§ 13F · FUND PROFILE
Keystone Financial Services, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $143M (13F)Positions · 53Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M 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 APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | PVAL | PUTNAM ETF TRUST | 371K | $17M | 11.6% | +4% |
| 2 | VOOG | VANGUARD ADMIRAL FDS INC | 40K | $16M | 11.0% | +2% |
| 3 | SPYM | SPDR SERIES TRUST | 184K | $14M | 9.5% | +2% |
| 4 | PSFF | PACER FDS TR | 360K | $12M | 7.8% | +7% |
| 5 | JPSE | J P MORGAN EXCHANGE TRADED F | 161K | $8M | 5.7% | +3% |
| 6 | FLQM | FRANKLIN TEMPLETON ETF TR | 150K | $8M | 5.6% | +7% |
| 7 | IVV | ISHARES TR | 9K | $6M | 3.8% | +2% |
| 8 | VOE | VANGUARD INDEX FDS | 26K | $5M | 3.3% | +1% |
| 9 | CGCB | CAPITAL GRP FIXED INCM ETF T | 177K | $5M | 3.1% | +1% |
| 10 | KMID | VIRTUS ETF TR II | 191K | $5M | 3.1% | +6% |
§ 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 $143 million in assets. The fund runs a portfolio of 53 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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed