Keystone Financial Services
Q4 2025 13F Holdings
- Locationloveland, CO
- Num holdings
121
- Value ($000)
$331,271
- Date Filed02/12/2026
- Form type13F-HR
- CIK0001865158
- 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 |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $27.44M | 8 % | 40,068 | ||
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $25.34M | 8 % | 416,736 | ||
ISHARES TR | CORE UNIVRSL USD | 46434V613 | $23.19M | 7 % | 498,246 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | $22.82M | 7 % | 185,107 | ||
ISHARES TR | S&P 500 VAL ETF | 464287408 | $21.4M | 7 % | 100,934 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | $21.1M | 6 % | 106,219 | ||
ISHARES TR | EAFE VALUE ETF | 464288877 | $21.06M | 6 % | 294,919 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | $17.37M | 5 % | 258,360 | ||
ISHARES TR | S&P 100 ETF | 464287101 | $17.08M | 5 % | 49,814 | ||
BLACKROCK ETF TRUST | ISHARES US THEMA | 09290C806 | $9.85M | 3 % | 255,384 |
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