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Keystone Financial Services, LLC

Q1 2026 13F Holdings

  • Location
    omaha, NE
  • Num holdings

    58

  • Value ($000)

    $148,666

  • Date Filed
    04/21/2026
  • Form type
    13F-HR
  • CIK
    0002046033
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
P
PVAL

PUTNAM ETF TRUST

FOCUSED LAR CAP
746729300
$17.23M
12 %

371,324

V
VOOG

VANGUARD ADMIRAL FDS INC

500 GRTH IDX F
921932505
$16.41M
11 %

40,252

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$14.05M
10 %

183,601

P
PSFF

PACER FDS TR

SWAN SOS FD OF
69374H568
$11.55M
8 %

360,316

J
JPSE

J P MORGAN EXCHANGE TRADED F

DIVERSFD EQT ETF
46641Q845
$8.46M
6 %

161,304

F
FLQM

FRANKLIN TEMPLETON ETF TR

US MID CP MLTFCT
35473P884
$8.26M
6 %

150,313

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$5.67M
4 %

8,675

V
VOE

VANGUARD INDEX FDS

MCAP VL IDXVIP
922908512
$4.86M
3 %

26,385

C
CGCB

CAPITAL GRP FIXED INCM ETF T

CORE BOND ETF
14020Y508
$4.64M
3 %

176,721

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VIRTUS ETF TR II

KAR MID-CAP ETF
92790A868
$4.56M
3 %

191,202

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