Keystone Financial Services Portfolio Holdings

Keystone Financial Services

  • $300 Million
  • Q3 2025

Keystone Financial Services has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $300 Million distributed in 271 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Total Usd Bond Ma with a value of $26.3M, Ishares Msci Usa Quality Facto with a value of $25.5M, Ishares Core S&P 500 ETF with a value of $25.4M, Msci Eafe Value ETF with a value of $23.8M, and Ishares S&P 500 Growth ETF with a value of $22.6M.

Examining the 13F form we can see an increase of $23.8M in the current position value, from $276M to 300M.

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

Portfolio value $300 Million
ETFs: $242 Million
Financial Services: $14 Million
Technology: $12.1 Million
Communication Services: $8.05 Million
Healthcare: $6.33 Million
Consumer Cyclical: $5.22 Million
Consumer Defensive: $3.48 Million
Industrials: $3.02 Million
Other: $3.68 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$662B
$3.19 Million 1.06% of portfolio
6,343
Q3 2025 Added 5.03%
$881B
$2.81 Million 0.94% of portfolio
8,920
Q3 2025 Added 3.06%
$1.74T
$2.66 Million 0.89% of portfolio
10,912
Q3 2025 Added 3.87%
$1.37T
$2.46 Million 0.82% of portfolio
3,349
Q3 2025 Added 5.08%
$3.78T
$2.12 Million 0.71% of portfolio
4,093
Q3 2025 Added 6.34%
$593B
$2.09 Million 0.7% of portfolio
7,433
Q3 2025 Added 1.28%
$191B
$2.01 Million 0.67% of portfolio
372
Q3 2025 Added 4.79%
$167B
$1.94 Million 0.65% of portfolio
20,369
Q3 2025 Added 5.66%
$237B
$1.94 Million 0.65% of portfolio
11,973
Q3 2025 Added 7.48%
$317B
$1.58 Million 0.53% of portfolio
18,804
Q3 2025 Added 5.64%
$139B
$1.48 Million 0.49% of portfolio
4,488
Q2 2025 Added 58.87%
$89.3B
$1.21 Million 0.4% of portfolio
11,124
Q3 2025 Added 3.49%
$121B
$1.16 Million 0.39% of portfolio
1,500
Q3 2025 Added 5.12%
$46.1B
$1.11 Million 0.37% of portfolio
12,165
Q3 2025 Added 0.64%
$94.5B
$1.05 Million 0.35% of portfolio
3,081
Q3 2025 Added 8.18%
$4.3T
$1.03 Million 0.35% of portfolio
4,063
Q2 2025 Added 4.18%
$283B
$1.03 Million 0.34% of portfolio
8,051
Q3 2025 Added 6.37%
$533B
$1.03 Million 0.34% of portfolio
3,025
Q3 2025 Added 5.25%
$118B
$1 Million 0.33% of portfolio
4,086
Q3 2025 Added 6.49%
$150B
$971,000 0.32% of portfolio
16,393
Q3 2025 Added 7.76%
$113B
$962,000 0.32% of portfolio
10,172
Q3 2025 Added 7.72%
$120B
$898,000 0.3% of portfolio
28,606
Q3 2025 Added 9.26%
$128B
$836,000 0.28% of portfolio
8,788
Q3 2025 Added 8.4%
$54.5B
$781,000 0.26% of portfolio
4,176
Q3 2025 Added 18.37%
$1.65T
$750,000 0.25% of portfolio
3,088
Q3 2025 Added 4.96%
$490B
$734,000 0.24% of portfolio
6,513
Q3 2025 Added 6.79%
$130B
$709,000 0.24% of portfolio
15,040
Q3 2025 Added 5.4%
$413B
$649,000 0.22% of portfolio
12,588
Q3 2025 Added 6.38%
$78.2B
$624,000 0.21% of portfolio
1,933
Q3 2025 Added 11.16%
$258B
$604,000 0.2% of portfolio
3,611
Q3 2025 Added 3.7%
$5.44B
$594,000 0.2% of portfolio
13,251
Q3 2025 Added 6.46%
$2.39T
$474,000 0.16% of portfolio
2,159
Q3 2025 Added 20.48%
$14.7B
$493,000 0.16% of portfolio
6,057
Q3 2025 Added 17.68%
$14.2B
$426,000 0.14% of portfolio
2,405
Q3 2025 Reduced 0.58%
$1.46T
$403,000 0.13% of portfolio
1,445
Q3 2025 Added 5.78%
$96.7B
$359,000 0.12% of portfolio
7,130
Q3 2025 Reduced 0.07%
$187B
$356,000 0.12% of portfolio
2,143
Q3 2025 Added 1.18%
$79.6B
$324,000 0.11% of portfolio
2,624
Q3 2025 Added 1.04%
$4.17B
$326,000 0.11% of portfolio
9,575
Q3 2025 Reduced 0.46%
$26.6B
$332,000 0.11% of portfolio
2,469
Q3 2025 Reduced 2.1%
$22.2B
$343,000 0.11% of portfolio
13,015
Q3 2025 Added 0.37%
$13.3B
$310,000 0.1% of portfolio
12,292
Q2 2025 Added 7.9%
$3.35B
$293,000 0.1% of portfolio
10,568
Q3 2025 Added 0.79%
$163B
$290,000 0.1% of portfolio
404
Q3 2025 New
$204B
$294,000 0.1% of portfolio
2,098
Q3 2025 Added 1.21%
$7.41B
$278,000 0.09% of portfolio
3,013
Q3 2025 Added 1.24%
$5.51B
$255,000 0.09% of portfolio
13,174
Q3 2025 New
$55.9B
$257,000 0.09% of portfolio
13,193
Q3 2025 Reduced 3.5%
$26.8B
$278,000 0.09% of portfolio
997
Q3 2025 Reduced 6.82%

Summary

  • Portfolio
  • No. of Stocks 271
  • Current Value $300 Million
  • Prior Value $276 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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