# EDGAR Filing Document

**Accession Number:** 0002046033
**File Stem:** 0001951757-26-000664
**Filing Date:** 2026-4
**Character Count:** 9729
**Document Hash:** cbe5280cf5e60c7506bbdcbea9b0a1ea
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-26-000664.hdr.sgml**: 20260421

**ACCESSION NUMBER**: 0001951757-26-000664

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260421

**DATE AS OF CHANGE**: 20260421

**EFFECTIVENESS DATE**: 20260421

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Keystone Financial Services, LLC
- **CENTRAL INDEX KEY:** 0002046033

**ORGANIZATION NAME:**
- **EIN:** 464345755
- **STATE OF INCORPORATION:** NE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25458
- **FILM NUMBER:** 26877512

**BUSINESS ADDRESS:**
- **STREET 1:** 9802 NICHOLAS STREET
- **STREET 2:** SUITE 315A
- **CITY:** OMAHA
- **STATE:** NE
- **ZIP:** 68114
- **BUSINESS PHONE:** (402) 392-1212

**MAIL ADDRESS:**
- **STREET 1:** 9802 NICHOLAS STREET
- **STREET 2:** SUITE 315A
- **CITY:** OMAHA
- **STATE:** NE
- **ZIP:** 68114

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Keystone Financial Services LLC<br>**Address:** 9802 NICHOLAS STREET<br>SUITE 315A<br>OMAHA, NE 68114

**Form 13F File Number:** 028-25458

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Matthew Secatore<br>**Title:** Chief Compliance Officer<br>**Phone:** (402) 392-1212

**Signature, Place, and Date of Signing:**

Matthew Secatore  Omaha, NE  04-21-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 58

**Form 13F Information Table Value Total:** $148665594

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| THE ALGER ETF TRUST | MID CAP 40 ETF | 015564107 |  | 1174151 | 60275 | SH |  | SOLE |  | 0 | 0 | 60275 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 257178 | 897 | SH |  | SOLE |  | 0 | 0 | 897 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 274242 | 954 | SH |  | SOLE |  | 0 | 0 | 954 |
| AMAZON COM INC | COM | 023135106 |  | 700204 | 3362 | SH |  | SOLE |  | 0 | 0 | 3362 |
| APPLE INC | COM | 037833100 |  | 1419100 | 5592 | SH |  | SOLE |  | 0 | 0 | 5592 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2418043 | 5046 | SH |  | SOLE |  | 0 | 0 | 5046 |
| BITWISE SOLANA STAKING ETF | COM SHS OF BENEF | 091948109 |  | 185828 | 16817 | SH |  | SOLE |  | 0 | 0 | 16817 |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 |  | 607400 | 15113 | SH |  | SOLE |  | 0 | 0 | 15113 |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | 14020Y300 |  | 3400087 | 124865 | SH |  | SOLE |  | 0 | 0 | 124865 |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | 14020Y508 |  | 4640692 | 176721 | SH |  | SOLE |  | 0 | 0 | 176721 |
| COLUMBIA ETF TR I | RESH ENHNC COR | 19761L706 |  | 301267 | 7729 | SH |  | SOLE |  | 0 | 0 | 7729 |
| DISNEY WALT CO | COM | 254687106 |  | 232407 | 2411 | SH |  | SOLE |  | 0 | 0 | 2411 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 782211 | 4610 | SH |  | SOLE |  | 0 | 0 | 4610 |
| META PLATFORMS INC | CL A | 30303M102 |  | 230902 | 404 | SH |  | SOLE |  | 0 | 0 | 404 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 |  | 1078004 | 11621 | SH |  | SOLE |  | 0 | 0 | 11621 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 |  | 921455 | 13495 | SH |  | SOLE |  | 0 | 0 | 13495 |
| FIRST TR EXCHANGE TRADED FD | SMID RISNG ETF | 33741X102 |  | 794742 | 20156 | SH |  | SOLE |  | 0 | 0 | 20156 |
| FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | 35473P884 |  | 8256716 | 150313 | SH |  | SOLE |  | 0 | 0 | 150313 |
| GRAYSCALE ETHEREUM STAKING | SHS NEW | 38964R203 |  | 487881 | 24566 | SH |  | SOLE |  | 0 | 0 | 24566 |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | 389930207 |  | 212299 | 7079 | SH |  | SOLE |  | 0 | 0 | 7079 |
| HARTFORD FDS EXCHANGE TRADED | SCHRDRS TAX BD | 41653L404 |  | 423374 | 22283 | SH |  | SOLE |  | 0 | 0 | 22283 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 3594053 | 6227 | SH |  | SOLE |  | 0 | 0 | 6227 |
| INVESCO EXCH TRADED FD TR II | S MDCP 400 REV | 46138G672 |  | 206499 | 1610 | SH |  | SOLE |  | 0 | 0 | 1610 |
| ISHARES TR | MORNINGSTR US EQ | 464287127 |  | 994830 | 11071 | SH |  | SOLE |  | 0 | 0 | 11071 |
| ISHARES TR | CORE S ETF | 464287200 |  | 5666831 | 8675 | SH |  | SOLE |  | 0 | 0 | 8675 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 722677 | 10702 | SH |  | SOLE |  | 0 | 0 | 10702 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 |  | 4440853 | 96394 | SH |  | SOLE |  | 0 | 0 | 96394 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 3862336 | 76316 | SH |  | SOLE |  | 0 | 0 | 76316 |
| J P MORGAN EXCHANGE TRADED F | DIVERSFD EQT ETF | 46641Q845 |  | 8457149 | 161304 | SH |  | SOLE |  | 0 | 0 | 161304 |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | 47804J206 |  | 2837032 | 42268 | SH |  | SOLE |  | 0 | 0 | 42268 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 221426 | 677 | SH |  | SOLE |  | 0 | 0 | 677 |
| MARVELL TECHNOLOGY INC | COM | 573874104 |  | 201882 | 2038 | SH |  | SOLE |  | 0 | 0 | 2038 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 295662 | 171 | SH |  | SOLE |  | 0 | 0 | 171 |
| MICROSOFT CORP | COM | 594918104 |  | 278684 | 753 | SH |  | SOLE |  | 0 | 0 | 753 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1745664 | 10010 | SH |  | SOLE |  | 0 | 0 | 10010 |
| PACER FDS TR | SWAN SOS FD OF | 69374H568 |  | 11546110 | 360316 | SH |  | SOLE |  | 0 | 0 | 360316 |
| PACER FDS TR | US SMALL CAP CAS | 69374H857 |  | 3740701 | 83368 | SH |  | SOLE |  | 0 | 0 | 83368 |
| PROSHARES TR | S MDCP 400 DIV | 74347B680 |  | 361811 | 4187 | SH |  | SOLE |  | 0 | 0 | 4187 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 |  | 410832 | 3875 | SH |  | SOLE |  | 0 | 0 | 3875 |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | 746729300 |  | 17229433 | 371324 | SH |  | SOLE |  | 0 | 0 | 371324 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 245432 | 377 | SH |  | SOLE |  | 0 | 0 | 377 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 14052842 | 183601 | SH |  | SOLE |  | 0 | 0 | 183601 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R754 |  | 226306 | 1687 | SH |  | SOLE |  | 0 | 0 | 1687 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 342588 | 11066 | SH |  | SOLE |  | 0 | 0 | 11066 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 344205 | 11836 | SH |  | SOLE |  | 0 | 0 | 11836 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 4482149 | 146094 | SH |  | SOLE |  | 0 | 0 | 146094 |
| SOFI TECHNOLOGIES INC | COM | 83406F102 |  | 828952 | 52201 | SH |  | SOLE |  | 0 | 0 | 52201 |
| TESLA INC | COM | 88160R101 |  | 623796 | 1678 | SH |  | SOLE |  | 0 | 0 | 1678 |
| UNION PAC CORP | COM | 907818108 |  | 1428561 | 5888 | SH |  | SOLE |  | 0 | 0 | 5888 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 |  | 16410300 | 40252 | SH |  | SOLE |  | 0 | 0 | 40252 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1448922 | 2425 | SH |  | SOLE |  | 0 | 0 | 2425 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 4862190 | 26385 | SH |  | SOLE |  | 0 | 0 | 26385 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 507100 | 1970 | SH |  | SOLE |  | 0 | 0 | 1970 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 798275 | 2641 | SH |  | SOLE |  | 0 | 0 | 2641 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 728169 | 2536 | SH |  | SOLE |  | 0 | 0 | 2536 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 511795 | 1954 | SH |  | SOLE |  | 0 | 0 | 1954 |
| VIRTUS ETF TR II | KAR MID-CAP ETF | 92790A868 |  | 4558245 | 191202 | SH |  | SOLE |  | 0 | 0 | 191202 |
| GRAYSCALE COINDESK CRYPTO | USD SHS | G40705108 |  | 653119 | 20940 | SH |  | SOLE |  | 0 | 0 | 20940 |

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