account_balance
Investment manager · 13F filer · SEC CIK 2046033
Keystone Financial Services, LLC
Reported value$169Mas of Sep 30, 2026
Positions63 2 new, 0 sold out
Top 10 weight61.6%PVAL alone is 11%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
PVALPutnam ETF Trust
10.9%Trimmed −5%
VOOGVanguard Admiral FDS Inc
10.2%Trimmed −15%
SPYMSPDR Series Trust
9.5%Trimmed −3%
PSFFPacer FDS Tr
7.8%
FLQMFranklin Templeton ETF Tr
5.4%Added +4%
JPSEJ P Morgan Exchange Traded F
5.3%Trimmed −2%
IVViShares Tr
3.8%Trimmed −5%
KMIDVirtus ETF Tr II
2.9%Added +6%
CGCBCapital GRP Fixed Incm ETF T
2.9%+10%
JPIEJ P Morgan Exchange Traded F
2.8%+9%
SCHDSchwab Strategic Tr
2.8%
RWKInvesco Exch Traded Fd Tr II
2.6%+406%
PVALPutnam ETF Trust
10.9%Trimmed −5%
VOOGVanguard Admiral FDS Inc
10.2%Trimmed −15%
SPYMSPDR Series Trust
9.5%−3%
PSFFPacer FDS Tr
7.8%
FLQMFranklin Templeton ETF Tr
5.4%
JPSEJ P Morgan Exchange Traded F
5.3%
IVV3.8%
KMID2.9%
CGCB
JPIE
SCHD
RWK2.6%
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
PVAL Putnam ETF Trust 10.9% Trimmed −5%
VOOG Vanguard Admiral FDS Inc 10.2% Trimmed −15%
SPYM SPDR Series Trust 9.5% Trimmed −3%
PSFF Pacer FDS Tr 7.8% Held
FLQM Franklin Templeton ETF Tr 5.4% Added +4%
JPSE J P Morgan Exchange Traded F 5.3% Trimmed −2%
IVV iShares Tr 3.8% Trimmed −5%
KMID Virtus ETF Tr II 2.9% Added +6%
CGCB Capital GRP Fixed Incm ETF T 2.9% Added +10%
JPIE J P Morgan Exchange Traded F 2.8% Added +9%
SCHD Schwab Strategic Tr 2.8% Held
RWK Invesco Exch Traded Fd Tr II 2.6% Added +406%
What changed
Biggest moves since Jun 30, 2026
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