KeyVantage Wealth, LLC has filed its 13F-HR report, revealing its total holdings valued at $262,841,833 as of September 30, 2026. This filing is significant as it provides insight into the firm's investment strategies and portfolio composition, which includes various sectors and asset classes.

KeyVantage Wealth, LLC, based in Bethlehem, Pennsylvania, is classified under the financial services sector. The firm operates as an investment advisor and is registered under the SEC with the Central Index Key (CIK) number 0002050555. The company has been active in reporting its holdings, with its most recent filings including multiple 13F-HR forms throughout 2026.

The latest filing, accession number 0001765380-26-000497, shows that KeyVantage Wealth has strategically invested in a variety of companies and exchange-traded funds (ETFs). The report indicates that the firm has a total of 97 positions, reflecting a diverse investment approach.

Among the notable holdings, KeyVantage has invested in major companies such as Amazon, Johnson & Johnson, and Microsoft, as well as various ETFs like the Schwab U.S. Large-Cap ETF and the iShares Core S&P 500 ETF. The firm has demonstrated a preference for both growth and value investments, aiming to capitalize on different market conditions.

This filing may affect various stakeholders, including investors and analysts who monitor the investment management sector. KeyVantage's choices could influence market perceptions and investment strategies within the industry.

Looking ahead, the filing does not specify what actions KeyVantage Wealth may take next. However, continued monitoring of their investment activities will provide valuable insights into their future strategies and market positioning.