KEYNOTE FINANCIAL SERVICES LLC

Q3 2025 13F Holdings

  • Location
    vernon, CT
  • Num holdings

    163

  • Value ($000)

    $165,820

  • Date Filed
    10/31/2025
  • Form type
    13F-HR
  • CIK
    0002026127
  • 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
A
AAPL

APPLE INC

COM
037833100
$9.97M
6 %

39,171

A
ABBV

ABBVIE INC

COM
00287Y109
$9.40M
6 %

40,605

M
MSFT

MICROSOFT CORP

COM
594918104
$5.25M
3 %

10,134

V
VUSB

VANGUARD BD INDEX FNDS

VANGUARD ULTRA
92203C303
$5.13M
3 %

102,681

B
BRK.B

BERKSHIRE HATHAWAY INC.

CL B NEW
084670702
$5.01M
3 %

9,964

R
RTX

RTX CORP

COM
75513E101
$4.89M
3 %

29,243

G
GOOGL

ALPHABET INC.

CAP STK CL A
02079K305
$4.17M
3 %

17,159

A
ABT

ABBOTT LABORATORIES

COM
002824100
$3.55M
2 %

26,493

T
T

A T & T INC

COM
00206R102
$3.20M
2 %

113,374

1
1848782D

INTEL CORP

COM
458140100
$2.94M
2 %

87,598

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