Keystone Financial Group
CIK 0001729299 · LEXINGTON, KY · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.69B
2026 Q2
Positions
567
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
34.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AAPL
APPLE INC
5.8%
SPY
STATE STR SPDR S&P 500 ETF T
4.8%
SPYM
SPDR SERIES TRUST
4.2%
STX
SEAGATE TECHNOLOGY HLDNGS PL
3.6%
SPYG
STATE STREET
3.1%
VFLO
VICTORY PORTFOLIOS II
3.0%
AMD
ADVANCED MICRO DEVICES INC
2.8%
VTI
VANGUARD INDEX FDS
2.7%
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.