Keystone Financial Services, LLC
Q4 2025 13F Holdings
- Locationomaha, NE
- Num holdings
54
- Value ($000)
$146,828
- Date Filed01/27/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 | $17.59M | 12 % | 39,563 | ||
PUTNAM ETF TRUST | FOCUSED LAR CAP | 746729300 | $16.2M | 11 % | 355,400 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $14.44M | 10 % | 179,994 | ||
PACER FDS TR | SWAN SOS FD OF | 69374H568 | $10.91M | 7 % | 337,465 | ||
FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | 35473P884 | $7.94M | 5 % | 141,060 | ||
J P MORGAN EXCHANGE TRADED F | DIVERSFD EQT ETF | 46641Q845 | $7.84M | 5 % | 156,573 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $5.8M | 4 % | 8,468 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | $4.64M | 3 % | 26,161 | ||
CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | 14020Y508 | $4.63M | 3 % | 174,665 | ||
VIRTUS ETF TR II | KAR MID-CAP ETF | 92790A868 | $4.42M | 3 % | 181,145 |
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