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CIK: 0001865158
Total reported value
$388.4M
$388.4M
100 檔
32.0%
At the close of Q1 2025, Keystone Financial Services disclosed equity holdings valued at approximately $388.4M, spread across 100 reported holdings.
During Q1 2025, Keystone Financial Services's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IUSB, QUAL) accounted for 32.0% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.63% | +7.06% | -12.86% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 9.77% | +0.93% | -16.95% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 8.01% | -2.87% | +21.17% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.46% | +0.24% | +2.08% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 6.51% | +0.21% | +1.31% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 5.46% | -1.73% | +40.70% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 4.59% | -3.12% | -24.51% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.00% | +0.03% | -41.02% | |
| 9 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.52% | +0.02% | +2.72% | |
| 10 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.33% | +0.01% | -13.92% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.26% | -1.66% | +73.03% | |
| 12 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.05% | -0.22% | +1651.75% | |
| 13 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.97% | — | — | |
| 14 | MBB | Ishares Mbs ETF | ETF-Other | 1.97% | -0.15% | -21.42% | |
| 15 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.74% | -0.84% | — | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.47% | -0.06% | -2.77% | |
| 17 | IAU | Ishares Gold Trust | ETF-Commodities | 1.32% | -0.10% | — | |
| 18 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.15% | -0.60% | +4.37% | |
| 19 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.07% | — | — | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | -0.01% | +0.16% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | -0.07% | -4.75% | |
| 22 | PM | Philip Morris International | Stock-Consumer Staples | 0.66% | -0.09% | +1.60% | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 0.62% | -0.02% | -2.66% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | -0.01% | -3.44% | |
| 25 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.59% | -0.01% | -8.22% | |
| 26 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.55% | -0.08% | -1.24% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.49% | -0.03% | +23.81% | |
| 28 | WFC | Wells Fargo & Co | Stock-Financials | 0.48% | -0.02% | -6.14% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-Other | 0.45% | -0.02% | — | |
| 30 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.45% | — | +46.51% | |
| 31 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.43% | +0.02% | -1.04% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.41% | +0.01% | -0.71% | |
| 33 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.37% | — | +2.18% | |
| 34 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.36% | +0.02% | +19.35% | |
| 35 | MCK | Mckesson CORP | Stock-Healthcare | 0.36% | -0.10% | +1.23% | |
| 36 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.36% | -0.07% | -0.77% | |
| 37 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.36% | — | -10.27% | |
| 38 | KMX | Carmax Inc | Stock-Consumer Disc | 0.35% | -0.09% | -2.34% | |
| 39 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.34% | +0.03% | -8.32% | |
| 40 | AAPL | Apple Inc | Stock-Tech | 0.33% | +0.01% | — | |
| 41 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.32% | +0.03% | +46.01% | |
| 42 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.32% | -0.03% | +1.60% | |
| 43 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.31% | -0.01% | -76.02% | |
| 44 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.31% | +0.04% | — | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.30% | -0.04% | +0.32% | |
| 46 | ADI | Analog Devices Inc | Stock-Tech | 0.29% | +0.03% | +1.64% | |
| 47 | SNY | Sanofi-adr | Stock-Healthcare | 0.29% | -0.22% | EXIT | |
| 48 | UL | Unilever PLC | Stock-Consumer Staples | 0.29% | — | +4.25% | |
| 49 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.28% | +0.02% | -1.67% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.27% | -0.10% | +1.40% |
According to official SEC Form 13F filings, Keystone Financial Services reported a total U.S. public equity portfolio value of $388.4M across 100 disclosed positions in Q1 2025.
During Q1 2025, Keystone Financial Services's top holdings by market value included IVV (15.6%)、IUSB (9.8%)、QUAL (8.0%). The largest single position, IVV, represented 15.6% of total portfolio value.
In Q1 2025, Keystone Financial Services made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 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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