Keystone Financial Group, Inc.
Q3 2026 13F filing
Updated 23 days ago117 disclosed positions worth $187.7M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $32.4M | 618.6K | 17.25% | Trimmed(-0.4%) |
| 2 | V VANGUARD MALVERN FDS | $23.5M | 316.9K | 12.50% | Added(+8.2%) |
| 3 | D DIMENSIONAL ETF TRUST | $12.9M | 348.4K | 6.87% | Added(+29.3%) |
| 4 | S SCHWAB STRATEGIC TR | $12.5M | 384.7K | 6.67% | Added(+1.1%) |
| 5 | B VANGUARD SPECIALIZED FUNDS | $11.4M | 49.0K | 6.09% | Trimmed(-0.9%) |
| 6 | V VANGUARD MUN BD FDS | $11.1M | 148.9K | 5.90% | Added(+4.7%) |
| 7 | V VANGUARD MUN BD FDS | $9.9M | 138.8K | 5.29% | Added(+27.2%) |
| 8 | V VANGUARD WHITEHALL FDS | $7.7M | 81.8K | 4.12% | Trimmed(-22.1%) |
| 9 | ? N/A DIMENSIONAL ETF TRUST | $6.9M | 156.2K | 3.70% | Added(+2.2%) |
| 10 | ? N/A VANGUARD MALVERN FDS | $6.4M | 85.3K | 3.39% | Added(+41.5%) |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $6.2M | 132.7K | 3.29% | Trimmed(-5.1%) |
| 12 | F FB FINL CORP | $5.1M | 99.1K | 2.73% | Trimmed(-25.6%) |
| 13 | ? N/A BLACKROCK ETF TRUST II | $4.4M | 190.4K | 2.32% | Trimmed(-22.0%) |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $3.1M | 38.2K | 1.67% | Added(+6.9%) |
| 15 | E ISHARES TR | $3M | 48.9K | 1.60% | Added(+10.7%) |
| 16 | E ISHARES TR | $2.6M | 15.4K | 1.36% | Trimmed(-0.2%) |
| 17 | E ISHARES TR | $2.2M | 11.3K | 1.19% | Added(+0.5%) |
| 18 | ? N/A ALPS ETF TR | $2.2M | 59.2K | 1.16% | Added(+760.0%) |
| 19 | E ISHARES TR | $1.6M | 16.8K | 0.87% | Trimmed(-0.3%) |
| 20 | F FIRST TR EXCHANGE-TRADED FD | $1.4M | 33.9K | 0.74% | Trimmed(-58.8%) |
| 21 | E ISHARES TR | $1.3M | 14.1K | 0.71% | Added(+5.0%) |
| 22 | V VANGUARD INDEX FDS | $1.3M | 3.5K | 0.71% | Trimmed(-0.9%) |
| 23 | S SPDR SERIES TRUST | $1.3M | 13.9K | 0.68% | Added(+0.3%) |
| 24 | E ISHARES TR | $1.1M | 8.0K | 0.58% | Trimmed(-0.2%) |
| 25 | E ISHARES TR | $1M | 10.4K | 0.56% | Trimmed(-54.6%) |
| 26 | T TRUIST FINL CORP | $985K | 21.3K | 0.52% | Trimmed(-3.5%) |
| 27 | E ISHARES INC | $922K | 11.4K | 0.49% | Unchanged |
| 28 | V VANGUARD INDEX FDS | $884K | 4.1K | 0.47% | Added(+0.2%) |
| 29 | N NVIDIA CORPORATION | $793K | 3.5K | 0.42% | Trimmed(-0.2%) |
| 30 | E ISHARES TR | $771K | 2.4K | 0.41% | Added(+0.2%) |
| 31 | V VANGUARD INDEX FDS | $649K | 7.2K | 0.35% | Added(+0.1%) |
| 32 | U UNITED CMNTY BKS BLAIRSVLE G | $614K | 18.3K | 0.33% | Added(+0.1%) |
| 33 | E ISHARES U S ETF TR | $473K | 9.5K | 0.25% | Trimmed(-46.5%) |
| 34 | E ISHARES TR | $458K | 4.7K | 0.24% | Added(+0.1%) |
| 35 | J JOHNSON & JOHNSON | $427K | 1.6K | 0.23% | Added(+0.4%) |
| 36 | S SCHWAB STRATEGIC TR | $427K | 13.6K | 0.23% | Added(+1.0%) |
| 37 | ? N/A DIMENSIONAL ETF TRUST | $405K | 8.6K | 0.22% | Added(+0.2%) |
| 38 | T TRAVELERS COMPANIES INC | $402K | 1.1K | 0.21% | Trimmed(-1.0%) |
| 39 | M MICROSOFT CORP | $400K | 780 | 0.21% | Unchanged |
| 40 | A AMGEN INC | $388K | 920 | 0.21% | Added(+0.4%) |
| 41 | B BERKSHIRE HATHAWAY INC DEL | $348K | 699 | 0.19% | Trimmed(-4.0%) |
| 42 | C CISCO SYS INC | $324K | 3.0K | 0.17% | Trimmed(-1.1%) |
| 43 | I ISHARES TR | $279K | 1.4K | 0.15% | Added(+0.1%) |
| 44 | A ABBVIE INC | $274K | 1.0K | 0.15% | Added(+0.3%) |
| 45 | W WEC ENERGY GROUP INC | $273K | 2.7K | 0.15% | Added(+11.4%) |
| 46 | S SOUTHERN CO | $239K | 2.9K | 0.13% | Added(+0.5%) |
| 47 | E ISHARES TR | $227K | 1.8K | 0.12% | Added(+0.1%) |
| 48 | ? N/A INNOVATOR ETFS TRUST | $196K | 4.4K | 0.10% | Trimmed(-38.8%) |
| 49 | E ISHARES TR | $195K | 1.8K | 0.10% | Added(+0.5%) |
| 50 | G GOLDMAN SACHS GROUP INC | $186K | 206 | 0.10% | Added(+0.5%) |