Keystone Financial Services, LLC Top Holdings and 13F Report (2026) About Keystone Financial Services, LLCInvestment ActivityKeystone Financial Services, LLC has $168.51 million in total holdings as of September 30, 2026.Keystone Financial Services, LLC owns shares of 63 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 10.24% of the portfolio was purchased this quarter.About 9.98% of the portfolio was sold this quarter.This quarter, Keystone Financial Services, LLC has purchased 61 new stocks and bought additional shares in 29 stocks.Keystone Financial Services, LLC sold shares of 27 stocks and completely divested from 1 stock this quarter.Largest Holdings Putnam Focused Large Cap Value ETF $18,444,082Vanguard S&P 500 Growth ETF $17,158,396SPDR Portfolio S&P 500 ETF $16,030,937Pacer Swan SOS Fund of Funds ETF $13,194,528Franklin U.S. Mid Cap Multifactor Index ETF $9,139,137 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $640,750 Holding30303M102 - Meta Platforms $344,133 Holding88588G109 - Thrivent Small-Mid Cap Equity ETF $320,161 Holding Largest Purchases this Quarter Invesco S&P MidCap 400 Revenue ETF 25,296 shares (about $3.50M)Janus Henderson Short Duration Income ETF 65,962 shares (about $3.20M)Avantis U.S. Small Cap Value ETF 26,194 shares (about $3.08M)GRAYSCALE COINDESK CRYPTO 52,485 shares (about $2.01M)GRAYSCALE ETHEREUM STAKING 48,897 shares (about $1.25M) Largest Sales this Quarter Vanguard Mid-Cap Value ETF 19,574 shares (about $3.83M)Pacer US Small Cap Cash Cows ETF 66,625 shares (about $3.55M)Vanguard S&P 500 Growth ETF 34,443 shares (about $2.94M)JPMorgan Ultra-Short Income ETF 53,260 shares (about $2.68M)Putnam Focused Large Cap Value ETF 19,492 shares (about $1.03M) 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$18,444,082$1,025,668 ▼-5.3%350,51510.9%ETFVOOGVanguard S&P 500 Growth ETF$17,158,396$2,944,187 ▼-14.6%200,73010.2%ETFSPLGSPDR Portfolio S&P 500 ETF$16,030,937$434,258 ▼-2.6%178,5989.5%ETFPSFFPacer Swan SOS Fund of Funds ETF$13,194,528$234,921 ▲1.8%375,8057.8%ETFFLQMFranklin U.S. Mid Cap Multifactor Index ETF$9,139,137$331,256 ▲3.8%159,1085.4%ETFJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$8,884,543$206,244 ▼-2.3%157,7515.3%ETFIVViShares Core S&P 500 ETF$6,405,150$304,825 ▼-4.5%8,3633.8%ETFVIRTUS ETF TR II$4,950,339$295,082 ▲6.3%211,4632.9%KAR MID-CAP ETFCAPITAL GRP FIXED INCM ETF T$4,939,658$429,930 ▲9.5%197,7452.9%CORE BOND ETFJPIEJPMorgan Income ETF$4,730,529$408,007 ▲9.4%105,3802.8%ETFSCHDSchwab US Dividend Equity ETF$4,673,972$76,868 ▼-1.6%143,6822.8%ETFRWKInvesco S&P MidCap 400 Revenue ETF$4,362,186$3,500,931 ▲406.5%31,5192.6%ETFQQQInvesco QQQ$4,326,073$196,034 ▼-4.3%5,8482.6%ETFNVDANVIDIA$4,184,735$41,107 ▼-1.0%18,3242.5%TechnologyAVUVAvantis U.S. Small Cap Value ETF$3,864,866$3,084,874 ▲395.5%32,8172.3%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$3,840,927$473,214 ▲14.1%146,4332.3%ETFVNLAJanus Henderson Short Duration Income ETF$3,545,390$3,203,137 ▲935.9%73,0102.1%ETFGRAYSCALE COINDESK CRYPTO$3,340,738$2,013,327 ▲151.7%87,0892.0%USD SHSJHMMJohn Hancock Multifactor Mid Cap ETF$2,784,336$149,863 ▼-5.1%38,9421.7%ETFBRK.BBerkshire Hathaway$2,406,094$498 ▼0.0%4,8321.4%FinanceGRAYSCALE ETHEREUM STAKING$2,129,668$1,246,387 ▲141.1%83,5491.3%SHS NEWVOOVanguard S&P 500 ETF$1,819,794$57,460 ▲3.3%2,5971.1%ETFAAPLApple$1,728,273$333 ▲0.0%5,1901.0%TechnologyFRTYAlger Mid Cap 40 ETF$1,475,021$2,370 ▲0.2%62,2480.9%ETFILCBiShares Morningstar U.S. Equity ETF$1,064,356$73,859 ▼-6.5%10,0730.6%ETFRDVYFirst Trust Rising Dividend Achievers ETF$986,323$50,420 ▼-4.9%12,5980.6%ETFFTCSFirst Trust Capital Strength ETF$967,847$90,656 ▼-8.6%10,3130.6%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$845,170$25,647 ▲3.1%20,8270.5%ETFAMZNAmazon.com$835,400$2,242 ▲0.3%3,3530.5%Consumer DiscretionaryJPSTJPMorgan Ultra-Short Income ETF$823,737$2,682,661 ▼-76.5%16,3540.5%ETFSOFISoFi Technologies$812,708$236 ▼0.0%51,6990.5%FinanceIJHiShares Core S&P Mid-Cap ETF$739,565$24,031 ▼-3.1%10,2790.4%ETFCGGRCapital Group Growth ETF$731,297$10,957 ▼-1.5%15,4180.4%ETFVOVanguard Mid-Cap ETF$724,294$59,757 ▼-7.6%9,2360.4%ETFTSLATesla$670,236$10,289 ▲1.6%1,8890.4%Consumer DiscretionaryVOEVanguard Mid-Cap Value ETF$651,395$3,827,801 ▼-85.5%3,3310.4%ETFEXXONMOBIL HOLDINGS CORP$640,750$640,750 ▲New Holding3,9370.4%COM SHSTMSLT. Rowe Price Small-Mid Cap ETF$609,188$352,253 ▲137.1%14,9680.4%ETFRECSColumbia Research Enhanced Core ETF$582,055$223,912 ▲62.5%12,9090.3%ETFMRVLMarvell Technology$559,9110.0%2,1190.3%TechnologyVOTVanguard Mid-Cap Growth ETF$556,558$20,743 ▼-3.6%1,9050.3%ETFVBKVanguard Small-Cap Growth ETF$555,715$294,580 ▼-34.6%1,6450.3%ETFVBVanguard Small-Cap ETF$522,630$25,036 ▼-4.6%1,8370.3%ETFNOBLProShares S&P 500 Aristocrats ETF$420,400$1,352 ▲0.3%7,7710.2%ETFREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$379,684$1,384 ▲0.4%4,3900.2%ETFMSFTMicrosoft$378,645$17,444 ▲4.8%7380.2%TechnologyGRAYSCALE BITCOIN MINI TR ET$374,267$15,889 ▲4.4%10,1290.2%SHS NEWSCHMSchwab U.S. Mid-Cap ETF$370,421$6,532 ▼-1.7%10,8880.2%ETFSCHASchwab US Small-Cap ETF$358,213$28,062 ▼-7.3%10,9780.2%ETFMETAMeta Platforms$344,133$344,133 ▲New Holding4750.2%Communication ServicesGOOGAlphabet$322,455$6,817 ▲2.2%9460.2%Communication ServicesTSMEThrivent Small-Mid Cap Equity ETF$320,161$320,161 ▲New Holding7,0520.2%ETFGOOGLAlphabet$309,670$1,376 ▲0.4%9000.2%Communication ServicesBITWISE SOLANA STAKING ETF$309,418$5,184 ▲1.7%19,1590.2%COM SHS OF BENEFCALFPacer US Small Cap Cash Cows ETF$298,500$3,550,083 ▼-92.2%5,6020.2%ETFMELIMercadoLibre$295,5790.0%1710.2%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$289,196$763 ▲0.3%3790.2%ETFUNPUnion Pacific$280,166$54,129 ▼-16.2%1,0300.2%IndustrialsONEVSPDR Russell 1000 Low Volatility Focus ETF$257,716$3,056 ▲1.2%1,8550.2%ETFDISWalt Disney$251,770$1,259 ▲0.5%2,4000.1%Communication ServicesMARMarriott International$240,7890.0%6770.1%Consumer DiscretionaryHTABHartford Schroders Tax-Aware Bond ETF$239,965$75,015 ▼-23.8%13,4130.1%ETFAMATApplied Materials$230,1210.0%4500.1%TechnologyXOMExxonMobil$0$557,497 ▼-100.0%00.0%EnergyShowing largest 100 holdings. 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