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Keith Dwyer

Keyvantage Wealth, Llc

Assets Managed
$227.067M
Holdings
91
Last Quarter
2026 - Q1
Filed Date
2mo 13d ago
Growth Rate
-2.88%(2Q avg: -2.4%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Keyvantage Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 91 positions.

Assets under management

The assets under management (AUM) of Keyvantage Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 227.067M in assets, with a quarterly growth rate of -2.88% and a 2-quarter average growth rate of -2.4%. The portfolio is managed by Keith Dwyer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 2.56%
12.39%
$28.117M
1.136M shares@ $24.75 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 5.5%
10.87%
$24.66M
37,752 shares@ $653.22 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 6.5%
9.7%
$22.021M
266,114 shares@ $82.76 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -4.96%
5.27%
$11.958M
466,364 shares@ $25.64 avg price
JAVA
Jpmorgan Active Value Etf
Recent Activity
Increased 4.77%
4.6%
$10.437M
145,467 shares@ $71.75 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 0.74%
3.85%
$8.739M
30,432 shares@ $287.19 avg price
JGRO
Jpmorgan Active Growth Etf
Recent Activity
Decreased -7.6%
3.65%
$8.276M
97,918 shares@ $84.53 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -5.91%
3.57%
$8.092M
277,774 shares@ $29.13 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Decreased -0.05%
3.33%
$7.541M
218,275 shares@ $34.55 avg price
SCHC
Schwab Intl Small-cap Equity
Recent Activity
Increased 1.26%
3.25%
$7.367M
157,618 shares@ $46.74 avg price

1-10 of 91