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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, JPSE, and represent 46.13% of Keystone Financial Services's stock portfolio.
Added to shares of these 10 stocks: VOOG (+$16M), NVDA, AVUV, RWK, VO, GDLC, VNLA, AMAT, PSFF, TMSL.
Started 4 new stock positions in AMAT, TMSL, AVUV, VNLA.
Reduced shares in these 10 stocks: UNP, VOE, CALF, JPST, , AAPL, BRK.B, JHMM, HTAB, QQQ.
Sold out of its position in META.
Keystone Financial Services was a net buyer of stock by $19M.
Keystone Financial Services has $166M in assets under management (AUM), dropping by 11.95%.
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 61 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	11.7	$19M	+484%	235k	82.62	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	11.3	$19M		370k	50.95	View chart
Spdr Series Trust St Str P500etf (SPYM)	9.7	$16M		183k	87.88	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	7.6	$13M	+2%	369k	34.31	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	5.8	$9.7M		161k	60.17	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	5.3	$8.9M	+2%	153k	57.88	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.9	$6.6M		8.8k	748.92	View chart
Virtus Etf Tr Ii Kar Mid-cap Etf (KMID)	3.0	$5.0M	+4%	199k	25.09	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	2.8	$4.7M	+2%	181k	26.18	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.8	$4.6M		146k	31.71	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	2.7	$4.5M	-13%	23k	197.60	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.7	$4.5M		6.1k	736.44	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	2.7	$4.4M		96k	46.05	View chart
NVIDIA Corporation (NVDA)	2.2	$3.7M	+84%	19k	200.09	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	2.2	$3.7M	-13%	72k	50.61	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.1	$3.5M	-8%	70k	50.57	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	2.1	$3.5M	+2%	128k	27.33	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	1.8	$3.1M	-2%	41k	74.96	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.5	$2.4M	-4%	4.8k	500.39	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$1.7M	+3%	2.5k	686.81	View chart
The Alger Etf Trust Mid Cap 40 Etf (FRTY)	0.9	$1.5M	+3%	62k	24.82	View chart
Apple (AAPL)	0.9	$1.5M	-7%	5.2k	289.37	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.7	$1.1M	-2%	11k	103.65	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.6	$1.1M		13k	81.06	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.6	$1.1M	-2%	11k	93.92	View chart
Sofi Technologies (SOFI)	0.6	$927k		52k	17.93	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.6	$920k	-4%	2.5k	365.66	View chart
Grayscale Coindesk Crypto Usd Shs (GDLC)	0.5	$913k	+65%	35k	26.39	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.5	$910k	+286%	6.2k	146.26	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.5	$871k		20k	43.14	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.5	$826k	NEW	6.6k	124.76	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$818k		11k	77.11	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$806k	+294%	10k	80.57	View chart
Amazon (AMZN)	0.5	$797k		3.3k	238.34	View chart
Tesla Motors (TSLA)	0.5	$782k	+10%	1.9k	420.60	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.4	$739k	+3%	16k	47.20	View chart
Marvell Technology (MRVL)	0.4	$631k	+3%	2.1k	297.92	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$605k		2.0k	306.36	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$584k		1.9k	303.13	View chart
Exxon Mobil Corporation (XOM)	0.3	$558k	-11%	4.1k	136.71	View chart
Grayscale Ethereum Staking Shs New (ETH)	0.3	$521k	+41%	35k	15.03	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$435k	+99%	7.7k	56.16	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$428k		12k	36.13	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$409k		11k	36.87	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.2	$401k	+4%	4.4k	91.58	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.2	$344k	NEW	7.0k	48.87	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.2	$344k	+2%	7.9k	43.28	View chart
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)	0.2	$338k	-20%	18k	19.18	View chart
Union Pacific Corporation (UNP)	0.2	$334k	-79%	1.2k	272.06	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$327k	+3%	926.00	353.30	View chart
Applied Materials (AMAT)	0.2	$325k	NEW	450.00	723.00	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$320k	-6%	896.00	357.21	View chart
MercadoLibre (MELI)	0.2	$290k		171.00	1697.39	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$282k		378.00	746.36	View chart
T Rowe Price Exchange-traded Small Mid Cap (TMSL)	0.2	$277k	NEW	6.3k	43.85	View chart
Microsoft Corporation (MSFT)	0.2	$263k	-6%	704.00	373.15	View chart
Spdr Series Trust St Str R1k Lowv (ONEV)	0.2	$262k	+8%	1.8k	143.10	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.2	$252k	+37%	9.7k	25.95	View chart
Marriott Intl Cl A (MAR)	0.2	$251k		677.00	370.59	View chart
Walt Disney Company (DIS)	0.1	$230k		2.4k	96.25	View chart
Bitwise Solana Staking Etf Com Shs Of Benef (BSOL)	0.1	$189k	+12%	19k	10.01	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 Q2 filed July 24, 2026
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

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