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Keystone Financial Group

Q2 2026 13F filing

Updated 43 days ago

567 disclosed positions worth $1.7B

Portfolio value
$1.7B
Total holdings
567
New positions
61
Closed positions
18
Increased
263
Decreased
172
Turnover
13.9%
Filed
2026-07-29

Full holdings

Every line item disclosed in Q2 2026

A

APPLE INC

-1.0%
Value
$97.7M
Shares
337.8K
% Port
5.80%
S
2.SPY

STATE STR SPDR S&P 500 ETF T

-7.0%
Value
$80.5M
Shares
107.8K
% Port
4.78%
S

SPDR SERIES TRUST

+11.9%
Value
$70.2M
Shares
798.9K
% Port
4.16%
S
4.STX

SEAGATE TECHNOLOGY HLDNGS PL

+1.0%
Value
$61.1M
Shares
63.4K
% Port
3.63%
S

STATE STREET

+15.8%
Value
$52.7M
Shares
442.9K
% Port
3.13%
V

VICTORY PORTFOLIOS II

+3.1%
Value
$50.9M
Shares
1.11M
% Port
3.02%
A
7.AMD

ADVANCED MICRO DEVICES INC

+145.3%
Value
$46.6M
Shares
80.2K
% Port
2.76%
V

VANGUARD INDEX FDS

+0.6%
Value
$45.2M
Shares
122.1K
% Port
2.68%
N

NVIDIA CORPORATION

-7.3%
Value
$40.1M
Shares
200.5K
% Port
2.38%
T
10.TSLA

TESLA INC

+0.2%
Value
$39.6M
Shares
94.2K
% Port
2.35%
E
11.ETHA

BLACKROCK ETF TRUST

+4.5%
Value
$38.6M
Shares
567.0K
% Port
2.29%
P
12.PLTR

PALANTIR TECHNOLOGIES INC

+3.1%
Value
$32M
Shares
274.5K
% Port
1.90%
V
13.VGES

VANGUARD INDEX FDS

+1.6%
Value
$25.1M
Shares
36.6K
% Port
1.49%
B

BERKSHIRE HATHAWAY INC DEL

+4.3%
Value
$24.4M
Shares
48.8K
% Port
1.45%
A
15.AMZN

AMAZON COM INC

+1.3%
Value
$23.9M
Shares
100.2K
% Port
1.42%
E
16.ETHA

BLACKROCK ETF TRUST

-9.8%
Value
$19.9M
Shares
377.9K
% Port
1.18%
J

JPMORGAN CHASE &CO

+0.5%
Value
$19.9M
Shares
60.8K
% Port
1.18%
M
18.META

META PLATFORMS INC

+0.4%
Value
$19.4M
Shares
34.4K
% Port
1.15%
E
19.ETHA

ISHARES CORE MSCI

-20.3%
Value
$18.9M
Shares
228.0K
% Port
1.12%
M
20.MSFT

MICROSOFT CORP

-4.3%
Value
$17.7M
Shares
47.5K
% Port
1.05%
Q
21.QQQ

INVESCO QQQ TR

-7.1%
Value
$17.1M
Shares
23.2K
% Port
1.01%
F
22.FPF

FIRST TR EXCHNG TRADED FD VI

+9.5%
Value
$16.1M
Shares
439.6K
% Port
0.95%
S

STATE STREET

+61.0%
Value
$14M
Shares
534.0K
% Port
0.83%
V
24.VGES

VANGUARD TOTAL BOND

+12.2%
Value
$14M
Shares
190.4K
% Port
0.83%
G

ALPHABET INC

-1.3%
Value
$13.2M
Shares
37.3K
% Port
0.78%
V
26.VGES

VANGUARD VALUE INDEX

-0.8%
Value
$12.9M
Shares
59.1K
% Port
0.76%
B

BERKSHIRE HATHAWAY

Unchanged
Value
$12.7M
Shares
17
% Port
0.75%
J
28.JNJ

JOHNSON & JOHNSON

-3.2%
Value
$12M
Shares
47.3K
% Port
0.71%
V
29.VGES

VANGUARD INDEX FDS

+536.2%
Value
$11.8M
Shares
136.6K
% Port
0.70%
G

ALPHABET INC

+2.5%
Value
$11.5M
Shares
32.2K
% Port
0.68%
E
31.ETHA

ISHARES MSCI USA

-21.0%
Value
$11.3M
Shares
32.9K
% Port
0.67%
?
32.N/A

T ROWE

-0.1%
Value
$10.4M
Shares
254.1K
% Port
0.62%
E
33.ETHA

ISHARES TR

-19.6%
Value
$9.3M
Shares
12.4K
% Port
0.55%
?
34.N/A

VANGUARD S&P

+524.2%
Value
$8.6M
Shares
104.6K
% Port
0.51%
G

GLOBAL X

+32.2%
Value
$8.3M
Shares
139.4K
% Port
0.49%
B
36.BX

VANGUARD DIVIDEND

+5.6%
Value
$8.2M
Shares
34.6K
% Port
0.49%
E
37.ETHA

ISHARES SYSTEMATIC

Value
$7.7M
Shares
274.6K
% Port
0.46%
E
38.ETHA

ISHARES TR

+20.4%
Value
$7.6M
Shares
33.4K
% Port
0.45%
E
39.ETHA

ISHARES LARGE

+1654.0%
Value
$7.5M
Shares
149.1K
% Port
0.45%
H
40.HODL

VANECK LONG MUNI ETF

+10.2%
Value
$7.4M
Shares
413.4K
% Port
0.44%
?
41.N/A

VANGUARD S&P

+8.1%
Value
$7.1M
Shares
32.4K
% Port
0.42%
E
42.ETHA

ISHARES TR

+8.9%
Value
$7M
Shares
32.1K
% Port
0.42%
E
43.ETHA

ISHARES U S

-32.5%
Value
$6.9M
Shares
160.3K
% Port
0.41%
V
44.VGES

VANGUARD SMALL

+5.9%
Value
$6.8M
Shares
22.3K
% Port
0.40%
?
45.N/A

VANECK CEF MUNICIPAL

+11.8%
Value
$6.7M
Shares
302.0K
% Port
0.40%
M
46.MU

MICRON TECHNOLOGY INC

+36.1%
Value
$6.7M
Shares
5.8K
% Port
0.40%
X
47.XOM

EXXON MOBIL CORP

-10.0%
Value
$6.5M
Shares
47.9K
% Port
0.39%
S

STATE STREET SPDR NUVEEN

+11.6%
Value
$6.5M
Shares
256.3K
% Port
0.39%
B

BOEING CO

+3.6%
Value
$6.3M
Shares
29.3K
% Port
0.38%
V
50.VGES

VANGUARD MID

+331.0%
Value
$6.3M
Shares
78.2K
% Port
0.37%