Keystone Financial Group, Inc.
CIK: 0002053642SEC EDGAR →
Portfolio Value
$191.0M
Holdings
136
As of
Q4 2025
New Positions
136
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 634,346 | $29.7M | 15.55% |
| 2 | ISHARES TR | 189,485 | $19.0M | 9.96% |
| 3 | VANGUARD MALVERN FDS | 181,493 | $14.2M | 7.42% |
| 4 | SCHWAB STRATEGIC TR | 385,136 | $10.6M | 5.53% |
| 5 | VANGUARD SPECIALIZED FUNDS | 47,539 | $10.4M | 5.47% |
| 6 | VANGUARD WHITEHALL FDS | 102,295 | $9.4M | 4.90% |
| 7 | FB FINL CORP | 160,947 | $9.0M | 4.70% |
| 8 | VANGUARD MUN BD FDS | 89,432 | $6.8M | 3.58% |
| 9 | DIMENSIONAL ETF TRUST | 196,760 | $6.4M | 3.37% |
| 10 | BLACKROCK ETF TRUST II | 267,005 | $6.4M | 3.36% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (136)
$29.7M · 634K shares
$19.0M · 189K shares
$14.2M · 181K shares
$10.6M · 385K shares
$10.4M · 48K shares
$9.4M · 102K shares
$9.0M · 161K shares
$6.8M · 89K shares
$6.4M · 197K shares
$6.4M · 267K shares
$6.3M · 159K shares
$5.7M · 118K shares
$4.0M · 80K shares
$3.8M · 75K shares
$3.7M · 33K shares
$3.1M · 82K shares
$3.0M · 58K shares
$2.7M · 18K shares
$2.6M · 34K shares
$2.4M · 32K shares
$2.4M · 42K shares
$2.0M · 24K shares
$1.9M · 25K shares
$1.8M · 63K shares
$1.6M · 12K shares
$1.5M · 17K shares
$1.2M · 15K shares
$1.1M · 22K shares
$1.1M · 22K shares
$1.0M · 9K shares
$792K · 12K shares
$785K · 4K shares
$664K · 2K shares
$648K · 3K shares
$625K · 21K shares
$616K · 2K shares
$593K · 1K shares
$576K · 18K shares
$531K · 13K shares
$527K · 6K shares
$426K · 10K shares
$410K · 13K shares
$380K · 756 shares
$376K · 779 shares
$366K · 8K shares
$332K · 6K shares
$330K · 2K shares
$328K · 1K shares
$297K · 908 shares
$286K · 4K shares
$263K · 3K shares
$259K · 1K shares
$258K · 950 shares
$257K · 5K shares
$254K · 2K shares
$249K · 3K shares
$248K · 3K shares
$240K · 1K shares
$222K · 7K shares
$213K · 452 shares
$204K · 233 shares
$197K · 6K shares
$189K · 1K shares
$178K · 2K shares
$144K · 905 shares
$142K · 2K shares
$141K · 874 shares
$140K · 2K shares
$135K · 2K shares
$133K · 683 shares
$133K · 2K shares
$127K · 1K shares
$107K · 618 shares
$107K · 2K shares
$89K · 3K shares
$89K · 673 shares
$85K · 4K shares
$71K · 741 shares
$68K · 2K shares
$67K · 3K shares
$67K · 474 shares
$66K · 743 shares
$65K · 453 shares
$64K · 163 shares
$60K · 236 shares
$58K · 1K shares
$57K · 370 shares
$49K · 144 shares
$44K · 437 shares
$44K · 2K shares
$44K · 688 shares
$42K · 350 shares
$42K · 676 shares
$42K · 600 shares
$42K · 1K shares
$38K · 242 shares
$37K · 900 shares
$33K · 75 shares
$31K · 816 shares
$31K · 110 shares
$29K · 695 shares
$27K · 242 shares
$26K · 530 shares
$24K · 229 shares
$22K · 786 shares
$21K · 600 shares
$21K · 305 shares
$17K · 717 shares
$17K · 515 shares
$15K · 150 shares
$13K · 269 shares
$13K · 131 shares
$9K · 25 shares
$9K · 15 shares
$8K · 169 shares
$8K · 173 shares
$8K · 168 shares
$7K · 308 shares
$4K · 200 shares
$4K · 173 shares
$3K · 50 shares
$3K · 40 shares
$3K · 21 shares
$2K · 45 shares
$2K · 16 shares
$2K · 15 shares
$1K · 60 shares
$1K · 16 shares
$1K · 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 | $171.8M | 90.0% |
| Unknown | 12 | $14.6M | 7.6% |
| Technology | 12 | $2.1M | 1.1% |
| Healthcare | 6 | $977K | 0.5% |
| Utilities | 3 | $692K | 0.4% |
| Industrials | 5 | $398K | 0.2% |
| Consumer Defensive | 4 | $203K | 0.1% |
| Consumer Cyclical | 7 | $89K | 0.0% |
| Energy | 2 | $66K | 0.0% |
| Communication Services | 2 | $21K | 0.0% |
| Basic Materials | 1 | $8K | 0.0% |