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
AAPL
AAPL

APPLE INC

COM
037833100
$9.97 M
6 %

39,171

ABBV
ABBV

ABBVIE INC

COM
00287Y109
$9.40 M
6 %

40,605

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$5.25 M
3 %

10,134

VUSB
VUSB

VANGUARD BD INDEX FNDS

VANGUARD ULTRA
92203C303
$5.13 M
3 %

102,681

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC.

CL B NEW
084670702
$5.01 M
3 %

9,964

RTX
RTX

RTX CORP

COM
75513E101
$4.89 M
3 %

29,243

GOOGL
GOOGL

ALPHABET INC.

CAP STK CL A
02079K305
$4.17 M
3 %

17,159

ABT
ABT

ABBOTT LABORATORIES

COM
002824100
$3.55 M
2 %

26,493

T
T

A T & T INC

COM
00206R102
$3.20 M
2 %

113,374

1848782D
1848782D

INTEL CORP

COM
458140100
$2.94 M
2 %

87,598

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