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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 43.94% of Keystone Financial Group's stock portfolio.
Added to shares of these 10 stocks: VSDM, IXUS, DFAC, VPLS, DFAX, VSDB, SGOV, SCHD, VIG, VCRM.
Started 12 new stock positions in NXPI, IFRA, IXUS, RGTI, MOAT, SMH, ERET, BAI, AOA, IBIT. Solstice Advanced Matls, Gamestop Corp New Wt Exp 103026.
Reduced shares in these 10 stocks: Blackrock Etf Trust, FBK, SCHZ, BALT, VIGI, SHYM, JAJL, SHV, ZALT, MEAR.
Sold out of its positions in Blackrock Etf Trust, GNMA, OGN, VCIT, VTRS, ASA.
Keystone Financial Group was a net buyer of stock by $12M.
Keystone Financial Group has $191M in assets under management (AUM), dropping by 7.63%.
Central Index Key (CIK): 0002053642

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Portfolio Holdings for Keystone Financial Group

Keystone Financial Group holds 136 positions in its portfolio as reported in the December 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)	15.5	$30M		634k	46.80	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	10.0	$19M	+4%	190k	100.38	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	7.4	$14M	+12%	182k	78.12	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.5	$11M	+7%	385k	27.43	View chart
Vanguard Specialized Funds Div App Etf (VIG)	5.5	$10M	+7%	48k	219.78	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	4.9	$9.4M		102k	91.45	View chart
Fb Finl (FBK)	4.7	$9.0M	-3%	161k	55.80	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	3.6	$6.8M	+52%	89k	76.45	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	3.4	$6.4M	+24%	197k	32.73	View chart
Blackrock Etf Trust Ii Ishares Intermed (INMU)	3.4	$6.4M	+7%	267k	24.04	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	3.3	$6.3M	+36%	159k	39.59	View chart
Dimensional Etf Trust Short Duration F (DFSD)	3.0	$5.7M		118k	47.95	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	2.1	$4.0M		80k	50.32	View chart
Blackrock Etf Trust Ii Ishares Total Re (BRTR)	2.0	$3.8M		75k	50.78	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	1.9	$3.7M	-2%	33k	110.15	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	1.6	$3.1M	+3%	83k	37.87	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	1.6	$3.0M		58k	51.10	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.4	$2.7M		18k	148.69	View chart
Vanguard Malvern Fds Short Duration B (VSDB)	1.4	$2.6M	+60%	34k	76.48	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	1.3	$2.4M	+37%	32k	75.57	View chart
Ishares Tr Cre U S Reit Etf (USRT)	1.3	$2.4M	+9%	42k	56.96	View chart
Ishares Tr Core Msci Total (IXUS)	1.0	$2.0M	NEW	24k	84.64	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	1.0	$1.9M	+18%	25k	73.98	View chart
Innovator Etfs Trust Equity Defined P (JAJL)	1.0	$1.8M	-5%	63k	29.06	View chart
Ishares Tr Msci Usa Value (VLUE)	0.8	$1.6M		12k	136.73	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$1.5M		17k	89.46	View chart
Spdr Series Trust State Street Spd (SPTM)	0.6	$1.2M		15k	82.50	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.6	$1.1M		22k	48.75	View chart
Truist Financial Corp equities (TFC)	0.6	$1.1M		22k	49.21	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$1.0M		8.6k	120.17	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$793k		12k	67.22	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$785k		4.1k	190.99	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$664k	-2%	2.0k	335.24	View chart
NVIDIA Corporation (NVDA)	0.3	$649k		3.5k	186.49	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.3	$626k		21k	29.82	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$616k		2.5k	250.32	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$593k		1.2k	488.03	View chart
United Cmnty Bks Ga Cap Stk (UCB)	0.3	$577k		18k	31.47	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.3	$531k		13k	40.72	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$528k		5.6k	94.17	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.2	$426k		9.8k	43.38	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.2	$411k	-15%	13k	32.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$380k		756.00	502.65	View chart
Microsoft Corporation (MSFT)	0.2	$377k		779.00	483.41	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$366k		8.4k	43.43	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$332k		6.3k	52.88	View chart
Johnson & Johnson (JNJ)	0.2	$331k		1.6k	206.95	View chart
Travelers Companies (TRV)	0.2	$329k		1.1k	290.18	View chart
Amgen (AMGN)	0.2	$297k		908.00	327.18	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$287k	+450%	4.5k	64.42	View chart
Cisco Systems (CSCO)	0.1	$263k		3.4k	77.02	View chart
Abbvie (ABBV)	0.1	$260k		1.1k	228.57	View chart
Apple (AAPL)	0.1	$258k		950.00	271.72	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$257k	-3%	5.2k	49.46	View chart
Wec Energy Group (WEC)	0.1	$255k	-5%	2.4k	105.45	View chart
Southern Company (SO)	0.1	$250k		2.9k	87.21	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$249k	-7%	3.2k	78.81	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$241k		1.4k	167.88	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$223k	-42%	6.6k	33.51	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$214k		452.00	473.12	View chart
Goldman Sachs (GS)	0.1	$205k		233.00	879.63	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.1	$197k	+419%	6.3k	31.45	View chart
Atmos Energy Corporation (ATO)	0.1	$189k		1.1k	167.60	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$179k		1.7k	102.55	View chart
3M Company (MMM)	0.1	$145k		905.00	160.11	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$142k		2.2k	65.99	View chart
Intercontinental Exchange (ICE)	0.1	$142k		874.00	161.95	View chart
First Tr Exchange-traded Alerian Us Nxtgn (RBLD)	0.1	$141k		1.9k	74.69	View chart
American Centy Etf Tr Avantis Moderat (AVMA)	0.1	$136k	-18%	2.0k	66.31	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$134k		1.5k	88.50	View chart
Honeywell International (HON)	0.1	$133k		683.00	195.13	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.1	$128k	+100%	1.1k	121.27	View chart
Ishares Tr High Yld Systm B (HYDB)	0.1	$108k	-12%	2.3k	47.35	View chart
Texas Instruments Incorporated (TXN)	0.1	$107k		618.00	173.59	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$90k		2.7k	33.08	View chart
Emerson Electric (EMR)	0.0	$89k		673.00	132.81	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.0	$85k	-62%	3.8k	22.22	View chart
Medtronic SHS (MDT)	0.0	$72k		741.00	96.77	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.0	$68k	+8%	1.6k	41.47	View chart
Procter & Gamble Company (PG)	0.0	$68k		474.00	143.31	View chart
Ishares Tr Envir Awr Rl Est (ERET)	0.0	$68k	NEW	2.5k	26.71	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$66k		743.00	89.40	View chart
Pepsi (PEP)	0.0	$66k		453.00	145.26	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$65k		163.00	396.31	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$61k		236.00	257.95	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$58k	+100%	1.1k	52.71	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$57k		370.00	154.91	View chart
Home Depot (HD)	0.0	$50k		144.00	344.31	View chart
Kimberly-Clark Corporation (KMB)	0.0	$45k		437.00	102.15	View chart
Rigetti Computing Common Stock (RGTI)	0.0	$44k	NEW	2.0k	22.15	View chart
Life360 (LIF)	0.0	$44k	-20%	688.00	64.14	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$43k		600.00	71.62	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$43k		1.2k	34.45	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$42k		676.00	62.47	View chart
Exxon Mobil Corporation (XOM)	0.0	$42k		350.00	120.22	View chart
Nrg Energy Com New (NRG)	0.0	$39k		242.00	159.19	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$38k		900.00	41.78	View chart
Tesla Motors (TSLA)	0.0	$34k		75.00	449.72	View chart
Norfolk Southern (NSC)	0.0	$32k		110.00	289.89	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$32k		816.00	38.73	View chart
Dimensional Etf Trust International (DFSI)	0.0	$30k	+16%	695.00	42.86	View chart
Wal-Mart Stores (WMT)	0.0	$27k		242.00	111.64	View chart
Synovus Finl Corp Com New (SNV)	0.0	$27k		530.00	50.05	View chart
EOG Resources (EOG)	0.0	$24k		229.00	105.01	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$22k		786.00	28.49	View chart
Samsara Com Cl A (IOT)	0.0	$21k		600.00	35.45	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$21k		305.00	69.42	View chart
At&t (T)	0.0	$18k		717.00	24.84	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.0	$17k	NEW	515.00	33.30	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$16k	NEW	150.00	103.56	View chart
Merck & Co (MRK)	0.0	$14k		131.00	105.79	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$14k		269.00	50.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$9.3k		15.00	618.33	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$9.0k	NEW	25.00	361.20	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$8.8k	NEW	168.00	52.60	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$8.6k	NEW	173.00	49.65	View chart
Solstice Advanced Matls Com Shs	0.0	$8.2k	NEW	169.00	48.58	View chart
Pfizer (PFE)	0.0	$7.7k		308.00	24.88	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$5.0k		173.00	28.82	View chart
Coupang Cl A (CPNG)	0.0	$4.7k		200.00	23.59	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.0	$3.4k	+31%	21.00	163.57	View chart
Global X Fds Lithium Btry Etf (LIT)	0.0	$3.3k		50.00	65.06	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$3.2k		40.00	79.65	View chart
Darden Restaurants (DRI)	0.0	$2.8k		15.00	184.00	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.0	$2.1k		16.00	133.25	View chart
Brightsphere Investment Group (AAMI)	0.0	$2.1k		45.00	47.00	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$1.4k	NEW	16.00	89.56	View chart
Ge Aerospace Com New (GE)	0.0	$1.2k		4.00	308.50	View chart
Gamestop Corp Cl A (GME)	0.0	$1.2k		60.00	20.08	View chart
Logitech Intl S A SHS (LOGI)	0.0	$501.000000		5.00	100.20	View chart
Nike CL B (NKE)	0.0	$274.000000		4.00	68.50	View chart
Entrepreneurshares Series Tr Ershares Private (XOVR)	0.0	$221.999800		11.00	20.18	View chart
Lucid Group Com New (LCID)	0.0	$85.000000		8.00	10.62	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$24.000000	-99%	1.00	24.00	View chart
Gamestop Corp *w Exp 10/30/202	0.0	$18.000000	NEW	6.00	3.00	View chart
Nxp Semiconductors N V (NXPI)	0.0	$0	NEW	0	0.00	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 Q4 filed Jan. 16, 2026
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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