Keystone Financial Services, LLC
Q3 2025 13F Holdings
- Locationomaha, NE
- Num holdings
53
- Value ($000)
$142,876
- Date Filed10/27/2025
- Form type13F-HR
- CIK0002046033
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 | $17.37M | 12 % | 39,880 | ||
PUTNAM ETF TRUST | FOCUSED LAR CAP | 746729300 | $14.96M | 11 % | 350,124 | ||
SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $13.98M | 10 % | 178,454 | ||
PACER FDS TR | SWAN SOS FD OF | 69374H568 | $10.43M | 7 % | 330,229 | ||
FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | 35473P884 | $7.71M | 5 % | 136,666 | ||
J P MORGAN EXCHANGE TRADED F | DIVERSFD EQT ETF | 46641Q845 | $7.66M | 5 % | 153,875 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $5.66M | 4 % | 8,454 | ||
CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | 14020Y508 | $4.53M | 3 % | 170,498 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | $4.48M | 3 % | 25,658 | ||
VIRTUS ETF TR II | KAR MID-CAP ETF | 92790A868 | $4.35M | 3 % | 176,357 |
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