Keystone Financial Services, LLC Portfolio Holdings
Keystone Financial Services, LLC
- $147 Billion
- Q4 2025
Keystone Financial Services, LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $147 Billion distributed in 54 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 $17.6B, Putnam ETF Tr Putnam Focused L with a value of $16.2B, Spdr Portfolio S&P 500 ETF (Ma with a value of $14.4B, Pacer Fds Tr Swan Sos Fd Of Fd with a value of $10.9B, and Franklin Templeton ETF Tr Libe with a value of $7.94B.
Examining the 13F form we can see an increase of $3.95B in the current position value, from $143B to 147B.
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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