Keystone Financial Planning, Inc.
CIK: 1596906SEC EDGAR →
Portfolio Value
$333.6B
Holdings
39
As of
Q3 2026
New Positions
37
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 6,279,518 | $204.3B | 61.23% |
| 2 | US BANCORP | 225,202 | $13.0B | 3.90% |
| 3 | BANK NOVA SCOTIA B C | 134,967 | $12.3B | 3.67% |
| 4 | VERIZON COMMUNICATIONS INC | 232,816 | $10.7B | 3.20% |
| 5 | GSK PLC | 211,232 | $10.2B | 3.05% |
| 6 | SPDR SERIES TRUST | 219,348 | $10.0B | 2.98% |
| 7 | UNILEVER PLC | 160,199 | $9.7B | 2.92% |
| 8 | BRISTOL-MYERS SQUIBB CO | 155,174 | $9.7B | 2.90% |
| 9 | PPL CORP | 282,743 | $9.3B | 2.79% |
| 10 | BRITISH AMERN TOB PLC | 163,906 | $8.9B | 2.67% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 11 | $258.7B | 77.5% |
| Healthcare | 8 | $28.7B | 8.6% |
| Consumer Defensive | 5 | $20.6B | 6.2% |
| Utilities | 3 | $10.9B | 3.3% |
| Unknown | 3 | $8.9B | 2.7% |
| Industrials | 2 | $4.2B | 1.2% |
| Communication Services | 1 | $1.6B | 0.5% |
| Energy | 1 | $16.6M | 0.0% |
| Technology | 2 | $15.9M | 0.0% |
| Consumer Cyclical | 3 | $4.5M | 0.0% |