Institutional Fund
Keystone Financial Services, LLC
Omaha, NECIK 20460336 filings on record
Portfolio Value
$148.67M
Q1 2026
Holdings
58
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+1.3%
from $146.83M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Putnam ETF Trust11.6%
- Vanguard Admiral Fds Inc11.0%
- Spdr Series Trust9.5%
- Pacer Fds Tr7.8%
- J P Morgan Exchange Traded F5.7%
- Franklin Templeton ETF Tr5.6%
- Other48.9%
Portfolio Holdings
58 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Putnam ETF Trust | 371.3K | $17.23M | 11.6% | +15.9K | Added |
| 2 | Vanguard Admiral Fds Inc | 40.3K | $16.41M | 11.0% | +689 | Added |
| 3 | Spdr Series Trust | 183.6K | $14.05M | 9.5% | +3.6K | Added |
| 4 | Pacer Fds Tr | 360.3K | $11.55M | 7.8% | +22.9K | Added |
| 5 | J P Morgan Exchange Traded F | 161.3K | $8.46M | 5.7% | +4.7K | Added |
| 6 | Franklin Templeton ETF Tr | 150.3K | $8.26M | 5.6% | +9.3K | Added |
| 7 | Ishares Tr | 8.7K | $5.67M | 3.8% | +207 | Added |
| 8 | Vanguard Index Fds | 26.4K | $4.86M | 3.3% | +224 | Added |
| 9 | Capital Grp Fixed Incm ETF T | 176.7K | $4.64M | 3.1% | +2.1K | Added |
| 10 | Virtus ETF Tr II | 191.2K | $4.56M | 3.1% | +10.1K | Added |
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