Long-term investor
Keyvantage Wealth, LLC @keyvantagewealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002050555).
Record
- Tracked since 2025-12-31 (257 days), 56 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +8.2%
- Max drawdown n/a · win rate 4% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SCHF · 12.2% · long · since 2025-12-31
- IVV · 11.8% · long · since 2025-12-31
- VCIT · 8.7% · long · since 2025-12-31
- SCHX · 5.3% · long · since 2025-12-31
- JMUB · 4.9% · long · since 2025-12-31
- JAVA · 4.7% · long · since 2025-12-31
- VO · 4.2% · long · since 2025-12-31
- VTEI · 3.6% · long · since 2025-12-31
- SCHG · 3.5% · long · since 2025-12-31
- DFEM · 3.4% · long · since 2025-12-31
- JGRO · 3.1% · long · since 2025-12-31
- SCHC · 3.0% · long · since 2025-12-31