Keystone Financial Planning, Inc.
CIK: 1596906SEC EDGAR →
Portfolio Value
$317.7B
Holdings
40
As of
Q1 2026
New Positions
40
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 6,763,707 | $207.5B | 65.31% |
| 2 | VERIZON COMMUNICATIONS INC | 238,997 | $12.0B | 3.78% |
| 3 | US BANCORP | 224,348 | $11.7B | 3.67% |
| 4 | BRITISH AMERN TOB PLC | 167,249 | $9.8B | 3.08% |
| 5 | BRISTOL-MYERS SQUIBB CO | 159,523 | $9.7B | 3.05% |
| 6 | BANK NOVA SCOTIA B C | 139,101 | $9.6B | 3.03% |
| 7 | SPDR SERIES TRUST | 196,319 | $8.9B | 2.81% |
| 8 | UNILEVER PLC | 152,882 | $8.7B | 2.74% |
| 9 | ALTRIA GROUP INC | 107,203 | $7.1B | 2.23% |
| 10 | PFIZER INC | 246,382 | $6.9B | 2.18% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 11 | $259.2B | 81.6% |
| Consumer Defensive | 5 | $19.3B | 6.1% |
| Healthcare | 7 | $18.8B | 5.9% |
| Unknown | 2 | $9.8B | 3.1% |
| Industrials | 2 | $4.5B | 1.4% |
| Technology | 5 | $3.8B | 1.2% |
| Communication Services | 1 | $1.9B | 0.6% |
| Utilities | 2 | $427.4M | 0.1% |
| Energy | 2 | $13.4M | 0.0% |
| Consumer Cyclical | 3 | $5.5M | 0.0% |