Keystone Financial Services, LLC

CIK

2046033

Location

OMAHA, NE

Portfolio Value

Micro $17,060,542

Diversification

Diversified

Filing Date

Global Rank

#7,474 / 8,232 ▲ 220

Top Industry

Insurance - Diversified 20.7%

3Y Alpha vs SPY

-7.2%

Period ended 2 months ago

Filed Apr 21, 2026 · 54d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+13.5%

SPY

+23.4%

Annualised alpha

-7.2%

Max drawdown

−19.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

21 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

21.1%

−0.8 pts

Top 5

62.2%

−2.8 pts

Top 10

83.2%

−3.6 pts

HHI

1,006

Diversified−102

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	31.5%	$5,378,401	6
Technology	21.4%	$3,645,538	4
Financial Services	19.0%	$3,246,994	2
Consumer Cyclical	10.8%	$1,841,087	4
Industrials	8.4%	$1,428,546	1
Energy	4.6%	$782,132	1
Communication Services	4.3%	$737,844	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
ETH	Grayscale Ethereum Staking Mini ETF	+12,808	24,566	$487,880
BTC	Grayscale Bitcoin Mini Trust ETF	+1,904	7,079	$212,299
SOFI	SoFi Technologies, Inc.	+600	52,201	$828,951
NVDA	Nvidia Corp	+279	10,010	$1,745,744
AMZN	Amazon Com Inc	+258	3,362	$700,203
QQQ	Invesco Qqq Trust, Series 1	+149	6,227	$3,594,099
TSLA	Tesla, Inc.	+92	1,678	$623,796
MSFT	Microsoft Corp	+67	753	$278,738
XOM	Exxon Mobil Corp	+14	4,610	$782,132
META	Meta Platforms, Inc.	+12	404	$231,140
GOOGL	Alphabet Inc.	+10	954	$274,332
MELI	Mercadolibre Inc	+2	171	$295,662
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	−197	377	$245,178
UNP	Union Pacific Corp	−194	5,888	$1,428,546
BRK-B	Berkshire Hathaway Inc	−119	5,046	$2,418,043
AAPL	Apple Inc.	−83	5,592	$1,419,193
DIS	Walt Disney Co	−75	2,411	$232,372
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
GDLC	Grayscale CoinDesk Crypto 5 ETF	20,940	$653,118
MRVL	Marvell Technology, Inc.	2,038	$201,863
BSOL	Bitwise Solana Staking ETF	16,817	$185,827
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

21 positions · $17,060,542 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	6,227	+149	$3,594,099	−3.7%	21.07%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	5,046	-119	$2,418,043	−6.9%	14.17%
NVDA	Nvidia Corp Technology	Added	10,010	+279	$1,745,744	−3.8%	10.23%
UNP	Union Pacific Corp Industrials	Reduced	5,888	-194	$1,428,546	+1.5%	8.37%
AAPL	Apple Inc. Technology	Reduced	5,592	-83	$1,419,193	−8.0%	8.32%
SOFI	SoFi Technologies, Inc. Financial Services	Added	52,201	+600	$828,951	−38.6%	4.86%
XOM	Exxon Mobil Corp Energy	Added	4,610	+14	$782,132	+41.4%	4.58%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,362	+258	$700,203	−2.3%	4.10%
GDLC	Grayscale CoinDesk Crypto 5 ETF	NEW	20,940	NEW	$653,118	NEW	3.83%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,678	+92	$623,796	−12.5%	3.66%
ETH	Grayscale Ethereum Staking Mini ETF	Added	24,566	+12,808	$487,880	+47.9%	2.86%
MELI	Mercadolibre Inc Consumer Cyclical	Added	171	+2	$295,662	−13.1%	1.73%
MSFT	Microsoft Corp Technology	Added	753	+67	$278,738	−16.0%	1.63%
GOOGL	Alphabet Inc. Communication Services	Added	954	+10	$274,332	−7.2%	1.61%
SPY	Spdr S&P 500 ETF Trust	Reduced	377	-197	$245,178	−37.4%	1.44%
DIS	Walt Disney Co Communication Services	Reduced	2,411	-75	$232,372	−17.8%	1.36%
META	Meta Platforms, Inc. Communication Services	Added	404	+12	$231,140	−10.7%	1.35%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	677	0	$221,426	+5.4%	1.30%
BTC	Grayscale Bitcoin Mini Trust ETF	Added	7,079	+1,904	$212,299	+5.9%	1.24%
MRVL	Marvell Technology, Inc. Technology	NEW	2,038	NEW	$201,863	NEW	1.18%
BSOL	Bitwise Solana Staking ETF	NEW	16,817	NEW	$185,827	NEW	1.09%