Keystone Financial Services, LLC

13F Filings History

Latest 13F report: Q2 2025 - Aug 14, 2025
Value $: $132M
Signature - Title: Matthew Scatore - Chief Compliance Officer
Location: Omaha, NE
Summary: This page shows a list of all the recent 13F filings made by Keystone Financial Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Keystone Financial Services, LLC reported 51 stock holdings with total value $132M as of Q2 2025. Top holdings included VOOG, PVAL, SPLG, PSFF, and FLQM.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2025	51	$132M	+$5.68M	-$727K	+$4.95M	VOOG, PVAL, SPLG, PSFF, FLQM	13F-HR	8/14/2025, 04:14 PM
Q1 2025	47	$118M	+$13.4M	-$653K	+$12.8M	VOOG, PVAL, SPLG, PSFF, FLQM	13F-HR	4/25/2025, 03:53 PM
Q4 2024	44	$109M	$0	$0		VOOG, PVAL, SPLG, PSFF, FLQM	13F-HR	3/14/2025, 01:57 PM