Keystone Financial Group
CIK: 0001729299Latest portfolio: $1.4B · Q4 2025
Holdings
454
Total Value
$1.4B
New Positions
56
Closed Positions
33
Top Holdings
View All 454 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 341,627 | $92.9M | 6.87% | -12,530 | |
| 2 | SPYSPDR S&P | 117,643 | $80.2M | 5.93% | +115K | |
| 3 | PLTRPALANTIR TECHNOLOGIES | 248,827 | $44.2M | 3.27% | +247K | |
| 4 | SPYMSTATE STREET | 523,900 | $42.0M | 3.11% | +17K | |
| 5 | VFLOVICTORYSHARES FREE | 1,047,375 | $41.2M | 3.05% | +269K | |
| 6 | TSLATESLA INC | 90,537 | $40.7M | 3.01% | +4K | |
| 7 | VTIVANGUARD TOTAL | 119,761 | $40.2M | 2.97% | +5K | |
| 8 | NVDANVIDIA CORP | 215,201 | $40.1M | 2.97% | -1,227 | |
| 9 | SPYGSTATE STREET | 349,716 | $37.3M | 2.76% | +11K | |
| 10 | DYNFISHARES U S | 550,402 | $33.5M | 2.48% | +199K | |
| 11 | MSFTMICROSOFT CORP | 48,359 | $23.4M | 1.73% | -1,100 | |
| 12 | BRK/BBERKSHIRE HATHAWAY | 45,603 | $22.9M | 1.70% | +6K | |
| 13 | VOOVANGUARD S&P | 36,020 | $22.6M | 1.67% | +2K | |
| 14 | AMZNAMAZON COM | 96,111 | $22.2M | 1.64% | +51K | |
| 15 | METAMETA PLATFORMS | 32,891 | $21.7M | 1.61% | +19K | |
| 16 | JPMJPMORGAN CHASE | 58,950 | $19.0M | 1.40% | +5K | |
| 17 | AMDADVANCED MICRO | 82,849 | $17.7M | 1.31% | +6K | |
| 18 | STXSEAGATE TECHNOLOGY | 62,817 | $17.3M | 1.28% | +5K | |
| 19 | XLGINVESCO S&P | 287,094 | $17.0M | 1.26% | +120K | |
| 20 | IEMGISHARES INC | 245,277 | $16.5M | 1.22% | +210K | |
| 21 | NDQINVESCO QQQ | 21,221 | $13.0M | 0.96% | +634 | |
| 22 | BUFRFIRST TRUST | 379,123 | $13.0M | 0.96% | +258K | |
| 23 | BRK-BBERKSHIRE HATHAWAY | 17 | $12.8M | 0.95% | — | |
| 24 | GOOGALPHABET INC | 39,227 | $12.3M | 0.91% | +1K | |
| 25 | BNDVANGUARD TOTAL | 164,617 | $12.2M | 0.90% | +27K |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($9.287444229401352e+169T)
Unknown0.0% ($2.2922130361283183e+104T)
Healthcare0.0% ($9.939475443183838e+82T)
Industrials0.0% ($5.831197816601532e+69T)
Consumer Cyclical0.0% ($4.071622184629563e+60T)
Consumer Defensive0.0% ($5.227414426902385e+49T)
Energy0.0% ($6.330394614291423e+35T)
Communication Services0.0% ($2.1711123099207594e+28T)
Utilities0.0% ($1.3411315117011442e+25T)
Basic Materials0.0% ($1.6184934563413225e+23T)
Real Estate0.0% ($587.5T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 6, 2026 | $1.4B | 454 |
| Q3 2025 | Nov 14, 2025 | $1.1T | 441 |
| Q2 2025 | Aug 13, 2025 | $1.1T | 0 |
| Q1 2025 | May 13, 2025 | $983.7B | 405 |
| Q4 2024 | Feb 13, 2025 | $1.0T | 395 |
| Q3 2024 | Nov 12, 2024 | $302.9T | 177 |
| Q2 2024 | Jul 31, 2024 | $279.2T | 169 |
| Q1 2024 | May 8, 2024 | $686.5T | 347 |
| Q4 2023 | Feb 9, 2024 | $575.2T | 298 |
| Q3 2023 | Nov 6, 2023 | $597.1T | 300 |
| Q2 2023 | Aug 7, 2023 | $588.0T | 302 |
| Q4 2022 | Feb 7, 2023 | $506.5T | 285 |
| Q3 2022 | Nov 10, 2022 | $493.2B | 284 |
| Q2 2022 | Aug 5, 2022 | $504.6B | 291 |
| Q1 2022 | May 13, 2022 | $588.9B | 291 |
| Q4 2021 | Feb 11, 2022 | $609.6B | 304 |
| Q3 2021 | Nov 12, 2021 | $552.7B | 287 |
| Q2 2021 | Aug 13, 2021 | $552.1B | 289 |
| Q1 2021 | May 11, 2021 | $513.4B | 283 |
| Q4 2020 | Feb 10, 2021 | $480.9B | 262 |
| Q3 2020 | Nov 13, 2020 | $407.4B | 236 |
| Q2 2020 | Aug 13, 2020 | $368.0B | 226 |
| Q1 2020 | May 5, 2020 | $372.2B | 249 |
| Q4 2019 | Feb 6, 2020 | $372.2B | 249 |
| Q3 2019 | Nov 7, 2019 | $325.1B | 230 |
| Q2 2019 | Aug 7, 2019 | $307.4B | 226 |
| Q1 2019 | May 7, 2019 | $281.2B | 220 |
| Q4 2018 | Feb 11, 2019 | $221.3B | 179 |
| Q3 2018 | Nov 6, 2018 | $244.3B | 188 |
| Q2 2018 | Aug 14, 2018 | $179.3B | 169 |
| Q1 2018 | May 15, 2018 | $180.0B | 163 |
| Q4 2017 | Feb 9, 2018 | $160.9B | 130 |
Fund Information
Keystone Financial Group is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.4B across 454 holdings. The largest position is APPLE INC (AAPL), representing 6.9% of the portfolio. Compared to the previous quarter, the fund opened 58 new positions and closed 34 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.