Keystone Financial Services, LLC - Portfolio overview

Keystone Financial Services, LLC has 60 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. PVAL - PUTNAM ETF TRUST, 10.57%
2. VOOG - VANGUARD ADMIRAL FDS INC, 10.07%
3. SPYM - SPDR SERIES TRUST, 8.62%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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