Institutions / Keystone Financial Services, LLC
Keystone Financial Services, LLC
CIK 2046033 · Institution · as of Dec 31, 2025
Portfolio value
$146.83M
Positions
54
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 54 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Admiral Fds Inc | $17.59M | 12.0% |
| Putnam ETF Trust | $16.20M | 11.0% |
| SPDR Series Trust | $14.44M | 9.8% |
| Pacer Fds Tr | $10.91M | 7.4% |
| Franklin Templeton ETF Tr | $7.94M | 5.4% |
| J P Morgan Exchange Traded F | $7.84M | 5.3% |
| iShares Tr | $5.80M | 4.0% |
| Vanguard Index Fds | $4.64M | 3.2% |
| Capital Grp Fixed Incm ETF T | $4.63M | 3.2% |
| Virtus ETF Tr II | $4.42M | 3.0% |
| J P Morgan Exchange Traded F | $4.31M | 2.9% |
| Schwab Strategic Tr | $4.05M | 2.8% |
| J P Morgan Exchange Traded F | $3.77M | 2.6% |
| Invesco Qqq Tr | $3.73M | 2.5% |
| Pacer Fds Tr | $3.65M | 2.5% |
| Capital Grp Fixed Incm ETF T | $3.39M | 2.3% |
| John Hancock Exchange Traded | $2.76M | 1.9% |
| Warren E. Buffett | $2.60M | 1.8% |
| NVIDIA Corp | $1.81M | 1.2% |
| Apple Inc. | $1.54M | 1.1% |
| Vanguard Index Fds | $1.53M | 1.0% |
| Union Pacific Corp | $1.41M | 1.0% |
| SoFi Technologies, Inc. | $1.35M | 0.9% |
| The Alger ETF Trust | $1.24M | 0.8% |
| First Tr Exchange-Traded Fd | $1.08M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.