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Home > Institutional Investor > Keyvantage Wealth, Llc > Profile

Instuitional Investor - Keyvantage Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Keyvantage Wealth, Llc
Portfolio Value $233,819,495
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,107,724 $26,629,681 11.39%
2.
Ishares Trust
 IEF 35,784 $24,509,557 10.48%
3.
Vanguard Scottsdale Funds
 249,884 $20,927,785 8.95%
4.
Schwab Strategic Trust
 FNDF 490,749 $13,206,054 5.65%
5.
Jpmorgan Active Value Etf - ETF
 138,849 $9,958,250 4.26%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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