.0% $76.04 +6.1%
78 GS GOLDMAN SACHS GROUP INC COM Financial Services 342.0 $290K 0.13% -20.0 -5.5% $846.63 +18.4%
79 KLAC KLA CORP COM NEW Technology 193.0 $285K 0.12% -10.0 -4.9% $1475.95 +32.2%
80 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 2,623.0 $279K 0.12% $106.50 -0.0%
Page 4 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%