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Keystone Financial Services

Q1 2026 13F Holdings

  • Location
    loveland, CO
  • Num holdings

    119

  • Value ($000)

    $340,743

  • Date Filed
    05/06/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$36.33M
11 %

55,611

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$25.94M
8 %

122,866

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$22.81M
7 %

201,678

I
IUSB

ISHARES TR

CORE UNIVRSL USD
46434V613
$22.75M
7 %

492,610

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$22.05M
7 %

379,047

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$19.36M
6 %

277,522

E
EFV

ISHARES TR

EAFE VALUE ETF
464288877
$18.41M
5 %

247,590

E
EFG

ISHARES TR

EAFE GRWTH ETF
464288885
$11.8M
4 %

105,980

Q
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$11.22M
3 %

58,521

M
MTUM

ISHARES TR

MSCI USA MMENTM
46432F396
$10.43M
3 %

43,444

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