# EDGAR Filing Document

**Accession Number:** 0002050555
**File Stem:** 0001765380-26-000084
**Filing Date:** 2026-2
**Character Count:** 14287
**Document Hash:** c9f4f938a016b4883fcfeff68c87d901
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001765380-26-000084.hdr.sgml**: 20260210

**ACCESSION NUMBER**: 0001765380-26-000084

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260210

**DATE AS OF CHANGE**: 20260210

**EFFECTIVENESS DATE**: 20260210

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** KEYVANTAGE WEALTH, LLC
- **CENTRAL INDEX KEY:** 0002050555

**ORGANIZATION NAME:**
- **EIN:** 992971281
- **STATE OF INCORPORATION:** PA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25198
- **FILM NUMBER:** 26613814

**BUSINESS ADDRESS:**
- **STREET 1:** 95 HIGHLAND AVENUE
- **STREET 2:** SUITE 310
- **CITY:** BETHLEHEM
- **STATE:** PA
- **ZIP:** 18017
- **BUSINESS PHONE:** 484-935-3003

**MAIL ADDRESS:**
- **STREET 1:** 95 HIGHLAND AVENUE
- **STREET 2:** SUITE 310
- **CITY:** BETHLEHEM
- **STATE:** PA
- **ZIP:** 18017

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** KEYVANTAGE WEALTH LLC<br>**Address:** 95 HIGHLAND AVENUE<br>SUITE 310<br>BETHLEHEM, PA 18017

**Form 13F File Number:** 028-25198

**CRD Number (if applicable):** 000331996

**SEC File Number (if applicable):** 801-130771

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Keith Dwyer<br>**Title:** Chief Compliance Officer<br>**Phone:** 5139778196

**Signature, Place, and Date of Signing:**

Keith Dwyer  Cincinnati, OH  02-10-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 99

**Form 13F Information Table Value Total:** $233819495

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC COM | Stock | 023135106 |  | 2516169 | 10901 | SH |  | SOLE | 0 | 10901 | 0 | 0 |
| ISHARES MORNINGSTAR MID-CAP GROWTH ETF | ETF | 464288307 |  | 772292 | 9673 | SH |  | SOLE | 0 | 9673 | 0 | 0 |
| HUBBELL INC COM | Stock | 443510607 |  | 211396 | 476 | SH |  | SOLE | 0 | 476 | 0 | 0 |
| JOHNSON  JOHNSON COM | Stock | 478160104 |  | 822101 | 3972 | SH |  | SOLE | 0 | 3972 | 0 | 0 |
| GOLDMAN SACHS GROUP INC COM | Stock | 38141G104 |  | 318085 | 362 | SH |  | SOLE | 0 | 361 | 0 | 0 |
| PROCTER  GAMBLE CO COM | Stock | 742718109 |  | 277403 | 1936 | SH |  | SOLE | 0 | 1935 | 0 | 0 |
| COCA COLA CO COM | Stock | 191216100 |  | 212429 | 3039 | SH |  | SOLE | 0 | 3038 | 0 | 0 |
| NETFLIX INC. COM | Stock | 64110L106 |  | 223149 | 2380 | SH |  | SOLE | 0 | 2380 | 0 | 0 |
| FORTIS INC COM | Stock | 349553107 |  | 1082689 | 20845 | SH |  | SOLE | 0 | 20845 | 0 | 0 |
| MERCK  CO INC COM | Stock | 58933Y105 |  | 462416 | 4393 | SH |  | SOLE | 0 | 4393 | 0 | 0 |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | ETF | 464288158 |  | 280301 | 2627 | SH |  | SOLE | 0 | 2627 | 0 | 0 |
| MASTERCARD INCORPORATED CL A | Stock | 57636Q104 |  | 509225 | 892 | SH |  | SOLE | 0 | 892 | 0 | 0 |
| GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF | ETF | 381430396 |  | 219402 | 2269 | SH |  | SOLE | 0 | 2269 | 0 | 0 |
| BANK NEW YORK MELLON CORP COM | Stock | 064058100 |  | 443128 | 3817 | SH |  | SOLE | 0 | 3817 | 0 | 0 |
| SCHWAB INTERNATIONAL EQUITY ETF | ETF | 808524805 |  | 26629681 | 1107724 | SH |  | SOLE | 0 | 1107723 | 0 | 0 |
| SCHWAB U.S. LARGE-CAP ETF | ETF | 808524201 |  | 13206054 | 490749 | SH |  | SOLE | 0 | 490748 | 0 | 0 |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | ETF | 808524300 |  | 9630867 | 295244 | SH |  | SOLE | 0 | 295244 | 0 | 0 |
| ISHARES CORE S SMALL CAP ETF | ETF | 464287804 |  | 695361 | 5786 | SH |  | SOLE | 0 | 5786 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 084670702 |  | 277965 | 553 | SH |  | SOLE | 0 | 553 | 0 | 0 |
| SCHWAB EMERGING MARKETS EQUITY ETF | ETF | 808524706 |  | 1049160 | 32035 | SH |  | SOLE | 0 | 32035 | 0 | 0 |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | ETF | 92206C409 |  | 2254366 | 28275 | SH |  | SOLE | 0 | 28275 | 0 | 0 |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | ETF | 92206C870 |  | 20927785 | 249884 | SH |  | SOLE | 0 | 249884 | 0 | 0 |
| ALPHABET INC CAP STK CL A | Stock | 02079K305 |  | 1265390 | 4043 | SH |  | SOLE | 0 | 4042 | 0 | 0 |
| SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | ETF | 808524888 |  | 7087652 | 155670 | SH |  | SOLE | 0 | 155669 | 0 | 0 |
| MICROSOFT CORP COM | Stock | 594918104 |  | 4370492 | 9037 | SH |  | SOLE | 0 | 9037 | 0 | 0 |
| VANGUARD ESG U.S. STOCK ETF | ETF | 921910733 |  | 213615 | 1766 | SH |  | SOLE | 0 | 1766 | 0 | 0 |
| VANGUARD SMALL-CAP ETF | ETF | 922908751 |  | 5089044 | 19729 | SH |  | SOLE | 0 | 19728 | 0 | 0 |
| VANGUARD MID-CAP ETF | ETF | 922908629 |  | 8767546 | 30210 | SH |  | SOLE | 0 | 30210 | 0 | 0 |
| JPMORGAN U.S. QUALITY FACTOR ETF | ETF | 46641Q761 |  | 504132 | 7979 | SH |  | SOLE | 0 | 7979 | 0 | 0 |
| TESLA INC COM | Stock | 88160R101 |  | 1055493 | 2347 | SH |  | SOLE | 0 | 2347 | 0 | 0 |
| ISHARES ESG AWARE US AGGREGATE BOND ETF | ETF | 46435U549 |  | 239059 | 4996 | SH |  | SOLE | 0 | 4996 | 0 | 0 |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | ETF | 46434G764 |  | 1109896 | 15271 | SH |  | SOLE | 0 | 15271 | 0 | 0 |
| ISHARES MSCI USA QUALITY GARP ETF | ETF | 46436E403 |  | 612723 | 8997 | SH |  | SOLE | 0 | 8997 | 0 | 0 |
| PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | ETF | 72201R866 |  | 7110989 | 135680 | SH |  | SOLE | 0 | 135680 | 0 | 0 |
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF | ETF | 808524854 |  | 2836799 | 113110 | SH |  | SOLE | 0 | 113110 | 0 | 0 |
| JPMORGAN MUNICIPAL ETF | ETF | 46641Q647 |  | 7075050 | 140100 | SH |  | SOLE | 0 | 140100 | 0 | 0 |
| ISHARES MSCI EAFE GROWTH ETF | ETF | 464288885 |  | 230497 | 2023 | SH |  | SOLE | 0 | 2023 | 0 | 0 |
| ELI LILLY  CO COM | Stock | 532457108 |  | 661998 | 616 | SH |  | SOLE | 0 | 615 | 0 | 0 |
| SCHWAB U.S. MID-CAP ETF | ETF | 808524508 |  | 1390076 | 46228 | SH |  | SOLE | 0 | 46228 | 0 | 0 |
| VANGUARD S SMALL-CAP 600 VALUE ETF | ETF | 921932778 |  | 637688 | 6523 | SH |  | SOLE | 0 | 6523 | 0 | 0 |
| ISHARES ESG ADVANCED UNIVERSAL USD BOND ETF | ETF | 46436E619 |  | 229474 | 5226 | SH |  | SOLE | 0 | 5226 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC CL A | Stock | 69608A108 |  | 419668 | 2361 | SH |  | SOLE | 0 | 2361 | 0 | 0 |
| VANGUARD ESG U.S. CORPORATE BOND ETF | ETF | 921910691 |  | 231486 | 3638 | SH |  | SOLE | 0 | 3638 | 0 | 0 |
| VANGUARD MID-CAP GROWTH ETF | ETF | 922908538 |  | 328190 | 1176 | SH |  | SOLE | 0 | 1175 | 0 | 0 |
| APPLOVIN CORP COM CL A | Stock | 03831W108 |  | 204167 | 303 | SH |  | SOLE | 0 | 303 | 0 | 0 |
| BOWMAN CONSULTING GROUP LTD COM | Stock | 103002101 |  | 744139 | 22536 | SH |  | SOLE | 0 | 22536 | 0 | 0 |
| VISA INC COM CL A | Stock | 92826C839 |  | 223753 | 638 | SH |  | SOLE | 0 | 638 | 0 | 0 |
| INSMED INC COM PAR $.01 | Stock | 457669307 |  | 202409 | 1163 | SH |  | SOLE | 0 | 1163 | 0 | 0 |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | ETF | 72201R775 |  | 1625363 | 17462 | SH |  | SOLE | 0 | 17462 | 0 | 0 |
| VANGUARD SMALL-CAP GROWTH ETF | ETF | 922908595 |  | 708041 | 2344 | SH |  | SOLE | 0 | 2343 | 0 | 0 |
| VANGUARD VALUE ETF | ETF | 922908744 |  | 3180747 | 16654 | SH |  | SOLE | 0 | 16654 | 0 | 0 |
| META PLATFORMS INC CL A | Stock | 30303M102 |  | 1019189 | 1544 | SH |  | SOLE | 0 | 1544 | 0 | 0 |
| DIMENSIONAL US SMALL CAP VALUE ETF | ETF | 25434V815 |  | 1752182 | 53274 | SH |  | SOLE | 0 | 53274 | 0 | 0 |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | ETF | 25434V781 |  | 1740400 | 45800 | SH |  | SOLE | 0 | 45800 | 0 | 0 |
| JPMORGAN ACTIVE VALUE ETF | ETF | 46641Q167 |  | 9958250 | 138849 | SH |  | SOLE | 0 | 138849 | 0 | 0 |
| JPMORGAN ACTIVE GROWTH ETF | ETF | 46654Q609 |  | 9835226 | 105983 | SH |  | SOLE | 0 | 105983 | 0 | 0 |
| BROADCOM INC COM | Stock | 11135F101 |  | 1057336 | 3055 | SH |  | SOLE | 0 | 3055 | 0 | 0 |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | ETF | 922020805 |  | 2039087 | 41227 | SH |  | SOLE | 0 | 41227 | 0 | 0 |
| DIMENSIONAL GLOBAL REAL ESTATE ETF | ETF | 25434V658 |  | 1146179 | 43383 | SH |  | SOLE | 0 | 43383 | 0 | 0 |
| OMNICOM GROUP INC COM | Stock | 681919106 |  | 233691 | 2894 | SH |  | SOLE | 0 | 2894 | 0 | 0 |
| NVIDIA CORPORATION COM | Stock | 67066G104 |  | 4643621 | 24899 | SH |  | SOLE | 0 | 24898 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | ADR | 874039100 |  | 849980 | 2797 | SH |  | SOLE | 0 | 2797 | 0 | 0 |
| QUALCOMM INC COM | Stock | 747525103 |  | 258474 | 1511 | SH |  | SOLE | 0 | 1511 | 0 | 0 |
| CISCO SYS INC COM | Stock | 17275R102 |  | 809557 | 10510 | SH |  | SOLE | 0 | 10509 | 0 | 0 |
| VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF | ETF | 922907738 |  | 503343 | 4992 | SH |  | SOLE | 0 | 4992 | 0 | 0 |
| GE VERNOVA INC COM | Stock | 36828A101 |  | 254892 | 390 | SH |  | SOLE | 0 | 390 | 0 | 0 |
| SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | ETF | 808524771 |  | 647244 | 23787 | SH |  | SOLE | 0 | 23787 | 0 | 0 |
| GE AEROSPACE COM NEW | Stock | 369604301 |  | 279153 | 906 | SH |  | SOLE | 0 | 906 | 0 | 0 |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | ETF | 808524755 |  | 704779 | 15589 | SH |  | SOLE | 0 | 15589 | 0 | 0 |
| ISHARES SHORT DURATION BOND ACTIVE ETF | ETF | 46431W507 |  | 864101 | 16910 | SH |  | SOLE | 0 | 16910 | 0 | 0 |
| ISHARES CORE S 500 ETF | ETF | 464287200 |  | 24509557 | 35784 | SH |  | SOLE | 0 | 35783 | 0 | 0 |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | ETF | 25434V732 |  | 7224209 | 218386 | SH |  | SOLE | 0 | 218386 | 0 | 0 |
| VANGUARD MID-CAP VALUE ETF | ETF | 922908512 |  | 686599 | 3871 | SH |  | SOLE | 0 | 3871 | 0 | 0 |
| LOCKHEED MARTIN CORP COM | Stock | 539830109 |  | 470406 | 973 | SH |  | SOLE | 0 | 972 | 0 | 0 |
| JPMORGAN CHASE  CO COM | Stock | 46625H100 |  | 1318955 | 4093 | SH |  | SOLE | 0 | 4093 | 0 | 0 |
| ISHARES NATIONAL MUNI BOND ETF | ETF | 464288414 |  | 717958 | 6703 | SH |  | SOLE | 0 | 6703 | 0 | 0 |
| PIMCO ENHANCED LOW DURATION ACTIVE ETF | ETF | 72201R718 |  | 635540 | 6624 | SH |  | SOLE | 0 | 6624 | 0 | 0 |
| WALMART INC COM | Stock | 931142103 |  | 496057 | 4453 | SH |  | SOLE | 0 | 4452 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS COM | Stock | 459200101 |  | 3704787 | 12507 | SH |  | SOLE | 0 | 12507 | 0 | 0 |
| ORACLE CORP COM | Stock | 68389X105 |  | 329341 | 1690 | SH |  | SOLE | 0 | 1689 | 0 | 0 |
| RTX CORPORATION COM | Stock | 75513E101 |  | 260291 | 1419 | SH |  | SOLE | 0 | 1419 | 0 | 0 |
| KLA CORP COM NEW | Stock | 482480100 |  | 247161 | 203 | SH |  | SOLE | 0 | 203 | 0 | 0 |
| SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF | ETF | 808524789 |  | 384840 | 14484 | SH |  | SOLE | 0 | 14484 | 0 | 0 |
| GILEAD SCIENCES INC COM | Stock | 375558103 |  | 647132 | 5272 | SH |  | SOLE | 0 | 5272 | 0 | 0 |
| ALPHABET INC CAP STK CL C | Stock | 02079K107 |  | 774145 | 2467 | SH |  | SOLE | 0 | 2467 | 0 | 0 |
| AMGEN INC COM | Stock | 031162100 |  | 413412 | 1263 | SH |  | SOLE | 0 | 1263 | 0 | 0 |
| APPLIED MATLS INC COM | Stock | 038222105 |  | 393191 | 1530 | SH |  | SOLE | 0 | 1529 | 0 | 0 |
| ANALOG DEVICES INC COM | Stock | 032654105 |  | 218592 | 806 | SH |  | SOLE | 0 | 806 | 0 | 0 |
| WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | ETF | 97717X594 |  | 220933 | 4540 | SH |  | SOLE | 0 | 4540 | 0 | 0 |
| ISHARES CORE TOTAL USD BOND MARKET ETF | ETF | 46434V613 |  | 1693079 | 36379 | SH |  | SOLE | 0 | 36379 | 0 | 0 |
| LAM RESEARCH CORP COM NEW | Stock | 512807306 |  | 952231 | 5563 | SH |  | SOLE | 0 | 5562 | 0 | 0 |
| PHILIP MORRIS INTL INC COM | Stock | 718172109 |  | 262312 | 1635 | SH |  | SOLE | 0 | 1635 | 0 | 0 |
| FIDELITY TOTAL BOND ETF | ETF | 316188309 |  | 1464394 | 31807 | SH |  | SOLE | 0 | 31807 | 0 | 0 |
| ALTRIA GROUP INC COM | Stock | 02209S103 |  | 225568 | 3912 | SH |  | SOLE | 0 | 3912 | 0 | 0 |
| EXXON MOBIL CORP COM | Stock | 30231G102 |  | 600344 | 4989 | SH |  | SOLE | 0 | 4988 | 0 | 0 |
| SCHWAB CHARLES CORP COM | Stock | 808513105 |  | 526522 | 5270 | SH |  | SOLE | 0 | 5269 | 0 | 0 |
| BLACKROCK INC COM | Stock | 09290D101 |  | 366744 | 343 | SH |  | SOLE | 0 | 342 | 0 | 0 |
| VANGUARD TAX-EXEMPT BOND ETF | ETF | 922907746 |  | 717689 | 14271 | SH |  | SOLE | 0 | 14271 | 0 | 0 |
| APPLE INC COM | Stock | 037833100 |  | 3383822 | 12447 | SH |  | SOLE | 0 | 12446 | 0 | 0 |

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