Keystone Financial Services, LLC
Net buyer this quarter
$166M
25
+$831K
10.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 QQQ | $4.5M | 2.70% | Not reported | -1.8% | Q4 2024 |
 NVDA | $3.7M | 2.22% | 0.00% | +84.9% | Q4 2024 |
 BRK.B | $2.42M | 1.45% | Not reported | -4.2% | Q4 2024 |
 AAPL | $1.5M | 0.90% | 0.00% | -7.2% | Q4 2024 |
 SOFI | $927K | 0.56% | 0.00% | -0.9% | Q4 2024 |
 GDLC | $913K | 0.55% | 0.30% | +65.3% | Q1 2026 |
 AMZN | $797K | 0.48% | 0.00% | -0.5% | Q4 2024 |
 TSLA | $782K | 0.47% | 0.00% | +10.9% | Q4 2024 |
 MRVL | $631K | 0.38% | 0.00% | +4.0% | Q4 2024 |
 VOT | $605K | 0.36% | Not reported | +0.3% | Q4 2024 |
 XOM | $557K | 0.33% | 0.00% | -11.5% | Q4 2024 |
| ETH | $521K | 0.31% | 0.04% | +41.1% | Q3 2025 |
 NOBL | $435K | 0.26% | Not reported | -0.1% | Q4 2024 |
 UNP | $334K | 0.20% | 0.00% | -79.1% | Q1 2025 |
 GOOG | $327K | 0.20% | Not reported | +3.2% | Q4 2025 |
 AMAT | $325K | 0.20% | 0.00% | New | Q2 2026 |
| GOOGL | $320K | 0.19% | 0.00% | -6.1% | Q3 2025 |
 MELI | $290K | 0.17% | 0.00% | Not reported | Q1 2025 |
 SPY | $282K | 0.17% | Not reported | +0.3% | Q4 2024 |
 MSFT | $263K | 0.16% | 0.00% | -6.5% | Q4 2024 |
| ONEV | $262K | 0.16% | Not reported | +8.7% | Q2 2025 |
 BTC | $252K | 0.15% | 0.01% | +37.0% | Q3 2025 |
 MAR | $251K | 0.15% | 0.00% | Not reported | Q4 2025 |
 DIS | $230K | 0.14% | 0.00% | -1.0% | Q2 2025 |
 BSOL | $189K | 0.11% | 0.03% | +12.0% | Q1 2026 |
| Q1 2026 | |||||
| QQQ | $3.59M | 2.42% | Not reported | +2.5% | Q4 2024 |
| BRK.B | $2.42M | 1.63% | Not reported | -2.3% | Q4 2024 |
| NVDA | $1.75M | 1.17% | 0.00% | +2.9% | Q4 2024 |
| UNP | $1.43M | 0.96% | 0.00% | -3.2% | Q1 2025 |
| AAPL | $1.42M | 0.95% | 0.00% | -1.5% | Q4 2024 |
| SOFI | $829K | 0.56% | 0.00% | +1.2% | Q4 2024 |
| XOM | $782K | 0.53% | 0.00% | +0.3% | Q4 2024 |
| AMZN | $700K | 0.47% | 0.00% | +8.3% | Q4 2024 |
| GDLC | $653K | 0.44% | 0.17% | New | Q1 2026 |
| TSLA | $624K | 0.42% | 0.00% | +5.8% | Q4 2024 |
| VOT | $507K | 0.34% | Not reported | -3.3% | Q4 2024 |
| ETH | $488K | 0.33% | 0.03% | +108.9% | Q3 2025 |
| NOBL | $411K | 0.28% | Not reported | -1.1% | Q4 2024 |
| MELI | $296K | 0.20% | 0.00% | +1.2% | Q1 2025 |
| MSFT | $279K | 0.19% | 0.00% | +9.8% | Q4 2024 |
| GOOGL | $274K | 0.18% | 0.00% | +1.1% | Q3 2025 |
| GOOG | $257K | 0.17% | Not reported | +0.1% | Q4 2025 |
| SPY | $245K | 0.17% | Not reported | -34.3% | Q4 2024 |
| DIS | $232K | 0.16% | 0.00% | -3.0% | Q2 2025 |
 META | $231K | 0.16% | Not reported | +3.1% | Q2 2025 |
| ONEV | $226K | 0.15% | Not reported | -13.7% | Q2 2025 |
| MAR | $221K | 0.15% | 0.00% | Not reported | Q4 2025 |
| BTC | $212K | 0.14% | 0.01% | +36.8% | Q3 2025 |
| MRVL | $202K | 0.14% | 0.00% | Not reported | Q4 2024 |
| BSOL | $186K | 0.12% | 0.03% | New | Q1 2026 |
| Q4 2025 | |||||
| QQQ | $3.73M | 2.54% | Not reported | +0.6% | Q4 2024 |
| BRK.B | $2.6M | 1.77% | Not reported | +4.8% | Q4 2024 |
| NVDA | $1.81M | 1.24% | 0.00% | -5.2% | Q4 2024 |
| AAPL | $1.54M | 1.05% | 0.00% | +0.9% | Q4 2024 |
| UNP | $1.41M | 0.96% | 0.00% | Not reported | Q1 2025 |
| SOFI | $1.35M | 0.92% | 0.00% | +0.5% | Q4 2024 |
| AMZN | $716K | 0.49% | 0.00% | +0.5% | Q4 2024 |
| TSLA | $713K | 0.49% | 0.00% | Not reported | Q4 2024 |
| VOT | $569K | 0.39% | Not reported | -2.3% | Q4 2024 |
| XOM | $553K | 0.38% | 0.00% | +0.1% | Q4 2024 |
| NOBL | $408K | 0.28% | Not reported | +0.4% | Q4 2024 |
| SPY | $391K | 0.27% | Not reported | -16.5% | Q4 2024 |
| MELI | $340K | 0.23% | 0.00% | Not reported | Q1 2025 |
| MSFT | $332K | 0.23% | 0.00% | +0.9% | Q4 2024 |
| ETH | $330K | 0.22% | 0.02% | +72.4% | Q3 2025 |
| GOOGL | $296K | 0.20% | 0.00% | -0.9% | Q3 2025 |
| DIS | $283K | 0.19% | 0.00% | Not reported | Q2 2025 |
| GOOG | $281K | 0.19% | Not reported | New | Q4 2025 |
| ONEV | $260K | 0.18% | Not reported | +4.0% | Q2 2025 |
| META | $259K | 0.18% | Not reported | +8.6% | Q2 2025 |
| MAR | $210K | 0.14% | 0.00% | New | Q4 2025 |
| BTC | $200K | 0.14% | 0.00% | +26.8% | Q3 2025 |
| Q3 2025 | |||||
| QQQ | $3.63M | 2.54% | Not reported | -0.7% | Q4 2024 |
| BRK.B | $2.48M | 1.73% | Not reported | +2.5% | Q4 2024 |
| NVDA | $1.91M | 1.34% | 0.00% | +1.2% | Q4 2024 |
| UNP | $1.44M | 1.01% | 0.00% | -1.6% | Q1 2025 |
| AAPL | $1.43M | 1.00% | 0.00% | +0.1% | Q4 2024 |
| SOFI | $1.36M | 0.95% | 0.00% | -1.9% | Q4 2024 |
| TSLA | $705K | 0.49% | 0.00% | Not reported | Q4 2024 |
| AMZN | $678K | 0.47% | 0.00% | +1.4% | Q4 2024 |
| VOT | $613K | 0.43% | Not reported | -2.4% | Q4 2024 |
| XOM | $518K | 0.36% | 0.00% | +0.1% | Q4 2024 |
| SPY | $457K | 0.32% | Not reported | +0.2% | Q4 2024 |
| NOBL | $402K | 0.28% | Not reported | +0.7% | Q4 2024 |
| MELI | $395K | 0.28% | 0.00% | -0.6% | Q1 2025 |
 LW | $362K | 0.25% | 0.00% | -25.1% | Q4 2024 |
| MSFT | $352K | 0.25% | 0.00% | +1.6% | Q4 2024 |
| DIS | $285K | 0.20% | 0.00% | -0.3% | Q2 2025 |
| ETH | $267K | 0.19% | 0.01% | New | Q3 2025 |
| META | $265K | 0.19% | Not reported | +3.1% | Q2 2025 |
| ONEV | $250K | 0.18% | Not reported | +0.1% | Q2 2025 |
| GOOGL | $232K | 0.16% | 0.00% | New | Q3 2025 |
| BTC | $207K | 0.14% | 0.00% | New | Q3 2025 |