Institutions / Keystone Financial Services

Keystone Financial Services

CIK 1865158 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$331.27M
Positions
121
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
iShares Trโ€”$27.44M40,0688.3%
BlackRock ETF Trust - iShares International Country Rotation Active ETFโ€”$25.34M416,7367.6%
iShares Trโ€”$23.19M498,2467.0%
iShares Trโ€”$22.82M185,1076.9%
iShares Trโ€”$21.40M100,9346.5%
iShares MSCI UAE ETFโ€”$21.10M106,2196.4%
iShares Trโ€”$21.06M294,9196.4%
iShares Incโ€”$17.37M258,3605.2%
iShares Trโ€”$17.08M49,8145.2%
BlackRock ETF Trustโ€”$9.85M255,3843.0%
iShares Trโ€”$8.78M86,3242.6%
BlackRock ETF Trustโ€”$8.47M254,4912.6%
iShares MSCI UAE ETFโ€”$7.14M28,5332.2%
iShares Trโ€”$6.14M64,5281.9%
iShares Gold Trโ€”$5.29M65,2071.6%
iShares Trโ€”$4.95M98,9691.5%
BlackRock ETF Trust IIโ€”$3.67M69,5321.1%
iShares Trโ€”$3.48M16,1891.0%
Alphabet Inc.โ€”$3.40M10,8421.0%
Warren E. Buffettโ€”$3.15M6,2691.0%
iShares Trโ€”$3.07M26,9880.9%
JPMorgan Chase & Coโ€”$2.84M8,8160.9%
Meta Platforms Incโ€”$2.21M3,3410.7%
Schwab Charles Corpโ€”$2.01M20,1620.6%
Microsoft Corpโ€”$2.00M4,1320.6%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.