13F Filings History of Keystone Financial Services, LLC

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$146,828,239
Signature - Title
Matthew Secatore - Chief Compliance Officer
Location
Omaha, NE
Summary
This page shows a list of all the recent 13F filings made by Keystone Financial Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Keystone Financial Services, LLC reported 54 stock holdings with total value $146,828,239 as of Q4 2025. Top holdings included VOOG, PVAL, SPYM, PSFF, and FLQM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 54 $146,828,239 +$2,614,892 -$899,840 +$1,715,052 VOOG, PVAL, SPYM, PSFF, FLQM 13F-HR 27 Jan 2026, 16:58
Q3 2025 53 $142,875,798 +$3,634,941 -$813,457 +$2,821,484 VOOG, PVAL, SPLG, PSFF, FLQM 13F-HR 27 Oct 2025, 18:55
Q2 2025 51 $131,594,997 +$5,677,439 -$727,343 +$4,950,096 VOOG, PVAL, SPLG, PSFF, FLQM 13F-HR 14 Aug 2025, 16:14
Q1 2025 47 $118,108,564 +$13,427,638 -$653,124 +$12,774,514 VOOG, PVAL, SPLG, PSFF, FLQM 13F-HR 25 Apr 2025, 15:53
Q4 2024 44 $109,055,285 $0 $0 $0 VOOG, PVAL, SPLG, PSFF, FLQM 13F-HR 14 Mar 2025, 13:57