Keystone Financial Group, Inc.
CIK: 0002053642SEC EDGAR →
Portfolio Value
$191.0B
Holdings
136
As of
Q4 2025
New Positions
136
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 634,346 | $29.7B | 15.55% |
| 2 | ISHARES TR | 189,485 | $19.0B | 9.96% |
| 3 | VANGUARD MALVERN FDS | 181,493 | $14.2B | 7.42% |
| 4 | SCHWAB STRATEGIC TR | 385,136 | $10.6B | 5.53% |
| 5 | VANGUARD SPECIALIZED FUNDS | 47,539 | $10.4B | 5.47% |
| 6 | VANGUARD WHITEHALL FDS | 102,295 | $9.4B | 4.90% |
| 7 | FB FINL CORP | 160,947 | $9.0B | 4.70% |
| 8 | VANGUARD MUN BD FDS | 89,432 | $6.8B | 3.58% |
| 9 | DIMENSIONAL ETF TRUST | 196,760 | $6.4B | 3.37% |
| 10 | BLACKROCK ETF TRUST II | 267,005 | $6.4B | 3.36% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (136)
$29.7B · 634K shares
$19.0B · 189K shares
$14.2B · 181K shares
$10.6B · 385K shares
$10.4B · 48K shares
$9.4B · 102K shares
$9.0B · 161K shares
$6.8B · 89K shares
$6.4B · 197K shares
$6.4B · 267K shares
$6.3B · 159K shares
$5.7B · 118K shares
$4.0B · 80K shares
$3.8B · 75K shares
$3.7B · 33K shares
$3.1B · 82K shares
$3.0B · 58K shares
$2.7B · 18K shares
$2.6B · 34K shares
$2.4B · 32K shares
$2.4B · 42K shares
$2.0B · 24K shares
$1.9B · 25K shares
$1.8B · 63K shares
$1.6B · 12K shares
$1.5B · 17K shares
$1.2B · 15K shares
$1.1B · 22K shares
$1.1B · 22K shares
$1.0B · 9K shares
$792.0M · 12K shares
$785.0M · 4K shares
$664.0M · 2K shares
$648.0M · 3K shares
$625.0M · 21K shares
$616.0M · 2K shares
$593.0M · 1K shares
$576.0M · 18K shares
$531.0M · 13K shares
$527.0M · 6K shares
$426.0M · 10K shares
$410.0M · 13K shares
$380.0M · 756 shares
$376.0M · 779 shares
$366.0M · 8K shares
$332.0M · 6K shares
$330.0M · 2K shares
$328.0M · 1K shares
$297.0M · 908 shares
$286.0M · 4K shares
$263.0M · 3K shares
$259.0M · 1K shares
$258.0M · 950 shares
$257.0M · 5K shares
$254.0M · 2K shares
$249.0M · 3K shares
$248.0M · 3K shares
$240.0M · 1K shares
$222.0M · 7K shares
$213.0M · 452 shares
$204.0M · 233 shares
$197.0M · 6K shares
$189.0M · 1K shares
$178.0M · 2K shares
$144.0M · 905 shares
$142.0M · 2K shares
$141.0M · 874 shares
$140.0M · 2K shares
$135.0M · 2K shares
$133.0M · 683 shares
$133.0M · 2K shares
$127.0M · 1K shares
$107.0M · 618 shares
$107.0M · 2K shares
$89.0M · 3K shares
$89.0M · 673 shares
$85.0M · 4K shares
$71.0M · 741 shares
$68.0M · 2K shares
$67.0M · 3K shares
$67.0M · 474 shares
$66.0M · 743 shares
$65.0M · 453 shares
$64.0M · 163 shares
$60.0M · 236 shares
$58.0M · 1K shares
$57.0M · 370 shares
$49.0M · 144 shares
$44.0M · 437 shares
$44.0M · 2K shares
$44.0M · 688 shares
$42.0M · 350 shares
$42.0M · 676 shares
$42.0M · 600 shares
$42.0M · 1K shares
$38.0M · 242 shares
$37.0M · 900 shares
$33.0M · 75 shares
$31.0M · 816 shares
$31.0M · 110 shares
$29.0M · 695 shares
$27.0M · 242 shares
$26.0M · 530 shares
$24.0M · 229 shares
$22.0M · 786 shares
$21.0M · 600 shares
$21.0M · 305 shares
$17.0M · 717 shares
$17.0M · 515 shares
$15.0M · 150 shares
$13.0M · 269 shares
$13.0M · 131 shares
$9.0M · 25 shares
$9.0M · 15 shares
$8.0M · 169 shares
$8.0M · 173 shares
$8.0M · 168 shares
$7.0M · 308 shares
$4.0M · 200 shares
$4.0M · 173 shares
$3.0M · 50 shares
$3.0M · 40 shares
$3.0M · 21 shares
$2.0M · 45 shares
$2.0M · 16 shares
$2.0M · 15 shares
$1.0M · 60 shares
$1.0M · 16 shares
$1.0M · 4 shares
$0 · 6 shares
$0 · 11 shares
$0 · 0 shares
$0 · 1 shares
$0 · 5 shares
$0 · 8 shares
$0 · 4 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 82 | $171.8B | 90.0% |
| Unknown | 12 | $14.6B | 7.6% |
| Technology | 12 | $2.1B | 1.1% |
| Healthcare | 6 | $977.0M | 0.5% |
| Utilities | 3 | $692.0M | 0.4% |
| Industrials | 5 | $398.0M | 0.2% |
| Consumer Defensive | 4 | $203.0M | 0.1% |
| Consumer Cyclical | 7 | $89.0M | 0.0% |
| Energy | 2 | $66.0M | 0.0% |
| Communication Services | 2 | $21.0M | 0.0% |
| Basic Materials | 1 | $8.0M | 0.0% |