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CIK: 0002046033
Total reported value
$166.4M
$166.4M
54 檔
40.3%
The Q4 2025 SEC filing reveals that Keystone Financial Services, LLC held a total portfolio value of $166.4M, covering 54 public equity positions.
In Q4 2025, Keystone Financial Services, LLC displayed an active expansion posture, initiating 2 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 | 11.98% | +0.63% | -0.79% | |
| 2 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 11.03% | -0.26% | +1.51% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 9.83% | +0.24% | +0.86% | |
| 4 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-Other | 7.43% | -0.16% | +2.19% | |
| 5 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 5.40% | -0.22% | +3.22% | |
| 6 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 5.34% | +0.15% | +1.75% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.95% | +0.13% | +0.17% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 3.16% | -0.55% | +1.96% | |
| 9 | CGCB | Cap Group Core Bond | ETF-Other | 3.15% | -0.28% | +2.44% | |
| 10 | KMID | Virtus Kar Mid-cap ETF | ETF-Other | 3.01% | -0.07% | +2.71% | |
| 11 | JPIE | Jpmorgan Income ETF | ETF-Other | 2.94% | -0.33% | +2.40% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.76% | -0.23% | -0.98% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.57% | -0.48% | +2.34% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.54% | +0.28% | +0.61% | |
| 15 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 2.48% | -0.32% | +2.00% | |
| 16 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 2.31% | -0.18% | +2.60% | |
| 17 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 1.88% | -0.06% | +0.01% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.77% | -0.18% | +4.77% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.24% | +1.05% | -5.16% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.05% | -0.05% | +0.91% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.04% | +0.07% | -0.61% | |
| 22 | UNP | Union Pacific CORP | Stock-Industrials | 0.96% | -0.76% | — | |
| 23 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.92% | — | +0.52% | |
| 24 | FRTY | Alger Mid Cap 40 ETF | ETF-Other | 0.84% | +0.14% | +0.93% | |
| 25 | FTCS | First Trust Capital Strength | ETF-Other | 0.74% | -0.09% | -6.84% | |
| 26 | ILCB | Ishares Morningstar U.s. Equ | ETF-Other | 0.71% | — | -0.88% | |
| 27 | RDVY | First Trust Rising Dividend | ETF-Other | 0.68% | +0.02% | -2.12% | |
| 28 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.55% | +0.01% | +0.72% | |
| 29 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.52% | -0.01% | +1.29% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.50% | -0.01% | -0.08% | |
| 31 | CGGR | Cap Group Growth Equity | ETF-Other | 0.50% | +0.03% | +2.07% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | +0.01% | +0.45% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | +0.05% | — | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.48% | — | +0.02% | |
| 35 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.39% | +0.02% | -2.30% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.19% | +0.09% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.35% | +0.01% | +0.35% | |
| 38 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.28% | -0.02% | +0.38% | |
| 39 | HTAB | Hartford Schroders Tax Aware | ETF-Other | 0.27% | -0.08% | +3.32% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.27% | — | -16.45% | |
| 41 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.26% | — | +2.82% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.23% | +0.03% | -5.89% | |
| 43 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.23% | -0.03% | — | |
| 44 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.23% | +0.02% | -6.47% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | -0.03% | +0.88% | |
| 46 | ETH | Grayscale Ethereum Staking M | ETF-Other | 0.22% | -0.02% | +72.43% | |
| 47 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.21% | +0.01% | +8.71% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | +0.01% | -0.94% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.19% | -0.02% | — | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.19% | +0.03% | — |
According to official SEC Form 13F filings, Keystone Financial Services, LLC reported a total U.S. public equity portfolio value of $166.4M across 54 disclosed positions in Q4 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 40.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
GOOG
市值: $281.2K
Top Position Liquidated / Trimmed
LW
前期市值: $362.2K
During Q4 2025, Keystone Financial Services, LLC's top holdings by market value included VOOG (12.0%)、PVAL (11.0%)、SPYM (9.8%). The largest single position, VOOG, represented 12.0% of total portfolio value.
In Q4 2025, Keystone Financial Services, LLC made 47 total portfolio adjustments, initiating 2 new buys, adding to 31 positions, trimming 13 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.
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