Fund Universe

KEYVANTAGE WEALTH, LLC

CIK 0002050555 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.472
AUM ($M)
264
Positions
95
Turnover
0.12
Top-10 wt
62%
Herfindahl
0.054
History (qtrs)
6
Excess Return

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Quarter
Activity this period
Security type

Holdings · 107 positions · portfolio value $264M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
SCHF funds › SCHWAB INTERNATIONAL EQUITY ETF ADD 12.2% -0.2% 32.2 1,162,822 +26,787 5
IVV funds › ISHARES CORE S&P 500 ETF ADD 11.8% +0.9% 31.2 41,661 +3,909 5
VCIT funds › VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF ADD 8.7% -1.0% 23.0 278,244 +12,130 5
SCHX funds › SCHWAB U.S. LARGE-CAP ETF ADD 5.3% +0.0% 14.0 474,745 +8,381 5
JMUB funds › JPMORGAN MUNICIPAL ETF ADD 4.9% +1.8% 13.0 256,993 +116,483 5
JAVA funds › JPMORGAN ACTIVE VALUE ETF ADD 4.7% +0.1% 12.5 156,919 +11,452 5
VO funds › VANGUARD MORNINGSTAR MID-CAP ETF ADD 4.2% +0.3% 11.0 136,506 +106,074 5
VTEI funds › VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF ADD 3.6% +3.0% 9.5 94,424 +80,301 3
SCHG funds › SCHWAB U.S. LARGE-CAP GROWTH ETF TRIM 3.5% -0.1% 9.2 272,139 -5,635 5
DFEM funds › DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF ADD 3.4% +0.1% 9.0 222,657 +4,382 5
JGRO funds › JPMORGAN ACTIVE GROWTH ETF TRIM 3.1% -0.5% 8.3 83,692 -14,226 5
SCHC funds › SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF ADD 3.0% -0.3% 7.8 162,240 +4,622 5
AAPL funds › APPLE INC COM ADD 2.8% +1.3% 7.3 25,334 +12,528 5
VB funds › VANGUARD MORNINGSTAR SMALL-CAP ETF ADD 2.4% +0.0% 6.2 20,578 +441 5
NVDA funds › NVIDIA CORPORATION COM ADD 1.7% -0.0% 4.6 22,752 +49 5
MUNI funds › PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND TRIM 1.5% -1.3% 3.9 74,241 -45,487 5
VTV funds › VANGUARD MORNINGSTAR VALUE ETF TRIM 1.3% -0.1% 3.4 15,680 -697 5
IBM funds › INTERNATIONAL BUSINESS MACHS COM TRIM 1.3% -0.1% 3.3 11,912 -541 5
VTIP funds › VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ADD 1.0% +0.0% 2.7 53,839 +8,453 3
LRCX funds › LAM RESEARCH CORP COM NEW ADD 1.0% +0.5% 2.7 6,225 +373 5
MSFT funds › MICROSOFT CORP COM TRIM 0.9% -0.3% 2.5 6,621 -876 5
AMZN funds › AMAZON COM INC COM TRIM 0.9% -0.0% 2.4 10,005 -197 5
SCHM funds › SCHWAB U.S. MID-CAP ETF TRIM 0.6% +0.0% 1.7 45,529 -231 5
EMXC funds › ISHARES MSCI EMERGING MARKETS EX CHINA ETF HOLD 0.6% +0.1% 1.5 14,935 +0 5
GOOGL funds › ALPHABET INC CAP STK CL A ADD 0.5% +0.0% 1.5 4,066 +8 5
AMAT funds › APPLIED MATLS INC COM ADD 0.5% +0.3% 1.4 1,992 +460 5
DFGR funds › DIMENSIONAL GLOBAL REAL ESTATE ETF ADD 0.5% -0.0% 1.4 47,322 +1,314 5
CSCO funds › CISCO SYS INC COM ADD 0.5% +0.2% 1.4 11,587 +1,009 5
GOOG funds › ALPHABET INC CAP STK CL C ADD 0.5% +0.1% 1.3 3,730 +490 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS TRIM 0.5% +0.1% 1.3 2,733 -49 5
JPM funds › JPMORGAN CHASE & CO COM ADD 0.5% -0.0% 1.3 3,939 +62 5
FTS funds › FORTIS INC COM HOLD 0.5% -0.1% 1.2 20,854 +0 5
DISV funds › DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF TRIM 0.4% -0.3% 1.2 29,169 -12,849 5
MU funds › MICRON TECHNOLOGY INC COM NEW 0.4% +0.4% 1.1 983 +983 1
JNJ funds › JOHNSON & JOHNSON COM TRIM 0.4% -0.1% 1.1 4,167 -212 5
AVGO funds › BROADCOM INC COM ADD 0.4% +0.1% 1.0 2,558 +260 5
IMCG funds › ISHARES MORNINGSTAR MID-CAP GROWTH ETF TRIM 0.3% +0.0% 0.9 9,314 -83 5
DFSV funds › DIMENSIONAL US SMALL CAP VALUE ETF TRIM 0.3% -0.4% 0.9 23,526 -22,118 5
TSLA funds › TESLA INC COM TRIM 0.3% -0.1% 0.8 1,993 -266 5
FNDF funds › SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF HOLD 0.3% -0.0% 0.8 15,589 +0 5
BWMN funds › BOWMAN CONSULTING GROUP LTD COM ADD 0.3% +0.0% 0.8 28,061 +5,525 5
META funds › META PLATFORMS INC CL A TRIM 0.3% -0.1% 0.8 1,421 -200 5
XOM funds › EXXONMOBIL HOLDINGS CORP COM SHS NEW 0.3% +0.3% 0.8 5,643 +5,643 1
FNDX funds › SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF HOLD 0.3% -0.0% 0.7 23,787 +0 5
IJR funds › ISHARES CORE S&P SMALL CAP ETF TRIM 0.3% -0.0% 0.7 4,971 -601 5
VOE funds › VANGUARD MORNINGSTAR MID-CAP VALUE ETF TRIM 0.3% -0.0% 0.7 3,715 -31 5
LLY funds › ELI LILLY & CO COM TRIM 0.3% +0.0% 0.7 594 -27 5
GILD funds › GILEAD SCIENCES INC COM TRIM 0.3% -0.1% 0.7 5,453 -373 5
AMD funds › ADVANCED MICRO DEVICES INC COM NEW 0.3% +0.3% 0.7 1,148 +1,148 1
CUSIP:921932778 funds › VANGUARD S&P SMALL-CAP 600 VALUE ETF TRIM 0.3% -0.0% 0.7 5,679 -749 5
SCHE funds › SCHWAB EMERGING MARKETS EQUITY ETF TRIM 0.3% -0.0% 0.7 18,364 -902 5
MRK funds › MERCK & CO INC COM TRIM 0.2% -0.1% 0.6 4,857 -672 5
KLAC funds › KLA CORP COM NEW ADD 0.2% +0.1% 0.6 1,921 +1,728 5
BNY funds › BANK OF NY MELLON CORP COM TRIM 0.2% +0.0% 0.5 3,789 -14 5
SCHR funds › SCHWAB INTERMEDIATE-TERM US TREASURY ETF TRIM 0.2% -0.9% 0.5 22,091 -80,682 5
CAT funds › CATERPILLAR INC COM NEW 0.2% +0.2% 0.5 501 +501 1
LMT funds › LOCKHEED MARTIN CORP COM TRIM 0.2% -0.1% 0.5 973 -4 5
AMGN funds › AMGEN INC COM TRIM 0.2% -0.1% 0.5 1,314 -213 5
SCHW funds › CHARLES SCHWAB CORP (THE) COM TRIM 0.2% -0.1% 0.5 4,980 -826 5
GEV funds › GE VERNOVA INC COM HOLD 0.2% +0.0% 0.5 387 +0 4
FNDB funds › SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF HOLD 0.2% -0.0% 0.4 14,484 +0 5
VCSH funds › VANGUARD SHORT-TERM CORPORATE BOND ETF TRIM 0.2% -0.7% 0.4 5,550 -20,304 5
WMT funds › WALMART INC COM TRIM 0.2% -0.1% 0.4 3,799 -623 5
SNDK funds › SANDISK CORP COM NEW 0.2% +0.2% 0.4 178 +178 1
ADI funds › ANALOG DEVICES INC COM ADD 0.2% +0.0% 0.4 1,000 +6 4
GS funds › GOLDMAN SACHS GROUP INC COM ADD 0.1% +0.0% 0.4 381 +39 5
GE funds › GE AEROSPACE COM NEW ADD 0.1% +0.0% 0.4 974 +90 4
WDC funds › WESTERN DIGITAL CORP COM NEW 0.1% +0.1% 0.4 566 +566 1
GLW funds › CORNING INC COM NEW 0.1% +0.1% 0.3 1,254 +1,254 1
KO funds › COCA COLA CO COM TRIM 0.1% -0.0% 0.3 3,915 -37 3
RTX funds › RTX CORPORATION COM TRIM 0.1% -0.0% 0.3 1,604 -195 4
BLK funds › BLACKROCK INC COM TRIM 0.1% -0.0% 0.3 316 -30 5
PM funds › PHILIP MORRIS INTL INC COM TRIM 0.1% -0.0% 0.3 1,672 -286 5
PG funds › PROCTER & GAMBLE CO COM TRIM 0.1% -0.0% 0.3 2,053 -447 5
MUB funds › ISHARES NATIONAL MUNI BOND ETF TRIM 0.1% -0.2% 0.3 2,763 -3,935 5
VTEB funds › VANGUARD TAX-EXEMPT BOND ETF TRIM 0.1% -0.2% 0.3 5,860 -8,399 5
MO funds › ALTRIA GROUP INC COM ADD 0.1% -0.0% 0.3 4,054 +65 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL CL B NEW TRIM 0.1% -0.0% 0.3 561 -163 5
QCOM funds › QUALCOMM INC COM NEW 0.1% +0.1% 0.3 1,518 +1,518 1
MA funds › MASTERCARD INCORPORATED CL A TRIM 0.1% -0.1% 0.3 528 -200 5
VBK funds › VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF TRIM 0.1% -0.1% 0.3 706 -864 5
HUBB funds › HUBBELL INC COM ADD 0.1% -0.0% 0.3 478 +2 4
DELL funds › DELL TECHNOLOGIES INC CL C NEW 0.1% +0.1% 0.2 562 +562 1
FBND funds › FIDELITY TOTAL BOND ETF TRIM 0.1% -0.4% 0.2 5,254 -21,551 5
EAGG funds › ISHARES ESG AWARE US AGGREGATE BOND ETF TRIM 0.1% -0.0% 0.2 4,889 -52 5
CIEN funds › CIENA CORP COM NEW NEW 0.1% +0.1% 0.2 469 +469 1
TXN funds › TEXAS INSTRS INC COM NEW 0.1% +0.1% 0.2 769 +769 1
EUSB funds › ISHARES ESG ADVANCED UNIVERSAL USD BOND ETF TRIM 0.1% -0.0% 0.2 5,177 -49 5
VCEB funds › VANGUARD ESG U.S. CORPORATE BOND ETF TRIM 0.1% -0.0% 0.2 3,532 -35 5
GARP funds › ISHARES MSCI USA QUALITY GARP ETF TRIM 0.1% -0.1% 0.2 2,641 -3,507 5
CUSIP:921910733 funds › VANGUARD ESG U.S. STOCK ETF NEW 0.1% +0.1% 0.2 1,632 +1,632 1
JUST funds › GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF NEW 0.1% +0.1% 0.2 2,004 +2,004 1
PANW funds › PALO ALTO NETWORKS INC COM NEW 0.1% +0.1% 0.2 621 +621 1
ASML funds › ASML HLDG NV N Y REGISTRY SHS NEW 0.1% +0.1% 0.2 103 +103 1
FTNJ funds › FRANKLIN NEW JERSEY MUNICIPAL INCOME ETF NEW 0.0% +0.0% 0.1 11,433 +11,433 1
CUSIP:438516106 funds › HONEYWELL INTL INC COM EXIT 0.0% -0.1% 0.0 0 -908 0
CUSIP:30231G102 funds › EXXON MOBIL CORP COM EXIT 0.0% -0.5% 0.0 0 -6,062 0
SUB funds › ISHARES SHORT-TERM NATIONAL MUNI BOND ETF EXIT 0.0% -0.1% 0.0 0 -2,623 0
IUSB funds › ISHARES CORE TOTAL USD BOND MARKET ETF EXIT 0.0% -0.6% 0.0 0 -31,511 0
BOND funds › PIMCO ACTIVE BOND EXCHANGE-TRADED FUND EXIT 0.0% -0.6% 0.0 0 -15,398 0
VOT funds › VANGUARD MID-CAP GROWTH ETF EXIT 0.0% -0.1% 0.0 0 -804 0
WAT funds › WATERS CORP COM EXIT 0.0% -0.1% 0.0 0 -794 0
NEAR funds › ISHARES SHORT DURATION BOND ACTIVE ETF EXIT 0.0% -0.3% 0.0 0 -13,876 0
BDX funds › BECTON DICKINSON & CO COM EXIT 0.0% -0.1% 0.0 0 -1,473 0
JQUA funds › JPMORGAN U.S. QUALITY FACTOR ETF EXIT 0.0% -0.1% 0.0 0 -5,471 0
MCD funds › MCDONALDS CORP COM EXIT 0.0% -0.1% 0.0 0 -785 0
LDUR funds › PIMCO ENHANCED LOW DURATION ACTIVE ETF EXIT 0.0% -0.2% 0.0 0 -5,520 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 264 95 0.12 62% 0.054 0.471 in
2026Q1 227 91 0.06 60% 0.052 0.557 in
2025Q4 234 99 0.17 59% 0.049 0.279 in
2025Q3 238 98 0.03 56% 0.042 0.540 in
2025Q2 223 95 0.05 56% 0.042 0.527 entered
2025Q1 206 94 0.00 56% 0.041 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status