What does Keystone Financial Services, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SEC 13F Filing: Keystone Financial Services, LLC

1. Portfolio Overview

Keystone Financial Services, LLC has reported a significant expansion in its investment portfolio for the quarter ending December 31, 2025. The total portfolio value surged by 92.2%, growing from $76.41M to $146.83M. This dramatic increase is attributable to a combination of net new capital inflows and market appreciation, as evidenced by the addition of 24 new positions. The firm ...

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

PVAL

PUTNAM ETF TRUST

$17M371K11.6%

VOOG

VANGUARD ADMIRAL FDS INC

$16M40K11.0%

SPYM

SPDR SERIES TRUST

$14M184K9.5%

PSFF

PACER FDS TR

$12M360K7.8%

JPSE

J P MORGAN EXCHANGE TRADED F

$8M161K5.7%

FLQM

FRANKLIN TEMPLETON ETF TR

$8M150K5.6%

IVV

ISHARES TR

$6M9K3.8%

VOE

VANGUARD INDEX FDS

$5M26K3.3%

CGCB

CAPITAL GRP FIXED INCM ETF T

$5M177K3.1%

KMID

VIRTUS ETF TR II

$5M191K3.1%

Filing history

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