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Keystone Financial Group

Latest statistics and disclosures from Keystone Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAU, SGOV, VPLS, SCHD, VIG, and represent 44.43% of Keystone Financial Group's stock portfolio.
Added to shares of these 10 stocks: FBK (+$6.5M), VSDM, VPLS, Blackrock Etf Trust, VCRM, VSDB, VIG, DFAX, MEAR, DFAW.
Started 6 new stock positions in VCRM, AVMA, Blackrock Etf Trust, VSDB, LCID, ENFR.
Reduced shares in these 10 stocks: , ISTB, JAJL, SHV, DFAU, VTIP, VTEB, IUSB, ITOT, DFAC.
Sold out of its positions in GOOGL, BDX, DE, DIS, GM, PJAN, PJUL, MUB, GVI, IGIB. STIP, IXUS, IUSB, Lucid Group, MET, R, SPEM, SPDW, XLU, VYM, VCRB, VT, VCSH, GSRT.
Keystone Financial Group was a net buyer of stock by $15M.
Keystone Financial Group has $177M in assets under management (AUM), dropping by 12.99%.
Central Index Key (CIK): 0002053642

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Portfolio Holdings for Keystone Financial Group

Keystone Financial Group holds 130 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	16.1	$29M		624k	45.76	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	10.3	$18M		181k	100.70	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	7.2	$13M	+30%	162k	78.63	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.5	$9.8M		358k	27.30	View chart
Vanguard Specialized Funds Div App Etf (VIG)	5.4	$9.6M	+9%	44k	216.63	View chart
Fb Finl (FBK)	5.3	$9.3M	+229%	167k	55.74	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	5.2	$9.3M		104k	89.57	View chart
Blackrock Etf Trust Ii Ishares Intermed (INMU)	3.3	$5.9M		248k	23.93	View chart
Dimensional Etf Trust Short Duration F (DFSD)	3.2	$5.6M	+8%	116k	48.19	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	2.8	$5.0M	+14%	158k	31.38	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.5	$4.5M	-2%	117k	38.57	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	2.5	$4.5M	+391%	59k	76.70	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	2.3	$4.1M	+14%	81k	50.51	View chart
Blackrock Etf Trust Ii Ishares Total Re (BRTR)	2.1	$3.8M	+8%	74k	50.99	View chart
Ishares Tr Short Treas Bd (SHV)	2.1	$3.8M	-13%	34k	110.49	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	1.7	$3.1M	+3%	80k	38.29	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	1.7	$3.0M	+4%	59k	51.28	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.5	$2.6M	-6%	18k	145.65	View chart
Ishares Tr Cre U S Reit Etf (USRT)	1.3	$2.3M	+2%	39k	58.72	View chart
Innovator Etfs Trust Equity Defined P (JAJL)	1.1	$1.9M	-29%	67k	28.65	View chart
Blackrock Etf Trust Ishares Intl Eq	1.0	$1.8M	NEW	22k	82.58	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	1.0	$1.7M	NEW	23k	75.25	View chart
Vanguard Malvern Fds Short Duration B (VSDB)	0.9	$1.6M	NEW	21k	76.64	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.9	$1.5M	+47%	21k	71.86	View chart
Ishares Tr Msci Usa Value (VLUE)	0.8	$1.4M		12k	125.05	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$1.4M		16k	87.31	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.7	$1.2M		15k	80.65	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.6	$1.1M	-50%	22k	48.84	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$1.0M		8.6k	118.82	View chart
Truist Financial Corp equities (TFC)	0.6	$984k		22k	45.72	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$767k		4.1k	187.46	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$767k		12k	65.92	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$668k	+10%	2.0k	329.10	View chart
NVIDIA Corporation (NVDA)	0.4	$650k	-5%	3.5k	186.61	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$630k		2.5k	256.40	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.3	$584k	-4%	21k	27.94	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$583k		1.2k	480.14	View chart
United Cmnty Bks Ga Cap Stk (UCB)	0.3	$574k		18k	31.60	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$533k		5.6k	95.15	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.3	$518k	-6%	13k	39.69	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.3	$480k		15k	31.60	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.2	$413k	-5%	9.8k	42.02	View chart
Microsoft Corporation (MSFT)	0.2	$403k	-5%	778.00	518.05	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$380k		756.00	502.74	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.2	$378k	-20%	12k	32.82	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$357k		8.4k	42.47	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$328k	-5%	6.2k	53.03	View chart
Travelers Companies (TRV)	0.2	$316k		1.1k	279.14	View chart
Johnson & Johnson (JNJ)	0.2	$295k		1.6k	185.48	View chart
Wec Energy Group (WEC)	0.2	$292k	+10%	2.6k	114.57	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$272k	-47%	5.4k	50.63	View chart
Southern Company (SO)	0.2	$270k	+10%	2.8k	94.76	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$268k	-9%	3.4k	78.92	View chart
Abbvie (ABBV)	0.1	$263k		1.1k	231.45	View chart
Amgen (AMGN)	0.1	$255k		903.00	282.21	View chart
Apple (AAPL)	0.1	$242k	+34%	949.00	254.70	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$235k		1.4k	164.57	View chart
Cisco Systems (CSCO)	0.1	$233k		3.4k	68.43	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.1	$226k	+273%	10k	22.34	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$222k	-22%	9.4k	23.47	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$212k		452.00	467.90	View chart
Atmos Energy Corporation (ATO)	0.1	$192k	+17%	1.1k	170.78	View chart
Goldman Sachs (GS)	0.1	$185k	+7%	232.00	796.75	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$173k		1.7k	99.94	View chart
American Centy Etf Tr Avantis Moderat (AVMA)	0.1	$164k	NEW	2.5k	65.07	View chart
Intercontinental Exchange (ICE)	0.1	$147k	+19%	871.00	168.55	View chart
Honeywell International (HON)	0.1	$143k		679.00	210.48	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$141k		2.2k	65.25	View chart
First Tr Exchange-traded Alerian Us Nxtgn (RBLD)	0.1	$141k	+10%	1.9k	75.54	View chart
3M Company (MMM)	0.1	$140k	+8%	901.00	155.21	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$137k	-7%	1.5k	91.40	View chart
Ishares Tr High Yld Systm B (HYDB)	0.1	$124k	-12%	2.6k	47.85	View chart
Texas Instruments Incorporated (TXN)	0.1	$113k		615.00	183.77	View chart
Life360 (LIF)	0.1	$92k	-8%	862.00	106.30	View chart
Emerson Electric (EMR)	0.0	$88k		672.00	131.08	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$86k		2.7k	32.07	View chart
Procter & Gamble Company (PG)	0.0	$73k		474.00	153.65	View chart
Medtronic SHS (MDT)	0.0	$71k		741.00	95.95	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$66k	+21%	740.00	88.94	View chart
Pepsi (PEP)	0.0	$64k		453.00	140.44	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.0	$62k		1.5k	41.10	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.0	$61k		525.00	117.04	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$60k		236.00	255.08	View chart
Home Depot (HD)	0.0	$58k		144.00	404.06	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$58k		163.00	355.47	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$57k		551.00	103.40	View chart
Kimberly-Clark Corporation (KMB)	0.0	$55k		437.00	125.60	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$51k		369.00	139.29	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$42k		600.00	69.37	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$41k		816.00	50.63	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$41k		676.00	59.92	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$40k		1.2k	32.79	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.0	$39k	NEW	1.2k	32.41	View chart
Exxon Mobil Corporation (XOM)	0.0	$39k		347.00	112.64	View chart
Nrg Energy Com New (NRG)	0.0	$39k		241.00	162.15	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$37k	-64%	900.00	41.06	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$34k		810.00	42.37	View chart
Tesla Motors (TSLA)	0.0	$33k		75.00	444.72	View chart
Norfolk Southern (NSC)	0.0	$33k		110.00	301.63	View chart
Synovus Finl Corp Com New (SNV)	0.0	$26k	-26%	530.00	49.47	View chart
EOG Resources (EOG)	0.0	$25k		227.00	112.04	View chart
Wal-Mart Stores (WMT)	0.0	$25k		242.00	103.06	View chart
Dimensional Etf Trust International (DFSI)	0.0	$24k		597.00	40.92	View chart
Samsara Com Cl A (IOT)	0.0	$22k		600.00	37.25	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$22k		783.00	27.90	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$21k		305.00	68.08	View chart
At&t (T)	0.0	$20k		717.00	28.24	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$13k	-93%	266.00	50.08	View chart
Merck & Co (MRK)	0.0	$11k		129.00	85.01	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$9.1k		15.00	603.60	View chart
Asa Gold And Precious Mtls L SHS (ASA)	0.0	$8.0k		174.00	45.77	View chart
Pfizer (PFE)	0.0	$7.7k		303.00	25.45	View chart
Coupang Cl A (CPNG)	0.0	$6.4k		200.00	32.20	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$3.4k		173.00	19.53	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$3.3k		40.00	82.33	View chart
Darden Restaurants (DRI)	0.0	$2.9k		15.00	190.33	View chart
Global X Fds Lithium Btry Etf (LIT)	0.0	$2.9k		50.00	57.02	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.0	$2.7k	-11%	16.00	166.19	View chart
Brightsphere Investment Group (AAMI)	0.0	$2.2k		45.00	48.16	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.0	$1.8k		16.00	114.94	View chart
Gamestop Corp Cl A (GME)	0.0	$1.6k		60.00	27.28	View chart
Ge Aerospace Com New (GE)	0.0	$1.2k		4.00	301.25	View chart
Logitech Intl S A SHS (LOGI)	0.0	$548.000000		5.00	109.60	View chart
Viatris (VTRS)	0.0	$304.001500		31.00	9.81	View chart
Nike CL B (NKE)	0.0	$299.000000		4.00	74.75	View chart
Entrepreneurshares Series Tr Ershares Private (XOVR)	0.0	$231.999900		11.00	21.09	View chart
Lucid Group Com New (LCID)	0.0	$190.000000	NEW	8.00	23.75	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.0	$188.000000	-99%	4.00	47.00	View chart
Organon & Co Common Stock (OGN)	0.0	$121.000000		11.00	11.00	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$83.000000	-99%	1.00	83.00	View chart

Past Filings by Keystone Financial Group

SEC 13F filings are viewable for Keystone Financial Group going back to 2024

Keystone Financial Group 2025 Q3 filed Oct. 20, 2025
Keystone Financial Group 2025 Q2 filed July 21, 2025
Keystone Financial Group 2025 Q1 filed May 7, 2025
Keystone Financial Group 2024 Q4 filed Jan. 28, 2025

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