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Keystone Financial Services, LLC

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13F filer, CIK 2046033, OMAHA, NE

Keystone Financial Services, LLC reported $146,828,239 across 54 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-27. Its ten largest share positions make up 64.29% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-26-000316

Period
2025-12-31
Reported value
$147M
Holdings
54
Top 10 weight
64.29%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GOOGnew+896$281K
FLQMadded+4,394$247K
PVALadded+5,276$240K
PSFFadded+7,236$234K
MARnew+677$210K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
LWexited-6,237-$362K
VOOGreduced-317-$141K
NVDAreduced-529-$98.7K
FTCSreduced-860-$79.6K
SPYreduced-113-$77K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001951757-26-000316, largest first. % of portfolio is the value over $146,828,239, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,598 shares; 2025Q1: 39,170 shares; 2025Q2: 39,932 shares; 2025Q3: 39,880 shares; 2025Q4: 39,563 shares 39,563$17.6M11.98%-317Timeline
PVALPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 303,926 shares; 2025Q1: 325,530 shares; 2025Q2: 341,241 shares; 2025Q3: 350,124 shares; 2025Q4: 355,400 shares 355,400$16.2M11.03%+5,276Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 162,921 shares; 2025Q1: 169,472 shares; 2025Q2: 175,002 shares; 2025Q3: 178,454 shares; 2025Q4: 179,994 shares 179,994$14.4M9.83%+1,540Timeline
PSFFPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 284,003 shares; 2025Q1: 305,114 shares; 2025Q2: 320,844 shares; 2025Q3: 330,229 shares; 2025Q4: 337,465 shares 337,465$10.9M7.43%+7,236Timeline
FLQMFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 117,001 shares; 2025Q1: 125,137 shares; 2025Q2: 131,534 shares; 2025Q3: 136,666 shares; 2025Q4: 141,060 shares 141,060$7.94M5.4%+4,394Timeline
JPSEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 124,623 shares; 2025Q1: 143,175 shares; 2025Q2: 150,714 shares; 2025Q3: 153,875 shares; 2025Q4: 156,573 shares 156,573$7.84M5.34%+2,698Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,348 shares; 2025Q1: 8,438 shares; 2025Q2: 8,595 shares; 2025Q3: 8,454 shares; 2025Q4: 8,468 shares 8,468$5.8M3.95%+14Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,194 shares; 2025Q1: 24,483 shares; 2025Q2: 25,254 shares; 2025Q3: 25,658 shares; 2025Q4: 26,161 shares 26,161$4.64M3.16%+503Timeline
CGCBCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 146,232 shares; 2025Q1: 152,888 shares; 2025Q2: 162,251 shares; 2025Q3: 170,498 shares; 2025Q4: 174,665 shares 174,665$4.63M3.15%+4,167Timeline
KMIDVIRTUS ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 151,169 shares; 2025Q1: 161,166 shares; 2025Q2: 170,156 shares; 2025Q3: 176,357 shares; 2025Q4: 181,145 shares 181,145$4.42M3.01%+4,788Timeline
JPIEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 79,120 shares; 2025Q1: 81,933 shares; 2025Q2: 87,289 shares; 2025Q3: 90,991 shares; 2025Q4: 93,174 shares 93,174$4.31M2.94%+2,183Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 151,252 shares; 2025Q1: 159,612 shares; 2025Q2: 152,176 shares; 2025Q3: 149,066 shares; 2025Q4: 147,611 shares 147,611$4.05M2.76%-1,455Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 63,422 shares; 2025Q1: 66,433 shares; 2025Q2: 69,577 shares; 2025Q3: 72,782 shares; 2025Q4: 74,482 shares 74,482$3.77M2.57%+1,700Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,650 shares; 2025Q1: 5,958 shares; 2025Q2: 6,085 shares; 2025Q3: 6,041 shares; 2025Q4: 6,078 shares 6,078$3.73M2.54%+37Timeline
CALFPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 68,553 shares; 2025Q1: 72,986 shares; 2025Q2: 77,630 shares; 2025Q3: 80,608 shares; 2025Q4: 82,220 shares 82,220$3.65M2.48%+1,612Timeline
CGMSCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 107,045 shares; 2025Q1: 108,697 shares; 2025Q2: 113,482 shares; 2025Q3: 119,631 shares; 2025Q4: 122,741 shares 122,741$3.39M2.31%+3,110Timeline
JHMMJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,204 shares; 2025Q1: 44,859 shares; 2025Q2: 43,635 shares; 2025Q3: 42,119 shares; 2025Q4: 42,123 shares 42,123$2.76M1.88%+4Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,218 shares; 2025Q1: 4,826 shares; 2025Q2: 4,808 shares; 2025Q3: 4,930 shares; 2025Q4: 5,165 shares 5,165$2.6M1.77%+235Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,598 shares; 2025Q1: 10,425 shares; 2025Q2: 10,140 shares; 2025Q3: 10,260 shares; 2025Q4: 9,731 shares 9,731$1.81M1.24%-529Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,454 shares; 2025Q1: 5,754 shares; 2025Q2: 5,617 shares; 2025Q3: 5,624 shares; 2025Q4: 5,675 shares 5,675$1.54M1.05%+51Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 611 shares; 2025Q1: 2,075 shares; 2025Q2: 2,096 shares; 2025Q3: 2,455 shares; 2025Q4: 2,440 shares 2,440$1.53M1.04%-15Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,161 shares; 2025Q2: 6,181 shares; 2025Q3: 6,082 shares; 2025Q4: 6,082 shares 6,082$1.41M0.96%0Timeline
SOFISOFI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,856 shares; 2025Q1: 49,902 shares; 2025Q2: 52,332 shares; 2025Q3: 51,332 shares; 2025Q4: 51,601 shares 51,601$1.35M0.92%+269Timeline
FRTYTHE ALGER ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,436 shares; 2025Q1: 54,289 shares; 2025Q2: 56,628 shares; 2025Q3: 58,225 shares; 2025Q4: 58,768 shares 58,768$1.24M0.84%+543Timeline
FTCSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,940 shares; 2025Q1: 13,892 shares; 2025Q2: 13,044 shares; 2025Q3: 12,564 shares; 2025Q4: 11,704 shares 11,704$1.08M0.74%-860Timeline
MLRGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,707 shares; 2025Q1: 11,245 shares; 2025Q2: 11,247 shares; 2025Q3: 11,198 shares; 2025Q4: 11,100 shares 11,100$1.05M0.71%-98Timeline
RDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,780 shares; 2025Q1: 14,743 shares; 2025Q2: 14,806 shares; 2025Q3: 14,688 shares; 2025Q4: 14,376 shares 14,376$999K0.68%-312Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,896 shares; 2025Q1: 2,508 shares; 2025Q2: 2,545 shares; 2025Q3: 2,640 shares; 2025Q4: 2,659 shares 2,659$803K0.55%+19Timeline
SDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,999 shares; 2025Q1: 18,376 shares; 2025Q2: 19,132 shares; 2025Q3: 19,563 shares; 2025Q4: 19,815 shares 19,815$759K0.52%+252Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,499 shares; 2025Q1: 2,721 shares; 2025Q2: 2,543 shares; 2025Q3: 2,554 shares; 2025Q4: 2,552 shares 2,552$741K0.5%-2Timeline
CGGRCAPITAL GROUP GROWTH ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,620 shares; 2025Q1: 14,328 shares; 2025Q2: 16,056 shares; 2025Q3: 16,236 shares; 2025Q4: 16,572 shares 16,572$737K0.5%+336Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,677 shares; 2025Q1: 3,128 shares; 2025Q2: 3,046 shares; 2025Q3: 3,090 shares; 2025Q4: 3,104 shares 3,104$716K0.49%+14Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 608 shares; 2025Q1: 1,584 shares; 2025Q2: 1,586 shares; 2025Q3: 1,586 shares; 2025Q4: 1,586 shares 1,586$713K0.49%0Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,100 shares; 2025Q1: 10,681 shares; 2025Q2: 10,732 shares; 2025Q3: 10,734 shares; 2025Q4: 10,736 shares 10,736$709K0.48%+2Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,731 shares; 2025Q1: 2,207 shares; 2025Q2: 2,138 shares; 2025Q3: 2,086 shares; 2025Q4: 2,038 shares 2,038$569K0.39%-48Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,991 shares; 2025Q1: 4,035 shares; 2025Q2: 4,589 shares; 2025Q3: 4,592 shares; 2025Q4: 4,596 shares 4,596$553K0.38%+4Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,347 shares; 2025Q1: 2,199 shares; 2025Q2: 1,977 shares; 2025Q3: 1,981 shares; 2025Q4: 1,988 shares 1,988$513K0.35%+7Timeline
NOBLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,638 shares; 2025Q1: 4,910 shares; 2025Q2: 3,875 shares; 2025Q3: 3,901 shares; 2025Q4: 3,916 shares 3,916$408K0.28%+15Timeline
HTABHARTFORD FDS EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,654 shares; 2025Q1: 14,409 shares; 2025Q2: 18,713 shares; 2025Q3: 20,144 shares; 2025Q4: 20,813 shares 20,813$399K0.27%+669Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 455 shares; 2025Q1: 655 shares; 2025Q2: 686 shares; 2025Q3: 687 shares; 2025Q4: 574 shares 574$391K0.27%-113Timeline
REGLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,860 shares; 2025Q1: 3,510 shares; 2025Q2: 4,644 shares; 2025Q3: 4,428 shares; 2025Q4: 4,553 shares 4,553$383K0.26%+125Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11,493 shares; 2025Q2: 12,986 shares; 2025Q3: 12,730 shares; 2025Q4: 11,980 shares 11,980$341K0.23%-750Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 146 shares; 2025Q2: 170 shares; 2025Q3: 169 shares; 2025Q4: 169 shares 169$340K0.23%0Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,524 shares; 2025Q2: 11,794 shares; 2025Q3: 11,818 shares; 2025Q4: 11,053 shares 11,053$332K0.23%-765Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 479 shares; 2025Q1: 637 shares; 2025Q2: 669 shares; 2025Q3: 680 shares; 2025Q4: 686 shares 686$332K0.23%+6Timeline
ETHGRAYSCALE ETHEREUM STAKINGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,819 shares; 2025Q4: 11,758 shares 11,758$330K0.22%+4,939Timeline
RECSCOLUMBIA ETF TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,698 shares; 2025Q3: 6,809 shares; 2025Q4: 7,402 shares 7,402$302K0.21%+593Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 953 shares; 2025Q4: 944 shares 944$296K0.2%-9Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,493 shares; 2025Q3: 2,486 shares; 2025Q4: 2,486 shares 2,486$283K0.19%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 896 shares 896$281K0.19%newTimeline
ONEVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,878 shares; 2025Q3: 1,879 shares; 2025Q4: 1,954 shares 1,954$260K0.18%+75Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 361 shares; 2025Q4: 392 shares 392$259K0.18%+31Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 677 shares 677$210K0.14%newTimeline
BTCGRAYSCALE BITCOIN MINI TR ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,080 shares; 2025Q4: 5,175 shares 5,175$200K0.14%+1,095Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
LWLAMB WESTON HLDGS INC6,237$362Kshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001951757-26-000316 base2026-01-27acceptance time not in the bulk data set