Keystone Financial Services, LLC Top Holdings and 13F Report (2026) About Keystone Financial Services, LLCInvestment ActivityKeystone Financial Services, LLC has $166.43 million in total holdings as of June 30, 2026.Keystone Financial Services, LLC owns shares of 61 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 13.76% of the portfolio was purchased this quarter.About 2.37% of the portfolio was sold this quarter.This quarter, Keystone Financial Services, LLC has purchased 58 new stocks and bought additional shares in 30 stocks.Keystone Financial Services, LLC sold shares of 25 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 Growth ETF $19,430,012Putnam Focused Large Cap Value ETF $18,851,864SPDR Portfolio S&P 500 ETF $16,120,392Pacer Swan SOS Fund of Funds ETF $12,664,301JPMorgan Diversified Return U.S. Small Cap Equity ETF $9,711,430 Largest New Holdings this Quarter 025072877 - Avantis U.S. Small Cap Value ETF $826,274 Holding47103U886 - Janus Henderson Short Duration Income ETF $344,401 Holding038222105 - Applied Materials $325,350 Holding87283Q826 - T. Rowe Price Small-Mid Cap ETF $276,825 Holding Largest Purchases this Quarter Vanguard S&P 500 Growth ETF 194,921 shares (about $16.10M)NVIDIA 8,494 shares (about $1.70M)Avantis U.S. Small Cap Value ETF 6,623 shares (about $826.27K)Invesco S&P MidCap 400 Revenue ETF 4,613 shares (about $674.70K)Vanguard Mid-Cap ETF 7,462 shares (about $601.20K) Largest Sales this Quarter Union Pacific 4,659 shares (about $1.27M)Vanguard Mid-Cap Value ETF 3,480 shares (about $687.66K)Pacer US Small Cap Cash Cows ETF 11,141 shares (about $563.85K)JPMorgan Ultra-Short Income ETF 6,702 shares (about $338.92K)Apple 403 shares (about $116.62K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKeystone Financial Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOGVanguard S&P 500 Growth ETF$19,430,012$16,104,389 â–²484.3%235,17311.7%ETFPVALPutnam Focused Large Cap Value ETF$18,851,864$67,101 â–¼-0.4%370,00711.3%ETFSPLGSPDR Portfolio S&P 500 ETF$16,120,392$14,500 â–¼-0.1%183,4369.7%ETFPSFFPacer Swan SOS Fund of Funds ETF$12,664,301$301,859 â–²2.4%369,1147.6%ETFJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$9,711,430$6,558 â–²0.1%161,4135.8%ETFFLQMFranklin U.S. Mid Cap Multifactor Index ETF$8,876,136$175,276 â–²2.0%153,3415.3%ETFIVViShares Core S&P 500 ETF$6,561,300$64,407 â–²1.0%8,7613.9%ETFVIRTUS ETF TR II$4,988,502$192,056 â–²4.0%198,8583.0%KAR MID-CAP ETFCAPITAL GRP FIXED INCM ETF T$4,726,379$99,824 â–²2.2%180,5342.8%CORE BOND ETFSCHDSchwab US Dividend Equity ETF$4,631,103$1,554 â–¼0.0%146,0452.8%ETFVOEVanguard Mid-Cap Value ETF$4,526,101$687,659 â–¼-13.2%22,9052.7%ETFQQQInvesco QQQ$4,501,853$83,954 â–¼-1.8%6,1132.7%ETFJPIEJPMorgan Income ETF$4,434,207$4,743 â–¼-0.1%96,2912.7%ETFNVDANVIDIA$3,702,378$1,699,524 â–²84.9%18,5042.2%TechnologyCALFPacer US Small Cap Cash Cows ETF$3,655,404$563,845 â–¼-13.4%72,2272.2%ETFJPSTJPMorgan Ultra-Short Income ETF$3,520,398$338,922 â–¼-8.8%69,6142.1%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$3,508,947$96,393 â–²2.8%128,3922.1%ETFJHMMJohn Hancock Multifactor Mid Cap ETF$3,076,191$92,200 â–¼-2.9%41,0381.8%ETFBRK.BBerkshire Hathaway$2,418,385$106,583 â–¼-4.2%4,8331.5%FinanceVOOVanguard S&P 500 ETF$1,727,320$61,813 â–²3.7%2,5151.0%ETFFRTYAlger Mid Cap 40 ETF$1,542,357$46,483 â–²3.1%62,1480.9%ETFAAPLApple$1,501,528$116,615 â–¼-7.2%5,1890.9%TechnologyILCBiShares Morningstar U.S. Equity ETF$1,116,526$30,992 â–¼-2.7%10,7720.7%ETFRDVYFirst Trust Rising Dividend Achievers ETF$1,073,393$20,508 â–¼-1.9%13,2420.6%ETFFTCSFirst Trust Capital Strength ETF$1,059,325$32,121 â–¼-2.9%11,2790.6%ETFSOFISoFi Technologies$927,232$8,732 â–¼-0.9%51,7140.6%FinanceVBKVanguard Small-Cap Growth ETF$920,374$45,342 â–¼-4.7%2,5170.6%ETFGDLCGrayscale Digital Large Cap Fund$913,200$360,593 â–²65.3%34,6040.5%RWKInvesco S&P MidCap 400 Revenue ETF$910,185$674,704 â–²286.5%6,2230.5%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$871,198$1,682 â–²0.2%20,1950.5%ETFAVUVAvantis U.S. Small Cap Value ETF$826,274$826,274 â–²New Holding6,6230.5%ETFIJHiShares Core S&P Mid-Cap ETF$818,337$6,863 â–¼-0.8%10,6130.5%ETFVOVanguard Mid-Cap ETF$805,526$601,204 â–²294.2%9,9980.5%ETFAMZNAmazon.com$797,009$4,290 â–¼-0.5%3,3440.5%Consumer DiscretionaryTSLATesla$782,316$76,549 â–²10.8%1,8600.5%Consumer DiscretionaryCGGRCapital Group Growth ETF$738,637$25,299 â–²3.5%15,6490.4%ETFMRVLMarvell Technology$631,284$24,131 â–²4.0%2,1190.4%TechnologyVOTVanguard Mid-Cap Growth ETF$605,369$1,838 â–²0.3%1,9760.4%ETFVBVanguard Small-Cap ETF$583,533$8,791 â–¼-1.5%1,9250.4%ETFXOMExxonMobil$557,497$72,729 â–¼-11.5%4,0780.3%EnergyGRAYSCALE ETHEREUM STAKING$520,820$151,593 â–²41.1%34,6520.3%SHS NEWNOBLProShares S&P 500 Aristocrats ETF$435,019$217,397 â–²99.9%7,7460.3%ETFSCHASchwab US Small-Cap ETF$427,711$72 â–²0.0%11,8380.3%ETFSCHMSchwab U.S. Mid-Cap ETF$408,518$516 â–²0.1%11,0800.2%ETFREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$400,570$17,125 â–²4.5%4,3740.2%ETFVNLAJanus Henderson Short Duration Income ETF$344,401$344,401 â–²New Holding7,0480.2%ETFRECSColumbia Research Enhanced Core ETF$343,762$9,262 â–²2.8%7,9430.2%ETFHTABHartford Schroders Tax-Aware Bond ETF$337,720$89,715 â–¼-21.0%17,6060.2%ETFUNPUnion Pacific$334,367$1,267,547 â–¼-79.1%1,2290.2%IndustrialsGOOGAlphabet$327,152$10,246 â–²3.2%9260.2%Communication ServicesAMATApplied Materials$325,350$325,350 â–²New Holding4500.2%TechnologyGOOGLAlphabet$320,060$20,718 â–¼-6.1%8960.2%Communication ServicesMELIMercadoLibre$290,2540.0%1710.2%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$282,124$746 â–²0.3%3780.2%ETFTMSLT. Rowe Price Small-Mid Cap ETF$276,825$276,825 â–²New Holding6,3130.2%ETFMSFTMicrosoft$262,697$18,284 â–¼-6.5%7040.2%TechnologyONEVSPDR Russell 1000 Low Volatility Focus ETF$262,298$20,892 â–²8.7%1,8330.2%ETFGRAYSCALE BITCOIN MINI TR ET$251,689$67,989 â–²37.0%9,6990.2%SHS NEWMARMarriott International$250,8890.0%6770.2%Consumer DiscretionaryDISWalt Disney$229,834$2,214 â–¼-1.0%2,3880.1%Communication ServicesBITWISE SOLANA STAKING ETF$188,568$20,230 â–²12.0%18,8380.1%COM SHS OF BENEFMETAMeta Platforms$0$230,902 â–¼-100.0%00.0%Communication ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. 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