Keystone Financial Services, LLC reported 20 positions worth $15.53M for the quarter ended Jun 30, 2026, up 15.2% on the prior quarter. It opened 1 new position, added to 8, trimmed 9 and exited 1. Its largest holding is Nvidia Corp at 23.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | +8,494 | +84.9% | $1.70M | 23.84% |
| GDLC Grayscale CoinDesk Crypto 5 ETF | +13.7K | +65.3% | $360.59K | 5.88% |
| AMAT Applied Materials Inc | +450 | – | $325.35K | 2.09% |
| ETH Grayscale Ethereum Staking Mini ETF | +10.1K | +41.1% | $151.59K | 3.35% |
| TSLA Tesla, Inc. | +182 | +10.8% | $76.55K | 5.04% |
| BTC Grayscale Bitcoin Mini Trust ETF | +2,620 | +37.0% | $67.99K | 1.62% |
| MRVL Marvell Technology, Inc. | +81 | +4.0% | $24.13K | 4.06% |
| BSOL Bitwise Solana Staking ETF | +2,021 | +12.0% | $20.23K | 1.21% |
| GOOG Alphabet Inc. | +29 | +3.2% | $10.25K | 2.11% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| UNP Union Pacific Corp | -4,659 | -79.1% | $1.27M | 2.15% |
| META Meta Platforms, Inc. | -404 | -100.0% | $230.90K | Exited |
| AAPL Apple Inc. | -403 | -7.2% | $116.62K | 9.67% |
| BRK-B Berkshire Hathaway Inc | -213 | -4.2% | $106.58K | 15.57% |
| XOM ExxonMobil Holdings Corp | -532 | -11.5% | $72.73K | 3.59% |
| GOOGL Alphabet Inc. | -58 | -6.1% | $20.72K | 2.06% |
| MSFT Microsoft Corp | -49 | -6.5% | $18.28K | 1.69% |
| SOFI SoFi Technologies, Inc. | -487 | -0.9% | $8.73K | 5.97% |
| AMZN Amazon Com Inc | -18 | -0.5% | $4.29K | 5.13% |
| DIS Walt Disney Co | -23 | -1.0% | $2.21K | 1.48% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AMAT Applied Materials Inc | +450 | $325.35K | 2.09% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| META Meta Platforms, Inc. | -404 | $230.90K | 1.71% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 18.5K | $3.70M | 23.84% | +8,494 | +84.9% | Added | 0% |
| 2 | BRK-B Berkshire Hathaway Inc | Financial Services | 4,833 | $2.42M | 15.57% | -213 | -4.2% | Reduced | 0% |
| 3 | AAPL Apple Inc. | Technology | 5,189 | $1.50M | 9.67% | -403 | -7.2% | Reduced | 0% |
| 4 | SOFI SoFi Technologies, Inc. | Financial Services | 51.7K | $927.23K | 5.97% | -487 | -0.9% | Reduced | 0% |
| 5 | GDLC Grayscale CoinDesk Crypto 5 ETF | Others | 34.6K | $913.20K | 5.88% | +13.7K | +65.3% | Added | 0.3% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 3,344 | $797.01K | 5.13% | -18 | -0.5% | Reduced | 0% |
| 7 | TSLA Tesla, Inc. | Consumer Discretionary | 1,860 | $782.32K | 5.04% | +182 | +10.8% | Added | 0% |
| 8 | MRVL Marvell Technology, Inc. | Technology | 2,119 | $631.28K | 4.06% | +81 | +4.0% | Added | 0% |
| 9 | XOM ExxonMobil Holdings Corp | Energy | 4,078 | $557.50K | 3.59% | -532 | -11.5% | Reduced | 0% |
| 10 | ETH Grayscale Ethereum Staking Mini ETF | Financial Services | 34.7K | $520.82K | 3.35% | +10.1K | +41.1% | Added | 0.04% |
| 11 | UNP Union Pacific Corp | Industrials | 1,229 | $334.37K | 2.15% | -4,659 | -79.1% | Reduced | 0% |
| 12 | GOOG Alphabet Inc. | Technology | 926 | $327.15K | 2.11% | +29 | +3.2% | Added | 0% |
| 13 | AMAT Applied Materials Inc | Technology | 450 | $325.35K | 2.09% | +450 | – | New | 0% |
| 14 | GOOGL Alphabet Inc. | Technology | 896 | $320.06K | 2.06% | -58 | -6.1% | Reduced | 0% |
| 15 | MELI Mercadolibre Inc | Technology | 171 | $290.25K | 1.87% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Keystone Financial Services.
As of its Q2 2026 13F filing, Keystone Financial Services, LLC’s five largest positions were Nvidia Corp (NVDA) at 23.8%, Berkshire Hathaway Inc (BRK-B) at 15.6%, Apple Inc. (AAPL) at 9.7%, SoFi Technologies, Inc. (SOFI) at 6.0%, Grayscale CoinDesk Crypto 5 ETF (GDLC) at 5.9% of the reported portfolio.
Keystone Financial Services, LLC reported a 13F portfolio worth $15.53M across 20 positions for Q2 2026. That is up 15.2% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($1.70M), Grayscale CoinDesk Crypto 5 ETF ($360.59K), Applied Materials Inc ($325.35K). It opened 1 new positions.
Its largest sales by value were Union Pacific Corp ($1.27M), Meta Platforms, Inc. ($230.90K), Apple Inc. ($116.62K). It exited 1 positions entirely.
From the Form 13F-HR reports Keystone Financial Services, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.