Keystone Financial Services, LLC — 13F holdings

Keystone Financial Services, LLC reported 61 holdings worth $166M in its 13F filing for Q2 2026, filed July 24, 2026.

Largest positions

1. VOOG VANGUARD ADMIRAL FDS INC — $19.4M (11.7%)
2. PVAL PUTNAM ETF TRUST — $18.9M (11.3%)
3. SPYM SPDR SERIES TRUST — $16.1M (9.7%)
4. PSFF PACER FDS TR — $12.7M (7.6%)
5. JPSE J P MORGAN EXCHANGE TRADED F — $9.71M (5.8%)
6. FLQM FRANKLIN TEMPLETON ETF TR — $8.88M (5.3%)
7. IVV ISHARES TR — $6.56M (3.9%)
8. KMID VIRTUS ETF TR II — $4.99M (3.0%)
9. CGCB CAPITAL GRP FIXED INCM ETF T — $4.73M (2.8%)
10. SCHD SCHWAB STRATEGIC TR — $4.63M (2.8%)