Keystone Financial Services
RIA/Wealth
Keystone Financial Services is a RIA/Wealth based in Hendersonville, TN led by Joshua Paul Nelson, managing $318.7M across 127 long positions as of Q3 2025 with 78% ETF concentration, 62% concentrated in top 10 holdings, and minimal technology exposure.
CEOJoshua Paul Nelson
- Portfolio Value
- $318.7M
- Positions
- 127
- Top Holding
- IUSB at 8.25%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Keystone Financial Services's portfolio (62.5% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $26.3M | 8.25% | +$73.3K Bought | — 562.9K shares | |
ETF ETF | $25.5M | 8.00% | +$439.4K Bought | — 131.1K shares | |
ETF ETF | $25.4M | 7.98% | -$271.7K Sold | — 38.0K shares | |
ETF ETF | $23.8M | 7.47% | +$449.2K Bought | — 351.1K shares | |
ETF ETF | $22.6M | 7.08% | +$499.2K Bought | — 187.0K shares | |
ETF ETF | $21.5M | 6.73% | +$536.4K Bought | — 362.5K shares | |
ETF ETF | $19.4M | 6.08% | +$462.0K Bought | — 93.8K shares | |
ETF ETF | $15.1M | 4.74% | +$432.0K Bought | — 229.2K shares | |
ETF ETF | $10.1M | 3.16% | +$503.6K Bought | — 30.2K shares | |
Unknown Unknown | $9.4M | 2.95% | +$318.9K Bought | — 248.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Keystone Financial Services's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-29.38% |
Analytics
Portfolio insights and performance metrics for Keystone Financial Services
GthenA
Sector Allocation
Market Cap Distribution
No market cap data available
Portfolio Concentration
No concentration data available