StockDriftsStockDriftsTop 50 Keystone Financial Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOOG | VANGUARD ADMIRAL FDS INC | 11.67% | 235.2K | $19.4M | -2.62%(-6.34K) | $59.47(+43.10%) | 2026-06-30 | |
| PVAL | PUTNAM ETF TRUST | 11.33% | 370.0K | $18.9M | -0.35%(-1.32K) | $38.14(+43.09%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 9.69% | 183.4K | $16.1M | -0.09%(-165) | $68.65(+32.62%) | 2026-06-30 | |
| PSFF | PACER FDS TR | 7.61% | 369.1K | $12.7M | +2.44%(+8.80K) | $29.43(+18.60%) | 2026-06-30 | |
| JPSE | J P MORGAN EXCHANGE TRADED F | 5.83% | 161.4K | $9.7M | +0.07%(+109) | $47.19(+28.56%) | 2026-06-30 | |
| FLQM | FRANKLIN TEMPLETON ETF TR | 5.33% | 153.3K | $8.9M | +2.01%(+3.03K) | $54.97(+11.92%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.94% | 8.8K | $6.6M | +0.99%(+86) | $584.38(+33.02%) | 2026-06-30 | |
| KMID | VIRTUS ETF TR II | 3% | 198.9K | $5.0M | +4.00%(+7.66K) | $24.31(+5.31%) | 2026-06-30 | |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 2.84% | 180.5K | $4.7M | +2.16%(+3.81K) | $26.36(-1.96%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 2.78% | 146.0K | $4.6M | -0.03%(-49) | $27.74(+23.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +21.44% |
| Top 20 Holdings Unweighted | — | — | — | — | +17.28% |
Keystone Financial Services, LLC reports $166.43M in US-listed equity holdings across 61 positions in its most recent 13F filing. Its largest disclosed positions are VOOG (11.7%), PVAL (11.3%) and SPYM (9.7%). The top 20 holdings account for 85.09% of reported assets. Its disclosed equity book has returned +21.44% cumulatively over 6 quarters. 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, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2046033). View Keystone Financial Services, LLC’s 13F filings on SEC