Keystone Financial Group
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1729299
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$1.7B
Holdings
567
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Keystone Financial Group disclosed 567 positions worth $1.7B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 5.8% of the equity portfolio, followed by $SPY. During the quarter the fund opened 58 new positions and exited 18. The portfolio is most concentrated in Other (55.0% of disclosed assets). All figures are sourced directly from Keystone Financial Group’s Form 13F-HR filing with the SEC under CIK 1729299.
AI Fund Analysis
Stable
$AAPL5.8% weight
Held 10 quarters
$SPY4.8% weight
Held 7 quarters
SPDR SERIES TRUST - ST STR
4.2% weight
Held 7 quarters
$STX3.6% weight
Held 10 quarters
STATE STREET - MF Closed a
3.1% weight
Held 7 quarters
$NFLX7 quarters accumulating
GLOBAL X - MF Closed and M
5 quarters accumulating
ISHARES TR - S&P 500 VAL E
5 quarters accumulating
$KMB5 quarters accumulating
$HSY5 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$97.7M337,758 sh - —
Quality
$80.5M107,838 sh SPDR SERIES TRUST - ST STR P500ETF
—Quality
$70.2M798,870 sh- —
Quality
$61.1M63,366 sh STATE STREET - MF Closed and MF Open
—Quality
$52.7M442,924 shVICTORY PORTFOLIOS II - SHS FR CA FL ETF
—Quality
$50.9M1,112,874 sh- 79.8
Quality
$46.6M80,206 sh VANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$45.2M122,055 sh- 85.9
Quality
$40.1M200,505 sh - 53.9
Quality
$39.6M94,154 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $97.7M | 337,758 |
| SPDR S&P 500 ETF TRUST$SPY | — | $80.5M | 107,838 |
| SPDR SERIES TRUST - ST STR P500ETF | — | $70.2M | 798,870 |
| Seagate Technology Holdings plc$STX | — | $61.1M | 63,366 |
| STATE STREET - MF Closed and MF Open | — | $52.7M | 442,924 |
| VICTORY PORTFOLIOS II - SHS FR CA FL ETF | — | $50.9M | 1,112,874 |
 ADVANCED MICRO DEVICES INC$AMD | 79.8 | $46.6M | 80,206 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $45.2M | 122,055 |
 NVIDIA CORP$NVDA | 85.9 | $40.1M | 200,505 |
 Tesla, Inc.$TSLA | 53.9 | $39.6M | 94,154 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Keystone Financial Group's 567 positions.
Showing top 10 of 567 holdings.
Sector Allocation
Other
$927.6M
Technology
$411.2M
Financials
$106.0M
Industrials
$67.0M
Consumer Discretionary
$55.9M
Healthcare
$40.8M
Consumer Staples
$20.8M
Energy
$17.3M
Top Holdings — Keystone Financial Group (Q2 2026)
Top 150 of 567 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $97.7M | 5.8% | -1% | 76.4 |
| 2 | $SPY | SPDR S&P 500 ETF TRUST | $80.5M | 4.8% | -7% | — |
| 3 | — | SPDR SERIES TRUST - ST STR P500ETF | $70.2M | 4.2% | +12% | — |
| 4 | $STX | Seagate Technology Holdings plc | $61.1M | 3.6% | +1% | — |
| 5 | — | STATE STREET - MF Closed and MF Open | $52.7M | 3.1% | +16% | — |
| 6 | — | VICTORY PORTFOLIOS II - SHS FR CA FL ETF | $50.9M | 3.0% | +3% | — |
| 7 | $AMD | ADVANCED MICRO DEVICES INC | $46.6M | 2.8% | +0% | 79.8 |
| 8 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $45.2M | 2.7% | +1% | — |
| 9 | $NVDA | NVIDIA CORP | $40.1M | 2.4% | -7% | 85.9 |
| 10 | $TSLA | Tesla, Inc. | $39.6M | 2.4% | +0% | 53.9 |
| 11 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $38.6M | 2.3% | +5% | — |
| 12 |  $PLTR | Palantir Technologies Inc. | $32.0M | 1.9% | +3% | 84.6 |
| 13 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $25.1M | 1.5% | +2% | — |
| 14 |  $BRK.B | BERKSHIRE HATHAWAY INC | $24.4M | 1.4% | +4% | 73.8 |
| 15 |  $AMZN | AMAZON COM INC | $23.9M | 1.4% | +1% | 68.7 |
| 16 | — | BLACKROCK ETF TRUST - ISHARES A I INNO | $19.9M | 1.2% | -10% | — |
| 17 |  $JPM | JPMORGAN CHASE & CO | $19.9M | 1.2% | +0% | 70.7 |
| 18 |  $META | Meta Platforms, Inc. | $19.4M | 1.1% | +0% | 79.6 |
| 19 | — | ISHARES CORE MSCI - CORE MSCI EMKT | $18.9M | 1.1% | -20% | — |
| 20 |  $MSFT | MICROSOFT CORP | $17.7M | 1.1% | -4% | 79.8 |
| 21 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $17.1M | 1.0% | -7% | — |
| 22 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $16.1M | 0.9% | +9% | — |
| 23 | — | STATE STREET - MF Closed and MF Open | $14.0M | 0.8% | +61% | — |
| 24 | — | VANGUARD TOTAL BOND - UIT EXCHANGE TRADED | $14.0M | 0.8% | +12% | — |
| 25 |  $GOOGL | Alphabet Inc. | $13.2M | 0.8% | -1% | 78.2 |
| 26 | — | VANGUARD VALUE INDEX - UIT EXCHANGE TRADED | $12.9M | 0.8% | -1% | — |
| 27 |  $BRK.A | BERKSHIRE HATHAWAY INC | $12.7M | 0.8% | +0% | 73.8 |
| 28 |  $JNJ | JOHNSON & JOHNSON | $12.0M | 0.7% | -3% | 69 |
| 29 | — | VANGUARD INDEX FDS - GROWTH ETF | $11.8M | 0.7% | +536% | — |
| 30 |  $GOOG | Alphabet Inc. | $11.5M | 0.7% | +3% | 78.2 |
| 31 | — | ISHARES MSCI USA - UIT EXCHANGE TRADED | $11.3M | 0.7% | -21% | — |
| 32 |  $BAH | Booz Allen Hamilton Holding Corp | $10.4M | 0.6% | -0% | 58 |
| 33 | — | ISHARES TR - CORE S&P500 ETF | $9.3M | 0.6% | -20% | — |
| 34 | — | VANGUARD S&P - MF Closed and MF Open | $8.6M | 0.5% | +524% | — |
| 35 | — | GLOBAL X - MF Closed and MF Open | $8.3M | 0.5% | +32% | — |
| 36 | — | VANGUARD DIVIDEND - UIT EXCHANGE TRADED | $8.2M | 0.5% | +6% | — |
| 37 | — | ISHARES SYSTEMATIC - MF Closed and MF Open | $7.7M | 0.5% | NEW | — |
| 38 | — | ISHARES TR - S&P 500 VAL ETF | $7.6M | 0.5% | +20% | — |
| 39 | — | ISHARES LARGE - MF Closed and MF Open | $7.5M | 0.5% | +1654% | — |
| 40 | — | VANECK LONG MUNI ETF - UIT EXCHANGE TRADED | $7.4M | 0.4% | +10% | — |
| 41 | — | VANGUARD S&P - MF Closed and MF Open | $7.1M | 0.4% | +8% | — |
| 42 | — | ISHARES TR - MSCI USA QLT FCT | $7.0M | 0.4% | +9% | — |
| 43 | — | ISHARES U S - MF Closed and MF Open | $6.9M | 0.4% | -32% | — |
| 44 | — | VANGUARD SMALL - MF Closed and MF Open | $6.8M | 0.4% | +6% | — |
| 45 | — | VANECK CEF MUNICIPAL - UIT EXCHANGE TRADED | $6.7M | 0.4% | +12% | — |
| 46 |  $MU | MICRON TECHNOLOGY INC | $6.7M | 0.4% | +36% | 86.2 |
| 47 |  $XOM.R34088 | EXXON MOBIL CORP | $6.5M | 0.4% | -10% | 57.9 |
| 48 | — | STATE STREET SPDR NUVEEN - UIT EXCHANGE TRADED | $6.5M | 0.4% | +12% | — |
| 49 |  $BA | BOEING CO | $6.3M | 0.4% | +4% | 61.6 |
| 50 | — | VANGUARD MID - MF Closed and MF Open | $6.3M | 0.4% | +331% | — |
| 51 |  $LOW | LOWES COMPANIES INC | $6.0M | 0.4% | +4% | 60.8 |
| 52 | — | ISHARES TR - CORE S&P TTL STK | $5.9M | 0.3% | -1% | — |
| 53 |  $MCD | MCDONALDS CORP | $5.8M | 0.3% | -2% | 69 |
| 54 | — | STATE STREET DOUBLELINE - UIT EXCHANGE TRADED | $5.6M | 0.3% | -2% | — |
| 55 | — | ISHARES CURRENCY - MF Closed and MF Open | $5.5M | 0.3% | -22% | — |
| 56 | — | AMERICAN FUNDS WASHINGTO - NTF EQUITY FUNDS | $5.5M | 0.3% | +1% | — |
| 57 |  $LLY | ELI LILLY & Co | $5.4M | 0.3% | +8% | 87.5 |
| 58 | — | CAPITAL GROUP CORE - UIT EXCHANGE TRADED | $5.4M | 0.3% | +56% | — |
| 59 |  $PG | PROCTER & GAMBLE Co | $5.4M | 0.3% | +3% | 64.6 |
| 60 |  $T | AT&T INC. | $5.4M | 0.3% | +4% | 65.7 |
| 61 | — | AMERICAN FUNDS GROWTH FU - NTF EQUITY FUNDS | $5.3M | 0.3% | +0% | — |
| 62 | — | ISHARES CORE - MF Closed and MF Open | $5.1M | 0.3% | +21% | — |
| 63 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $4.8M | 0.3% | +73% | — |
| 64 | — | VANGUARD RUSSELL - MF Closed and MF Open | $4.8M | 0.3% | +18% | — |
| 65 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $4.7M | 0.3% | -19% | — |
| 66 |  $CVX | CHEVRON CORP | $4.6M | 0.3% | -5% | 62.8 |
| 67 | — | ISHARES SEMICONDUCTOR - ISHARES SEMICDTR | $4.5M | 0.3% | +5% | — |
| 68 |  $IVZ | Invesco Ltd. | $4.5M | 0.3% | +0% | — |
| 69 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $4.5M | 0.3% | +0% | — |
| 70 | — | VICTORYSHARES US - MF Closed and MF Open | $4.4M | 0.3% | -22% | — |
| 71 |  $WMT | Walmart Inc. | $4.2M | 0.3% | -1% | 60.2 |
| 72 | — | ISHARES CORE - MF Closed and MF Open | $4.0M | 0.2% | +4% | — |
| 73 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $4.0M | 0.2% | +9% | — |
| 74 | — | AMERICAN FUNDS INCOME FU - NTF EQUITY FUNDS | $4.0M | 0.2% | +0% | — |
| 75 | — | ISHARES MSCI USA MIN VOL - MSCI USA MIN ETF | $4.0M | 0.2% | +2% | — |
| 76 | — | AMERICAN FUNDS CAPITAL W - NTF EQUITY FUNDS | $4.0M | 0.2% | +0% | — |
| 77 |  $CRWD | CrowdStrike Holdings, Inc. | $4.0M | 0.2% | -1% | 67.7 |
| 78 |  $DIS | Walt Disney Co | $3.9M | 0.2% | +6% | 60.1 |
| 79 | — | JPMORGAN US - MF Closed and MF Open | $3.9M | 0.2% | -73% | — |
| 80 | — | VANGUARD S&P - MF Closed and MF Open | $3.8M | 0.2% | +5% | — |
| 81 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $3.8M | 0.2% | +26% | — |
| 82 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $3.8M | 0.2% | +9% | — |
| 83 |  $WDC | WESTERN DIGITAL CORP | $3.8M | 0.2% | +12% | 80.7 |
| 84 | — | VANGUARD S&P - MF Closed and MF Open | $3.7M | 0.2% | +1% | — |
| 85 | — | FIRST TRUST - MF Closed and MF Open | $3.7M | 0.2% | +11% | — |
| 86 |  $IAU | ISHARES GOLD TRUST | $3.7M | 0.2% | -7% | — |
| 87 | — | ISHARES ULTRA - MF Closed and MF Open | $3.7M | 0.2% | NEW | — |
| 88 |  $PM | Philip Morris International Inc. | $3.6M | 0.2% | +12% | 75.9 |
| 89 |  $ABBV | AbbVie Inc. | $3.6M | 0.2% | -24% | 72.6 |
| 90 |  $IONQ | IonQ, Inc. | $3.6M | 0.2% | +7% | 30.2 |
| 91 |  $PANW | Palo Alto Networks Inc | $3.5M | 0.2% | -2% | 65.5 |
| 92 | — | ISHARES CORE S&P - UIT EXCHANGE TRADED | $3.5M | 0.2% | -0% | — |
| 93 | — | VANGUARD MALVERN FDS - CORE BD ETF | $3.4M | 0.2% | +74% | — |
| 94 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $3.4M | 0.2% | +31% | — |
| 95 | — | ISHARES INTL - MF Closed and MF Open | $3.4M | 0.2% | -61% | — |
| 96 |  $AVGO | Broadcom Inc. | $3.3M | 0.2% | +8% | 84.5 |
| 97 |  $CAT | CATERPILLAR INC | $3.3M | 0.2% | +2% | 66.5 |
| 98 | — | ISHARES TR - RUSSELL 2000 ETF | $3.3M | 0.2% | +15% | — |
| 99 | — | CAPITAL GROUP - MF Closed and MF Open | $3.3M | 0.2% | +5% | — |
| 100 | — | STATE STREET - MF Closed and MF Open | $3.3M | 0.2% | -0% | — |
| 101 | — | STATE STREET - MF Closed and MF Open | $3.2M | 0.2% | -16% | — |
| 102 | — | ISHARES CORE S&P MID-CAP - CORE S&P MCP ETF | $3.2M | 0.2% | +77% | — |
| 103 | — | AMERICAN FUNDS AMERICAN - NTF EQUITY FUNDS | $3.2M | 0.2% | +0% | — |
| 104 | — | ISHARES AEROSPACE - US AER DEF ETF | $3.2M | 0.2% | +63% | — |
| 105 | — | ISHARES GLOBAL TECH ETF - GLOBAL TECH ETF | $3.2M | 0.2% | -1% | — |
| 106 |  $HD | HOME DEPOT, INC. | $3.1M | 0.2% | -12% | 60.3 |
| 107 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $3.1M | 0.2% | +4% | 65.1 |
| 108 |  $WFC | WELLS FARGO & COMPANY/MN | $3.0M | 0.2% | +0% | 61.8 |
| 109 | $IVZ | Invesco Ltd. | $3.0M | 0.2% | +1% | — |
| 110 |  $INTC | INTEL CORP | $3.0M | 0.2% | +67% | 45.6 |
| 111 | — | AMERICAN FUNDS CAPITAL I - NTF EQUITY FUNDS | $3.0M | 0.2% | +0% | — |
| 112 |  $ABT | ABBOTT LABORATORIES | $2.9M | 0.2% | -13% | 65.5 |
| 113 | — | CAPITAL GROUP - MF Closed and MF Open | $2.9M | 0.2% | +3% | — |
| 114 | — | JPMORGAN - MF Closed and MF Open | $2.8M | 0.2% | +55% | — |
| 115 |  $LRCX | LAM RESEARCH CORP | $2.8M | 0.2% | -42% | 79.4 |
| 116 | — | TCW FLEXIBLE - MF Closed and MF Open | $2.8M | 0.2% | +55% | — |
| 117 |  $CSCO | CISCO SYSTEMS, INC. | $2.8M | 0.2% | +7% | 70.3 |
| 118 |  $KO | COCA COLA CO | $2.8M | 0.2% | +1% | 69.5 |
| 119 |  $GBTC | Grayscale Bitcoin Trust ETF | $2.7M | 0.2% | +2% | — |
| 120 | — | ISHARES U.S. TREASURY - UIT EXCHANGE TRADED | $2.6M | 0.2% | +20% | — |
| 121 |  $MRK | Merck & Co., Inc. | $2.6M | 0.1% | -14% | 59.9 |
| 122 | $NFLX | NETFLIX INC | $2.6M | 0.1% | +10% | 78.8 |
| 123 | — | ISHARES CORE MSCI EAFE - UIT EXCHANGE TRADED | $2.6M | 0.1% | +2% | — |
| 124 |  $LNC | LINCOLN NATIONAL CORP | $2.5M | 0.1% | +4% | 64.5 |
| 125 |  $V | VISA INC. | $2.5M | 0.1% | -15% | 82.9 |
| 126 | — | AVANTIS INTL - MF Closed and MF Open | $2.5M | 0.1% | -2% | — |
| 127 |  $GE | GENERAL ELECTRIC CO | $2.4M | 0.1% | -1% | 73.8 |
| 128 |  $DELL | Dell Technologies Inc. | $2.3M | 0.1% | +279% | 71.2 |
| 129 |  $NKE | NIKE, Inc. | $2.3M | 0.1% | +19% | 49.3 |
| 130 | — | CAPITAL GROUP - MF Closed and MF Open | $2.3M | 0.1% | +29% | — |
| 131 |  $MPC | Marathon Petroleum Corp | $2.2M | 0.1% | +0% | 61 |
| 132 | — | AMERICAN FUNDS INVMT CO - NTF EQUITY FUNDS | $2.2M | 0.1% | -11% | — |
| 133 |  $PEP | PEPSICO INC | $2.2M | 0.1% | -17% | 63.4 |
| 134 | — | VANGUARD WORLD FD - INF TECH ETF | $2.2M | 0.1% | +131% | — |
| 135 | — | FIRST TRUST - MF Closed and MF Open | $2.1M | 0.1% | +12% | — |
| 136 | — | VANGUARD MEGA CAP GROWTH - UIT EXCHANGE TRADED | $2.0M | 0.1% | +349% | — |
| 137 | — | VICTORYSHARES U S - MF Closed and MF Open | $2.0M | 0.1% | -17% | — |
| 138 | — | ISHARES RUSSELL - MF Closed and MF Open | $2.0M | 0.1% | +71% | — |
| 139 |  $PFE | PFIZER INC | $1.9M | 0.1% | +6% | 62 |
| 140 | — | ISHARES MSCI - MF Closed and MF Open | $1.9M | 0.1% | -25% | — |
| 141 | — | ISHARES MSCI EAFE ETF - UIT EXCHANGE TRADED | $1.9M | 0.1% | NEW | — |
| 142 | — | ISHARES NATIONAL - MF Closed and MF Open | $1.8M | 0.1% | +76% | — |
| 143 |  $GLD | SPDR GOLD TRUST | $1.8M | 0.1% | -12% | — |
| 144 |  $GLW | CORNING INC /NY | $1.8M | 0.1% | -42% | 73.7 |
| 145 | — | FIRST TRUST VALUE LINE - UIT EXCHANGE TRADED | $1.8M | 0.1% | +6% | — |
| 146 | $IVZ | Invesco Ltd. | $1.7M | 0.1% | +28% | — |
| 147 | — | GLOBAL X - MF Closed and MF Open | $1.7M | 0.1% | +46% | — |
| 148 | — | SPDR SERIES TRUST - ST STR SP SEMI | $1.7M | 0.1% | NEW | — |
| 149 |  $ABNB | Airbnb, Inc. | $1.7M | 0.1% | +3% | 71 |
| 150 |  $KLAC | KLA CORP | $1.7M | 0.1% | +903% | 78.6 |
New Positions (58)
ISHARES SYSTEMATIC - MF Closed and MF Open$7.7M
ISHARES ULTRA - MF Closed and MF Open$3.7M
ISHARES MSCI EAFE ETF - UIT EXCHANGE TRADED$1.9M
SPDR SERIES TRUST - ST STR SP SEMI$1.7M
ISHARES S&P - MF Closed and MF Open$1.6M
ISHARES U S - MF Closed and MF Open$1.6M
ISHARES S&P MID-CAP 400 - UIT EXCHANGE TRADED$1.5M
ISHARES S&P - S&P MC 400VL ETF$1.4M
$ON ON SEMICONDUCTOR CORP$1.4M FIRST TRUST - MF Closed and MF Open$1.3M
STATE STREET - MF Closed and MF Open$1.3M
ISHARES 0-3 - MF Closed and MF Open$636,877
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$553,930 TOUCHSTONE ULTRA - MF Closed and MF Open$424,619
ERSHARES PRIVATE-PUBLIC - UIT EXCHANGE TRADED$410,039
Exited Positions (18)
SCHWAB GOVERNMENT MONEY ULTRA
$ET Energy Transfer LP
$EPD ENTERPRISE PRODUCTS PARTNERS L.P.
$TER TERADYNE, INC ISHARES AAA
$MDLZ Mondelez International, Inc. STATE STREET SPDR S&P REGIONAL BANKING ETF
$BP BP PLC
$PAA PLAINS ALL AMERICAN PIPELINE LP
$BST BlackRock Science & Technology Trust
$WT WisdomTree, Inc.
$NOTV Inotiv, Inc.
$KVUE Kenvue Inc.
$ILMN ILLUMINA, INC. HARBOR LONG
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