Keystone Financial Services, LLC Portfolio Holdings

Keystone Financial Services, LLC

  • $143 Billion
  • Q3 2025

Keystone Financial Services, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $143 Billion distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard S&P 500 Growth ETF with a value of $17.4B, Putnam ETF Tr Putnam Focused L with a value of $15B, Spdr Portfolio S&P 500 ETF (Ma with a value of $14B, Pacer Fds Tr Swan Sos Fd Of Fd with a value of $10.4B, and Franklin Templeton ETF Tr Libe with a value of $7.71B.

Examining the 13F form we can see an increase of $11.3B in the current position value, from $132B to 143B.

Keystone Financial Services, LLC is based out at Omaha, NE

Below you can find more details about Keystone Financial Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $143 Billion
ETFs: $98.6 Billion
Financial Services: $3.83 Billion
Technology: $3.7 Billion
Consumer Cyclical: $1.78 Billion
Industrials: $1.44 Billion
Communication Services: $782 Million
Energy: $518 Million
Consumer Defensive: $362 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.4 Billion 12.15% of portfolio
39,880
Q3 2025 Reduced 0.13%
$0
$15 Billion 10.47% of portfolio
350,124
Q3 2025 Added 2.6%
$0
$14 Billion 9.78% of portfolio
178,454
Q3 2025 Added 1.97%
$0
$10.4 Billion 7.3% of portfolio
330,229
Q3 2025 Added 2.93%
$0
$7.71 Billion 5.4% of portfolio
136,666
Q3 2025 Added 3.9%
$0
$7.66 Billion 5.36% of portfolio
153,875
Q3 2025 Added 2.1%
$0
$5.66 Billion 3.96% of portfolio
8,454
Q3 2025 Reduced 1.64%
Capital Grp Fixed Incm ETF T
-
$4.53 Billion 3.17% of portfolio
-
Q3 2025 Added 5.08%
$0
$4.48 Billion 3.14% of portfolio
25,658
Q3 2025 Added 1.6%
Virtus ETF Tr Ii
-
$4.35 Billion 3.05% of portfolio
-
Q3 2025 Added 3.64%
$0
$4.22 Billion 2.96% of portfolio
90,991
Q3 2025 Added 4.24%
$0
$4.07 Billion 2.85% of portfolio
149,066
Q3 2025 Reduced 2.04%
$0
$3.69 Billion 2.58% of portfolio
72,782
Q3 2025 Added 4.61%
$0
$3.63 Billion 2.54% of portfolio
6,041
Q3 2025 Reduced 0.72%
$0
$3.53 Billion 2.47% of portfolio
80,608
Q3 2025 Added 3.84%
-
$3.32 Billion 2.32% of portfolio
-
Q3 2025 Added 5.42%
$662B
$2.48 Billion 1.73% of portfolio
4,930
Q3 2025 Added 2.54%
$465B
$1.91 Billion 1.34% of portfolio
10,260
Q3 2025 Added 1.18%
$0
$1.5 Billion 1.05% of portfolio
2,455
Q3 2025 Added 17.13%
$136B
$1.44 Billion 1.01% of portfolio
6,082
Q3 2025 Reduced 1.6%
$4.3T
$1.43 Billion 1.0% of portfolio
5,624
Q3 2025 Added 0.12%
$22.2B
$1.36 Billion 0.95% of portfolio
51,332
Q3 2025 Reduced 1.91%
$0
$1.3 Billion 0.91% of portfolio
58,225
Q3 2025 Added 2.82%
$0
$1.18 Billion 0.82% of portfolio
12,564
Q3 2025 Reduced 3.68%
$0
$1.03 Billion 0.72% of portfolio
11,198
Q3 2025 Reduced 0.44%
$0
$988 Million 0.69% of portfolio
14,688
Q3 2025 Reduced 0.8%
$0
$786 Million 0.55% of portfolio
2,640
Q3 2025 Added 3.73%
$0
$744 Million 0.52% of portfolio
19,563
Q3 2025 Added 2.25%
$0
$750 Million 0.52% of portfolio
2,554
Q3 2025 Added 0.43%
$0
$713 Million 0.5% of portfolio
16,236
Q3 2025 Added 1.12%
$1.29T
$705 Million 0.49% of portfolio
1,586
Q2 2025 Added 0.13%
$0
$700 Million 0.49% of portfolio
10,734
Q3 2025 Added 0.02%
$2.39T
$678 Million 0.47% of portfolio
3,090
Q3 2025 Added 1.44%
$0
$613 Million 0.43% of portfolio
2,086
Q3 2025 Reduced 2.43%
$490B
$518 Million 0.36% of portfolio
4,592
Q3 2025 Added 0.07%
$0
$504 Million 0.35% of portfolio
1,981
Q3 2025 Added 0.2%
$0
$457 Million 0.32% of portfolio
687
Q3 2025 Added 0.15%
$0
$402 Million 0.28% of portfolio
3,901
Q3 2025 Added 0.67%
$103B
$395 Million 0.28% of portfolio
169
Q3 2025 Reduced 0.59%
$0
$385 Million 0.27% of portfolio
20,144
Q3 2025 Added 7.65%
$0
$378 Million 0.26% of portfolio
4,428
Q3 2025 Reduced 4.65%
$0
$350 Million 0.25% of portfolio
11,818
Q3 2025 Added 0.2%
$8.2B
$362 Million 0.25% of portfolio
6,237
Q3 2025 Reduced 25.1%
$3.78T
$352 Million 0.25% of portfolio
680
Q3 2025 Added 1.64%
$0
$355 Million 0.25% of portfolio
12,730
Q3 2025 Reduced 1.97%
$193B
$285 Million 0.2% of portfolio
2,486
Q3 2025 Reduced 0.28%
$0
$275 Million 0.19% of portfolio
6,809
Q3 2025 Added 1.66%
Grayscale Ethereum Mini Tr E
-
$267 Million 0.19% of portfolio
-
Q3 2025 New
$1.37T
$265 Million 0.19% of portfolio
361
Q3 2025 Added 3.14%

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $143 Billion
  • Prior Value $132 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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