§ 13F · FUND PROFILE
Keystone Financial Services, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $142.9T (13F)Positions · 53Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$491.2B 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 JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOOG | VANGUARD ADMIRAL FDS INC | 40K | $17.6T | 12.0% | −1% |
| 2 | PVAL | PUTNAM ETF TRUST | 355K | $16.2T | 11.0% | +2% |
| 3 | SPYM | SPDR SERIES TRUST | 180K | $14.4T | 9.8% | +1% |
| 4 | PSFF | PACER FDS TR | 337K | $10.9T | 7.4% | +2% |
| 5 | FLQM | FRANKLIN TEMPLETON ETF TR | 141K | $7.9T | 5.4% | +3% |
| 6 | JPSE | J P MORGAN EXCHANGE TRADED F | 157K | $7.8T | 5.3% | +2% |
| 7 | IVV | ISHARES TR | 8K | $5.8T | 4.0% | ±0% |
| 8 | VOE | VANGUARD INDEX FDS | 26K | $4.6T | 3.2% | +2% |
| 9 | CGCB | CAPITAL GRP FIXED INCM ETF T | 175K | $4.6T | 3.2% | +2% |
| 10 | KMID | VIRTUS ETF TR II | 181K | $4.4T | 3.0% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KEYSTONE SIGNAL
AC read
Keystone Financial Services, LLC is a Other fund managing $142875.8 trillion in assets. The fund runs a portfolio of 53 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2024
Steady book
+0 buys · −0 exits · 0 changed