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Keystone Financial Group, Inc. Portfolio
$187.7M across 117 positions as of 2026-09-30, with 72% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+8.8%
-5.6% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
2 of 7
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.2% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +8.0% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -0.4% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.3% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +4.6% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +4.9% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -0.4% | -4.6% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| DFAUDimensional US Core Equity Market ETF | $32.4M | 17.3% | 618,578 |
| VANGUARD MALVERN FDS | $23.5M | 12.5% | 316,931 |
| DFAXDimensional World ex U.S. Core Equity 2 ETF | $12.9M | 6.9% | 348,418 |
| SCHDSchwab US Dividend Equity ETF | $12.5M | 6.7% | 384,721 |
| VIGVanguard Div Appreciation ETF | $11.4M | 6.1% | 48,961 |
| VANGUARD MUN BD FDS | $11.1M | 5.9% | 148,889 |
| VANGUARD MUN BD FDS | $9.9M | 5.3% | 138,762 |
| VIGIVanguard International Dividend Appreciation ETF | $7.7M | 4.1% | 81,822 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $6.9M | 3.7% | 156,213 |
| VANGUARD MALVERN FDS | $6.4M | 3.4% | 85,323 |
| DFSDDimensional ETF Trust Dimensional Short-Duration Fixed Income ETF | $6.2M | 3.3% | 132,733 |
| FBKFB Financial Corp | $5.1M | 2.7% | 99,078 |
| BLACKROCK ETF TRUST II | $4.4M | 2.3% | 190,432 |
| DIMENSIONAL ETF TRUST | $3.1M | 1.7% | 38,173 |
| ISHARES TR | $3M | 1.6% | 48,919 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $2.6M | 1.4% | 15,366 |
| VLUEiShares MSCI USA Value Factor ETF | $2.2M | 1.2% | 11,288 |
| ALPS ETF TR | $2.2M | 1.2% | 59,196 |
| IEFAiShares Core MSCI EAFE ETF | $1.6M | 0.9% | 16,797 |
| EMLPFirst Trust North American Energy Infrastructure Fund | $1.4M | 0.7% | 33,911 |
| IXUSiShares Core MSCI Total International Stock ETF | $1.3M | 0.7% | 14,053 |
| VTIVanguard Total Stock Market ETF | $1.3M | 0.7% | 3,538 |
| SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $1.3M | 0.7% | 13,900 |
| IJRiShares Core S&P Small-Cap ETF | $1.1M | 0.6% | 7,960 |
| SGOViShares 0-3 Month Treasury Bond ETF | $1M | 0.6% | 10,416 |
| TFCTruist Financial Corp | $984.7K | 0.5% | 21,269 |
| IEMGiShares Core MSCI Emerging Markets ETF | $921.9K | 0.5% | 11,359 |
| VTVVanguard Value ETF | $884.2K | 0.5% | 4,092 |
| NVDANVIDIA Corp | $793.5K | 0.4% | 3,470 |
| MTUMiShares MSCI USA Momentum Factor ETF | $771.5K | 0.4% | 2,431 |
| VUGVanguard Growth ETF | $648.8K | 0.3% | 7,200 |
| UCBUnited Community Banks Inc | $614K | 0.3% | 18,269 |
| ISHARES U S ETF TR | $473K | 0.3% | 9,530 |
| USMViShares MSCI USA Min Vol Factor ETF | $457.6K | 0.2% | 4,696 |
| JNJJohnson & Johnson | $427.4K | 0.2% | 1,615 |
| SCHYSchwab International Dividend Equity ETF | $427.4K | 0.2% | 13,612 |
| DIMENSIONAL ETF TRUST | $404.8K | 0.2% | 8,581 |
| TRVTravelers Companies Inc | $402K | 0.2% | 1,128 |
| MSFTMicrosoft Corp | $400.3K | 0.2% | 780 |
| AMGNAmgen Inc | $388K | 0.2% | 920 |
| BRK.BBerkshire Hathaway Inc | $348.1K | 0.2% | 699 |
| CSCOCisco Systems Inc | $324.2K | 0.2% | 3,012 |
| IUSGiShares Core S&P U.S. Growth ETF | $278.6K | 0.1% | 1,438 |
| ABBVAbbVie Inc | $274.1K | 0.1% | 1,048 |
| WECWEC Energy Group Inc | $273.2K | 0.1% | 2,710 |
| SOSouthern Co | $239.5K | 0.1% | 2,889 |
| IWFiShares Russell 1000 Growth ETF | $226.9K | 0.1% | 1,811 |
| INNOVATOR ETFS TRUST | $195.5K | 0.1% | 4,439 |
| IUSViShares Core S&P U.S. Value ETF | $194.7K | 0.1% | 1,766 |
| GSGoldman Sachs Group Inc | $185.8K | 0.1% | 206 |
| ATOAtmos Energy Corp | $179.8K | 0.1% | 1,149 |
| TXNTexas Instruments Inc | $174.9K | 0.1% | 624 |
| ICEIntercontinental Exchange Inc | $166.7K | 0.1% | 1,096 |
| IJHiShares Core S&P Mid-Cap ETF | $155.2K | 0.1% | 2,158 |
| INNOVATOR ETFS TRUST | $151K | 0.1% | 4,991 |
| FIRST TR EXCHANGE-TRADED FD | $148.2K | 0.1% | 1,795 |
| ISHARES TR | $143.6K | 0.1% | 1,054 |
| VNQVanguard Real Estate ETF | $121.9K | 0.1% | 1,360 |
| DIMENSIONAL ETF TRUST | $109K | 0.1% | 2,745 |
| EMREmerson Electric Co | $105.3K | 0.1% | 679 |
| LINDE PLC | $105.2K | 0.1% | 222 |
| NEARiShares Short Duration Bond Active ETF | $96.5K | 0.1% | 1,936 |
| DIMENSIONAL ETF TRUST | $95.3K | 0.1% | 2,534 |
| TQQQProShares UltraPro QQQ | $85.6K | 0.0% | 1,097 |
| JPMJPMorgan Chase & Co | $82.7K | 0.0% | 250 |
| AAPLApple Inc | $82K | 0.0% | 246 |
| DIMENSIONAL ETF TRUST | $80.6K | 0.0% | 1,668 |
| HONHoneywell International Inc | $73K | 0.0% | 346 |
| ISHARES TR | $70.2K | 0.0% | 2,599 |
| INNOVATOR ETFS TRUST | $69.1K | 0.0% | 2,001 |
| PGProcter & Gamble Co | $68.9K | 0.0% | 474 |
| VBVanguard Small-Cap ETF | $67.1K | 0.0% | 236 |
| MEDTRONIC PLC | $64.5K | 0.0% | 741 |
| XLVState Street Health Care Select Sector SPDR ETF | $61.6K | 0.0% | 366 |
| GLDSPDR Gold Shares | $60.6K | 0.0% | 159 |
| DGRWWisdomTree U.S. Quality Dividend Growth Fund | $59.3K | 0.0% | 610 |
| XOMExxonmobil Holdings Corp | $58.1K | 0.0% | 357 |
| PEPPepsiCo Inc | $57.4K | 0.0% | 453 |
| HONAHoneywell Aerospace Inc | $53.5K | 0.0% | 345 |
| VSGXVanguard ESG International Stock ETF | $48.6K | 0.0% | 600 |
| VEAVanguard FTSE Developed Markets ETF | $48.2K | 0.0% | 682 |
| ISHARES TR | $44.3K | 0.0% | 986 |
| SLViShares Silver Trust | $44.2K | 0.0% | 810 |
| KMBKimberly-Clark Corp | $43.1K | 0.0% | 437 |
| HDHome Depot Inc | $41.5K | 0.0% | 146 |
| BAIiShares A.I. Innovation and Tech Active ETF | $34.7K | 0.0% | 736 |
| NSCNorfolk Southern Corp | $34.1K | 0.0% | 110 |
| EOGEOG Resources Inc | $32.3K | 0.0% | 234 |
| DIMENSIONAL ETF TRUST | $32K | 0.0% | 708 |
| BTCGRAYSCALE BITCOIN MINI TR ET | $30.2K | 0.0% | 816 |
| SCHASchwab U.S. Small-Cap ETF | $25.8K | 0.0% | 792 |
| WMTWalmart Inc | $25.1K | 0.0% | 242 |
| NRGNRG Energy Inc | $23.4K | 0.0% | 244 |
| DGROiShares Core Dividend Growth ETF | $23K | 0.0% | 305 |
| IOTSamsara Inc | $22.9K | 0.0% | 600 |
| MRKMerck & Co Inc | $19.5K | 0.0% | 133 |
| SHViShares 0-1 Year Treasury Bond ETF | $18.7K | 0.0% | 169 |
| TAT&T Inc | $17.5K | 0.0% | 717 |
| PNFPPinnacle Financial Partners Inc | $16.9K | 0.0% | 180 |
| SMHVanEck Semiconductor ETF | $15.3K | 0.0% | 25 |
| QQQInvesco QQQ Trust, Series 1 | $15K | 0.0% | 20 |
| QLYSQualys Inc | $14.8K | 0.0% | 79 |
| GEVGE Vernova Inc | $13.3K | 0.0% | 14 |
| HTZHertz Global Holdings Inc | $12.8K | 0.0% | 7,635 |
| IFRAiShares U.S. Infrastructure ETF | $9.4K | 0.0% | 170 |
| PFEPfizer Inc | $9.2K | 0.0% | 323 |
| QUANTUM CYBER NV | $6.9K | 0.0% | 5,300 |
| WBDWarner Bros Discovery Inc | $5.4K | 0.0% | 173 |
| FTXLFirst Trust Nasdaq Semiconductor ETF | $4.2K | 0.0% | 16 |
| ITAiShares U.S. Aerospace & Defense ETF | $4K | 0.0% | 19 |
| IMCGiShares Morningstar Mid-Cap Growth ETF | $3.8K | 0.0% | 40 |
| RKLBRocket Lab USA, Inc. | $3.8K | 0.0% | 54 |
| GLOBAL X FDS | $3.4K | 0.0% | 50 |
| CPNGCoupang Inc | $2.8K | 0.0% | 200 |
| ENTREPRENEURSHARES SERIES TR | $235 | 0.0% | 11 |
| VTIPVanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $205 | 0.0% | 4 |
| LCIDLucid Group Inc | $33 | 0.0% | 8 |
Quarter ending 2026-09-30.
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