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Matthew Secatore

Keystone Financial Services, Llc

Assets Managed
$148.666M
Holdings
58
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
1.26%(2Q avg: 2.01%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Keystone Financial Services, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 58 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 148.666M in assets, with a quarterly growth rate of 1.26% and a 2-quarter average growth rate of 2.01%. The portfolio is managed by Matthew Secatore, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PVAL
Putnam Focused Lrg Cap Value
Recent Activity
Increased 4.49%
11.59%
$17.229M
371,324 shares@ $46.4 avg price
VOOG
Vanguard S&p 500 Growth Etf
Recent Activity
Increased 1.75%
11.04%
$16.41M
40,252 shares@ $407.69 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 2.01%
9.46%
$14.053M
183,601 shares@ $76.55 avg price
PSFF
Pacer Swan Sos Fund Of Funds
Recent Activity
Increased 6.78%
7.77%
$11.546M
360,316 shares@ $32.05 avg price
JPSE
Jpm Diversified Rt Small Cap
Recent Activity
Increased 3.03%
5.69%
$8.457M
161,304 shares@ $52.43 avg price
FLQM
Franklin U.s. Mid Cap Multif
Recent Activity
Increased 6.56%
5.56%
$8.257M
150,313 shares@ $54.94 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2.45%
3.82%
$5.667M
8,675 shares@ $653.24 avg price
VOE
Vanguard Mid-cap Value Etf
Recent Activity
Increased 0.86%
3.28%
$4.862M
26,385 shares@ $184.28 avg price
CGCB
Cap Group Core Bond
Recent Activity
Increased 1.18%
3.13%
$4.641M
176,721 shares@ $26.26 avg price
KMID
Virtus Kar Mid-cap Etf
Recent Activity
Increased 5.56%
3.07%
$4.558M
191,202 shares@ $23.84 avg price

1-10 of 58