§ 13F · FUND PROFILE
Keystone Financial Services.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $294.0T (13F)Positions · 249Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 25K | $16.8T | 5.1% | +63% |
| 2 | IUSB | ISHARES TR | 335K | $15.6T | 4.7% | −8% |
| 3 | DYNF | BLACKROCK ETF TRUST | 256K | $15.6T | 4.7% | +17% |
| 4 | IVW | ISHARES TR | 114K | $14.0T | 4.2% | +1% |
| 5 | IVE | ISHARES TR | 62K | $13.2T | 4.0% | +11% |
| 6 | EFV | ISHARES TR | 179K | $12.8T | 3.9% | −15% |
| 7 | QUAL | ISHARES TR | 63K | $12.5T | 3.8% | −20% |
| 8 | IEMG | ISHARES INC | 159K | $10.7T | 3.2% | +16% |
| 9 | IVV | ISHARES TR | 16K | $10.6T | 3.2% | +3% |
| 10 | OEF | ISHARES TR | 31K | $10.6T | 3.2% | +68% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KEYSTONE SIGNAL
AC read
Keystone Financial Services is a Other fund managing $293956.9 trillion in assets. The fund runs a broad portfolio of 249 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed