Keystone Financial Services — 13F holdings

Keystone Financial Services reported 283 holdings worth $388M in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

1. IVV ISHARES TR — $68.8M (17.7%)
2. IUSB ISHARES TR — $29.5M (7.6%)
3. IVW ISHARES TR — $26.9M (6.9%)
4. DYNF BLACKROCK ETF TRUST — $25.9M (6.7%)
5. IVE ISHARES TR — $22.8M (5.9%)
6. IEMG ISHARES INC — $15.6M (4.0%)
7. EFG ISHARES TR — $13.5M (3.5%)
8. BAI BLACKROCK ETF TRUST — $13.1M (3.4%)
9. MTUM ISHARES TR — $11.0M (2.8%)
10. BLCR BLACKROCK ETF TRUST — $10.2M (2.6%)