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KEYVANTAGE WEALTH, LLC 13F portfolio summary

KEYVANTAGE WEALTH, LLC of KEYVANTAGE WEALTH, LLC has 90 current stock holdings with a reported portfolio value of $227.1M. The portfolio 1 year return is +14.20%. Top holdings include EUSB (0.00%), FBND (0.00%), EAGG (0.00%), BOND (0.00%), IUSB (0.00%).

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KEYVANTAGE WEALTH, LLC

KEYVANTAGE WEALTH, LLC
Latest filing: 2026-03-31

KEYVANTAGE WEALTH, LLC runs KEYVANTAGE WEALTH, LLC and currently holds 90 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $227.07M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. KEYVANTAGE WEALTH, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, KEYVANTAGE WEALTH, LLC's portfolio at KEYVANTAGE WEALTH, LLC has delivered returns of +14.20%. Their 3-year annualized return is +11.08%. Looking at the 5-year horizon, KEYVANTAGE WEALTH, LLC has achieved +11.08% annualized returns at KEYVANTAGE WEALTH, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+14.20%
#0/1000
3 Year
+11.08%
#0/1000
5 Year
+11.08%
#0/1000

Portfolio Value

$227.07M

Alpha Score

10.4

#0 of 1000

Holdings

90

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change