StockDriftsStockDriftsTop 50 Keystone Financial Services Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 17.72% | 91.9K | $68.8M | +65.27%(+36.30K) | $589.37(+32.16%) | 2026-06-30 | |
| IUSB | ISHARES TR | 7.61% | 640.2K | $29.5M | +29.96%(+147.60K) | $47.59(-4.48%) | 2026-06-30 | |
| IVW | ISHARES TR | 6.93% | 195.7K | $26.9M | -2.97%(-5.99K) | $85.88(+64.91%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 6.68% | 381.5K | $25.9M | +0.64%(+2.44K) | $45.43(+54.45%) | 2026-06-30 | |
| IVE | ISHARES TR | 5.88% | 100.6K | $22.8M | -18.10%(-22.24K) | $191.53(+23.80%) | 2026-06-30 | |
| IEMG | ISHARES INC | 4.02% | 188.3K | $15.6M | -32.15%(-89.23K) | $52.47(+57.47%) | 2026-06-30 | |
| EFG | ISHARES TR | 3.49% | 108.9K | $13.5M | +2.73%(+2.90K) | $109.31(+15.95%) | 2026-06-30 | |
| BAI | BLACKROCK ETF TRUST | 3.37% | 248.0K | $13.1M | -19.91%(-61.65K) | $30.67(+52.51%) | 2026-06-30 | |
| MTUM | ISHARES TR | 2.84% | 32.2K | $11.0M | -25.83%(-11.22K) | $221.61(+45.38%) | 2026-06-30 | |
| BLCR | BLACKROCK ETF TRUST | 2.62% | 202.1K | $10.2M | +11.32%(+20.55K) | $42.05(+20.63%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.60% | +54.50% | — | — | +42.60% |
| Top 20 Holdings Unweighted | +15.48% | +53.99% | — | — | +45.86% |
Keystone Financial Services reports $388.43M in US-listed equity holdings across 131 positions in its most recent 13F filing. Its largest disclosed positions are IVV (17.7%), IUSB (7.6%) and IVW (6.9%). The top 20 holdings account for 78.78% of reported assets. Its disclosed equity book has returned +54.50% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Keystone Financial Services’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1865158). View Keystone Financial Services’s 13F filings on SEC