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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, DFAX, SCHD, VIG, and represent 49.37% of Keystone Financial Group's stock portfolio.
Added to shares of these 10 stocks: DFAX, VCRM, ENFR, VSDB, VPLS, VSDM, USRT, DFAW, DFAC, SCHD.
Started 2 new stock positions in Exxon Mobil Corp, JPM.
Reduced shares in these 10 stocks: VIGI, EMLP, FBK, SGOV, INMU, , BRTR, MEAR, IGSB, DFSD.
Sold out of its positions in BRTR, XOM, IGSB, ISTB, NKE, TSLA, MMM.
Keystone Financial Group was a net seller of stock by $-4.0k.
Keystone Financial Group has $188M in assets under management (AUM), dropping by -1.48%.
Central Index Key (CIK): 0002053642

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Portfolio Holdings for Keystone Financial Group

Keystone Financial Group holds 117 positions in its portfolio as reported in the September 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)	17.3	$32M		619k	52.36	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	12.5	$24M	+8%	317k	74.01	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	6.9	$13M	+29%	348k	37.02	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	6.7	$13M		385k	32.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	6.1	$11M		49k	233.31	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	5.9	$11M	+4%	149k	74.38	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	5.3	$9.9M	+27%	139k	71.57	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	4.1	$7.7M	-22%	82k	94.42	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	3.7	$6.9M	+2%	156k	44.45	View chart
Vanguard Malvern Fds Shor Dura Bd Etf (VSDB)	3.4	$6.4M	+41%	85k	74.66	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	3.3	$6.2M	-5%	133k	46.47	View chart
Fb Finl (FBK)	2.7	$5.1M	-25%	99k	51.70	View chart
Blackrock Etf Trust Ii Ishar Inter Etf (INMU)	2.3	$4.4M	-22%	190k	22.89	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	1.7	$3.1M	+6%	38k	82.31	View chart
Ishares Tr Cre U S Reit Etf (USRT)	1.6	$3.0M	+10%	49k	61.58	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.4	$2.6M		15k	166.28	View chart
Ishares Tr Msci Usa Value (VLUE)	1.2	$2.2M		11k	198.00	View chart
Alps Etf Tr Alerian Energy (ENFR)	1.2	$2.2M	+760%	59k	36.65	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$1.6M		17k	96.88	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.7	$1.4M	-58%	34k	40.99	View chart
Ishares Tr Core Msci Total (IXUS)	0.7	$1.3M	+4%	14k	94.99	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.7	$1.3M		3.5k	374.26	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.7	$1.3M		14k	92.05	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$1.1M		8.0k	136.04	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.6	$1.0M	-54%	10k	100.68	View chart
Truist Financial Corp equities (TFC)	0.5	$985k	-3%	21k	46.30	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$922k		11k	81.16	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.5	$884k		4.1k	216.07	View chart
NVIDIA Corporation (NVDA)	0.4	$794k		3.5k	228.66	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$772k		2.4k	317.35	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.3	$649k		7.2k	90.11	View chart
United Cmnty Bks Ga Cap Stk (UCB)	0.3	$614k		18k	33.61	View chart
Ishares U S Etf Tr Shor Mat Mun Etf (MEAR)	0.3	$473k	-46%	9.5k	49.63	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$458k		4.7k	97.44	View chart
Johnson & Johnson (JNJ)	0.2	$427k		1.6k	264.67	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.2	$427k		14k	31.40	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$405k		8.6k	47.17	View chart
Travelers Companies (TRV)	0.2	$402k		1.1k	356.41	View chart
Microsoft Corporation (MSFT)	0.2	$400k		780.00	513.19	View chart
Amgen (AMGN)	0.2	$388k		920.00	421.73	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$348k	-3%	699.00	497.95	View chart
Cisco Systems (CSCO)	0.2	$324k		3.0k	107.62	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$279k		1.4k	193.71	View chart
Abbvie (ABBV)	0.1	$274k		1.0k	261.52	View chart
Wec Energy Group (WEC)	0.1	$273k	+11%	2.7k	100.80	View chart
Southern Company (SO)	0.1	$240k		2.9k	82.90	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$227k		1.8k	125.29	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$196k	-38%	4.4k	44.05	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$195k		1.8k	110.27	View chart
Goldman Sachs (GS)	0.1	$186k		206.00	901.74	View chart
Atmos Energy Corporation (ATO)	0.1	$180k		1.1k	156.50	View chart
Texas Instruments Incorporated (TXN)	0.1	$175k		624.00	280.30	View chart
Intercontinental Exchange (ICE)	0.1	$167k	+24%	1.1k	152.06	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$155k		2.2k	71.94	View chart
Innovator Etfs Trust Equit Defin Jul (JAJL)	0.1	$151k		5.0k	30.26	View chart
First Tr Exchange-traded Alerian Us Nxtgn (RBLD)	0.1	$148k		1.8k	82.57	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.1	$144k		1.1k	136.29	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$122k	-11%	1.4k	89.64	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$109k		2.7k	39.73	View chart
Emerson Electric (EMR)	0.1	$105k		679.00	155.12	View chart
Linde SHS (LIN)	0.1	$105k	+47%	222.00	474.08	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.1	$97k	-41%	1.9k	49.86	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$95k		2.5k	37.61	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$86k		1.1k	78.05	View chart
JPMorgan Chase & Co. (JPM)	0.0	$83k	NEW	250.00	330.83	View chart
Apple (AAPL)	0.0	$82k		246.00	333.27	View chart
Dimensional Etf Trust Emer Mark Su Etf (DFSE)	0.0	$81k		1.7k	48.35	View chart
Honeywell International (HON)	0.0	$73k		346.00	211.04	View chart
Ishares Tr Envir Awr Rl Est (ERET)	0.0	$70k		2.6k	27.02	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.0	$69k		2.0k	34.54	View chart
Procter & Gamble Company (PG)	0.0	$69k		474.00	145.28	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.0	$67k		236.00	284.49	View chart
Medtronic SHS (MDT)	0.0	$65k		741.00	87.01	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$62k		366.00	168.43	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$61k		159.00	380.84	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$59k	-18%	610.00	97.27	View chart
Exxonmobil Holdings Corp Com Shs	0.0	$58k	NEW	357.00	162.61	View chart
Pepsi (PEP)	0.0	$57k		453.00	126.72	View chart
Honeywell Aerospace (HONA)	0.0	$54k		345.00	154.97	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$49k		600.00	81.07	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$48k		682.00	70.66	View chart
Ishares Tr High Yld Systm B (HYDB)	0.0	$44k	-13%	986.00	44.94	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$44k		810.00	54.51	View chart
Kimberly-Clark Corporation (KMB)	0.0	$43k		437.00	98.71	View chart
Home Depot (HD)	0.0	$42k		146.00	284.08	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.0	$35k	+10%	736.00	47.19	View chart
Norfolk Southern (NSC)	0.0	$34k		110.00	310.25	View chart
EOG Resources (EOG)	0.0	$32k		234.00	138.01	View chart
Dimensional Etf Trust International (DFSI)	0.0	$32k		708.00	45.17	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$30k		816.00	36.95	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$26k		792.00	32.64	View chart
Wal-Mart Stores (WMT)	0.0	$25k		242.00	103.92	View chart
Nrg Energy Com New (NRG)	0.0	$23k		244.00	95.81	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$23k		305.00	75.39	View chart
Samsara Com Cl A (IOT)	0.0	$23k		600.00	38.13	View chart
Merck & Co (MRK)	0.0	$20k		133.00	146.65	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$19k	+31%	169.00	110.45	View chart
At&t (T)	0.0	$18k		717.00	24.40	View chart
Pinnacle Finl Partners (PNFP)	0.0	$17k	-35%	180.00	93.61	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$15k		25.00	610.84	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$15k		20.00	748.25	View chart
Qualys (QLYS)	0.0	$15k		79.00	187.20	View chart
Ge Vernova (GEV)	0.0	$13k		14.00	950.50	View chart
Hertz Global Hldgs Com New (HTZ)	0.0	$13k		7.6k	1.67	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$9.4k		170.00	55.04	View chart
Pfizer (PFE)	0.0	$9.2k		323.00	28.49	View chart
Quantum Cyber Nv Shs New (QUCY)	0.0	$6.9k		5.3k	1.31	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$5.4k		173.00	30.95	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.0	$4.2k		16.00	260.44	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$4.0k		19.00	209.63	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$3.8k		40.00	94.10	View chart
Rocket Lab Corp (RKLB)	0.0	$3.8k		54.00	69.69	View chart
Global X Fds Lithium Btry Etf (LIT)	0.0	$3.4k		50.00	68.64	View chart
Coupang Cl A (CPNG)	0.0	$2.8k		200.00	13.87	View chart
Entrepreneurshares Series Tr Ersh Pri Pub Etf (XOVR)	0.0	$234.999600		11.00	21.36	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$205.000000	-99%	4.00	51.25	View chart
Lucid Group Com New (LCID)	0.0	$33.000000		8.00	4.12	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 Q3 filed Oct. 13, 2026
Keystone Financial Group 2026 Q2 filed July 21, 2026
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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