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Portfolio (Quarterly) Guide ↗

Keystone Financial Services

· CIK 0001865158
13F Portfolio $388M AUM 283 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 56 Added 40 Reduced 8 Exited
Page 1 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVW ISHARES TR 195,692.0 $26.9M 6.93% -6K -3.0% $137.53 +2.4%
2 IVE ISHARES TR 100,629.0 $22.8M 5.88% -22K -18.1% $227.06 +4.4%
3 IEMG ISHARES INC 188,291.0 $15.6M 4.02% -89K -32.1% $82.84 -0.5%
4 BAI BLACKROCK ETF TRUST 248,027.0 $13.1M 3.37% -62K -19.9% $52.72 -14.3%
5 MTUM ISHARES TR 32,221.0 $11.0M 2.84% -11K -25.8% $342.83 -11.3%
6 EFV ISHARES TR 115,581.0 $8.8M 2.28% -132K -53.3% $76.55 +6.8%
7 THRO BLACKROCK ETF TRUST 178,833.0 $7.7M 1.99% -100K -35.8% $43.11 +1.9%
8 TLH ISHARES TR 70,324.0 $7.1M 1.82% -20K -21.7% $100.35 -2.7%
9 GOOG ALPHABET INC 9,839.0 $3.5M 0.90% -984.0 -9.1% $353.32
10 AMAT APPLIED MATLS INC Technology 3,957.0 $2.9M 0.74% -731.0 -15.6% $723.09 -33.3%
11 PM PHILIP MORRIS INTL INC Consumer Defensive 11,488.0 $2.1M 0.54% -2K -11.7% $180.91 +5.3%
12 QUAL ISHARES TR 7,419.0 $1.6M 0.42% -51K -87.3% $219.43 +2.4%
13 MCK MCKESSON CORP Healthcare 1,540.0 $1.2M 0.30% -38.0 -2.4% $755.65 +17.8%
14 GOOGL ALPHABET INC Communication Services 3,040.0 $1.1M 0.28% -17.0 -0.6% $357.36 -4.7%
15 DFAC DIMENSIONAL ETF TRUST 19,745.0 $876K 0.23% -225.0 -1.1% $44.36 +3.2%
16 BINC BLACKROCK ETF TRUST II 15,842.0 $829K 0.21% -37K -70.2% $52.34 -0.5%
17 SPY STATE STR SPDR S&P 500 ETF T Financial Services 961.0 $717K 0.18% -280.0 -22.6% $746.50 +3.3%
18 VTI VANGUARD INDEX FDS 1,833.0 $678K 0.17% -425.0 -18.8% $370.13 +2.8%
19 RTX RTX CORPORATION Industrials 3,536.0 $671K 0.17% -64.0 -1.8% $189.73 +11.8%
20 VB VANGUARD INDEX FDS 2,128.0 $645K 0.17% -216.0 -9.2% $303.12 +0.4%
Page 1 of 2  ·  40 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 26.6%
Technology 25.6%
Healthcare 10.1%
Consumer Cyclical 9.5%
Communication Services 8.9%
Industrials 8.7%
Energy 4.7%
Consumer Defensive 4.5%
Real Estate 0.8%
Utilities 0.5%