Keystone Financial Group

Est. AUM

$1.43B

13F long equity, this entity only

Positions

522

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	Equtities	$87.9M	341115	6.14%	SOLE
2	STATE STREET SPDR S&P 500 ETF TRUST	Equtities	$78.6M	115948	5.49%	SOLE
3	SPDR SERIES TRUST	Equtities	$54.7M	714132	3.82%	SOLE
4	VICTORY PORTFOLIOS II	Equtities	$42.6M	1079697	2.98%	SOLE
5	SEAGATE TECHNOLOGY H F	Equtities	$40.2M	62749	2.81%	SOLE
6	NVIDIA CORPORATION	Equtities	$39.2M	216175	2.74%	SOLE
7	VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES	Equtities	$39.1M	121278	2.73%	SOLE
8	PALANTIR TECHNOLOGIES INCLASS CLASS A	Equtities	$38.9M	266312	2.72%	SOLE
9	STATE STREET	Equtities	$37.5M	382639	2.62%	SOLE
10	TESLA INC	Equtities	$35.5M	94007	2.48%	SOLE
11	BLACKROCK ETF TRUST	Equtities	$31.6M	542488	2.20%	SOLE
12	AMAZON.COM INC	Equtities	$23.7M	98937	1.66%	SOLE
13	BERKSHIRE HATHAWAY INC DEL	Equtities	$22.4M	46784	1.56%	SOLE
14	VANGUARD S&P 500 ETF	Equtities	$21.9M	36033	1.53%	SOLE
15	META PLATFORMS INC CLASS CLASS A	Equtities	$20.5M	34282	1.43%	SOLE
16	ISHARES CORE MSCI EMERGING MARKETS ETF	Equtities	$20.0M	286188	1.40%	SOLE
17	MICROSOFT CORP	Equtities	$18.7M	49683	1.31%	SOLE
18	JPMORGAN CHASE & CO	Equtities	$18.6M	60520	1.30%	SOLE
19	INVESCO QQQ TR	Equtities	$14.5M	25017	1.01%	SOLE
20	BLACKROCK ETF TRUST	Equtities	$13.8M	418803	0.96%	SOLE
21	FIRST TR EXCHNG TRADED FD VI	Equtities	$13.6M	401470	0.95%	SOLE
22	VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES	Equtities	$12.5M	169636	0.87%	SOLE
23	BERKSHIRE HATHAWAY INC DCLASS CLASS A	Equtities	$12.2M	17	0.85%	SOLE
24	JPMORGAN US	Equtities	$12.0M	196293	0.84%	SOLE
25	VANGUARD VALUE INDEX FUND ETF SHARES	Equtities	$11.7M	59589	0.82%	SOLE
26	JOHNSON & JOHNSON	Equtities	$11.6M	48854	0.81%	SOLE
27	ALPHABET INC CLASS CLASS C	Equtities	$11.5M	37786	0.81%	SOLE
28	ISHARES CORE S&P 500 ETF	Equtities	$10.1M	15378	0.71%	SOLE
29	ISHARES MSCI USA MOMENTUM FACTOR ETF	Equtities	$10.1M	41581	0.70%	SOLE
30	ALPHABET INC	Equtities	$9.8M	31389	0.68%	SOLE
31	VANGUARD GROWTH INDEX FUND ETF SHARES	Equtities	$9.4M	21468	0.65%	SOLE
32	T ROWE	Equtities	$9.1M	254458	0.63%	SOLE
33	EXXON MOBIL CORP	Equtities	$9.0M	53205	0.63%	SOLE
34	STATE STREET	Equtities	$8.7M	331563	0.61%	SOLE
35	ISHARES U S	Equtities	$8.6M	237334	0.60%	SOLE
36	ISHARES INTL	Equtities	$8.1M	285103	0.57%	SOLE
37	GLOBAL X DEFENSE TECH ETF	Equtities	$7.5M	105426	0.52%	SOLE
38	VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES	Equtities	$7.1M	32819	0.50%	SOLE
39	VANGUARD S&P	Equtities	$6.8M	16753	0.48%	SOLE
40	ADVANCED MICRO	Equtities	$6.7M	32690	0.46%	SOLE
41	AT&T INC	Equtities	$6.6M	248670	0.46%	SOLE
42	VANECK LONG MUNI ETF	Equtities	$6.6M	375301	0.46%	SOLE
43	MCDONALDS CORP	Equtities	$6.5M	21914	0.46%	SOLE
44	ISHARES CURRENCY	Equtities	$6.4M	149704	0.44%	SOLE
45	BOEING CO	Equtities	$6.3M	28269	0.44%	SOLE
46	LOWES COS INC	Equtities	$6.2M	26264	0.44%	SOLE
47	VANGUARD S&P	Equtities	$6.1M	29976	0.43%	SOLE
48	CHEVRON CORPORATION	Equtities	$6.1M	29310	0.42%	SOLE
49	VANECK CEF MUNICIPAL INCOME ETF	Equtities	$5.9M	270074	0.41%	SOLE
50	ISHARES S&P	Equtities	$5.8M	27706	0.41%	SOLE

1–50 of 522

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.