Keystone Financial Services

Keystone Financial Services as of Dec. 31, 2025

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