Keystone Financial Group, Inc. Top Holdings and 13F Report (2026) About Keystone Financial Group, Inc.Investment ActivityKeystone Financial Group, Inc. has $192.40 million in total holdings as of March 31, 2026.Keystone Financial Group, Inc. owns shares of 134 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 9.66% of the portfolio was purchased this quarter.About 8.59% of the portfolio was sold this quarter.This quarter, Keystone Financial Group, Inc. has purchased 136 new stocks and bought additional shares in 58 stocks.Keystone Financial Group, Inc. sold shares of 31 stocks and completely divested from 9 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $27,357,917VANGUARD MALVERN FDS $21,173,692iShares 0-3 Month Treasury Bond ETF $18,142,729Schwab US Dividend Equity ETF $12,013,572Vanguard Dividend Appreciation ETF $10,422,122 Largest New Holdings this Quarter 922040845 - VANGUARD INSTL INDEX FD $254,604 HoldingG54950103 - LINDE PLC $74,607 Holding72348N109 - PINNACLE FINL PARTNERS INC $23,861 Holding36828A101 - GE VERNOVA INC $12,221 Holding74758T303 - Qualys $6,940 Holding Largest Purchases this Quarter VANGUARD MALVERN FDS 91,403 shares (about $7.09M)VANGUARD MUN BD FDS 27,671 shares (about $2.08M)Dimensional Short-Duration Fixed Income ETF 42,718 shares (about $2.05M)VANGUARD MUN BD FDS 22,691 shares (about $1.73M)Dimensional World ex U.S. Core Equity 2 ETF 39,892 shares (about $1.36M) Largest Sales this Quarter BLACKROCK ETF TRUST II 58,857 shares (about $2.95M)iShares Short Duration Bond Active ETF 54,255 shares (about $2.76M)iShares Short Maturity Municipal Bond Active ETF 35,855 shares (about $1.80M)INNOVATOR ETFS TRUST 54,708 shares (about $1.59M)FB Financial 26,797 shares (about $1.39M) 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$27,357,917$1,263,766 â–¼-4.4%606,33714.2%ETFVANGUARD MALVERN FDS$21,173,692$7,091,855 â–²50.4%272,89611.0%CORE-PLUS BD ETFSGOViShares 0-3 Month Treasury Bond ETF$18,142,729$930,802 â–¼-4.9%180,2389.4%ETFSCHDSchwab US Dividend Equity ETF$12,013,572$197,610 â–²1.7%391,5776.2%ETFVIGVanguard Dividend Appreciation ETF$10,422,122$198,287 â–²1.9%48,4615.4%ETFVIGIVanguard International Dividend Appreciation ETF$9,088,481$39,453 â–²0.4%102,7414.7%ETFVANGUARD MUN BD FDS$8,554,086$1,731,141 â–²25.4%112,1234.4%SHORT TAX EXEMPTDFAXDimensional World ex U.S. Core Equity 2 ETF$8,039,054$1,355,129 â–²20.3%236,6524.2%ETFDFSDDimensional Short-Duration Fixed Income ETF$7,708,068$2,045,341 â–²36.1%160,9874.0%ETFFBKFB Financial$6,967,751$1,391,836 â–¼-16.6%134,1503.6%FinanceINMUiShares Intermediate Muni Income Active ETF$6,739,660$355,702 â–²5.6%281,8823.5%ETFDFACDimensional U.S. Core Equity 2 ETF$5,881,186$312,434 â–¼-5.0%151,3433.1%ETFVANGUARD MUN BD FDS$4,483,491$2,079,460 â–²86.5%59,6612.3%CORE TAX EXEMPTVANGUARD MALVERN FDS$3,679,512$1,109,130 â–²43.2%48,2561.9%SHORT DURATION BSHViShares Short Treasury Bond ETF$3,673,804$14,461 â–²0.4%33,2801.9%ETFEMLPFirst Trust North American Energy Infrastructure Fund$3,565,877$35,277 â–¼-1.0%81,6741.9%ETFDIMENSIONAL ETF TRUST$2,703,732$844,335 â–²45.4%36,6461.4%WORLD EQUITY ETFUSRTiShares Core U.S. REIT ETF$2,488,539$13,969 â–¼-0.6%42,0431.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$2,263,241$321,326 â–¼-12.4%15,8901.2%ETFMEARiShares Short Maturity Municipal Bond Active ETF$2,210,084$1,804,946 â–¼-45.0%43,9031.1%ETFVLUEiShares MSCI USA Value Factor ETF$1,591,844$46,923 â–¼-2.9%11,1950.8%ETFIEFAiShares Core MSCI EAFE ETF$1,500,5940.0%16,5760.8%ETFVTIVanguard Total Stock Market ETF$1,458,889$823,432 â–²129.6%4,5480.8%ETFIXUSiShares Core MSCI Total International Stock ETF$1,165,056$880,182 â–¼-43.0%13,4470.6%ManufacturingSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,127,099$45,460 â–¼-3.9%14,2560.6%ETFISTBiShares Core 1-5 Year USD Bond ETF$1,122,043$46,134 â–²4.3%23,1540.6%ManufacturingTFCTruist Financial$1,002,811$3,448 â–²0.3%21,8140.5%FinanceIJRiShares Core S&P Small-Cap ETF$997,702$75,207 â–¼-7.0%8,0260.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$815,401$7,115 â–¼-0.9%11,6900.4%ETFVTVVanguard Value ETF$808,860$2,158 â–²0.3%4,1230.4%ETFBLACKROCK ETF TRUST II$791,396$2,954,033 â–¼-78.9%15,7680.4%ISHARES TOTAL RESCHYSchwab International Dividend Equity ETF$615,577$48,694 â–¼-7.3%19,4430.3%ETFNVDANVIDIA$605,691$872 â–¼-0.1%3,4730.3%Computer and TechnologyMTUMiShares MSCI USA Momentum Factor ETF$581,670$9,119 â–¼-1.5%2,4240.3%ETFUNITED CMNTY BKS BLAIRSVLE G$574,624$7,016 â–¼-1.2%18,1010.3%COMVUGVanguard Growth ETF$531,869$873 â–²0.2%1,2180.3%ETFSLViShares Silver Trust$515,138$211,575 â–²69.7%7,5600.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$434,186$85,780 â–¼-16.5%4,6820.2%ETFJNJJohnson & Johnson$391,960$1,466 â–²0.4%1,6040.2%MedicalBRK.BBerkshire Hathaway$362,2750.0%7560.2%FinanceDFSUDimensional US Sustainability Core 1 ETF$351,036$4,561 â–²1.3%8,5430.2%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$332,745$2,470 â–²0.7%6,3310.2%ManufacturingTRVTravelers Companies$331,428$875 â–²0.3%1,1360.2%FinanceAMGNAmgen$320,840$1,407 â–²0.4%9120.2%MedicalPFEBInnovator U.S. Equity Power Buffer ETF - February$319,196$203,949 â–¼-39.0%7,9600.2%ETFMSFTMicrosoft$288,4700.0%7790.1%Computer and TechnologyWECWEC Energy Group$280,441$926 â–²0.3%2,4220.1%UtilitiesSOSouthern$277,534$1,255 â–²0.5%2,8750.1%UtilitiesENFRAlerian Energy Infrastructure ETF$267,050$27,626 â–²11.5%6,9890.1%ETFVANGUARD INSTL INDEX FD$254,604$254,604 â–²New Holding3,3660.1%0-3 MO TREAS BILINNOVATOR ETFS TRUST$250,264$1,590,364 â–¼-86.4%8,6090.1%EQUITY DEFINED PABBVAbbVie$247,818$653 â–²0.3%1,1390.1%MedicalCSCOCisco Systems$235,392$29,715 â–¼-11.2%3,0340.1%Computer and TechnologyIUSGiShares Core S&P U.S. Growth ETF$222,442$155 â–²0.1%1,4340.1%ManufacturingATOAtmos Energy$209,833$1,108 â–²0.5%1,1360.1%UtilitiesNEARiShares Short Duration Bond Active ETF$192,970$2,758,058 â–¼-93.5%3,7960.1%ETFIWFiShares Russell 1000 Growth ETF$192,8350.0%4520.1%ETFIUSViShares Core S&P U.S. Value ETF$179,035$716 â–²0.4%1,7510.1%ManufacturingVTIPVanguard Short-Term Inflation-Protected Securities ETF$177,422$82,567 â–¼-31.8%3,5520.1%ManufacturingGSThe Goldman Sachs Group$172,831$24,569 â–¼-12.4%2040.1%FinanceHONHoneywell International$155,188$904 â–²0.6%6870.1%Multi-Sector ConglomeratesRBLDFirst Trust Alerian U.S. NextGen Infrastructure ETF$146,131$6,816 â–¼-4.5%1,8010.1%ETFIJHiShares Core S&P Mid-Cap ETF$145,7060.0%2,1580.1%ETFICEIntercontinental Exchange$137,905$472 â–²0.3%8770.1%FinanceVNQVanguard Real Estate ETF$135,297$1,331 â–²1.0%1,5250.1%ETFMMM3M$132,109$726 â–²0.6%9100.1%Multi-Sector ConglomeratesTXNTexas Instruments$120,520$582 â–²0.5%6210.1%Computer and TechnologySUSLiShares ESG MSCI USA Leaders ETF$119,7370.0%1,0540.1%ManufacturingINNOVATOR ETFS TRUST$101,839$293,476 â–¼-74.2%3,2900.1%U S EQ 10 BUFFERHYDBiShares High Yield Systematic Bond ETF$94,886$10,791 â–¼-10.2%2,0400.0%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$93,614$138 â–²0.1%2,7100.0%ETFEMREmerson Electric$88,488$262 â–²0.3%6750.0%IndustrialsPDECInnovator U.S. Equity Power Buffer ETF - December$77,605$340,000 â–¼-81.4%1,8260.0%ETFLINDE PLC$74,607$74,607 â–²New Holding1500.0%SHSGLDSPDR Gold Shares$70,568$430 â–²0.6%1640.0%FinanceERETiShares Environmentally Aware Real Estate ETF$70,505$1,845 â–²2.7%2,5990.0%ETFPEPPepsiCo$70,3460.0%4530.0%Consumer StaplesDFSEDimensional Emerging Markets Sustainability Core 1 ETF$69,774$85 â–²0.1%1,6470.0%ETFPGProcter & Gamble$68,4650.0%4740.0%Consumer StaplesDGRWWisdomTree U.S. Quality Dividend Growth Fund$65,429$176 â–²0.3%7450.0%ManufacturingMDTMedtronic$64,7340.0%7410.0%MedicalAAPLApple$62,368$178,484 â–¼-74.1%2460.0%Computer and TechnologyVBVanguard Small-Cap ETF$61,8130.0%2360.0%ETFXOMExxonMobil$59,730$339 â–²0.6%3520.0%EnergyXLVHealth Care Select Sector SPDR Fund$54,420$147 â–²0.3%3710.0%ETFHDHome Depot$47,572$328 â–²0.7%1450.0%Retail/WholesaleTQQQProShares UltraPro QQQ$46,045$83 â–²0.2%1,1050.0%ETFDFICDimensional International Core Equity 2 ETF$43,923$71 â–²0.2%1,2360.0%ETFVEAVanguard FTSE Developed Markets ETF$43,393$64 â–²0.1%6770.0%ETFVSGXVanguard ESG International Stock ETF$43,0380.0%6000.0%ETFKIMBERLY-CLARK CORP$42,7170.0%4370.0%COMNRGNRG Energy$35,451$146 â–²0.4%2430.0%UtilitiesEOGEOG Resources$33,409$289 â–²0.9%2310.0%EnergyNSCNorfolk Southern$31,6980.0%1100.0%TransportationWALMART INC$30,1360.0%2420.0%COMDFSIDimensional International Sustainability Core 1 ETF$29,546$85 â–²0.3%6970.0%ETFRGTIRigetti Computing$28,0800.0%2,0000.0%Computer and TechnologyTSLATesla$27,8810.0%750.0%Auto/Tires/TrucksGRAYSCALE BITCOIN MINI TR ET$24,4720.0%8160.0%SHS NEWPINNACLE FINL PARTNERS INC$23,861$23,861 â–²New Holding2770.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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