Keystone Financial Services, LLC
All 13F Filings
- Location
- Omaha, NE
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 166,434
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 61 | 166,434 | 13F-HR | Keystone Financial Services, LLC |
| Q1 2026 | 4/21/2026 | 58 | 148,666 | 13F-HR | Keystone Financial Services, LLC |
| Q4 2025 | 1/27/2026 | 54 | 146,828 | 13F-HR | Keystone Financial Services, LLC |
| Q3 2025 | 10/28/2025 | 53 | 142,876 | 13F-HR | Keystone Financial Services, LLC |
| Q2 2025 | 8/14/2025 | 51 | 131,595 | 13F-HR | Keystone Financial Services, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 27.37 K | 16.4% | 0 | 556 | -556 |
| ETFs | 133.4 K | 80.2% | 17.98 K | 0 | 17.98 K |
| Debt | 4.726 K | 2.8% | 85 | 0 | 85 |
| Other | 913 | 0.5% | 260 | 0 | 260 |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
166,434
Holdings
61
QoQ value change ($000)
17,768
(12.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.