Keystone Financial Group, Inc. Top Holdings and 13F Report (2026) About Keystone Financial Group, Inc.Investment ActivityKeystone Financial Group, Inc. has $187.71 million in total holdings as of September 30, 2026.Keystone Financial Group, Inc. owns shares of 117 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 6.51% of the portfolio was purchased this quarter.About 6.51% of the portfolio was sold this quarter.This quarter, Keystone Financial Group, Inc. has purchased 122 new stocks and bought additional shares in 48 stocks.Keystone Financial Group, Inc. sold shares of 29 stocks and completely divested from 7 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $32,388,739VANGUARD MALVERN FDS $23,456,086Dimensional World ex U.S. Core Equity 2 ETF $12,898,445Schwab US Dividend Equity ETF $12,514,973Vanguard Dividend Appreciation ETF $11,423,015 Largest New Holdings this Quarter 46625H100 - JPMorgan Chase & Co. $82,708 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $58,051 Holding Largest Purchases this Quarter Dimensional World ex U.S. Core Equity 2 ETF 78,843 shares (about $2.92M)VANGUARD MUN BD FDS 29,658 shares (about $2.12M)Alerian Energy Infrastructure ETF 52,313 shares (about $1.92M)VANGUARD MALVERN FDS 25,009 shares (about $1.87M)VANGUARD MALVERN FDS 23,943 shares (about $1.77M) Largest Sales this Quarter Vanguard International Dividend Appreciation ETF 23,235 shares (about $2.19M)First Trust North American Energy Infrastructure Fund 48,403 shares (about $1.98M)FB Financial 34,175 shares (about $1.77M)ISHARES TR 12,542 shares (about $1.26M)iShares Intermediate Muni Income Active ETF 53,774 shares (about $1.23M) Sector Allocation Over TimeMap of 500 Largest Holdings ofKeystone Financial Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAUDimensional US Core Equity Market ETF$32,388,739$123,831 ▼-0.4%618,57817.3%ETFVANGUARD MALVERN FDS$23,456,086$1,772,023 ▲8.2%316,93112.5%CORE-PLUS BD ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$12,898,445$2,918,770 ▲29.2%348,4186.9%ETFSCHDSchwab US Dividend Equity ETF$12,514,973$140,074 ▲1.1%384,7216.7%ETFVIGVanguard Dividend Appreciation ETF$11,423,015$105,689 ▼-0.9%48,9616.1%ETFVANGUARD MUN BD FDS$11,074,362$497,825 ▲4.7%148,8895.9%SHORT TAX EXEMPTVANGUARD MUN BD FDS$9,931,180$2,122,620 ▲27.2%138,7625.3%CORE TAX EXEMPTVIGIVanguard International Dividend Appreciation ETF$7,725,609$2,193,842 ▼-22.1%81,8224.1%ETFDFACDimensional U.S. Core Equity 2 ETF$6,943,674$151,352 ▲2.2%156,2133.7%ETFVANGUARD MALVERN FDS$6,370,245$1,867,181 ▲41.5%85,3233.4%SHOR DURA BD ETFDFSDDimensional Short-Duration Fixed Income ETF$6,168,381$329,487 ▼-5.1%132,7333.3%ETFFBKFB Financial$5,122,333$1,766,848 ▼-25.6%99,0782.7%FinanceINMUiShares Intermediate Muni Income Active ETF$4,358,984$1,230,886 ▼-22.0%190,4322.3%ETFDIMENSIONAL ETF TRUST$3,142,028$202,154 ▲6.9%38,1731.7%WORLD EQUITY ETFUSRTiShares Core U.S. REIT ETF$3,012,439$291,274 ▲10.7%48,9191.6%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$2,555,042$4,157 ▼-0.2%15,3661.4%ETFVLUEiShares MSCI USA Value Factor ETF$2,234,991$10,692 ▲0.5%11,2881.2%ETFENFRAlerian Energy Infrastructure ETF$2,169,533$1,917,271 ▲760.0%59,1961.2%ETFIEFAiShares Core MSCI EAFE ETF$1,627,313$5,716 ▼-0.4%16,7970.9%ETFEMLPFirst Trust North American Energy Infrastructure Fund$1,389,995$1,984,015 ▼-58.8%33,9110.7%ETFIXUSiShares Core MSCI Total International Stock ETF$1,334,848$63,071 ▲5.0%14,0530.7%ETFVTIVanguard Total Stock Market ETF$1,324,119$11,602 ▼-0.9%3,5380.7%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,279,506$3,406 ▲0.3%13,9000.7%ETFIJRiShares Core S&P Small-Cap ETF$1,082,917$2,313 ▼-0.2%7,9600.6%ETFISHARES TR$1,048,722$1,262,776 ▼-54.6%10,4160.6%0-3 MTH TREASURYTFCTruist Financial$984,735$35,743 ▼-3.5%21,2690.5%FinanceIEMGiShares Core MSCI Emerging Markets ETF$921,9370.0%11,3590.5%ETFVTVVanguard Value ETF$884,168$1,945 ▲0.2%4,0920.5%ETFNVDANVIDIA$793,453$1,601 ▼-0.2%3,4700.4%TechnologyMTUMiShares MSCI USA Momentum Factor ETF$771,476$1,587 ▲0.2%2,4310.4%ETFVUGVanguard Growth ETF$648,759$631 ▲0.1%7,2000.3%ETFUNITED CMNTY BKS BLAIRSVLE G$614,020$807 ▲0.1%18,2690.3%COMMEARiShares Short Maturity Municipal Bond Active ETF$472,973$411,432 ▼-46.5%9,5300.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$457,599$682 ▲0.1%4,6960.2%ETFJNJJohnson & Johnson$427,439$1,588 ▲0.4%1,6150.2%HealthcareSCHYSchwab International Dividend Equity ETF$427,421$4,176 ▲1.0%13,6120.2%ETFDFSUDimensional US Sustainability Core 1 ETF$404,784$849 ▲0.2%8,5810.2%ETFTRVTravelers Companies$402,027$3,920 ▼-1.0%1,1280.2%FinanceMSFTMicrosoft$400,2920.0%7800.2%TechnologyAMGNAmgen$387,995$1,687 ▲0.4%9200.2%HealthcareBRK.BBerkshire Hathaway$348,067$14,441 ▼-4.0%6990.2%FinanceCSCOCisco Systems$324,154$3,767 ▼-1.1%3,0120.2%TechnologyIUSGiShares Core S&P U.S. Growth ETF$278,561$387 ▲0.1%1,4380.1%ETFABBVAbbVie$274,071$785 ▲0.3%1,0480.1%HealthcareWECWEC Energy Group$273,159$28,021 ▲11.4%2,7100.1%UtilitiesSOSouthern$239,493$1,161 ▲0.5%2,8890.1%UtilitiesIWFiShares Russell 1000 Growth ETF$226,898$125 ▲0.1%1,8110.1%ETFPFEBInnovator U.S. Equity Power Buffer ETF - February$195,538$124,089 ▼-38.8%4,4390.1%ETFIUSViShares Core S&P U.S. Value ETF$194,737$882 ▲0.5%1,7660.1%ETFGSThe Goldman Sachs Group$185,759$902 ▲0.5%2060.1%FinanceATOAtmos Energy$179,823$939 ▲0.5%1,1490.1%UtilitiesTXNTexas Instruments$174,909$280 ▲0.2%6240.1%TechnologyICEIntercontinental Exchange$166,660$32,693 ▲24.4%1,0960.1%FinanceIJHiShares Core S&P Mid-Cap ETF$155,2430.0%2,1580.1%ETFINNOVATOR ETFS TRUST$151,0280.0%4,9910.1%EQUIT DEFIN JULRBLDFirst Trust Alerian U.S. NextGen Infrastructure ETF$148,207$743 ▼-0.5%1,7950.1%ETFSUSLiShares ESG MSCI USA Leaders ETF$143,6470.0%1,0540.1%ETFVNQVanguard Real Estate ETF$121,916$15,957 ▼-11.6%1,3600.1%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$109,049$795 ▲0.7%2,7450.1%ETFEMREmerson Electric$105,324$310 ▲0.3%6790.1%IndustrialsLINDE PLC$105,245$33,659 ▲47.0%2220.1%SHSNEARiShares Short Duration Bond Active ETF$96,528$68,008 ▼-41.3%1,9360.1%ETFDFICDimensional International Core Equity 2 ETF$95,312$451 ▲0.5%2,5340.1%ETFTQQQProShares UltraPro QQQ$85,622$781 ▼-0.9%1,0970.0%ETFJPMJPMorgan Chase & Co.$82,708$82,708 ▲New Holding2500.0%FinanceAAPLApple$81,985$1,333 ▼-1.6%2460.0%TechnologyDFSEDimensional Emerging Markets Sustainability Core 1 ETF$80,641$580 ▲0.7%1,6680.0%ETFHONEYWELL INTL INC$73,019$211 ▲0.3%3460.0%COMERETiShares Environmentally Aware Real Estate ETF$70,2320.0%2,5990.0%ETFINNOVATOR ETFS TRUST$69,1150.0%2,0010.0%U S EQ 10 BUFFERPGProcter & Gamble$68,8630.0%4740.0%Consumer StaplesVBVanguard Small-Cap ETF$67,1400.0%2360.0%ETFMDTMedtronic$64,4740.0%7410.0%HealthcareXLVHealth Care Select Sector SPDR Fund$61,647$1,011 ▼-1.6%3660.0%ETFGLDSPDR Gold Shares$60,5540.0%1590.0%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$59,334$13,326 ▼-18.3%6100.0%ETFEXXONMOBIL HOLDINGS CORP$58,051$58,051 ▲New Holding3570.0%COM SHSPEPPepsiCo$57,4040.0%4530.0%Consumer StaplesHONEYWELL AEROSPACE INC$53,4650.0%3450.0%COMVSGXVanguard ESG International Stock ETF$48,6420.0%6000.0%ETFVEAVanguard FTSE Developed Markets ETF$48,188$71 ▲0.1%6820.0%ETFHYDBiShares High Yield Systematic Bond ETF$44,314$7,101 ▼-13.8%9860.0%ETFSLViShares Silver Trust$44,1530.0%8100.0%ETFKIMBERLY-CLARK CORP$43,1360.0%4370.0%COMHDHome Depot$41,476$284 ▲0.7%1460.0%Consumer DiscretionaryBLACKROCK ETF TRUST$34,732$3,162 ▲10.0%7360.0%ISHA I IN TE ETFNSCNorfolk Southern$34,1280.0%1100.0%IndustrialsEOGEOG Resources$32,294$138 ▲0.4%2340.0%EnergyDFSIDimensional International Sustainability Core 1 ETF$31,979$136 ▲0.4%7080.0%ETFGRAYSCALE BITCOIN MINI TR ET$30,1510.0%8160.0%SHS NEWSCHASchwab US Small-Cap ETF$25,848$65 ▲0.3%7920.0%ETFWALMART INC$25,1490.0%2420.0%COMNRGNRG Energy$23,378$96 ▲0.4%2440.0%UtilitiesDGROiShares Core Dividend Growth ETF$22,9940.0%3050.0%ETFIOTSamsara$22,8780.0%6000.0%TechnologyMRKMerck & Co., Inc.$19,5040.0%1330.0%HealthcareISHARES TR$18,666$4,418 ▲31.0%1690.0%TRUST ISHARE 0-1TAT&T$17,4950.0%7170.0%Communication ServicesPINNACLE FINL PARTNERS INC$16,850$9,080 ▼-35.0%1800.0%COMSMHVanEck Semiconductor ETF$15,2710.0%250.0%ETFShowing largest 100 holdings. 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