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, LLC (CIK 2046033) reported $148.7M across 57 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PVAL ($17.2M, 11.59%), VOOG ($16.4M, 11.04%), SPLG ($14.1M, 9.45%), PSFF ($11.5M, 7.77%), JPSE ($8.5M, 5.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PVAL | PUTNAM ETF TRUST | $17.2M | 11.59% | 371,324 | Added |
| 2 | VOOG | VANGUARD ADMIRAL FDS INC | $16.4M | 11.04% | 40,252 | Added |
| 3 | SPLG | SPDR SERIES TRUST | $14.1M | 9.45% | 183,601 | Added |
| 4 | PSFF | PACER FDS TR | $11.5M | 7.77% | 360,316 | Added |
| 5 | JPSE | J P MORGAN EXCHANGE TRADED F | $8.5M | 5.69% | 161,304 | Added |
| 6 | FLQM | FRANKLIN TEMPLETON ETF TR | $8.3M | 5.55% | 150,313 | Added |
| 7 | IVV | ISHARES TR | $5.7M | 3.81% | 8,675 | Added |
| 8 | VOE | VANGUARD INDEX FDS | $4.9M | 3.27% | 26,385 | Added |
| 9 | CGCB | CAPITAL GRP FIXED INCM ETF T | $4.6M | 3.12% | 176,721 | Added |
| 10 | KMID | VIRTUS ETF TR II | $4.6M | 3.07% | 191,202 | Added |
| 11 | SCHD | SCHWAB STRATEGIC TR | $4.5M | 3.01% | 146,094 | Trimmed |
| 12 | JPIE | J P MORGAN EXCHANGE TRADED F | $4.4M | 2.99% | 96,394 | Added |
| 13 | JPST | J P MORGAN EXCHANGE TRADED F | $3.9M | 2.60% | 76,316 | Added |
| 14 | CALF | PACER FDS TR | $3.7M | 2.52% | 83,368 | Added |
| 15 | QQQ | INVESCO QQQ TR | $3.6M | 2.42% | 6,227 | Added |
| 16 | CGMS | CAPITAL GRP FIXED INCM ETF T | $3.4M | 2.29% | 124,865 | Added |
| 17 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $2.8M | 1.91% | 42,268 | Added |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.4M | 1.63% | 5,046 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION | $1.7M | 1.17% | 10,010 | Added |
| 20 | VOO | VANGUARD INDEX FDS | $1.4M | 0.97% | 2,425 | Trimmed |
| 21 | UNP | UNION PAC CORP | $1.4M | 0.96% | 5,888 | Trimmed |
| 22 | AAPL | APPLE INC | $1.4M | 0.95% | 5,592 | Trimmed |
| 23 | FRTY | THE ALGER ETF TRUST | $1.2M | 0.79% | 60,275 | Added |
| 24 | FTCS | FIRST TR EXCHANGE-TRADED FD | $1.1M | 0.73% | 11,621 | Trimmed |
| 25 | ILCB | ISHARES TR | $994,830 | 0.67% | 11,071 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31