§ 13F · FUND PROFILE
Keystone Financial Services.
AUM · $388M (13F)Positions · 283Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$16M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 59K | $44M | 11.3% | +65% |
| 2 | IVV | ISHARES TR | 33K | $25M | 6.4% | — |
| 3 | IUSB | ISHARES TR | 444K | $20M | 5.3% | +30% |
| 4 | IVW | ISHARES TR | 129K | $18M | 4.6% | −3% |
| 5 | DYNF | BLACKROCK ETF TRUST | 250K | $17M | 4.4% | +1% |
| 6 | IVE | ISHARES TR | 66K | $15M | 3.9% | −18% |
| 7 | IEMG | ISHARES INC | 125K | $10M | 2.7% | −32% |
| 8 | IVW | ISHARES TR | 67K | $9M | 2.4% | — |
| 9 | IUSB | ISHARES TR | 197K | $9M | 2.3% | — |
| 10 | DYNF | BLACKROCK ETF TRUST | 131K | $9M | 2.3% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KEYSTONE SIGNAL
AC read
Keystone Financial Services is a Other fund managing $388 million in assets. The fund runs a broad portfolio of 283 positions.
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