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CIK: 0001865158
Total reported value
$388.4M
$388.4M
128 檔
31.8%
In Q3 2025, Keystone Financial Services's U.S. equity holdings reached a combined market value of $388.4M, distributed across 128 disclosed stock positions.
In Q3 2025, Keystone Financial Services displayed an active expansion posture, initiating 17 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 8.15% | +0.93% | +0.28% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 7.90% | -2.87% | +1.75% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.88% | +7.06% | -1.06% | |
| 4 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 7.38% | -3.12% | +1.92% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.99% | +0.24% | +2.26% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 6.65% | +0.21% | +2.56% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 6.00% | -1.73% | +2.44% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.68% | -1.66% | +2.94% | |
| 9 | OEF | Ishares S&p 100 ETF | ETF-Other | 3.12% | — | +5.27% | |
| 10 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 2.91% | -0.98% | +3.51% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.82% | +0.03% | -0.60% | |
| 12 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.19% | +0.02% | -2.54% | |
| 13 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.09% | -0.22% | +2.21% | |
| 14 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 2.08% | -0.84% | +4.31% | |
| 15 | MBB | Ishares Mbs ETF | ETF-Other | 1.77% | -0.15% | +2.06% | |
| 16 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.45% | -1.53% | +3.67% | |
| 17 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.25% | +0.38% | +8.42% | |
| 18 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.03% | -0.60% | +3.52% | |
| 19 | IAU | Ishares Gold Trust | ETF-Commodities | 1.02% | -0.10% | +5.16% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.99% | -0.06% | +5.03% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | -0.01% | +3.06% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.82% | -0.01% | +3.87% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | -0.07% | +5.08% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.66% | -0.03% | +6.34% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 0.65% | -0.02% | +1.28% | |
| 26 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.62% | -0.01% | +4.79% | |
| 27 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.60% | -0.08% | +5.66% | |
| 28 | PM | Philip Morris International | Stock-Consumer Staples | 0.60% | -0.09% | +7.48% | |
| 29 | WFC | Wells Fargo & Co | Stock-Financials | 0.49% | -0.02% | +5.64% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.46% | +0.17% | — | |
| 31 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.42% | — | +3.55% | |
| 32 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.40% | +0.02% | +1.36% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-Other | 0.40% | -0.02% | +7.55% | |
| 34 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.38% | +0.03% | +3.49% | |
| 35 | MCK | Mckesson CORP | Stock-Healthcare | 0.36% | -0.10% | +5.12% | |
| 36 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.34% | — | +0.64% | |
| 37 | AMAT | Applied Materials Inc | Stock-Tech | 0.33% | +0.27% | +6.42% | |
| 38 | GD | General Dynamics CORP | Stock-Industrials | 0.33% | -0.02% | +8.18% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.32% | +0.01% | — | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.32% | +0.01% | +5.25% | |
| 41 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.32% | -0.03% | +6.37% | |
| 42 | ADI | Analog Devices Inc | Stock-Tech | 0.31% | +0.03% | +6.49% | |
| 43 | UL | Unilever PLC | Stock-Consumer Staples | 0.30% | — | +7.76% | |
| 44 | COP | Conocophillips | Stock-Energy | 0.30% | -0.13% | +7.72% | |
| 45 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.30% | +0.03% | +1.29% | |
| 46 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.28% | -0.07% | +9.26% | |
| 47 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.26% | — | +0.33% | |
| 48 | MDT | Medtronic plc | Stock-Healthcare | 0.26% | -0.01% | +8.40% | |
| 49 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.26% | +0.02% | +1.49% | |
| 50 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.25% | +0.02% | +1.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EFV | Ishares Msci Eafe Value ETF | +2.8% | +1.92% | Add |
| 2 | IEMG | Ishares Core Msci Emerging | +2.4% | +2.94% | Add |
| 3 | OEF | Ishares S&p 100 ETF | +1.2% | +5.27% | Add |
| 4 | IVE | Ishares S&p 500 Value ETF | +0.5% | +2.44% | Add |
| 5 | TLH | Ishares 10-20 Year Treasury | +0.3% | +4.31% | Add |
| 6 | AVGO | Broadcom Inc | +0.3% | — | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | +3.87% | Add |
| 8 | MSFT | Microsoft CORP | +0.2% | +6.34% | Add |
| 9 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +2.56% | Add |
| 10 | GD | General Dynamics CORP | +0.1% | +8.18% | Add |
| 11 | COP | Conocophillips | +0.1% | +7.72% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.96% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +3.06% | Add |
| 14 | SCHW | Schwab (charles) CORP | +0.1% | +5.66% | Add |
| 15 | MTUM | Ishares Msci USA Momentum Fa | 0% | +2.21% | Trim |
| 16 | BNY | Bank Of New York Mellon CORP | 0% | +3.49% | Add |
| 17 | ORCL | Oracle CORP | 0% | +1.28% | Trim |
| 18 | BKNG | Booking Holdings Inc | 0% | +4.79% | Add |
| 19 | WFC | Wells Fargo & Co | 0% | +5.64% | Add |
| 20 | META | Meta Platforms Inc-class A | 0% | +5.08% | Trim |
| 21 | QUAL | Ishares Msci USA Quality Fac | -0.1% | +1.75% | Add |
| 22 | BINC | Ishares Flex I A Etf-usd Inc | -0.1% | +3.52% | Add |
| 23 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | -4.80% | Trim |
| 24 | KMX | Carmax Inc | -0.2% | +6.46% | Add |
| 25 | EFG | Ishares Msci Eafe Growth ETF | -0.2% | -0.60% | Add |
| 26 | MBB | Ishares Mbs ETF | -0.2% | +2.06% | Add |
| 27 | IYW | Ishares Ustechnology ETF | -0.3% | -2.54% | Trim |
| 28 | IVW | Ishares S&p 500 Growth ETF | -0.5% | +2.26% | Trim |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | +5.03% | Trim |
| 30 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -1.6% | +0.28% | Add |
| 31 | EMXC | Ishares Msci Emr Mrk Ex Chna | -2.2% | -14.27% | Trim |
| 32 | IVV | Ishares Core S&p 500 ETF | -7.8% | -1.06% | Trim |
| 33 | THRO | Ishares U.s. Thematic Rotati | — | NEW | New buy |
| 34 | IAGG | Ishares Intl Aggregate Bond | — | NEW | New buy |
| 35 | BAI | Ishrs Ai In And Tech Act ETF | — | NEW | New buy |
| 36 | HEFA | Isha Curr Hedged Msci Eafe | — | EXIT | Sold out |
| 37 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 38 | STIP | Ishares 0-5 Year Tips Bond E | — | NEW | New buy |
| 39 | COR | Cencora Inc | — | NEW | New buy |
| 40 | ANET | Arista Networks Inc | — | NEW | New buy |
| 41 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 42 | PEP | Pepsico Inc | — | NEW | New buy |
| 43 | 2655957D | Premier Inc-class A | — | NEW | New buy |
| 44 | APP | Applovin Corp-class A | — | NEW | New buy |
| 45 | NFG | National Fuel Gas Co | — | NEW | New buy |
| 46 | IQV | Iqvia Holdings Inc | — | NEW | New buy |
| 47 | BABA | Alibaba Group Holding-sp Adr | — | NEW | New buy |
| 48 | GLW | Corning Inc | — | NEW | New buy |
| 49 | C | Citigroup Inc | — | NEW | New buy |
| 50 | STWD | Starwood Property Trust Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Keystone Financial Services reported a total U.S. public equity portfolio value of $388.4M across 128 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 IUSB, QUAL, IVV) accounted for 31.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
THRO
市值: $9.4M
Top Position Liquidated / Trimmed
HEFA
前期市值: $2.8M
During Q3 2025, Keystone Financial Services's top holdings by market value included IUSB (8.2%)、QUAL (7.9%)、IVV (7.9%). The largest single position, IUSB, represented 8.2% of total portfolio value.
In Q3 2025, Keystone Financial Services made 50 total portfolio adjustments, initiating 17 new buys, adding to 23 positions, trimming 9 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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