Keystone Financial Services

Keystone Financial Services as of March 31, 2026

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