Keystone Financial Group, Inc.
CIK 0002053642 · ATLANTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source ↗
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
Top Holdings
DFAU
DIMENSIONAL ETF TRUST
16.8%
VPLS
VANGUARD MALVERN FDS
11.9%
SCHD
SCHWAB STRATEGIC TR
6.3%
VIG
VANGUARD SPECIALIZED FUNDS
6.1%
VSDM
VANGUARD MUN BD FDS
5.7%
DFAX
DIMENSIONAL ETF TRUST
5.2%
VIGI
VANGUARD WHITEHALL FDS
5.1%
VCRM
VANGUARD MUN BD FDS
4.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.