You're signed outSign in or to get full access.
Keystone Financial Services, LLC
Keystone Financial Services, LLC is an SEC-registered investment adviser headquartered in Omaha, Nebraska. Founded in 2012, the firm serves primarily individual clients—including both high net worth and non-high net worth individuals—offering comprehensive wealth management and financial advisory services. As of 2025, the firm manages assets for hundreds of clients and employs a small but focused professional team dedicated to personalized financial planning and investment management.
Investment Strategy
Keystone Financial Services, LLC provides customized investment advisory and wealth management solutions, primarily for individual investors. Their investment approach is diversified and discretionary, tailored to each client’s financial goals and risk tolerance. The firm invests in a broad range of securities, including large-cap equities such as technology, financial, and consumer sector stocks, and ETFs including exposure to commodities. Their philosophy centers on building diversified portfolios for long-term capital appreciation, with individual client circumstances and objectives guiding portfolio construction and asset allocation.
Latest 13F Filing Activity
Keystone Financial Services, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 50 equity positions with a total 13F market value of $132M. The fund increased holdings in Vanguard Admiral FDS Inc., SPDR Series Trust, Putnam Etf Trust among other positions. Keystone Financial Services, LLC reduced exposure to Schwab Strategic TR, Berkshire Hathaway Inc. Del, Apple Inc. among others.
Top Holdings
Equity Positions (50)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOOG | VANGUARD ADMIRAL FDS INC | 12.03% | $15.8M | 39,932 | $365.40 | $396.54 | +$2.7M |
P PVAL | PUTNAM ETF TRUST | 10.43% | $13.7M | 341,241 | $37.32 | $40.23 | +$1.3M |
S SPLG | SPDR SERIES TRUST | 9.67% | $12.7M | 175,002 | $68.94 | $72.69 | +$1.6M |
P PSFF | PACER FDS TR | 7.43% | $9.8M | 320,844 | $29.30 | $30.48 | +$1.1M |
F FLQM | FRANKLIN TEMPLETON ETF TR | 5.43% | $7.1M | 131,534 | $54.23 | $54.31 | +$510.1K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more