Keystone Financial Services, LLC

Est. AUM

$148.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	PUTNAM ETF TRUST	FOCUSED LAR CAP	$17.2M	371324	11.59%	SOLE
2	VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$16.4M	40252	11.04%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$14.1M	183601	9.45%	SOLE
4	PACER FDS TR	SWAN SOS FD OF	$11.5M	360316	7.77%	SOLE
5	J P MORGAN EXCHANGE TRADED F	DIVERSFD EQT ETF	$8.5M	161304	5.69%	SOLE
6	FRANKLIN TEMPLETON ETF TR	US MID CP MLTFCT	$8.3M	150313	5.55%	SOLE
7	ISHARES TR	CORE S&P500 ETF	$5.7M	8675	3.81%	SOLE
8	VANGUARD INDEX FDS	MCAP VL IDXVIP	$4.9M	26385	3.27%	SOLE
9	CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$4.6M	176721	3.12%	SOLE
10	VIRTUS ETF TR II	KAR MID-CAP ETF	$4.6M	191202	3.07%	SOLE
11	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$4.5M	146094	3.01%	SOLE
12	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$4.4M	96394	2.99%	SOLE
13	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$3.9M	76316	2.60%	SOLE
14	PACER FDS TR	US SMALL CAP CAS	$3.7M	83368	2.52%	SOLE
15	INVESCO QQQ TR	UNIT SER 1	$3.6M	6227	2.42%	SOLE
16	CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$3.4M	124865	2.29%	SOLE
17	JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$2.8M	42268	1.91%	SOLE
18	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.4M	5046	1.63%	SOLE
19	NVIDIA CORPORATION	COM	$1.7M	10010	1.17%	SOLE
20	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.4M	2425	0.97%	SOLE
21	UNION PAC CORP	COM	$1.4M	5888	0.96%	SOLE
22	APPLE INC	COM	$1.4M	5592	0.95%	SOLE
23	THE ALGER ETF TRUST	MID CAP 40 ETF	$1.2M	60275	0.79%	SOLE
24	FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$1.1M	11621	0.73%	SOLE
25	ISHARES TR	MORNINGSTR US EQ	$995K	11071	0.67%	SOLE
26	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$921K	13495	0.62%	SOLE
27	SOFI TECHNOLOGIES INC	COM	$829K	52201	0.56%	SOLE
28	VANGUARD INDEX FDS	SML CP GRW ETF	$798K	2641	0.54%	SOLE
29	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$795K	20156	0.53%	SOLE
30	EXXON MOBIL CORP	COM	$782K	4610	0.53%	SOLE
31	VANGUARD INDEX FDS	MID CAP ETF	$728K	2536	0.49%	SOLE
32	ISHARES TR	CORE S&P MCP ETF	$723K	10702	0.49%	SOLE
33	AMAZON COM INC	COM	$700K	3362	0.47%	SOLE
34	GRAYSCALE COINDESK CRYPTO	USD SHS	$653K	20940	0.44%	SOLE
35	TESLA INC	COM	$624K	1678	0.42%	SOLE
36	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$607K	15113	0.41%	SOLE
37	VANGUARD INDEX FDS	SMALL CP ETF	$512K	1954	0.34%	SOLE
38	VANGUARD INDEX FDS	MCAP GR IDXVIP	$507K	1970	0.34%	SOLE
39	GRAYSCALE ETHEREUM STAKING	SHS NEW	$488K	24566	0.33%	SOLE
40	HARTFORD FDS EXCHANGE TRADED	SCHRDRS TAX BD	$423K	22283	0.28%	SOLE
41	PROSHARES TR	S&P 500 DV ARIST	$411K	3875	0.28%	SOLE
42	PROSHARES TR	S&P MDCP 400 DIV	$362K	4187	0.24%	SOLE
43	SCHWAB STRATEGIC TR	US SML CAP ETF	$344K	11836	0.23%	SOLE
44	SCHWAB STRATEGIC TR	US MID-CAP ETF	$343K	11066	0.23%	SOLE
45	COLUMBIA ETF TR I	RESH ENHNC COR	$301K	7729	0.20%	SOLE
46	MERCADOLIBRE INC	COM	$296K	171	0.20%	SOLE
47	MICROSOFT CORP	COM	$279K	753	0.19%	SOLE
48	ALPHABET INC	CAP STK CL A	$274K	954	0.18%	SOLE
49	ALPHABET INC	CAP STK CL C	$257K	897	0.17%	SOLE
50	STATE STR SPDR S&P 500 ETF T	TR UNIT	$245K	377	0.16%	SOLE

1–50 of 58

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.