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KEYNOTE FINANCIAL SERVICES LLC

Q1 2026 13F Holdings

  • Location
    vernon, CT
  • Num holdings

    174

  • Value ($000)

    $188,036

  • Date Filed
    05/13/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$9.52M
5 %

37,525

V
VUSB

VANGUARD BD INDEX FNDS

VANGUARD ULTRA
92203C303
$8.84M
5 %

177,582

A
ABBV

ABBVIE INC

COM
00287Y109
$8.54M
5 %

39,267

B
BRK.B

BERKSHIRE HATHAWAY INC.

CL B NEW
084670702
$5.37M
3 %

11,201

R
RTX

RTX CORP

COM
75513E101
$5.32M
3 %

27,560

G
GOOGL

ALPHABET INC.

CAP STK CL A
02079K305
$4.61M
3 %

16,036

L
LITE

LUMENTUM HOLDINGS INC

COM
55024U109
$4M
2 %

5,695

M
MSFT

MICROSOFT CORP

COM
594918104
$3.89M
2 %

10,519

T
T

A T & T INC

COM
00206R102
$3.52M
2 %

121,557

1
1848782D

INTEL CORP

COM
458140100
$3.48M
2 %

78,898

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