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Keystone Financial Group
hedge fundUpdated 43 days agoManaged by Keystone Financial Group • Latest filing Q2 2026
Portfolio value
$1.7B
Q2 2026
Filings
13
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
101.9%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 13 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q2 2023 | $588M |
| Q3 2023 | $597.1M |
| Q4 2023 | $575.2M |
| Q1 2024 | $686.5M |
| Q2 2024 | $279.2M |
| Q3 2024 | $302.9M |
| Q4 2024 | $1B |
| Q1 2025 | $983.7M |
| Q2 2025 | $1.1B |
| Q3 2025 | $1.1B |
| Q4 2025 | $1.4B |
| Q1 2026 | $1.5B |
| Q2 2026 | $1.7B |
Top holdings
567 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AAPL APPLE INC | $97.7M | 337.8K | 5.80% | Trimmed(-1.0%) |
| 2 | S SPY STATE STR SPDR S&P 500 ETF T | $80.5M | 107.8K | 4.78% | Trimmed(-7.0%) |
| 3 | S STT-PG SPDR SERIES TRUST | $70.2M | 798.9K | 4.16% | Added(+11.9%) |
| 4 | S STX SEAGATE TECHNOLOGY HLDNGS PL | $61.1M | 63.4K | 3.63% | Added(+1.0%) |
| 5 | S STT-PG STATE STREET | $52.7M | 442.9K | 3.13% | Added(+15.8%) |
| 6 | V VCTR VICTORY PORTFOLIOS II | $50.9M | 1.11M | 3.02% | Added(+3.1%) |
| 7 | A AMD ADVANCED MICRO DEVICES INC | $46.6M | 80.2K | 2.76% | Added(+145.3%) |
| 8 | V VGES VANGUARD INDEX FDS | $45.2M | 122.1K | 2.68% | Added(+0.6%) |
| 9 | N NVDA NVIDIA CORPORATION | $40.1M | 200.5K | 2.38% | Trimmed(-7.3%) |
| 10 | T TSLA TESLA INC | $39.6M | 94.2K | 2.35% | Added(+0.2%) |
| 11 | E ETHA BLACKROCK ETF TRUST | $38.6M | 567.0K | 2.29% | Added(+4.5%) |
| 12 | P PLTR PALANTIR TECHNOLOGIES INC | $32M | 274.5K | 1.90% | Added(+3.1%) |
| 13 | V VGES VANGUARD INDEX FDS | $25.1M | 36.6K | 1.49% | Added(+1.6%) |
| 14 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $24.4M | 48.8K | 1.45% | Added(+4.3%) |
| 15 | A AMZN AMAZON COM INC | $23.9M | 100.2K | 1.42% | Added(+1.3%) |
| 16 | E ETHA BLACKROCK ETF TRUST | $19.9M | 377.9K | 1.18% | Trimmed(-9.8%) |
| 17 | J JPM-PM JPMORGAN CHASE &CO | $19.9M | 60.8K | 1.18% | Added(+0.5%) |
| 18 | M META META PLATFORMS INC | $19.4M | 34.4K | 1.15% | Added(+0.4%) |
| 19 | E ETHA ISHARES CORE MSCI | $18.9M | 228.0K | 1.12% | Trimmed(-20.3%) |
| 20 | M MSFT MICROSOFT CORP | $17.7M | 47.5K | 1.05% | Trimmed(-4.3%) |