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KEYVANTAGE WEALTH, LLC
RIA/Wealth
KEYVANTAGE WEALTH, LLC is a RIA/Wealth based in Hendersonville, TN led by Jaclyn Marie Cornelius, reporting $301.7M in AUM as of Q3 2025 with 82% ETF concentration and 56% concentrated in top 10 holdings.
OwnerJaclyn Marie Cornelius
- Portfolio Value
- $238.4M
- Positions
- 98
- Top Holding
- SCHF at 10.52%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in KEYVANTAGE WEALTH, LLC's portfolio (55.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $25.1M | 10.52% | +$107.0K Bought | — 1.1M shares | |
ETF ETF | $16.6M | 6.98% | +$684.2K Bought | — 197.9K shares | |
ETF ETF | $15.9M | 6.66% | +$484.5K Bought | — 169.2K shares | |
ETF ETF | $14.1M | 5.93% | +$235.9K Bought | — 205.1K shares | |
ETF ETF | $13.2M | 5.53% | -$270.9K Sold | — 500.3K shares | |
ETF ETF | $11.9M | 4.97% | +$541.6K Bought | — 471.8K shares | |
ETF ETF | $10.4M | 4.37% | -$527.4K Sold | — 326.3K shares | |
ETF ETF | $9.4M | 3.95% | +$459.0K Bought | — 117.7K shares | |
ETF ETF | $8.3M | 3.50% | +$46.5K Bought | — 260.0K shares | |
ETF ETF | $8.2M | 3.45% | +$207.4K Bought | — 28.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in KEYVANTAGE WEALTH, LLC's latest filing
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Analytics
Portfolio insights and performance metrics for KEYVANTAGE WEALTH, LLC
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