Keystone Financial Services: 13F holdings
CIK 18651582026Q2
| Positions | 131 |
|---|
| Reported value | $388.4m |
|---|
| Filed | 2026-08-06 |
|---|
Change since last quarter
| Positions | 131 (+12 vs prior quarter) |
|---|
| Reported value | $388.4m (+14.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 91,907 | $68.8m | 17.7% |
| IUSB ISHARES TR | 640,210 | $29.5m | 7.6% |
| IWF ISHARES TR | 195,692 | $26.9m | 6.9% |
| DYNF BLACKROCK ETF TRUST | 381,483 | $25.9m | 6.7% |
| IVE ISHARES TR | 100,629 | $22.8m | 5.9% |
| IEMG ISHARES INC | 188,291 | $15.6m | 4.0% |
| EFG ISHARES TR | 108,877 | $13.5m | 3.5% |
| BAI BLACKROCK ETF TRUST | 248,027 | $13.1m | 3.4% |
| MTUM ISHARES TR | 32,221 | $11.0m | 2.8% |
| BLCR BLACKROCK ETF TRUST | 202,072 | $10.2m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1865158")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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