Keystone Financial Services, LLC
Keystone Financial Services, LLC reported 61 holdings worth US$166M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Keystone Financial Services, LLC reported 61 holdings worth US$166M as of Jun 30, 2026. Largest: Nvidia Corporation, Berkshire Hathaway Inc. and Apple Inc. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 61
- Value as reported
- US$166M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nvidia Corporation | 18,504 | US$3.7M | 2.2% |
| Berkshire Hathaway Inc. | 4,833 | US$2.42M | 1.5% |
| Apple Inc | 5,189 | US$1.5M | 0.90% |
| Sofi Technologies, Inc. | 51,714 | US$927K | 0.56% |
| Amazon.com, Inc. | 3,344 | US$797K | 0.48% |
| Tesla, Inc. | 1,860 | US$782K | 0.47% |
| Alphabet Inc (google) Class C | 1,812 | US$647K | 0.39% |
| Marvell Technology, Inc. | 2,119 | US$631K | 0.38% |
| Exxon Mobil Corporation | 4,078 | US$557K | 0.33% |
| Union Pacific Corporation | 1,229 | US$334K | 0.20% |
| Applied Materials, Inc. | 450 | US$325K | 0.20% |
| Mercadolibre, Inc. | 171 | US$290K | 0.17% |
| Microsoft Corp. | 704 | US$263K | 0.16% |
| Marriott International | 677 | US$251K | 0.15% |
| Walt Disney Company (the) | 2,388 | US$230K | 0.14% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |