13F Insight
DOSSIER · 13F-HR · Q2 2026

Keystone Financial Services

$388M in tracked AUM across 283 positions as of Q2 2026.

KF
CIK 0001865158 · last filed Jun 30, 2026
Total AUM
$388M
as of Q2 2026
Holdings
283
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Keystone Financial Services filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$69M92K17.7%02
IUSB
ISHARES TR
$30M640K7.6%03
IVW
ISHARES TR
$27M196K6.9%04
DYNF
BLACKROCK ETF TRUST
$26M381K6.7%05
IVE
ISHARES TR
$23M101K5.9%06
IEMG
ISHARES INC
$16M188K4.0%07
EFG
ISHARES TR
$14M109K3.5%08
BAI
BLACKROCK ETF TRUST
$13M248K3.4%09
MTUM
ISHARES TR
$11M32K2.8%10
BLCR
BLACKROCK ETF TRUST
$10M202K2.6%

Filing history

2026Q2Jun 30
$388M▲ 17.3%
283 positionsView →2025Q4Dec 31
$331M▲ 2.7%
261 positionsView →2025Q3Sep 30
$323M▲ 9.8%
271 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 17