Keystone Financial Group, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, Keystone Financial Group, Inc. held in its portfolio 134 assets valued at $190,953,116 (i.e. $190.95M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($29.69M), ISHARES TR ($19.02M), and VANGUARD MALVERN FDS ($14.18M).
The chart below shows the top 10 valuable assets, and the table below shows the top 134 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Keystone Financial Group, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 634346 | 29687383 | US CORE EQT MKT |
| ISHARES TR | 189485 | 19020484 | 0-3 MNTH TREASRY |
| VANGUARD MALVERN FDS | 181493 | 14177361 | CORE-PLUS BD ETF |
| SCHWAB STRATEGIC TR | 385136 | 10564277 | US DIVIDEND EQ |
| VANGUARD SPECIALIZED FUNDS | 47539 | 10448117 | DIV APP ETF |
| VANGUARD WHITEHALL FDS | 102295 | 9354842 | INTL DVD ETF |
| FB FINL CORP | 160947 | 8980843 | COM |
| VANGUARD MUN BD FDS | 89432 | 6837000 | SHORT TAX EXEMPT |
| DIMENSIONAL ETF TRUST | 196760 | 6439950 | WORLD EX US CORE |
| BLACKROCK ETF TRUST II | 267005 | 6418649 | ISHARES INTERMED |
| DIMENSIONAL ETF TRUST | 159383 | 6309961 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 118269 | 5671021 | SHORT DURATION F |
| ISHARES U S ETF TR | 79758 | 4013441 | SHORT MATURITY M |
| BLACKROCK ETF TRUST II | 74625 | 3789089 | ISHARES TOTAL RE |
| ISHARES TR | 33149 | 3651405 | TRUST ISHARE 0-1 |
| FIRST TR EXCHANGE-TRADED FD | 82482 | 3123585 | NO AMER ENERGY |
| ISHARES U S ETF TR | 58051 | 2966387 | SHORT DURATION B |
| ISHARES TR | 18146 | 2698133 | CORE S&P TTL STK |
| VANGUARD MALVERN FDS | 33710 | 2578154 | SHORT DURATION B |
| VANGUARD MUN BD FDS | 31990 | 2417451 | CORE TAX EXEMPT |
| ISHARES TR | 42279 | 2408235 | CRE U S REIT ETF |
| ISHARES TR | 23606 | 1998041 | CORE MSCI TOTAL |
| DIMENSIONAL ETF TRUST | 25202 | 1864410 | WORLD EQUITY ETF |
| INNOVATOR ETFS TRUST | 63317 | 1839992 | EQUITY DEFINED P |
| ISHARES TR | 11525 | 1575866 | MSCI USA VALUE |
| ISHARES TR | 16576 | 1482858 | CORE MSCI EAFE |
| SPDR SERIES TRUST | 14831 | 1223591 | STATE STREET SPD |
| ISHARES TR | 22202 | 1082348 | CORE 1 5 YR USD |
| TRUIST FINL CORP | 21739 | 1069778 | COM |
| ISHARES TR | 8631 | 1037215 | CORE S&P SCP ETF |
| INNOVATOR ETFS TRUST | 23772 | 995073 | US EQTY PWR BUF |
| ISHARES INC | 11792 | 792681 | CORE MSCI EMKT |
| VANGUARD INDEX FDS | 4112 | 785344 | VALUE ETF |
| VANGUARD INDEX FDS | 1981 | 664108 | TOTAL STK MKT |
| NVIDIA CORPORATION | 3478 | 648610 | COM |
| SCHWAB STRATEGIC TR | 20981 | 625668 | INTERNL DIVID |
| ISHARES TR | 2462 | 616300 | MSCI USA MMENTM |
| VANGUARD INDEX FDS | 1216 | 593446 | GROWTH ETF |
| UNITED CMNTY BKS BLAIRSVLE G | 18322 | 576589 | COM |
| ISHARES TR | 5607 | 527997 | MSCI USA MIN VOL |
| INNOVATOR ETFS TRUST | 12771 | 410855 | U S EQ 10 BUFFER |
| BERKSHIRE HATHAWAY INC DEL | 756 | 380003 | CL B NEW |
| MICROSOFT CORP | 779 | 376579 | COM |
| DIMENSIONAL ETF TRUST | 8432 | 366202 | US SUSTAINABILTY |
| ISHARES TR | 6284 | 332284 | ISHS 1-5YR INVS |
| JOHNSON & JOHNSON | 1598 | 330706 | COM |
| TRAVELERS COMPANIES INC | 1133 | 328771 | COM |
| AMGEN INC | 908 | 297075 | COM |
| ISHARES SILVER TR | 4455 | 286991 | ISHARES |
| CISCO SYS INC | 3417 | 263177 | COM |
| ABBVIE INC | 1136 | 259658 | COM |
| APPLE INC | 950 | 258133 | COM |
| VANGUARD MALVERN FDS | 5205 | 257442 | STRM INFPROIDX |
| WEC ENERGY GROUP INC | 2414 | 254566 | COM |
| SOUTHERN CO | 2862 | 249600 | COM |
| VANGUARD BD INDEX FDS | 3157 | 248795 | SHORT TRM BOND |
| ISHARES TR | 1433 | 240574 | CORE S&P US GWT |
| INNOVATOR ETFS TRUST | 6648 | 222774 | DEFINED WLT SHLD |
| ISHARES TR | 452 | 213852 | RUS 1000 GRW ETF |
| GOLDMAN SACHS GROUP INC | 233 | 204953 | COM |
| ALPS ETF TR | 6266 | 197097 | ALERIAN ENERGY |
| ATMOS ENERGY CORP | 1130 | 189390 | COM |
| ISHARES TR | 1744 | 178848 | CORE S&P US VLU |
| 3M CO | 905 | 144896 | COM |
| ISHARES TR | 2158 | 142405 | CORE S&P MCP ETF |
| INTERCONTINENTAL EXCHANGE IN | 874 | 141542 | COM |
| FIRST TR EXCHANGE-TRADED FD | 1885 | 140796 | ALERIAN US NXTGN |
| AMERICAN CENTY ETF TR | 2047 | 135737 | AVANTIS MODERAT |
| VANGUARD INDEX FDS | 1510 | 133642 | REAL ESTATE ETF |
| HONEYWELL INTL INC | 683 | 133273 | COM |
| ISHARES TR | 1054 | 127815 | ESG MSCI LEADR |
| ISHARES TR | 2272 | 107576 | HIGH YLD SYSTM B |
| TEXAS INSTRS INC | 618 | 107280 | COM |
| DIMENSIONAL ETF TRUST | 2706 | 89510 | EMERGING MKTS CO |
| EMERSON ELEC CO | 673 | 89384 | COM |
| BLACKROCK ETF TRUST II | 3830 | 85103 | SHORT DURATION H |
| MEDTRONIC PLC | 741 | 71707 | SHS |
| DIMENSIONAL ETF TRUST | 1645 | 68219 | EMERGING MARKETS |
| PROCTER AND GAMBLE CO | 474 | 67929 | COM |
| ISHARES TR | 2531 | 67592 | ENVIR AWR RL EST |
| WISDOMTREE TR | 743 | 66424 | US QTLY DIV GRT |
| PEPSICO INC | 453 | 65801 | COM |
| SPDR GOLD TR | 163 | 64599 | GOLD SHS |
| VANGUARD INDEX FDS | 236 | 60876 | SMALL CP ETF |
| PROSHARES TR | 1103 | 58137 | ULTRAPRO QQQ |
| SELECT SECTOR SPDR TR | 370 | 57317 | STATE STREET HEA |
| HOME DEPOT INC | 144 | 49581 | COM |
| KIMBERLY-CLARK CORP | 437 | 44640 | COM |
| RIGETTI COMPUTING INC | 2000 | 44300 | COMMON STOCK |
| LIFE360 INC | 688 | 44128 | COM |
| VANGUARD WORLD FD | 600 | 42972 | ESG INTL STK ETF |
| DIMENSIONAL ETF TRUST | 1234 | 42513 | INTL CORE EQUITY |
| VANGUARD TAX-MANAGED FDS | 676 | 42230 | VAN FTSE DEV MKT |
| EXXON MOBIL CORP | 350 | 42077 | COM |
| NRG ENERGY INC | 242 | 38524 | COM NEW |
| TESLA INC | 75 | 33729 | COM |
| NORFOLK SOUTHN CORP | 110 | 31888 | COM |
| GRAYSCALE BITCOIN MINI TR ET | 816 | 31604 | SHS NEW |
| DIMENSIONAL ETF TRUST | 695 | 29785 | INTERNATIONAL |
| WALMART INC | 242 | 27018 | COM |
| SYNOVUS FINL CORP | 530 | 26527 | COM NEW |
| EOG RES INC | 229 | 24048 | COM |
| SCHWAB STRATEGIC TR | 786 | 22397 | US SML CAP ETF |
| SAMSARA INC | 600 | 21270 | COM CL A |
| ISHARES TR | 305 | 21173 | CORE DIV GRWTH |
| AT&T INC | 717 | 17810 | COM |
| BLACKROCK ETF TRUST | 515 | 17150 | ISHARES A I INNO |
| VANECK ETF TRUST | 150 | 15534 | MRNGSTR WDE MOAT |
| MERCK & CO INC | 131 | 13859 | COM |
| VANGUARD MUN BD FDS | 269 | 13531 | TAX EXEMPT BD |
| INVESCO QQQ TR | 15 | 9275 | UNIT SER 1 |
| VANECK ETF TRUST | 25 | 9030 | SEMICONDUCTR ETF |
| ISHARES TR | 168 | 8837 | US INFRASTRUC |
| ISHARES BITCOIN TRUST ETF | 173 | 8589 | SHS BEN INT |
| SOLSTICE ADVANCED MATLS INC | 169 | 8210 | COM SHS |
| PFIZER INC | 308 | 7662 | COM |
| WARNER BROS DISCOVERY INC | 173 | 4986 | COM SER A |
| COUPANG INC | 200 | 4718 | CL A |
| FIRST TR EXCHANGE-TRADED FD | 21 | 3435 | US EQTY OPPT ETF |
| GLOBAL X FDS | 50 | 3253 | LITHIUM BTRY ETF |
| ISHARES TR | 40 | 3186 | MRGSTR MD CP GRW |
| DARDEN RESTAURANTS INC | 15 | 2760 | COM |
| FIRST TR EXCHANGE TRADED FD | 16 | 2132 | NASDQ SEMCNDTR |
| ACADIAN ASSET MANAGEMENT INC | 45 | 2115 | COM |
| ISHARES TR | 16 | 1433 | CORE 80/20 AGGRE |
| GE AEROSPACE | 4 | 1234 | COM NEW |
| GAMESTOP CORP NEW | 60 | 1205 | CL A |
| LOGITECH INTL S A | 5 | 501 | SHS |
| NIKE INC | 4 | 274 | CL B |
| ENTREPRENEURSHARES SERIES TR | 11 | 222 | ERSHARES PRIVATE |
| LUCID GROUP INC | 8 | 85 | COM NEW |
| NXP SEMICONDUCTORS N V | 0 | 76 | COM |
| SCHWAB STRATEGIC TR | 1 | 24 | US AGGREGATE B |
| GAMESTOP CORP NEW | 6 | 18 | *W EXP 10/30/202 |
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