Keystone Financial Planning, Inc. Top Holdings and 13F Report (2026) About Keystone Financial Planning, Inc.Investment ActivityKeystone Financial Planning, Inc. has $403.85 million in total holdings as of September 30, 2026.Keystone Financial Planning, Inc. owns shares of 39 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 3.48% of the portfolio was purchased this quarter.About 2.72% of the portfolio was sold this quarter.This quarter, Keystone Financial Planning, Inc. has purchased 39 new stocks and bought additional shares in 7 stocks.Keystone Financial Planning, Inc. sold shares of 22 stocks and completely divested from 1 stock this quarter.Largest Holdings Schwab US Dividend Equity ETF $204,272,709Chevron $16,649,078Microsoft $14,098,536U.S. Bancorp $13,007,639Bank of Nova Scotia $12,260,402 Largest New Holdings this Quarter 69351T106 - PPL $9,299,417 Holding Largest Purchases this Quarter PPL 282,743 shares (about $9.30M)iShares Core High Dividend ETF 61,986 shares (about $1.73M)SPDR Portfolio S&P 500 High Dividend ETF 21,918 shares (about $994.42K)Schwab US Dividend Equity ETF 29,169 shares (about $948.87K)GSK 15,642 shares (about $753.48K) Largest Sales this Quarter Bank of Nova Scotia 1,521 shares (about $138.17K)Bristol Myers Squibb 1,594 shares (about $99.47K)Verizon Communications 2,057 shares (about $94.35K)British American Tobacco 1,367 shares (about $74.36K)T. Rowe Price Group 705 shares (about $73.36K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKeystone Financial Planning, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHDSchwab US Dividend Equity ETF$204,272,709$948,868 ▲0.5%6,279,51850.6%ETFCVXChevron$16,649,078$64,326 ▼-0.4%81,5294.1%EnergyMSFTMicrosoft$14,098,536$317,997 ▲2.3%27,4883.5%TechnologyUSBU.S. Bancorp$13,007,639$66,886 ▼-0.5%225,2023.2%FinanceBNSBank of Nova Scotia$12,260,402$138,168 ▼-1.1%134,9673.0%FinanceCMECME Group$11,346,354$11,789 ▲0.1%43,3102.8%FinanceVZVerizon Communications$10,679,265$94,355 ▼-0.9%232,8162.6%Communication ServicesGSKGSK$10,175,045$753,475 ▲8.0%211,2322.5%HealthcareSPYDSPDR Portfolio S&P 500 High Dividend ETF$9,951,801$994,418 ▲11.1%219,3482.5%ETFUNILEVER PLC$9,728,885$19,616 ▼-0.2%160,1992.4%SPON ADR NEWBMYBristol Myers Squibb$9,682,858$99,466 ▼-1.0%155,1742.4%HealthcarePPLPPL$9,299,417$9,299,417 ▲New Holding282,7432.3%UtilitiesBTIBritish American Tobacco$8,916,492$74,365 ▼-0.8%163,9062.2%Consumer StaplesEXXONMOBIL HOLDINGS CORP$7,768,742$42,315 ▼-0.5%47,7341.9%COM SHSMOAltria Group$7,101,185$2,290 ▼0.0%105,4531.8%Consumer StaplesTROWT. Rowe Price Group$6,926,858$73,356 ▼-1.0%66,5721.7%FinancePFEPfizer$6,841,533$62,972 ▼-0.9%239,8851.7%HealthcarePMPhilip Morris International$4,786,562$30,531 ▼-0.6%25,0841.2%Consumer StaplesHDViShares Core High Dividend ETF$4,377,264$1,733,134 ▲65.5%156,5541.1%ETFUPSUnited Parcel Service$4,152,997$45,411 ▼-1.1%44,4461.0%IndustrialsBENFranklin Resources$3,377,273$20,043 ▼-0.6%105,1460.8%FinanceKOCoca-Cola$3,024,633$47,603 ▼-1.5%35,1370.7%Consumer StaplesGPCGenuine Parts$2,543,406$67,395 ▼-2.6%20,2280.6%Consumer DiscretionaryIBMInternational Business Machines$1,831,027$42,444 ▼-2.3%8,3260.5%TechnologyTAT&T$1,599,079$3,392 ▼-0.2%65,5360.4%Communication ServicesMCDMcDonald's$1,366,703$29,560 ▼-2.1%5,9180.3%Consumer DiscretionaryPGProcter & Gamble$1,310,5380.0%9,0210.3%Consumer StaplesPNWPinnacle West Capital$1,256,970$41,589 ▼-3.2%13,5100.3%UtilitiesSNYSanofi$901,8030.0%21,8720.2%HealthcareLMTLockheed Martin$843,827$38,194 ▼-4.3%1,6570.2%IndustrialsCLColgate-Palmolive$757,2150.0%8,8750.2%Consumer StaplesTJXTJX Companies$564,713$1,985 ▲0.4%4,2680.1%Consumer DiscretionaryVNQVanguard Real Estate ETF$442,9510.0%4,9420.1%ETFHLNHaleon$439,579$2,727 ▼-0.6%48,8420.1%Consumer StaplesCVSCVS Health$387,4040.0%4,5210.1%HealthcarePEGPublic Service Enterprise Group$335,5550.0%4,9830.1%UtilitiesBACBank of America$320,0850.0%5,8810.1%FinanceNVONovo Nordisk A/S$265,9010.0%7,0140.1%HealthcareAMGNAmgen$257,9640.0%6120.1%HealthcareMDTMedtronic$0$9,889,133 ▼-100.0%00.0%HealthcareShowing largest 100 holdings. 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