DOSSIER · 13F-HR · Q1 2026

KEYNOTE FINANCIAL SERVICES LLC

$188M in tracked AUM across 174 positions as of Q1 2026.

KF
CIK 0002026127 · last filed Mar 31, 2026
Total AUM
$188M
as of Q1 2026
Holdings
174
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

KEYNOTE FINANCIAL SERVICES LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$10M38K5.1%
02
VUSB
VANGUARD BD INDEX FNDS
$9M178K4.7%
03
ABBV
ABBVIE INC
$9M39K4.5%
04
BRK/B
BERKSHIRE HATHAWAY INC.
$5M11K2.9%
05
RTX
RTX CORP
$5M28K2.8%
06
GOOGL
ALPHABET INC.
$5M16K2.5%
07
LITE
LUMENTUM HOLDINGS INC
$4M6K2.1%
08
MSFT
MICROSOFT CORP
$4M11K2.1%
09
T
A T & T INC
$4M122K1.9%
10
INTC
INTEL CORP
$3M79K1.9%

Filing history

2026Q1Mar 31
$188M 5.1%
174 positionsView →
2025Q4Dec 31
$179M 170.0%
168 positionsView →
2025Q3Sep 30
$66M 55.5%
70 positionsView →
2025Q2Jun 30
$149M 6.2%
162 positionsLocked
2025Q1Mar 31
$140M 7.4%
158 positionsLocked
2024Q4Dec 31
$130M 0.4%
152 positionsLocked
2024Q3Sep 30
$131M 9.5%
156 positionsLocked
2024Q2Jun 30
$120M 0.3%
150 positionsLocked
2024Q1Mar 31
$119M
151 positionsLocked