Keystone Financial Services, LLC

Q1 2026 13F-HR Holdings

Location
Omaha, NE
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
58
Total value ($000)
$148,666
Net value change ($000)
+1,838 (1.3%)
New positions
4
Sold out positions
0
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PVAL 1,033 6.4%
GRAYSCALE COINDESK CRYPTO 653 NEW
PSFF 636 5.8%
JPSE 617 7.9%
SCHD 433 10.7%
FLQM 321 4.0%
XOM 229 41.4%
VOE 222 4.8%
RWK 206 NEW
MRVL 202 NEW
Top Reduces (Value $000, Stocks/ETFs)
VOOG -1,179 -6.7%
SOFI -522 -38.6%
SPYM -386 -2.7%
BRK-B -178 -6.9%
SPY -146 -37.3%
QQQ -140 -3.7%
IVV -133 -2.3%
CGGR -130 -17.6%
AAPL -124 -8.0%
TSLA -89 -12.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type