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CIK: 0002046033
Total reported value
$166.4M
$166.4M
58 檔
40.7%
In Q1 2026, Keystone Financial Services, LLC's U.S. equity holdings reached a combined market value of $166.4M, distributed across 58 disclosed stock positions.
In Q1 2026, Keystone Financial Services, LLC displayed an active expansion posture, initiating 4 new positions and adding to 33 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 11.59% | -0.26% | +4.48% | |
| 2 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 11.04% | +0.63% | +1.74% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 9.45% | +0.24% | +2.00% | |
| 4 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-Other | 7.77% | -0.16% | +6.77% | |
| 5 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 5.69% | +0.15% | +3.02% | |
| 6 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 5.55% | -0.22% | +6.56% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.81% | +0.13% | +2.44% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 3.27% | -0.55% | +0.86% | |
| 9 | CGCB | Cap Group Core Bond | ETF-Other | 3.12% | -0.28% | +1.18% | |
| 10 | KMID | Virtus Kar Mid-cap ETF | ETF-Other | 3.07% | -0.07% | +5.55% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.01% | -0.23% | -1.03% | |
| 12 | JPIE | Jpmorgan Income ETF | ETF-Other | 2.99% | -0.33% | +3.46% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.60% | -0.48% | +2.46% | |
| 14 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 2.52% | -0.32% | +1.40% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.42% | +0.28% | +2.45% | |
| 16 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 2.29% | -0.18% | +1.73% | |
| 17 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 1.91% | -0.06% | +0.34% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.63% | -0.18% | -2.30% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.17% | +1.05% | +2.87% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | +0.07% | -0.61% | |
| 21 | UNP | Union Pacific CORP | Stock-Industrials | 0.96% | -0.76% | -3.19% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.95% | -0.05% | -1.46% | |
| 23 | FRTY | Alger Mid Cap 40 ETF | ETF-Other | 0.79% | +0.14% | +2.56% | |
| 24 | FTCS | First Trust Capital Strength | ETF-Other | 0.73% | -0.09% | -0.71% | |
| 25 | ILCB | Ishares Morningstar U.s. Equ | ETF-Other | 0.67% | — | -0.26% | |
| 26 | RDVY | First Trust Rising Dividend | ETF-Other | 0.62% | +0.02% | -6.13% | |
| 27 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.56% | — | +1.16% | |
| 28 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.54% | +0.01% | -0.68% | |
| 29 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.53% | -0.01% | +1.72% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.19% | +0.30% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.49% | -0.01% | -0.63% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.49% | — | -0.32% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | +0.01% | +8.31% | |
| 34 | ✓ | Grayscale Digital Large Cap | Stock-Other | 0.44% | +0.11% | — | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.42% | +0.05% | +5.80% | |
| 36 | CGGR | Cap Group Growth Equity | ETF-Other | 0.41% | +0.03% | -8.80% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.34% | +0.01% | -1.71% | |
| 38 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.34% | +0.02% | -3.34% | |
| 39 | ETH | Grayscale Ethereum Staking M | ETF-Other | 0.33% | -0.02% | +108.93% | |
| 40 | HTAB | Hartford Schroders Tax Aware | ETF-Other | 0.28% | -0.08% | +7.06% | |
| 41 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.28% | -0.02% | -1.05% | |
| 42 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.24% | — | -8.04% | |
| 43 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.23% | +0.03% | -1.20% | |
| 44 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.23% | +0.02% | +0.12% | |
| 45 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.20% | +0.01% | +4.42% | |
| 46 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.20% | -0.03% | +1.18% | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.19% | -0.03% | +9.77% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | +0.01% | +1.06% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.17% | +0.03% | +0.11% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.17% | — | -34.32% |
According to official SEC Form 13F filings, Keystone Financial Services, LLC reported a total U.S. public equity portfolio value of $166.4M across 58 disclosed positions in Q1 2026.
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 PVAL, VOOG, SPYM) accounted for 40.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
GRAYSCALE DIGITAL LARGE CAP
市值: $653.1K
Top Position Liquidated / Trimmed
SCHD
前期市值: $4.0M
During Q1 2026, Keystone Financial Services, LLC's top holdings by market value included PVAL (11.6%)、VOOG (11.0%)、SPYM (9.4%). The largest single position, PVAL, represented 11.6% of total portfolio value.
In Q1 2026, Keystone Financial Services, LLC made 57 total portfolio adjustments, initiating 4 new buys, adding to 33 positions, trimming 20 holdings, and fully liquidating 0 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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