Keystone Financial Services 13F Holdings · Q2 2026
Keystone Financial Services reported 131 securities worth $388.43M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (17.72%), IUSB (7.61%), IVW (6.93%). Among its top 25 positions this quarter: 3 new, 12 added, 10 trimmed.
| 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
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR