Keystone Financial Services

Q3 2025 13F Holdings

  • Location
    loveland, CO
  • Num holdings

    128

  • Value ($000)

    $322,683

  • Date Filed
    11/13/2025
  • Form type
    13F-HR
  • CIK
    0001865158
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IUSB

ISHARES TR

CORE TOTAL USD
46434V613
$26.29M
8 %

562,880

Q
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$25.50M
8 %

131,117

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$25.42M
8 %

37,976

E
EFV

ISHARES TR

EAFE VALUE ETF
464288877
$23.81M
7 %

351,052

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$22.57M
7 %

186,954

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$21.46M
7 %

362,455

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$19.38M
6 %

93,830

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$15.11M
5 %

229,223

O
OEF

ISHARES TR

S&P 100 ETF
464287101
$10.07M
3 %

30,242

B
BTHM

BLACKROCK ETF TRUST

ISHARES US THEMA
09290C806
$9.40M
3 %

248,266

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