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Keystone Financial Services

All holdings · as of Dec 31, 2025

121 positions

CompanyClassValueShares% of portfolio
ORACLE CORP—$806.1K4,1360.2%
DIMENSIONAL ETF TRUST—$794.6K20,0700.2%
EXXON MOBIL CORP—$788.3K6,5510.2%
VANGUARD INDEX FDS—$752.1K2,2430.2%
EBAY INC—$744.1K8,5430.2%
SANOFI—$709.4K14,6390.2%
SPDR S&P 500 ETF TR—$699.5K1,0260.2%
BANK OF AMERICA CORP /DE—$685.1K12,4560.2%
INVESCO QQQ TR—$661.4K1,0770.2%
RTX Corp—$660.0K3,5990.2%
ISHARES TR—$644.8K27,5720.2%
OMNICOM GROUP INC.—$613.3K7,5950.2%
VANGUARD INDEX FDS—$604.6K2,3440.2%
VANGUARD INDEX FDS—$587.0K9360.2%
Elevance Health Inc—$571.8K1,6310.2%
SELECT SECTOR SPDR TR—$567.7K3,9430.2%
ISHARES TR—$559.5K9,7170.2%
iShares MSCI UAE ETF—$522.8K5,9980.2%
DIMENSIONAL ETF TRUST—$464.8K14,2020.1%
CarMax Inc—$446.2K11,5480.1%
iShares MSCI UAE ETF—$442.1K19,2000.1%
iShares MSCI UAE ETF—$437.9K4,2770.1%
ISHARES INC—$424.3K9,6070.1%
ISHARES TR—$411.1K4,1740.1%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$381.2K1,2540.1%
Allegion plc—$379.9K2,3860.1%
RENTOKIL INITIAL PLC—$366.0K12,4220.1%
ISHARES INC—$362.2K4,9840.1%
Cencora Inc—$358.4K1,0610.1%
Warner Bros. Discovery, Inc.—$355.4K12,3330.1%
AMPHENOL CORP /DE—$343.3K2,5400.1%
ENBRIDGE INC—$338.8K7,0830.1%
NORTHERN TRUST CORP—$331.5K2,4270.1%
QUALCOMM INC/DE—$321.6K1,8800.1%
PEPSICO INC—$320.1K2,2300.1%
Arista Networks, Inc.ANETCommon Stock$298.8K2,2810.1%
IQVIA HOLDINGS INC.—$293.5K1,3020.1%
Warner Music Group Corp—$289.3K9,4330.1%
ISHARES TR—$283.6K2,9820.1%
CITIGROUP INC—$282.4K2,4200.1%
CORNING INC /NY—$276.0K3,1530.1%
Yum China Holdings, Inc.YUMCCommon Stock$271.4K5,6860.1%
Affiliated Managers Group Inc—$268.7K9320.1%
AppLovin Corp—$266.0K3950.1%
ISHARES BITCOIN TRUST ETF—$262.4K5,2840.1%
SoFi Technologies, Inc.—$260.4K9,9450.1%
ISHARES TR—$257.4K8,0330.1%
SPDR INDEX SHS FDS—$253.9K5,7180.1%
Ingredion Inc—$245.7K2,2280.1%
NATIONAL FUEL GAS CO—$241.1K3,0120.1%
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