Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Keystone Financial Services (CIK 1865158) reported $340.7M across 119 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($36.3M, 10.66%), IVE ($25.9M, 7.61%), IVW ($22.8M, 6.69%), IUSB ($22.8M, 6.68%), DYNF ($22.1M, 6.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $36.3M | 10.66% | 55,611 | Added |
| 2 | IVE | ISHARES TR | $25.9M | 7.61% | 122,866 | Added |
| 3 | IVW | ISHARES TR | $22.8M | 6.69% | 201,678 | Added |
| 4 | IUSB | ISHARES TR | $22.8M | 6.68% | 492,610 | Trimmed |
| 5 | DYNF | BLACKROCK ETF TRUST | $22.1M | 6.47% | 379,047 | Trimmed |
| 6 | IEMG | ISHARES INC | $19.4M | 5.68% | 277,522 | Added |
| 7 | EFV | ISHARES TR | $18.4M | 5.40% | 247,590 | Trimmed |
| 8 | EFG | ISHARES TR | $11.8M | 3.46% | 105,980 | Added |
| 9 | QUAL | ISHARES TR | $11.2M | 3.29% | 58,521 | Trimmed |
| 10 | MTUM | ISHARES TR | $10.4M | 3.06% | 43,444 | Added |
| 11 | BAI | BLACKROCK ETF TRUST | $10.2M | 2.99% | 309,678 | Added |
| 12 | THRO | BLACKROCK ETF TRUST | $10.1M | 2.96% | 278,423 | Added |
| 13 | TLH | ISHARES TR | $9.0M | 2.66% | 89,845 | Added |
| 14 | IDEF | BLACKROCK ETF TRUST | $7.7M | 2.26% | 235,248 | New |
| 15 | BLCR | BLACKROCK ETF TRUST | $7.5M | 2.19% | 181,525 | New |
| 16 | GOVT | ISHARES TR | $6.7M | 1.98% | 294,465 | Added |
| 17 | MBB | ISHARES TR | $6.6M | 1.93% | 69,202 | Added |
| 18 | IAGG | ISHARES TR | $5.6M | 1.64% | 111,435 | Added |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.1M | 0.91% | 6,486 | Added |
| 20 | GOOG | ALPHABET INC | $3.1M | 0.91% | 10,823 | Trimmed |
| 21 | BINC | BLACKROCK ETF TRUST II | $2.8M | 0.81% | 53,254 | Trimmed |
| 22 | JPM | JPMORGAN CHASE & CO | $2.6M | 0.76% | 8,849 | Added |
| 23 | IAU | ISHARES GOLD TR | $2.3M | 0.66% | 25,673 | Trimmed |
| 24 | PM | PHILIP MORRIS INTL INC | $2.2M | 0.63% | 13,005 | Added |
| 25 | SCHW | SCHWAB CHARLES CORP | $2.0M | 0.60% | 21,677 | Added |
Source: SEC Form 13F filings · as of 2026-03-31