Keystone Financial Services, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, Keystone Financial Services, LLC held in its portfolio 53 assets valued at $146,828,239 (i.e. $146.83M).
The most valuable assets in the portfolio included: VANGUARD ADMIRAL FDS INC ($17.59M), PUTNAM ETF TRUST ($16.20M), and SPDR SERIES TRUST ($14.70M).
The chart below shows the top 10 valuable assets, and the table below shows the top 53 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Keystone Financial Services, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD ADMIRAL FDS INC | 39563 | 17589145 | 500 GRTH IDX F |
| PUTNAM ETF TRUST | 355400 | 16195577 | FOCUSED LAR CAP |
| SPDR SERIES TRUST | 181948 | 14699367 | STATE STREET SPD |
| PACER FDS TR | 337465 | 10910243 | SWAN SOS FD OF |
| FRANKLIN TEMPLETON ETF TR | 141060 | 7936036 | US MID CP MLTFCT |
| J P MORGAN EXCHANGE TRADED F | 156573 | 7840230 | DIVERSFD EQT ETF |
| ISHARES TR | 8468 | 5799879 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 26161 | 4640263 | MCAP VL IDXVIP |
| CAPITAL GRP FIXED INCM ETF T | 174665 | 4632103 | CORE BOND ETF |
| VIRTUS ETF TR II | 181145 | 4416304 | KAR MID-CAP ETF |
| J P MORGAN EXCHANGE TRADED F | 93174 | 4313042 | INCOME ETF |
| SCHWAB STRATEGIC TR | 147611 | 4048982 | US DIVIDEND EQ |
| J P MORGAN EXCHANGE TRADED F | 74482 | 3768033 | ULTRA SHRT ETF |
| INVESCO QQQ TR | 6078 | 3733610 | UNIT SER 1 |
| PACER FDS TR | 82220 | 3648094 | US SMALL CAP CAS |
| CAPITAL GRP FIXED INCM ETF T | 122741 | 3390116 | US MULTI-SECTOR |
| JOHN HANCOCK EXCHANGE TRADED | 42123 | 2758218 | MULTIFACTOR MI |
| BERKSHIRE HATHAWAY INC DEL | 5165 | 2596187 | CL B NEW |
| NVIDIA CORPORATION | 9731 | 1814746 | COM |
| APPLE INC | 5675 | 1542719 | COM |
| VANGUARD INDEX FDS | 2440 | 1530148 | S&P 500 ETF SHS |
| UNION PAC CORP | 6082 | 1406841 | COM |
| SOFI TECHNOLOGIES INC | 51601 | 1350914 | COM |
| THE ALGER ETF TRUST | 58768 | 1237295 | MID CAP 40 ETF |
| FIRST TR EXCHANGE-TRADED FD | 11704 | 1082717 | CAP STRENGTH ETF |
| ISHARES TR | 11100 | 1047592 | MORNINGSTR US EQ |
| FIRST TR EXCHANGE TRADED FD | 14376 | 998679 | RISNG DIVD ACHIV |
| VANGUARD INDEX FDS | 2659 | 803376 | SML CP GRW ETF |
| FIRST TR EXCHANGE-TRADED FD | 19815 | 759321 | SMID RISNG ETF |
| VANGUARD INDEX FDS | 2552 | 740671 | MID CAP ETF |
| CAPITAL GROUP GROWTH ETF | 16572 | 736968 | SHS CREATION UNI |
| AMAZON COM INC | 3104 | 716465 | COM |
| TESLA INC | 1586 | 713256 | COM |
| ISHARES TR | 10736 | 708549 | CORE S&P MCP ETF |
| VANGUARD INDEX FDS | 2038 | 568900 | MCAP GR IDXVIP |
| EXXON MOBIL CORP | 4596 | 553038 | COM |
| VANGUARD INDEX FDS | 1988 | 512837 | SMALL CP ETF |
| PROSHARES TR | 3916 | 407509 | S&P 500 DV ARIST |
| HARTFORD FDS EXCHANGE TRADED | 20813 | 398575 | SCHRDRS TAX BD |
| SPDR S&P 500 ETF TR | 574 | 391376 | TR UNIT |
| PROSHARES TR | 4553 | 383456 | S&P MDCP 400 DIV |
| SCHWAB STRATEGIC TR | 11980 | 341191 | US SML CAP ETF |
| MERCADOLIBRE INC | 169 | 340410 | COM |
| SCHWAB STRATEGIC TR | 11053 | 332374 | US MID-CAP ETF |
| MICROSOFT CORP | 686 | 331617 | COM |
| GRAYSCALE ETHEREUM MINI TR E | 11758 | 329929 | SHS NEW |
| COLUMBIA ETF TR I | 7402 | 302287 | RESH ENHNC COR |
| ALPHABET INC | 944 | 295561 | CAP STK CL A |
| DISNEY WALT CO | 2486 | 282864 | COM |
| ALPHABET INC | 896 | 281198 | CAP STK CL C |
| META PLATFORMS INC | 392 | 258971 | CL A |
| MARRIOTT INTL INC NEW | 677 | 210032 | CL A |
| GRAYSCALE BITCOIN MINI TR ET | 5175 | 200428 | SHS NEW |
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