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Keystone Financial Services

Latest statistics and disclosures from Keystone Financial Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOOG, PVAL, SPYM, PSFF, FLQM, and represent 45.68% of Keystone Financial Services's stock portfolio.
Added to shares of these 10 stocks: GOOG, FLQM, PVAL, PSFF, MAR, ETH, JPSE, SPYM, BRK.B, KMID.
Started 2 new stock positions in MAR, GOOG.
Reduced shares in these 10 stocks: LW, VOOG, NVDA, FTCS, SPY, SCHD, SCHM, RDVY, SCHA, VOT.
Sold out of its position in LW.
Keystone Financial Services was a net buyer of stock by $1.7M.
Keystone Financial Services has $147M in assets under management (AUM), dropping by 2.77%.
Central Index Key (CIK): 0002046033

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Positions held by Keystone Financial Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Keystone Financial Services

Keystone Financial Services holds 54 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	12.0	$18M		40k	444.59	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	11.0	$16M		355k	45.57	View chart
Spdr Series Trust State Street Spd (SPYM)	9.8	$14M		180k	80.22	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	7.4	$11M	+2%	338k	32.33	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	5.4	$7.9M	+3%	141k	56.26	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	5.3	$7.8M		157k	50.07	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.0	$5.8M		8.5k	684.92	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	3.2	$4.6M		26k	177.37	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	3.2	$4.6M	+2%	175k	26.52	View chart
Virtus Etf Tr Ii Kar Mid-cap Etf (KMID)	3.0	$4.4M	+2%	181k	24.38	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	2.9	$4.3M	+2%	93k	46.29	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.8	$4.0M		148k	27.43	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.6	$3.8M	+2%	75k	50.59	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.5	$3.7M		6.1k	614.28	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	2.5	$3.6M		82k	44.37	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	2.3	$3.4M	+2%	123k	27.62	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	1.9	$2.8M		42k	65.48	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.8	$2.6M	+4%	5.2k	502.65	View chart
NVIDIA Corporation (NVDA)	1.2	$1.8M	-5%	9.7k	186.49	View chart
Apple (AAPL)	1.1	$1.5M		5.7k	271.84	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$1.5M		2.4k	627.11	View chart
Union Pacific Corporation (UNP)	1.0	$1.4M		6.1k	231.31	View chart
Sofi Technologies (SOFI)	0.9	$1.4M		52k	26.18	View chart
The Alger Etf Trust Mid Cap 40 Etf (FRTY)	0.8	$1.2M		59k	21.05	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.7	$1.1M	-6%	12k	92.51	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.7	$1.0M		11k	94.38	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.7	$999k	-2%	14k	69.47	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.5	$803k		2.7k	302.13	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.5	$759k		20k	38.32	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$741k		2.6k	290.23	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.5	$737k	+2%	17k	44.47	View chart
Amazon (AMZN)	0.5	$717k		3.1k	230.82	View chart
Tesla Motors (TSLA)	0.5	$713k		1.6k	449.72	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$709k		11k	66.00	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$569k	-2%	2.0k	279.15	View chart
Exxon Mobil Corporation (XOM)	0.4	$553k		4.6k	120.33	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$513k		2.0k	257.97	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$408k		3.9k	104.06	View chart
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)	0.3	$399k	+3%	21k	19.15	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$391k	-16%	574.00	681.84	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.3	$384k	+2%	4.6k	84.22	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$341k	-5%	12k	28.48	View chart
MercadoLibre (MELI)	0.2	$340k		169.00	2014.26	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$332k	-6%	11k	30.07	View chart
Microsoft Corporation (MSFT)	0.2	$332k		686.00	483.41	View chart
Grayscale Ethereum Mini Tr E Shs New (ETH)	0.2	$330k	+72%	12k	28.06	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.2	$302k	+8%	7.4k	40.84	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$296k		944.00	313.09	View chart
Walt Disney Company (DIS)	0.2	$283k		2.5k	113.78	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$281k	NEW	896.00	313.84	View chart
Spdr Series Trust State Street Spd (ONEV)	0.2	$260k	+3%	2.0k	133.20	View chart
Meta Platforms Cl A (META)	0.2	$259k	+8%	392.00	660.64	View chart
Marriott Intl Cl A (MAR)	0.1	$210k	NEW	677.00	310.24	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.1	$200k	+26%	5.2k	38.73	View chart

Past Filings by Keystone Financial Services

SEC 13F filings are viewable for Keystone Financial Services going back to 2024

Keystone Financial Services 2025 Q4 filed Jan. 27, 2026
Keystone Financial Services 2025 Q3 filed Oct. 28, 2025
Keystone Financial Services 2025 Q2 filed Aug. 14, 2025
Keystone Financial Services 2025 Q1 filed April 25, 2025
Keystone Financial Services 2024 Q4 filed March 14, 2025

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