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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, SPLG, PSFF, FLQM, and represent 45.11% of Keystone Financial Services's stock portfolio.
Added to shares of these 10 stocks: PVAL, PSFF, FLQM, SPLG, ETH, GOOGL, VOO, CGCB, BTC, JPIE.
Started 3 new stock positions in BTC, GOOGL, ETH.
Reduced shares in these 10 stocks: VBR, LW, JHMM, IVV, SCHD, FTCS, SOFI, QQQ, UNP, VOOG.
Sold out of its position in VBR.
Keystone Financial Services was a net buyer of stock by $2.8M.
Keystone Financial Services has $143M in assets under management (AUM), dropping by 8.57%.
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 53 positions in its portfolio as reported in the September 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)	12.2	$17M		40k	435.46	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	10.5	$15M	+2%	350k	42.72	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	9.8	$14M		179k	78.34	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	7.3	$10M	+2%	330k	31.60	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	5.4	$7.7M	+3%	137k	56.45	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	5.4	$7.7M	+2%	154k	49.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.0	$5.7M		8.5k	669.33	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	3.2	$4.5M	+5%	171k	26.58	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	3.1	$4.5M		26k	174.58	View chart
Virtus Etf Tr Ii Kar Mid-cap Etf (KMID)	3.0	$4.4M	+3%	176k	24.67	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	3.0	$4.2M	+4%	91k	46.41	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.8	$4.1M	-2%	149k	27.30	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.6	$3.7M	+4%	73k	50.73	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.5	$3.6M		6.0k	600.41	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	2.5	$3.5M	+3%	81k	43.78	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	2.3	$3.3M	+5%	120k	27.75	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	1.9	$2.7M	-3%	42k	64.69	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.7	$2.5M	+2%	4.9k	502.74	View chart
NVIDIA Corporation (NVDA)	1.3	$1.9M		10k	186.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$1.5M	+17%	2.5k	612.38	View chart
Union Pacific Corporation (UNP)	1.0	$1.4M		6.1k	236.35	View chart
Apple (AAPL)	1.0	$1.4M		5.6k	254.63	View chart
Sofi Technologies (SOFI)	0.9	$1.4M		51k	26.42	View chart
The Alger Etf Trust Mid Cap 40 Etf (FRTY)	0.9	$1.3M	+2%	58k	22.39	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.8	$1.2M	-3%	13k	93.64	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.7	$1.0M		11k	92.42	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.7	$988k		15k	67.26	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.5	$786k	+3%	2.6k	297.64	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$750k		2.6k	293.68	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.5	$744k	+2%	20k	38.02	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.5	$713k		16k	43.92	View chart
Tesla Motors (TSLA)	0.5	$705k		1.6k	444.72	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$701k		11k	65.26	View chart
Amazon (AMZN)	0.5	$679k		3.1k	219.57	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$613k	-2%	2.1k	293.75	View chart
Exxon Mobil Corporation (XOM)	0.4	$518k		4.6k	112.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$504k		2.0k	254.28	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$457k		687.00	665.70	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$402k		3.9k	103.06	View chart
MercadoLibre (MELI)	0.3	$395k		169.00	2336.94	View chart
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)	0.3	$385k	+7%	20k	19.13	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.3	$378k	-4%	4.4k	85.34	View chart
Lamb Weston Hldgs (LW)	0.3	$362k	-25%	6.2k	58.08	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$355k		13k	27.90	View chart
Microsoft Corporation (MSFT)	0.2	$352k		680.00	517.76	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$350k		12k	29.64	View chart
Walt Disney Company (DIS)	0.2	$285k		2.5k	114.51	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.2	$275k		6.8k	40.35	View chart
Grayscale Ethereum Mini Tr E Shs New (ETH)	0.2	$267k	NEW	6.8k	39.18	View chart
Meta Platforms Cl A (META)	0.2	$265k	+3%	361.00	734.61	View chart
Spdr Series Trust Russell Low Vol (ONEV)	0.2	$250k		1.9k	133.14	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$232k	NEW	953.00	243.05	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.1	$207k	NEW	4.1k	50.63	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 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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