§ 13F · FUND PROFILE
Keystone Financial Services.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $323M (13F)Positions · 271Turnover · — · Q1Filed · May 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 36K | $23M | 6.8% | +39% |
| 2 | IVE | ISHARES TR | 79K | $17M | 4.9% | +22% |
| 3 | IUSB | ISHARES TR | 344K | $16M | 4.7% | −1% |
| 4 | IVW | ISHARES TR | 131K | $15M | 4.4% | +9% |
| 5 | DYNF | BLACKROCK ETF TRUST | 246K | $14M | 4.2% | −9% |
| 6 | IVV | ISHARES TR | 20K | $13M | 3.9% | — |
| 7 | IEMG | ISHARES INC | 180K | $13M | 3.7% | +7% |
| 8 | EFV | ISHARES TR | 159K | $12M | 3.5% | −16% |
| 9 | IVE | ISHARES TR | 44K | $9M | 2.7% | — |
| 10 | IVW | ISHARES TR | 71K | $8M | 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 $323 million in assets. The fund runs a broad portfolio of 271 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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