Keystone Financial Services, LLC Top Holdings and 13F Report (2026) About Keystone Financial Services, LLCInvestment ActivityKeystone Financial Services, LLC has $148.67 million in total holdings as of March 31, 2026.Keystone Financial Services, LLC owns shares of 58 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 3.72% of the portfolio was purchased this quarter.About 0.38% of the portfolio was sold this quarter.This quarter, Keystone Financial Services, LLC has purchased 54 new stocks and bought additional shares in 33 stocks.Keystone Financial Services, LLC sold shares of 20 stocks and completely divested from 0 stocks this quarter.Largest Holdings Putnam Focused Large Cap Value ETF $17,229,433Vanguard S&P 500 Growth ETF $16,410,300SPDR Portfolio S&P 500 ETF $14,052,842Pacer Swan SOS Fund of Funds ETF $11,546,110JPMorgan Diversified Return U.S. Small Cap Equity ETF $8,457,149 Largest New Holdings this Quarter G40705108 - Grayscale Digital Large Cap Fund $653,119 Holding46138G672 - Invesco S&P MidCap 400 Revenue ETF $206,499 Holding573874104 - Marvell Technology $201,882 Holding091948109 - BITWISE SOLANA STAKING ETF $185,828 Holding Largest Purchases this Quarter Putnam Focused Large Cap Value ETF 15,924 shares (about $738.87K)Pacer Swan SOS Fund of Funds ETF 22,851 shares (about $732.25K)Grayscale Digital Large Cap Fund 20,940 shares (about $653.12K)Franklin U.S. Mid Cap Multifactor Index ETF 9,253 shares (about $508.27K)Vanguard S&P 500 Growth ETF 689 shares (about $280.90K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 197 shares (about $128.25K)First Trust Rising Dividend Achievers ETF 881 shares (about $60.16K)Capital Group Growth ETF 1,459 shares (about $58.64K)Berkshire Hathaway 119 shares (about $57.02K)Union Pacific 194 shares (about $47.07K) 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 PortfolioSectorPVALPutnam Focused Large Cap Value ETF$17,229,433$738,874 ▲4.5%371,32411.6%ETFVOOGVanguard S&P 500 Growth ETF$16,410,300$280,898 ▲1.7%40,25211.0%ETFSPLGSPDR Portfolio S&P 500 ETF$14,052,842$276,080 ▲2.0%183,6019.5%ETFPSFFPacer Swan SOS Fund of Funds ETF$11,546,110$732,247 ▲6.8%360,3167.8%ETFJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$8,457,149$248,046 ▲3.0%161,3045.7%ETFFLQMFranklin U.S. Mid Cap Multifactor Index ETF$8,256,716$508,269 ▲6.6%150,3135.6%ETFIVViShares Core S&P 500 ETF$5,666,831$135,220 ▲2.4%8,6753.8%ETFVOEVanguard Mid-Cap Value ETF$4,862,190$41,278 ▲0.9%26,3853.3%ETFCAPITAL GRP FIXED INCM ETF T$4,640,692$53,991 ▲1.2%176,7213.1%CORE BOND ETFVIRTUS ETF TR II$4,558,245$239,758 ▲5.6%191,2023.1%KAR MID-CAP ETFSCHDSchwab US Dividend Equity ETF$4,482,149$46,541 ▼-1.0%146,0943.0%ETFJPIEJPMorgan Income ETF$4,440,853$148,345 ▲3.5%96,3943.0%ETFJPSTJPMorgan Ultra-Short Income ETF$3,862,336$92,818 ▲2.5%76,3162.6%ETFCALFPacer US Small Cap Cash Cows ETF$3,740,701$51,510 ▲1.4%83,3682.5%ETFQQQInvesco QQQ$3,594,053$85,999 ▲2.5%6,2272.4%FinanceCGMSCapital Group U.S. Multi-Sector Income ETF$3,400,087$57,837 ▲1.7%124,8652.3%ETFJHMMJohn Hancock Multifactor Mid Cap ETF$2,837,032$9,732 ▲0.3%42,2681.9%ETFBRK.BBerkshire Hathaway$2,418,043$57,025 ▼-2.3%5,0461.6%FinanceNVDANVIDIA$1,745,664$48,655 ▲2.9%10,0101.2%Computer and TechnologyVOOVanguard S&P 500 ETF$1,448,922$8,962 ▼-0.6%2,4251.0%ETFUNPUnion Pacific$1,428,561$47,069 ▼-3.2%5,8881.0%TransportationAAPLApple$1,419,100$21,063 ▼-1.5%5,5921.0%Computer and TechnologyFRTYAlger Mid Cap 40 ETF$1,174,151$29,356 ▲2.6%60,2750.8%ETFFTCSFirst Trust Capital Strength ETF$1,078,004$7,699 ▼-0.7%11,6210.7%ETFILCBiShares Morningstar U.S. Equity ETF$994,830$2,606 ▼-0.3%11,0710.7%ETFRDVYFirst Trust Rising Dividend Achievers ETF$921,455$60,156 ▼-6.1%13,4950.6%ManufacturingSOFISoFi Technologies$828,952$9,528 ▲1.2%52,2010.6%FinanceVBKVanguard Small-Cap Growth ETF$798,275$5,441 ▼-0.7%2,6410.5%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$794,742$13,445 ▲1.7%20,1560.5%ETFXOMExxonMobil$782,211$2,375 ▲0.3%4,6100.5%EnergyVOVanguard Mid-Cap ETF$728,169$4,594 ▼-0.6%2,5360.5%ETFIJHiShares Core S&P Mid-Cap ETF$722,677$2,296 ▼-0.3%10,7020.5%ETFAMZNAmazon.com$700,204$53,734 ▲8.3%3,3620.5%Retail/WholesaleGDLCGrayscale Digital Large Cap Fund$653,119$653,119 ▲New Holding20,9400.4%FinanceTSLATesla$623,796$34,201 ▲5.8%1,6780.4%Auto/Tires/TrucksCGGRCapital Group Growth ETF$607,400$58,638 ▼-8.8%15,1130.4%ETFVBVanguard Small-Cap ETF$511,795$8,905 ▼-1.7%1,9540.3%ETFVOTVanguard Mid-Cap Growth ETF$507,100$17,504 ▼-3.3%1,9700.3%ETFGRAYSCALE ETHEREUM STAKING$487,881$254,367 ▲108.9%24,5660.3%SHS NEWHTABHartford Schroders Tax-Aware Bond ETF$423,374$27,930 ▲7.1%22,2830.3%ETFNOBLProShares S&P 500 Aristocrats ETF$410,832$4,347 ▼-1.0%3,8750.3%ETFREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$361,811$31,627 ▼-8.0%4,1870.2%ETFSCHASchwab US Small-Cap ETF$344,205$4,188 ▼-1.2%11,8360.2%ETFSCHMSchwab U.S. Mid-Cap ETF$342,588$402 ▲0.1%11,0660.2%ETFRECSColumbia Research Enhanced Core ETF$301,267$12,746 ▲4.4%7,7290.2%ETFMELIMercadoLibre$295,662$3,458 ▲1.2%1710.2%Retail/WholesaleMSFTMicrosoft$278,684$24,797 ▲9.8%7530.2%Computer and TechnologyGOOGLAlphabet$274,242$2,875 ▲1.1%9540.2%Computer and TechnologyGOOGAlphabet$257,178$287 ▲0.1%8970.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$245,432$128,250 ▼-34.3%3770.2%FinanceDISWalt Disney$232,407$7,230 ▼-3.0%2,4110.2%Consumer DiscretionaryMETAMeta Platforms$230,902$6,858 ▲3.1%4040.2%Computer and TechnologyONEVSPDR Russell 1000 Low Volatility Focus ETF$226,306$35,817 ▼-13.7%1,6870.2%ETFMARMarriott International$221,4260.0%6770.1%Consumer DiscretionaryGRAYSCALE BITCOIN MINI TR ET$212,299$57,101 ▲36.8%7,0790.1%SHS NEWRWKInvesco S&P MidCap 400 Revenue ETF$206,499$206,499 ▲New Holding1,6100.1%ETFMRVLMarvell Technology$201,882$201,882 ▲New Holding2,0380.1%Computer and TechnologyBITWISE SOLANA STAKING ETF$185,828$185,828 ▲New Holding16,8170.1%COM SHS OF BENEFShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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