Keystone Financial Services
•CIK: 1865158•Filing: Q4 2025
**Keystone Financial Services** manages $331M across a diversified portfolio of 121 positions. The fund exhibits a notable tilt toward broad market exposure, with top holdings including IVV at $27.4M and DYNF at $25.3M. Significant allocations are also visible in sector-specific ETFs such as IUSB ($23.2M) and IVW ($22.8M). This concentration suggests a systematic approach to capturing market beta and established growth vectors.
Total AUM
$331.3M
QoQ Performance
+2.7%
Positions
85
Top 10 Concentration
62.4%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
DYNF
IUSB
IVW
IVE
QUAL
EFV
IEMG
IVV8.3%
DYNF7.6%
IUSB7.0%
IVW6.9%
IVE6.5%
QUAL6.4%
EFV6.4%
IEMG5.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other81.5%
ETF8.7%
Technology3.8%
Financial3.6%
Consumer0.9%
Energy0.5%
Healthcare0.4%
Communication0.3%
🚪 Exited Positionssold since Q3 2025
+11 more exited positions
Changes from Q3 2025
NEW9 new positions
↑37 increased
↓70 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023