Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Keystone Financial Services

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

Top 5 stock holdings are PVAL, VOOG, SPYM, PSFF, JPSE, and represent 45.54% of Keystone Financial Services's stock portfolio.
Added to shares of these 10 stocks: PVAL, PSFF, GDLC, FLQM, VOOG, SPYM, ETH, JPSE, KMID, RWK.
Started 4 new stock positions in MRVL, GDLC, BSOL, RWK.
Reduced shares in these 10 stocks: SPY, RDVY, CGGR, BRK.B, UNP, SCHD, ONEV, REGL, AAPL, VOT.
Keystone Financial Services was a net buyer of stock by $5.0M.
Keystone Financial Services has $149M in assets under management (AUM), dropping by 1.25%.
Central Index Key (CIK): 0002046033

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Keystone Financial Services

Keystone Financial Services holds 58 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Putnam Etf Trust Focused Lar Cap (PVAL)	11.6	$17M	+4%	371k	46.40	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	11.0	$16M		40k	407.69	View chart
Spdr Series Trust State Street Spd (SPYM)	9.5	$14M	+2%	184k	76.54	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	7.8	$12M	+6%	360k	32.04	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	5.7	$8.5M	+3%	161k	52.43	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	5.6	$8.3M	+6%	150k	54.93	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.8	$5.7M	+2%	8.7k	653.24	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	3.3	$4.9M		26k	184.28	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	3.1	$4.6M		177k	26.26	View chart
Virtus Etf Tr Ii Kar Mid-cap Etf (KMID)	3.1	$4.6M	+5%	191k	23.84	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.0	$4.5M		146k	30.68	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	3.0	$4.4M	+3%	96k	46.07	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.6	$3.9M	+2%	76k	50.61	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	2.5	$3.7M		83k	44.87	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.4	$3.6M	+2%	6.2k	577.17	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	2.3	$3.4M		125k	27.23	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	1.9	$2.8M		42k	67.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$2.4M	-2%	5.0k	479.20	View chart
NVIDIA Corporation (NVDA)	1.2	$1.7M	+2%	10k	174.39	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$1.4M		2.4k	597.49	View chart
Union Pacific Corporation (UNP)	1.0	$1.4M	-3%	5.9k	242.62	View chart
Apple (AAPL)	1.0	$1.4M		5.6k	253.77	View chart
The Alger Etf Trust Mid Cap 40 Etf (FRTY)	0.8	$1.2M	+2%	60k	19.48	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.7	$1.1M		12k	92.76	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.7	$995k		11k	89.86	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.6	$922k	-6%	14k	68.28	View chart
Sofi Technologies (SOFI)	0.6	$829k		52k	15.88	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.5	$798k		2.6k	302.26	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.5	$795k		20k	39.43	View chart
Exxon Mobil Corporation (XOM)	0.5	$782k		4.6k	169.68	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$728k		2.5k	287.13	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$723k		11k	67.53	View chart
Amazon (AMZN)	0.5	$700k	+8%	3.4k	208.27	View chart
Grayscale Coindesk Crypto Usd Shs (GDLC)	0.4	$653k	NEW	21k	31.19	View chart
Tesla Motors (TSLA)	0.4	$624k	+5%	1.7k	371.75	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.4	$607k	-8%	15k	40.19	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$512k		2.0k	261.92	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$507k	-3%	2.0k	257.41	View chart
Grayscale Ethereum Staking Shs New (ETH)	0.3	$488k	+108%	25k	19.86	View chart
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)	0.3	$423k	+7%	22k	19.00	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$411k		3.9k	106.02	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.2	$362k	-8%	4.2k	86.41	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$344k		12k	29.08	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$343k		11k	30.96	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.2	$301k	+4%	7.7k	38.98	View chart
MercadoLibre (MELI)	0.2	$296k		171.00	1729.02	View chart
Microsoft Corporation (MSFT)	0.2	$279k	+9%	753.00	370.10	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$274k		954.00	287.47	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$257k		897.00	286.71	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$245k	-34%	377.00	651.01	View chart
Walt Disney Company (DIS)	0.2	$232k	-3%	2.4k	96.39	View chart
Meta Platforms Cl A (META)	0.2	$231k	+3%	404.00	571.54	View chart
Spdr Series Trust State Street Spd (ONEV)	0.2	$226k	-13%	1.7k	134.15	View chart
Marriott Intl Cl A (MAR)	0.1	$221k		677.00	327.07	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.1	$212k	+36%	7.1k	29.99	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.1	$207k	NEW	1.6k	128.26	View chart
Marvell Technology (MRVL)	0.1	$202k	NEW	2.0k	99.06	View chart
Bitwise Solana Staking Etf Com Shs Of Benef (BSOL)	0.1	$186k	NEW	17k	11.05	View chart

Past Filings by Keystone Financial Services

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

Keystone Financial Services 2026 Q1 filed April 21, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z