account_balance

Investment manager · 13F filer · SEC CIK 1865158

Keystone Financial Services

Reported value$390Mas of Sep 30, 2026
Positions132 9 new, 8 sold out
Top 10 weight61.3%IVV alone is 18%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 18.3% Held
IUSB iShares Tr 7.3% Held
IVW iShares Tr 7.2% Held
DYNF BlackRock ETF Trust 6.9% Held
IVE iShares Tr 6.0% Held
IEMG iShares Inc 3.9% Held
EFG iShares Tr 3.4% Held
BAI BlackRock ETF Trust 3.0% Held
MTUM iShares Tr 2.6% Held
BLCR BlackRock ETF Trust 2.6% Added +2%
EFV iShares Tr 2.4% Held
CORO BlackRock ETF Trust 2.3% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 6, 2026 filing
add_circleNew
  • ZECP $314K
  • PSX $278K
  • ZBRA $273K
  • ACWX $252K
arrow_upwardAdded
  • CORO +3%
  • ICE +2%
  • BLCR +2%
arrow_downwardTrimmed
remove_circleSold out
  • MTZ $373K
  • VOO $297K
  • SPDW $288K
  • CRUS $252K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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