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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, VPLS, SGOV, SCHD, VIG, and represent 46.32% of Keystone Financial Group's stock portfolio.
Added to shares of these 10 stocks: VPLS (+$7.1M), VCRM, DFSD, VSDM, DFAX, VSDB, DFAW, VTI, INMU, VBIL.
Started 7 new stock positions in QLYS, RKLB, LIN, ITA, GEV, PNFP, VBIL.
Reduced shares in these 10 stocks: BRTR, NEAR, MEAR, JAJL, FBK, DFAU, SGOV, IXUS, PDEC, ITOT.
Sold out of its positions in AVMA, SHYM, PNOV, BALT, AOA, SOLS, SNV, BSV, NXPI.
Keystone Financial Group was a net buyer of stock by $2.1M.
Keystone Financial Group has $192M in assets under management (AUM), dropping by 0.76%.
Central Index Key (CIK): 0002053642

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Portfolio Holdings for Keystone Financial Group

Keystone Financial Group holds 134 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	14.2	$27M	-4%	606k	45.12	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	11.0	$21M	+50%	273k	77.59	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	9.4	$18M	-4%	180k	100.66	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	6.2	$12M		392k	30.68	View chart
Vanguard Specialized Funds Div App Etf (VIG)	5.4	$10M		49k	215.06	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	4.7	$9.1M		103k	88.46	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	4.4	$8.6M	+25%	112k	76.29	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	4.2	$8.0M	+20%	237k	33.97	View chart
Dimensional Etf Trust Short Duration F (DFSD)	4.0	$7.7M	+36%	161k	47.88	View chart
Fb Finl (FBK)	3.6	$7.0M	-16%	134k	51.94	View chart
Blackrock Etf Trust Ii Ishares Intermed (INMU)	3.5	$6.7M	+5%	282k	23.91	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	3.1	$5.9M	-5%	151k	38.86	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	2.3	$4.5M	+86%	60k	75.15	View chart
Vanguard Malvern Fds Short Duration B (VSDB)	1.9	$3.7M	+43%	48k	76.25	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	1.9	$3.7M		33k	110.39	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	1.9	$3.6M		82k	43.66	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	1.4	$2.7M	+45%	37k	73.78	View chart
Ishares Tr Cre U S Reit Etf (USRT)	1.3	$2.5M		42k	59.19	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.2	$2.3M	-12%	16k	142.43	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	1.1	$2.2M	-44%	44k	50.34	View chart
Ishares Tr Msci Usa Value (VLUE)	0.8	$1.6M	-2%	11k	142.19	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$1.5M		17k	90.53	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$1.5M	+129%	4.5k	320.78	View chart
Ishares Tr Core Msci Total (IXUS)	0.6	$1.2M	-43%	13k	86.64	View chart
Spdr Series Trust State Street Spd (SPTM)	0.6	$1.1M	-3%	14k	79.06	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.6	$1.1M	+4%	23k	48.46	View chart
Truist Financial Corp equities (TFC)	0.5	$1.0M		22k	45.97	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$998k	-7%	8.0k	124.31	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$815k		12k	69.75	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$809k		4.1k	196.18	View chart
Blackrock Etf Trust Ii Ishares Total Re (BRTR)	0.4	$791k	-78%	16k	50.19	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.3	$616k	-7%	19k	31.66	View chart
NVIDIA Corporation (NVDA)	0.3	$606k		3.5k	174.40	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$582k		2.4k	239.96	View chart
United Cmnty Bks Ga Cap Stk (UCB)	0.3	$575k		18k	31.75	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$532k		1.2k	436.67	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$515k	+69%	7.6k	68.14	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$434k	-16%	4.7k	92.74	View chart
Johnson & Johnson (JNJ)	0.2	$392k		1.6k	244.36	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$362k		756.00	479.20	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$351k		8.5k	41.09	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$333k		6.3k	52.56	View chart
Travelers Companies (TRV)	0.2	$331k		1.1k	291.75	View chart
Amgen (AMGN)	0.2	$321k		912.00	351.80	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$319k	-38%	8.0k	40.10	View chart
Microsoft Corporation (MSFT)	0.1	$289k		779.00	370.31	View chart
Wec Energy Group (WEC)	0.1	$280k		2.4k	115.79	View chart
Southern Company (SO)	0.1	$278k		2.9k	96.53	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.1	$267k	+11%	7.0k	38.21	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.1	$255k	NEW	3.4k	75.64	View chart
Innovator Etfs Trust Equity Defined P (JAJL)	0.1	$250k	-86%	8.6k	29.07	View chart
Abbvie (ABBV)	0.1	$248k		1.1k	217.58	View chart
Cisco Systems (CSCO)	0.1	$235k	-11%	3.0k	77.58	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$222k		1.4k	155.12	View chart
Atmos Energy Corporation (ATO)	0.1	$210k		1.1k	184.71	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$193k	-93%	3.8k	50.84	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$193k		452.00	426.63	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$179k		1.8k	102.25	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$177k	-31%	3.6k	49.95	View chart
Goldman Sachs (GS)	0.1	$173k	-12%	204.00	847.21	View chart
Honeywell International (HON)	0.1	$155k		687.00	225.89	View chart
First Tr Exchange-traded Alerian Us Nxtgn (RBLD)	0.1	$146k	-4%	1.8k	81.14	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$146k		2.2k	67.52	View chart
Intercontinental Exchange (ICE)	0.1	$138k		877.00	157.25	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$135k		1.5k	88.72	View chart
3M Company (MMM)	0.1	$132k		910.00	145.17	View chart
Texas Instruments Incorporated (TXN)	0.1	$121k		621.00	194.07	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.1	$120k		1.1k	113.60	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.1	$102k	-74%	3.3k	30.95	View chart
Ishares Tr High Yld Systm B (HYDB)	0.0	$95k	-10%	2.0k	46.51	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$94k		2.7k	34.54	View chart
Emerson Electric (EMR)	0.0	$89k		675.00	131.09	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$78k	-81%	1.8k	42.50	View chart
Linde SHS (LIN)	0.0	$75k	NEW	150.00	497.38	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$71k		164.00	430.29	View chart
Ishares Tr Envir Awr Rl Est (ERET)	0.0	$71k	+2%	2.6k	27.13	View chart
Pepsi (PEP)	0.0	$70k		453.00	155.29	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.0	$70k		1.6k	42.36	View chart
Procter & Gamble Company (PG)	0.0	$69k		474.00	144.44	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$65k		745.00	87.82	View chart
Medtronic SHS (MDT)	0.0	$65k		741.00	87.36	View chart
Apple (AAPL)	0.0	$62k	-74%	246.00	253.53	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$62k		236.00	261.92	View chart
Exxon Mobil Corporation (XOM)	0.0	$60k		352.00	169.69	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$54k		371.00	146.68	View chart
Home Depot (HD)	0.0	$48k		145.00	328.08	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$46k		1.1k	41.67	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$44k		1.2k	35.54	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$43k		677.00	64.10	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$43k		600.00	71.73	View chart
Kimberly-Clark Corporation (KMB)	0.0	$43k		437.00	97.75	View chart
Nrg Energy Com New (NRG)	0.0	$36k		243.00	145.89	View chart
EOG Resources (EOG)	0.0	$33k		231.00	144.63	View chart
Norfolk Southern (NSC)	0.0	$32k		110.00	288.16	View chart
Wal-Mart Stores (WMT)	0.0	$30k		242.00	124.53	View chart
Dimensional Etf Trust International (DFSI)	0.0	$30k		697.00	42.39	View chart
Rigetti Computing Common Stock (RGTI)	0.0	$28k		2.0k	14.04	View chart
Tesla Motors (TSLA)	0.0	$28k		75.00	371.75	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$25k		816.00	29.99	View chart
Pinnacle Finl Partners (PNFP)	0.0	$24k	NEW	277.00	86.14	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$23k		787.00	29.10	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$21k		305.00	70.18	View chart
At&t (T)	0.0	$21k		717.00	28.99	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.0	$20k	+16%	601.00	32.95	View chart
Life360 (LIF)	0.0	$19k	-31%	470.00	40.82	View chart
Samsara Com Cl A (IOT)	0.0	$19k		600.00	31.69	View chart
Merck & Co (MRK)	0.0	$16k		132.00	120.77	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$15k		150.00	96.70	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$14k		271.00	49.82	View chart
Ge Vernova (GEV)	0.0	$12k	NEW	14.00	872.93	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$12k	+33%	20.00	582.55	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$9.7k		169.00	57.12	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$9.6k		25.00	384.56	View chart
Pfizer (PFE)	0.0	$8.8k		313.00	28.05	View chart
Qualys (QLYS)	0.0	$6.9k	NEW	79.00	87.85	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$6.6k		173.00	38.42	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$4.8k		173.00	27.46	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$4.2k	NEW	19.00	221.05	View chart
Coupang Cl A (CPNG)	0.0	$3.8k		200.00	18.88	View chart
Global X Fds Lithium Btry Etf (LIT)	0.0	$3.7k		50.00	74.58	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.0	$3.7k	+9%	23.00	158.87	View chart
Rocket Lab Corp (RKLB)	0.0	$3.5k	NEW	54.00	64.22	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$3.1k		40.00	78.72	View chart
Darden Restaurants (DRI)	0.0	$2.9k		15.00	196.07	View chart
Brightsphere Investment Group (AAMI)	0.0	$2.5k		45.00	54.51	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.0	$2.4k		16.00	151.69	View chart
Gamestop Corp Cl A (GME)	0.0	$1.4k		60.00	23.03	View chart
Ge Aerospace Com New (GE)	0.0	$1.1k		4.00	284.25	View chart
Logitech Intl S A SHS (LOGI)	0.0	$456.000000		5.00	91.20	View chart
Nike CL B (NKE)	0.0	$229.000000		4.00	57.25	View chart
Entrepreneurshares Series Tr Ershares Private (XOVR)	0.0	$186.000100		11.00	16.91	View chart
Lucid Group Com New (LCID)	0.0	$76.000000		8.00	9.50	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$24.000000		1.00	24.00	View chart
Gamestop Corp *w Exp 10/30/202 (GME.WS)	0.0	$22.999800		6.00	3.83	View chart

Past Filings by Keystone Financial Group

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

Keystone Financial Group 2026 Q1 filed April 21, 2026
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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