Keystone Financial Services, LLC
Q2 2025 13F Holdings
- Locationomaha, NE
- Num holdings
51
- Value ($000)
$131,595
- Date Filed08/14/2025
- Form type13F-HR
- CIK0002046033
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOOG VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 | $15.83M | 12 % | 39,932 | ||
PVAL PUTNAM ETF TRUST | FOCUSED LAR CAP | 746729300 | $13.73M | 10 % | 341,241 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $12.72M | 10 % | 175,002 | ||
PSFF PACER FDS TR | SWAN SOS FD OF | 69374H568 | $9.78M | 7 % | 320,844 | ||
FLQM FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | 35473P884 | $7.14M | 5 % | 131,534 | ||
JPSE J P MORGAN EXCHANGE TRADED F | DIVERSFD EQT ETF | 46641Q845 | $6.86M | 5 % | 150,714 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $5.34M | 4 % | 8,595 | ||
CGCB CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | 14020Y508 | $4.27M | 3 % | 162,251 | ||
VIRTUS ETF TR II | KAR MID-CAP ETF | 92790A868 | $4.27M | 3 % | 170,156 | ||
VOE VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | $4.15M | 3 % | 25,254 |
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