SEC Form 13F

KEYVANTAGE WEALTH, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-12
Reported value$264,360,995
Positions96

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SCHWAB INTERNATIONAL EQUITY ETFSCHFETF$32,210,1751,162,822
ISHARES CORE S&P 500 ETFIVVETF$31,199,82141,661
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFVCITETF$22,996,867278,244
SCHWAB U.S. LARGE-CAP ETFSCHXETF$13,971,737474,745
JPMORGAN MUNICIPAL ETFJMUBETF$13,017,981256,993
JPMORGAN ACTIVE VALUE ETFJAVAETF$12,460,938156,919
VANGUARD MORNINGSTAR MID-CAP ETFVOETF$10,998,288136,506
VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETFVTEIETF$9,533,99194,424
SCHWAB U.S. LARGE-CAP GROWTH ETFSCHGETF$9,209,184272,139
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETFDFEMETF$9,048,780222,657

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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