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Keystone Financial Services, LLC

Q2 2026 13F Holdings

  • Location
    omaha, NE
  • Num holdings

    61

  • Value ($000)

    $166,434

  • Date Filed
    07/24/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOOG

VANGUARD ADMIRAL FDS INC

500 GRTH IDX F
921932505
$19.43M
12 %

235,173

P
PVAL

PUTNAM ETF TRUST

FOCUSED LAR CAP
746729300
$18.85M
11 %

370,007

K
KRE

SPDR SERIES TRUST

ST STR P500ETF
78464A854
$16.12M
10 %

183,436

P
PSFF

PACER FDS TR

SWAN SOS FD OF
69374H568
$12.66M
8 %

369,114

J
JPSE

J P MORGAN EXCHANGE TRADED F

DIVERSFD EQT ETF
46641Q845
$9.71M
6 %

161,413

F
FLQM

FRANKLIN TEMPLETON ETF TR

US MID CP MLTFCT
35473P884
$8.88M
5 %

153,341

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$6.56M
4 %

8,761

---

VIRTUS ETF TR II

KAR MID-CAP ETF
92790A868
$4.99M
3 %

198,858

C
CGCB

CAPITAL GRP FIXED INCM ETF T

CORE BOND ETF
14020Y508
$4.73M
3 %

180,534

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$4.63M
3 %

146,045

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