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 (CIK 1865158) reported $388.4M across 131 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($68.8M, 17.72%), IUSB ($29.5M, 7.61%), IVW ($26.9M, 6.93%), DYNF ($25.9M, 6.68%), IVE ($22.8M, 5.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $68.8M | 17.72% | 91,907 | Added |
| 2 | IUSB | ISHARES TR | $29.5M | 7.61% | 640,210 | Added |
| 3 | IVW | ISHARES TR | $26.9M | 6.93% | 195,692 | Trimmed |
| 4 | DYNF | BLACKROCK ETF TRUST | $25.9M | 6.68% | 381,483 | Added |
| 5 | IVE | ISHARES TR | $22.8M | 5.88% | 100,629 | Trimmed |
| 6 | IEMG | ISHARES INC | $15.6M | 4.02% | 188,291 | Trimmed |
| 7 | EFG | ISHARES TR | $13.5M | 3.49% | 108,877 | Added |
| 8 | BAI | BLACKROCK ETF TRUST | $13.1M | 3.37% | 248,027 | Trimmed |
| 9 | MTUM | ISHARES TR | $11.0M | 2.84% | 32,221 | Trimmed |
| 10 | BLCR | BLACKROCK ETF TRUST | $10.2M | 2.62% | 202,072 | Added |
| 11 | IDEF | BLACKROCK ETF TRUST | $9.1M | 2.33% | 284,897 | Added |
| 12 | EFV | ISHARES TR | $8.8M | 2.28% | 115,581 | Trimmed |
| 13 | CORO | BLACKROCK ETF TRUST | $8.8M | 2.26% | 239,879 | New |
| 14 | THRO | BLACKROCK ETF TRUST | $7.7M | 1.98% | 178,833 | Trimmed |
| 15 | GOVT | ISHARES TR | $7.2M | 1.85% | 316,119 | Added |
| 16 | TLH | ISHARES TR | $7.1M | 1.82% | 70,324 | Trimmed |
| 17 | MBB | ISHARES TR | $6.9M | 1.78% | 73,126 | Added |
| 18 | IALT | BLACKROCK ETF TRUST | $5.3M | 1.37% | 189,907 | New |
| 19 | GGOV | BLACKROCK ETF TRUST II | $4.1M | 1.06% | 82,178 | New |
| 20 | GOOG | ALPHABET INC | $3.5M | 0.89% | 9,839 | Trimmed |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.3M | 0.85% | 6,587 | Added |
| 22 | JPM | JPMORGAN CHASE & CO | $2.9M | 0.75% | 8,929 | Added |
| 23 | AMAT | APPLIED MATLS INC | $2.9M | 0.74% | 3,957 | Trimmed |
| 24 | AVGO | BROADCOM INC | $2.4M | 0.62% | 6,413 | Added |
| 25 | BKNG | BOOKING HOLDINGS INC | $2.3M | 0.59% | 12,793 | Added |
Source: SEC Form 13F filings · as of 2026-06-30