13F Insight
DOSSIER · 13F-HR · Q4 2025

Keystone Financial Services

$331M in tracked AUM across 261 positions as of Q4 2025.

KF
CIK 0001865158 · last filed Dec 31, 2025
Total AUM
$331M
as of Q4 2025
Holdings
261
—
positions
Whale Score
42
42
tracked
Activity
—
no data
changes this Q
AI Analysis · Q4 2025

Keystone Financial Services filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$27M40K8.3%02
DYNF
BLACKROCK ETF TRUST
$25M417K7.6%03
IUSB
ISHARES TR
$23M498K7.0%04
IVW
ISHARES TR
$23M185K6.9%05
IVE
ISHARES TR
$21M101K6.5%06
QUAL
ISHARES TR
$21M106K6.4%07
EFV
ISHARES TR
$21M295K6.4%08
IEMG
ISHARES INC
$17M258K5.2%09
OEF
ISHARES TR
$17M50K5.2%10
THRO
BLACKROCK ETF TRUST
$10M255K3.0%

Filing history

2025Q4Dec 31
$331M▲ 2.7%
261 positionsView →2025Q3Sep 30
$323M▲ 9.8%
271 positionsView →2025Q2Jun 30
$294M▲ 12.0%
249 positionsLocked2025Q1Mar 31
$262M▲ 0.5%
216 positionsLocked2024Q4Dec 31
$261M▲ 1.3%
223 positionsLocked2024Q3Sep 30
$258M▲ 6.9%
216 positionsLocked2024Q2Jun 30
$241M▲ 5.3%
200 positionsLocked2024Q1Mar 31
$229M▲ 8.3%
199 positionsLocked2023Q4Dec 31
$212M▲ 12.0%
190 positionsLocked2023Q3Sep 30
$189M▼ 3.5%
171 positionsLocked2023Q2Jun 30
$196M▲ 4.9%
173 positionsLocked2023Q1Mar 31
$187M▲ 0.4%
183 positionsLocked
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