Keystone Financial Group, Inc.

CIK 0002053642 · ATLANTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source

Keystone Financial Group, Inc. reported 122 positions worth $190.5M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: DFAU (16.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$190.5M
2026 Q2
Positions
122
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
69.1%
Est. Net Flow (Q)
2026 Q2
10 / 122 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DFAUDIMENSIONAL ETF TRUSTSH$32.1M16.85%620,943
2VPLSVANGUARD MALVERN FDSSH$22.7M11.93%292,988
3SCHDSCHWAB STRATEGIC TRSH$12.1M6.33%380,415
4VIGVANGUARD SPECIALIZED FUNDSSH$11.7M6.14%49,414
5VSDMVANGUARD MUN BD FDSSH$10.9M5.72%142,196
6DFAXDIMENSIONAL ETF TRUSTSH$9.9M5.21%269,575
7VIGIVANGUARD WHITEHALL FDSSH$9.8M5.15%105,057
8VCRMVANGUARD MUN BD FDSSH$8.3M4.37%109,104
9FBKFB FINL CORPSH$7.4M3.87%133,253
10DFACDIMENSIONAL ETF TRUSTSH$6.8M3.56%152,808

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Keystone Financial Group, Inc. hold as of Q2 2026?

Keystone Financial Group, Inc. reported 122 positions worth $190.5M in its Q2 2026 13F filing. Largest positions: DFAU (16.8%), VPLS (11.9%), SCHD (6.3%), VIG (6.1%) and VSDM (5.7%).

What did Keystone Financial Group, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Keystone Financial Group, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.