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Matthew Secatore

Keystone Financial Services, Llc

Assets Managed
$166.434M
Holdings
61
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
11.96%(2Q avg: 6.61%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Keystone Financial Services, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 61 positions.

Assets under management

The assets under management (AUM) of Keystone Financial Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 166.434M in assets, with a quarterly growth rate of 11.96% and a 2-quarter average growth rate of 6.61%. The portfolio is managed by Matthew Secatore, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOOG
Vanguard S&p 500 Growth Etf
Recent Activity
Increased 484.26%
11.68%
$19.43M
235,173 shares@ $82.63 avg price
PVAL
Putnam Focused Lrg Cap Value
Recent Activity
Decreased -0.35%
11.33%
$18.852M
370,007 shares@ $50.96 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -0.08%
9.69%
$16.12M
183,436 shares@ $87.89 avg price
PSFF
Pacer Swan Sos Fund Of Funds
Recent Activity
Increased 2.45%
7.61%
$12.664M
369,114 shares@ $34.31 avg price
JPSE
Jpm Diversified Rt Small Cap
Recent Activity
Increased 0.07%
5.84%
$9.711M
161,413 shares@ $60.17 avg price
FLQM
Franklin U.s. Mid Cap Multif
Recent Activity
Increased 2.02%
5.34%
$8.876M
153,341 shares@ $57.89 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1%
3.95%
$6.561M
8,761 shares@ $748.93 avg price
KMID
Virtus Kar Mid-cap Etf
Recent Activity
Increased 4.01%
3%
$4.989M
198,858 shares@ $25.09 avg price
CGCB
Cap Group Core Bond
Recent Activity
Increased 2.16%
2.84%
$4.726M
180,534 shares@ $26.18 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -0.03%
2.79%
$4.631M
146,045 shares@ $31.72 avg price

1-10 of 61