Keystone Financial Services holds a focused book of 131 stocks worth $388.4M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Ish Intl Ctry Rot Act ETF and trimmed Ishares S&P 500 Growth ETF. Their largest long position is Ishares Core S&P 500 ETF at 18% of the equity book. Cloning the disclosed picks since 2025 would be +13% (+17.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Keystone Financial Services's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
17% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Keystone Financial Services
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $1.7T |
| MML INVESTORS SERVICES, LLC | 80 / 80 | $15.2B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 80 / 80 | $14.6B |
| ASSETMARK, INC | 80 / 80 | $11.8B |
| Steward Partners Investment Advisory, LLC | 80 / 80 | $5.5B |
| Merit Financial Group, LLC | 80 / 80 | $4.3B |
| Integrated Wealth Concepts LLC | 80 / 80 | $4.2B |
| MGO ONE SEVEN LLC | 80 / 80 | $1.7B |
Ranked by how many of Keystone Financial Services's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $68.8M | 91.9K | 17.7% | ▲+65% Added · +36K sh | |
| 2 | Ishares TR CORE UNIVRSL USD | $29.5M | 640.2K | 7.6% | ▲+30% Added · +148K sh | |
| 3 | Ishares TR S&P 500 GRWT ETF | $26.9M | 195.7K | 6.9% | ▼−3.0% Reduced · −6K sh | |
| 4 | BlackRock ETF Trust ISHARES US EQUIT | $25.9M | 381.5K | 6.7% | ▲+0.6% Added · +2K sh | |
| 5 | Ishares TR S&P 500 VAL ETF | $22.8M | 100.6K | 5.9% | ▼−18% Reduced · −22K sh | |
| 6 | Ishares Inc CORE MSCI EMKT | $15.6M | 188.3K | 4.0% | ▼−32% Reduced · −89K sh | |
| 7 | Ishares TR EAFE GRWTH ETF | $13.5M | 108.9K | 3.5% | ▲+2.7% Added · +3K sh | |
| 8 | BlackRock ETF Trust ISHA I IN TE ETF | $13.1M | 248.0K | 3.4% | ▼−20% Reduced · −62K sh | |
| 9 | Ishares TR MSCI USA MMENTM | $11.0M | 32.2K | 2.8% | ▼−26% Reduced · −11K sh | |
| 10 | BlackRock ETF Trust ISHA LA CORE ETF | $10.2M | 202.1K | 2.6% | ▲+11% Added · +21K sh | |
| 11 | BlackRock ETF Trust ISHARES DEFENSE | $9.1M | 284.9K | 2.3% | ▲+21% Added · +50K sh | |
| 12 | Ishares TR EAFE VALUE ETF | $8.8M | 115.6K | 2.3% | ▼−53% Reduced · −132K sh | |
| 13 | BlackRock ETF Trust ISHA IN CTRY ETF | $8.8M | 239.9K | 2.3% | ▲New New position | |
| 14 | BlackRock ETF Trust ISHA US THEM ETF | $7.7M | 178.8K | 2.0% | ▼−36% Reduced · −100K sh | |
| 15 | Ishares TR US TREAS BD ETF | $7.2M | 316.1K | 1.9% | ▲+7.3% Added · +22K sh | |
| 16 | Ishares TR 10-20 YR TRS ETF | $7.1M | 70.3K | 1.8% | ▼−22% Reduced · −20K sh | |
| 17 | Ishares TR MBS ETF | $6.9M | 73.1K | 1.8% | ▲+5.7% Added · +4K sh | |
| 18 | BlackRock ETF Trust ISHA SYST AL ETF | $5.3M | 189.9K | 1.4% | ▲New New position | |
| 19 | BlackRock ETF Trust II ISHA GLO USD ETF | $4.1M | 82.2K | 1.1% | ▲New New position | |
| 20 | Alphabet Inc CAP STK CL C | $3.5M | 9.8K | 0.9% | ▼−9.1% Reduced · −984 sh | |
| 21 | Berkshire Hathaway Inc Del CL B NEW | $3.3M | 6.6K | 0.8% | ▲+1.6% Added · +101 sh | |
| 22 | JPMorgan Chase & Co COM | $2.9M | 8.9K | 0.8% | ▲+0.9% Added · +80 sh | |
| 23 | Applied Matls Inc COM | $2.9M | 4.0K | 0.7% | ▼−16% Reduced · −731 sh | |
| 24 | Broadcom Inc COM | $2.4M | 6.4K | 0.6% | ▲+28% Added · +1K sh | |
| 25 | Booking Holdings Inc COM | $2.3M | 12.8K | 0.6% | ▲27× Added · +12K sh | |
| 26 | Ishares Gold TR ISHARES NEW | $2.2M | 28.9K | 0.6% | ▲+13% Added · +3K sh | |
| 27 | Philip Morris Intl Inc COM | $2.1M | 11.5K | 0.5% | ▼−12% Reduced · −2K sh | |
| 28 | Meta Platforms Inc CL A | $2.0M | 3.6K | 0.5% | ▲+2.2% Added · +78 sh | |
| 29 | Schwab Charles Corp COM | $2.0M | 22.1K | 0.5% | ▲+1.8% Added · +388 sh | |
| 30 | Amazon Com Inc COM | $2.0M | 8.3K | 0.5% | ▲+7.5% Added · +578 sh | |
| 31 | Microsoft Corp COM | $1.9M | 5.2K | 0.5% | ▲+5.8% Added · +286 sh | |
| 32 | Ishares TR MSCI USA QLT FCT | $1.6M | 7.4K | 0.4% | ▼−87% Reduced · −51K sh | |
| 33 | Bank Of NY Mellon Corp COM | $1.5M | 10.5K | 0.4% | ▲+0.2% Added · +24 sh | |
| 34 | Wells Fargo & Co COM | $1.5M | 18.1K | 0.4% | ▲+2.2% Added · +384 sh | |
| 35 | Analog Devices Inc COM | $1.5M | 3.7K | 0.4% | ▲+0.4% Added · +14 sh | |
| 36 | Apple Inc COM | $1.5M | 5.1K | 0.4% | ▲+2.3% Added · +114 sh | |
| 37 | Ishares TR NATIONAL MUN ETF | $1.4M | 13.1K | 0.4% | ▲+7.4% Added · +902 sh | |
| 38 | Ishares TR ESG AWR MSCI USA | $1.4M | 8.3K | 0.3% | ▲+5.8% Added · +454 sh | |
| 39 | Becton Dickinson & Co COM | $1.3M | 8.9K | 0.3% | ▲+33% Added · +2K sh | |
| 40 | BlackRock ETF Trust ISHA US AWAR ETF | $1.3M | 16.6K | 0.3% | ▲+6.1% Added · +958 sh | |
| 41 | General Dynamics Corp COM | $1.2M | 3.5K | 0.3% | ▲+2.1% Added · +72 sh | |
| 42 | ConocoPhillips COM | $1.2M | 11.3K | 0.3% | ▲+2.5% Added · +274 sh | |
| 43 | McKesson Corp COM | $1.2M | 1.5K | 0.3% | ▼−2.4% Reduced · −38 sh | |
| 44 | Visa Inc COM CL A | $1.1M | 3.3K | 0.3% | ▲+7.5% Added · +233 sh | |
| 45 | Novartis AG SPONSORED ADR | $1.1M | 7.2K | 0.3% | ▲+1.4% Added · +96 sh | |
| 46 | Alphabet Inc CAP STK CL A | $1.1M | 3.0K | 0.3% | ▼−0.6% Reduced · −17 sh | |
| 47 | Exxon Mobil Corp COM | $1.0M | 7.3K | 0.3% | ▲+2.1% Added · +150 sh | |
| 48 | Unilever PLC SPON ADR NEW | $977K | 16.3K | 0.3% | ▲+1.9% Added · +306 sh | |
| 49 | Medtronic PLC SHS | $935K | 11.9K | 0.2% | ▲+22% Added · +2K sh | |
| 50 | Comcast Corp New CL A | $920K | 37.5K | 0.2% | ▲+2.0% Added · +751 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1865158/holdings"
Use Arkolith to show Keystone Financial Services's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.