13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002046033
Total reported value
$166.4M
$166.4M
53 檔
38.7%
As reported in its official Q3 2025 Form 13F filing, Keystone Financial Services, LLC's tracked investment portfolio stood at $166.4M with 53 total positions.
In Q3 2025, Keystone Financial Services, LLC displayed an active expansion posture, initiating 7 new positions and adding to 31 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 12.15% | +0.63% | -0.13% | |
| 2 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 10.47% | -0.26% | +2.60% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 9.78% | +0.24% | +1.97% | |
| 4 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-Other | 7.30% | -0.16% | +2.93% | |
| 5 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 5.40% | -0.22% | +3.90% | |
| 6 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 5.36% | +0.15% | +2.10% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.96% | +0.13% | -1.64% | |
| 8 | CGCB | Cap Group Core Bond | ETF-Other | 3.17% | -0.28% | +5.08% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 3.14% | -0.55% | +1.60% | |
| 10 | KMID | Virtus Kar Mid-cap ETF | ETF-Other | 3.05% | -0.07% | +3.64% | |
| 11 | JPIE | Jpmorgan Income ETF | ETF-Other | 2.96% | -0.33% | +4.24% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.85% | -0.23% | -2.04% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.58% | -0.48% | +4.61% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.54% | +0.28% | -0.72% | |
| 15 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 2.47% | -0.32% | +3.84% | |
| 16 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 2.32% | -0.18% | +5.42% | |
| 17 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 1.91% | -0.06% | -3.47% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.73% | -0.18% | +2.54% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.34% | +1.05% | +1.18% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | +0.07% | +17.13% | |
| 21 | UNP | Union Pacific CORP | Stock-Industrials | 1.01% | -0.76% | -1.60% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.00% | -0.05% | +0.12% | |
| 23 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.95% | — | -1.91% | |
| 24 | FRTY | Alger Mid Cap 40 ETF | ETF-Other | 0.91% | +0.14% | +2.82% | |
| 25 | FTCS | First Trust Capital Strength | ETF-Other | 0.82% | -0.09% | -3.68% | |
| 26 | ILCB | Ishares Morningstar U.s. Equ | ETF-Other | 0.72% | — | -0.44% | |
| 27 | RDVY | First Trust Rising Dividend | ETF-Other | 0.69% | +0.02% | -0.80% | |
| 28 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.55% | +0.01% | +3.73% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.52% | -0.01% | +0.43% | |
| 30 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.52% | -0.01% | +2.25% | |
| 31 | CGGR | Cap Group Growth Equity | ETF-Other | 0.50% | +0.03% | +1.12% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | +0.05% | — | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.49% | — | +0.02% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | +0.01% | +1.44% | |
| 35 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.43% | +0.02% | -2.43% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.19% | +0.07% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.35% | +0.01% | +0.20% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.32% | — | +0.15% | |
| 39 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.28% | -0.02% | +0.67% | |
| 40 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.28% | -0.03% | -0.59% | |
| 41 | HTAB | Hartford Schroders Tax Aware | ETF-Other | 0.27% | -0.08% | +7.65% | |
| 42 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.26% | — | -4.65% | |
| 43 | LW | Lamb Weston Holdings Inc | Stock-Consumer Staples | 0.25% | — | -25.10% | |
| 44 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.25% | +0.03% | -1.97% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.25% | -0.03% | +1.64% | |
| 46 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.25% | +0.02% | +0.20% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.20% | -0.02% | -0.28% | |
| 48 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.19% | +0.01% | +1.66% | |
| 49 | ETH | Grayscale Ethereum Staking M | ETF-Other | 0.19% | -0.02% | — | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.19% | -0.16% | EXIT |
According to official SEC Form 13F filings, Keystone Financial Services, LLC reported a total U.S. public equity portfolio value of $166.4M across 53 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOOG, PVAL, SPYM) accounted for 38.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
DIS
市值: $284.7K
Top Position Liquidated / Trimmed
VBR
前期市值: $205.2K
During Q3 2025, Keystone Financial Services, LLC's top holdings by market value included VOOG (12.2%)、PVAL (10.5%)、SPYM (9.8%). The largest single position, VOOG, represented 12.2% of total portfolio value.
In Q3 2025, Keystone Financial Services, LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 31 positions, trimming 11 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.