Keystone Financial Group, Inc.

Est. AUM

$192.4M

13F long equity, this entity only

Positions

134

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$27.4M	606337	14.22%	SOLE
2	VANGUARD MALVERN FDS	CORE-PLUS BD ETF	$21.2M	272896	11.01%	SOLE
3	ISHARES TR	0-3 MNTH TREASRY	$18.1M	180238	9.43%	SOLE
4	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$12.0M	391577	6.24%	SOLE
5	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$10.4M	48461	5.42%	SOLE
6	VANGUARD WHITEHALL FDS	INTL DVD ETF	$9.1M	102741	4.72%	SOLE
7	VANGUARD MUN BD FDS	SHORT TAX EXEMPT	$8.6M	112123	4.45%	SOLE
8	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$8.0M	236652	4.18%	SOLE
9	DIMENSIONAL ETF TRUST	SHORT DURATION F	$7.7M	160987	4.01%	SOLE
10	FB FINL CORP	COM	$7.0M	134150	3.62%	SOLE
11	BLACKROCK ETF TRUST II	ISHARES INTERMED	$6.7M	281882	3.50%	SOLE
12	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$5.9M	151343	3.06%	SOLE
13	VANGUARD MUN BD FDS	CORE TAX EXEMPT	$4.5M	59661	2.33%	SOLE
14	VANGUARD MALVERN FDS	SHORT DURATION B	$3.7M	48256	1.91%	SOLE
15	ISHARES TR	TRUST ISHARE 0-1	$3.7M	33280	1.91%	SOLE
16	FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$3.6M	81674	1.85%	SOLE
17	DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$2.7M	36646	1.41%	SOLE
18	ISHARES TR	CRE U S REIT ETF	$2.5M	42043	1.29%	SOLE
19	ISHARES TR	CORE S&P TTL STK	$2.3M	15890	1.18%	SOLE
20	ISHARES U S ETF TR	SHORT MATURITY M	$2.2M	43903	1.15%	SOLE
21	ISHARES TR	MSCI USA VALUE	$1.6M	11195	0.83%	SOLE
22	ISHARES TR	CORE MSCI EAFE	$1.5M	16576	0.78%	SOLE
23	VANGUARD INDEX FDS	TOTAL STK MKT	$1.5M	4548	0.76%	SOLE
24	ISHARES TR	CORE MSCI TOTAL	$1.2M	13447	0.61%	SOLE
25	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	14256	0.59%	SOLE
26	ISHARES TR	CORE 1 5 YR USD	$1.1M	23154	0.58%	SOLE
27	TRUIST FINL CORP	COM	$1.0M	21814	0.52%	SOLE
28	ISHARES TR	CORE S&P SCP ETF	$998K	8026	0.52%	SOLE
29	ISHARES INC	CORE MSCI EMKT	$815K	11690	0.42%	SOLE
30	VANGUARD INDEX FDS	VALUE ETF	$809K	4123	0.42%	SOLE
31	BLACKROCK ETF TRUST II	ISHARES TOTAL RE	$791K	15768	0.41%	SOLE
32	SCHWAB STRATEGIC TR	INTERNL DIVID	$616K	19443	0.32%	SOLE
33	NVIDIA CORPORATION	COM	$606K	3473	0.31%	SOLE
34	ISHARES TR	MSCI USA MMENTM	$582K	2424	0.30%	SOLE
35	UNITED CMNTY BKS BLAIRSVLE G	COM	$575K	18101	0.30%	SOLE
36	VANGUARD INDEX FDS	GROWTH ETF	$532K	1218	0.28%	SOLE
37	ISHARES SILVER TR	ISHARES	$515K	7560	0.27%	SOLE
38	ISHARES TR	MSCI USA MIN VOL	$434K	4682	0.23%	SOLE
39	JOHNSON & JOHNSON	COM	$392K	1604	0.20%	SOLE
40	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$362K	756	0.19%	SOLE
41	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$351K	8543	0.18%	SOLE
42	ISHARES TR	ISHS 1-5YR INVS	$333K	6331	0.17%	SOLE
43	TRAVELERS COMPANIES INC	COM	$331K	1136	0.17%	SOLE
44	AMGEN INC	COM	$321K	912	0.17%	SOLE
45	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$319K	7960	0.17%	SOLE
46	MICROSOFT CORP	COM	$288K	779	0.15%	SOLE
47	WEC ENERGY GROUP INC	COM	$280K	2422	0.15%	SOLE
48	SOUTHERN CO	COM	$278K	2875	0.14%	SOLE
49	ALPS ETF TR	ALERIAN ENERGY	$267K	6989	0.14%	SOLE
50	VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$255K	3366	0.13%	SOLE

1–50 of 134

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