Q2 2026 13F · SEC CIK 1729299

Keystone Financial Group

Wealth managerFiled 2026-07-29 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.7B
Reported positions: 567
Top holdings a year, 3 yrs: +23.2%
Assets under management: $247.4M

Keystone Financial Group is a wealth manager that reported 567 positions worth $1.7B in its Q2 2026 13F, filed 2026-07-29. Its largest holdings were Apple Inc (AAPL, 5.8%), State Str Spdr S&p 500 ETF T (SPY, 4.8%), Spdr Series Trust (SPLG, 4.2%). A portfolio copying its top holdings returned 23.2% a year over the last 3 years, against 20.4% for the S&P 500.

Keystone Financial Group holdings largest 50 of 567 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Keystone Financial Group 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	5.8%	6.0%	337,758	-1.0%	$97.7M
SPYState Str Spdr S&p 500 ETF T	4.8%	5.4%	107,838	-7.0%	$80.5M
SPLGSpdr Series Trust	4.2%	3.7%	798,870	+11.9%	$70.2M
STXSeagate Technology Hldngs Pl	3.6%	2.8%	63,366	+1.0%	$61.1M
SPYGState Street Spdr Portfolio S&p 500 Grow	3.1%	2.6%	442,924	+15.8%	$52.7M
VFLOVictory Portfolios II Victoryshares Free	3.0%	2.9%	1,112,874	+3.1%	$50.9M
AMDAdvanced Micro Devices Inc	2.8%	1.6%	80,206	+0.0%	$46.6M
VTIVanguard Index Fds	2.7%	2.7%	122,055	+0.6%	$45.2M
NVDANvidia Corporation	2.4%	2.7%	200,505	-7.2%	$40.1M
TSLATesla Inc	2.3%	2.4%	94,154	+0.2%	$39.6M
DYNFBlackrock ETF Trust	2.3%	2.2%	566,968	+4.5%	$38.6M
PLTRPalantir Technologies Inc	1.9%	2.7%	274,467	+3.1%	$32.0M
VOOVanguard Index Fds	1.5%	1.5%	36,618	+1.6%	$25.1M
BRK-BBerkshire Hathaway Inc Del	1.4%	1.5%	48,819	+4.3%	$24.4M
AMZNAmazon Com Inc	1.4%	1.6%	100,173	+1.2%	$23.9M
BAIBlackrock ETF Trust	1.2%	0.9%	377,921	-9.8%	$19.9M
JPMJpmorgan Chase & Co	1.2%	1.3%	60,800	+0.5%	$19.9M
METAMeta Platforms Inc	1.1%	1.4%	34,432	+0.4%	$19.4M
IEMGIshares Inc	1.1%	1.4%	227,985	-20.3%	$18.9M
MSFTMicrosoft Corp	1.1%	1.3%	47,541	-4.3%	$17.7M
QQQInvesco Qqq Tr	1.0%	1.0%	23,246	-7.1%	$17.1M
BUFRFirst Tr Exchng Traded Fd Vi	1.0%	0.9%	439,583	+9.5%	$16.1M
SPTLSpdr Series Trust	0.8%	0.6%	533,951	+61.0%	$14.0M
BNDVanguard Bd Index Fds	0.8%	0.9%	190,374	+12.2%	$14.0M
GOOGAlphabet Inc	0.8%	0.8%	37,278	-1.3%	$13.2M
VTVVanguard Index Fds	0.8%	0.8%	59,136	-0.8%	$12.9M
BRK-ABerkshire Hathaway Inc Del	0.8%	0.8%	17	+0.0%	$12.7M
JNJJohnson & Johnson	0.7%	0.8%	47,287	-3.2%	$12.0M
VUGVanguard Index Fds	0.7%	0.6%	136,573	+536.2%	$11.8M
GOOGLAlphabet Inc	0.7%	0.7%	32,179	+2.5%	$11.5M
MTUMIshares Tr	0.7%	0.7%	32,851	-21.0%	$11.3M
TCAFT Rowe Price Exchange-Traded	0.6%	0.6%	254,143	-0.1%	$10.4M
IVVIshares Tr	0.5%	0.7%	12,359	-19.6%	$9.3M
VOOGVanguard Admiral Fds Inc	0.5%	0.5%	104,576	+524.2%	$8.6M
SHLDGlobal X Defense Tech ETF	0.5%	0.5%	139,364	+32.2%	$8.3M
VIGVanguard Specialized Funds	0.5%	0.5%	34,650	+5.6%	$8.2M
IALTBlackrock ETF Trust	0.5%	—	274,563	—	$7.7M
IVEIshares Tr	0.4%	0.4%	33,356	+20.4%	$7.6M
BLCRBlackrock ETF Trust	0.4%	—	149,088	—	$7.5M
MLNVaneck ETF Trust	0.4%	0.5%	413,409	+10.2%	$7.4M
VOOVVanguard Admiral Fds Inc	0.4%	0.4%	32,393	+8.1%	$7.1M
QUALIshares Tr	0.4%	—	32,065	—	$7.0M
BTHMBlackrock ETF Trust	0.4%	0.6%	160,264	-32.5%	$6.9M
VBVanguard Index Fds	0.4%	—	22,348	—	$6.8M
XMPTVaneck ETF Trust	0.4%	0.4%	301,992	+11.8%	$6.7M
MUMicron Technology Inc	0.4%	—	5,807	—	$6.7M
XOMExxon Mobil Corp	0.4%	0.6%	47,877	-10.0%	$6.5M
HYMBSpdr Series Trust	0.4%	—	256,304	—	$6.5M
BABoeing Co	0.4%	0.4%	29,287	+3.6%	$6.3M
VOVanguard Index Fds	0.4%	—	78,152	—	$6.3M

What Keystone Financial Group bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +25.8% /yr; S&P 500 +20.1%
3 years: +23.2% /yr; S&P 500 +20.4%
5 years: +12.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.7B	567
Q1 2026	$1.5B	524
Q4 2025	$1.4B	454
Q3 2025	$1.3B	424
Q2 2025	$1.1B	430
Q1 2025	$983.7M	395
Q4 2024	$1.0B	390
Q3 2024	$781.4M	373
Q2 2024	$279.2M	169
Q1 2024	$686.5M	347
Q4 2023	$575.2M	298
Q3 2023	$597.1M	300

Questions about Keystone Financial Group's portfolio

What stocks does Keystone Financial Group own?

Keystone Financial Group's latest 13F, for Q2 2026 and filed Jul 29, 2026, lists 567 positions worth $1.7B. The largest are Apple Inc (AAPL) at 5.8%, State Str Spdr S&p 500 ETF T (SPY) at 4.8%, Spdr Series Trust (SPLG) at 4.2%, Seagate Technology Hldngs Pl (STX) at 3.6% and State Street Spdr Portfolio S&p 500 Grow (SPYG) at 3.1%.

What did Keystone Financial Group buy last quarter?

In Q2 2026, Keystone Financial Group added Vanguard Index Fds (VUG) (+536.2% shares), Vanguard Admiral Fds Inc (VOOG) (+524.2% shares) and Spdr Series Trust (SPTL) (+61.0% shares), compared with its Q1 2026 filing.

What did Keystone Financial Group sell last quarter?

In Q2 2026, Keystone Financial Group cut from its top 50 Jpmorgan U.s. Quality Factor ETF (JQUA), cut from its top 50 Blackrock ETF Trust (BIDD), cut from its top 50 At&t Inc (T), cut from its top 50 Mcdonalds Corp (MCD), cut from its top 50 Ishares Tr (HEFA), Blackrock ETF Trust (BTHM) (-32.5% shares), Ishares Tr (MTUM) (-21.0% shares) and Ishares Inc (IEMG) (-20.3% shares), compared with its Q1 2026 filing.

How has Keystone Financial Group's portfolio performed?

A portfolio copying Keystone Financial Group's 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +25.8% against +20.1%. Over 5 years: +12.8% a year against +11.6%.

When is Keystone Financial Group's next 13F filing due?

13F filings are due 45 days after each quarter ends. Keystone Financial Group's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Keystone Financial Group manage?

Keystone Financial Group reported $247.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.7B.