Keystone Financial Services, LLC Portfolio Holdings

Keystone Financial Services, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $132 Billion distributed in 51 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 $15.8B, Putnam ETF Tr Putnam Focused L with a value of $13.7B, Spdr Portfolio S&P 500 ETF (Ma with a value of $12.7B, Pacer Fds Tr Swan Sos Fd Of Fd with a value of $9.78B, and Franklin Templeton ETF Tr Libe with a value of $7.14B.

Examining the 13F form we can see an increase of $13.5B in the current position value, from $118B to 132B.

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.