Keystone Financial Services, LLC: 13F holdings
CIK 20460332026Q2
| Positions | 61 |
|---|
| Reported value | $157.6m |
|---|
| Filed | 2026-07-24 |
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Change since last quarter
| Positions | 61 (+3 vs prior quarter) |
|---|
| Reported value | $157.6m (+12.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOOG VANGUARD ADMIRAL FDS INC | 235,173 | $19.4m | 12.3% |
| PVAL PUTNAM ETF TRUST | 370,007 | $18.9m | 12.0% |
| SPYM SPDR SERIES TRUST | 183,436 | $16.1m | 10.2% |
| PSFF PACER FDS TR | 369,114 | $12.7m | 8.0% |
| JPSE J P MORGAN EXCHANGE TRADED F | 161,413 | $9.7m | 6.2% |
| IVV ISHARES TR | 8,761 | $6.6m | 4.2% |
| VIRTUS ETF TR II | 198,858 | $5.0m | 3.2% |
| CGCB CAPITAL GRP FIXED INCM ETF T | 180,534 | $4.7m | 3.0% |
| SCHD SCHWAB STRATEGIC TR | 146,045 | $4.6m | 2.9% |
| VOE VANGUARD INDEX FDS | 22,905 | $4.5m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2046033")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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