Keystone Financial Services, LLC
Keystone Financial Services, LLC reported 61 positions worth $166.4M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: VOOG (11.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOOG | SH | $19.4M | 11.67% | 235,173 | — | — | |
| ▸ 2 | PVAL | SH | $18.9M | 11.33% | 370,007 | — | — | |
| ▸ 3 | SPYM | SH | $16.1M | 9.69% | 183,436 | — | — | |
| ▸ 4 | PSFF | SH | $12.7M | 7.61% | 369,114 | — | — | |
| ▸ 5 | JPSE | SH | $9.7M | 5.83% | 161,413 | — | — | |
| ▸ 6 | FLQM | SH | $8.9M | 5.33% | 153,341 | — | — | |
| ▸ 7 | IVV | SH | $6.6M | 3.94% | 8,761 | — | — | |
| ▸ 8 | KMID | SH | $5.0M | 3.00% | 198,858 | — | — | |
| ▸ 9 | CGCB | SH | $4.7M | 2.84% | 180,534 | — | — | |
| ▸ 10 | SCHD | SH | $4.6M | 2.78% | 146,045 | — | — |
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Frequently Asked Questions
What stocks does Keystone Financial Services, LLC hold as of Q2 2026?
Keystone Financial Services, LLC reported 61 positions worth $166.4M in its Q2 2026 13F filing. Largest positions: VOOG (11.7%), PVAL (11.3%), SPYM (9.7%), PSFF (7.6%) and JPSE (5.8%).
What did Keystone Financial Services, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Keystone Financial Services, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.