SEC 13F Intelligence

Keyvantage Wealth, LLC / AAPL

Keyvantage Wealth, LLC’s Apple Inc Position

Does Keyvantage Wealth, LLC own Apple Inc (AAPL)? Yes — 12.8K shares worth $3M (+1.43% of its 13F portfolio) as of Q1 2026, up from 12.4K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
12.8K
% of Portfolio
+1.43%
Quarters Held
6
currently held

Position History AAPL

Reported value by quarter
Q4 ’24: $5MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.8K$3M+1.43%
Q4 202512.4K$3M+1.45%
Q3 202519.3K$5M+2.06%
Q2 202518.0K$4M+1.66%
Q1 202518.5K$4M+2.00%
Q4 202421.6K$5M+3.86%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Keyvantage Wealth, LLC’s full portfolio or all institutional holders of AAPL.