Keystone Financial Group, Inc. Q2 2025 Filing
Filed July 21, 2025
Portfolio Value
$157.0B
Holdings
148
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (148 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFAUDIMENSIONAL ETF TRUST | 636,076 | $27.4B | 17.46% | |
| 2 | SGOVISHARES TR | 181,168 | $18.2B | 11.61% | |
| 3 | SCHDSCHWAB STRATEGIC TR | 355,740 | $9.6B | 6.12% | |
| 4 | VPLSVANGUARD MALVERN FDS | 124,611 | $9.6B | 6.11% | |
| 5 | VIGIVANGUARD WHITEHALL FDS | 102,112 | $9.0B | 5.74% | |
| 6 | VIGVANGUARD SPECIALIZED FUNDS | 40,398 | $8.3B | 5.30% | |
| 7 | INMUBLACKROCK ETF TRUST II | 246,121 | $5.7B | 3.65% | |
| 8 | DFSDDIMENSIONAL ETF TRUST | 107,297 | $5.2B | 3.28% | |
| 9 | DFACDIMENSIONAL ETF TRUST | 120,015 | $4.4B | 2.79% | |
| 10 | SHVISHARES TR | 39,207 | $4.3B | 2.75% | |
| 11 | DFAXDIMENSIONAL ETF TRUST | 137,676 | $4.1B | 2.58% | |
| 12 | MEARISHARES U S ETF TR | 71,223 | $3.6B | 2.28% | |
| 13 | BRTRBLACKROCK ETF TRUST II | 68,248 | $3.4B | 2.17% | |
| 14 | EMLPFIRST TR EXCHANGE-TRADED FD | 77,458 | $2.9B | 1.86% | |
| 15 | NEARISHARES U S ETF TR | 56,148 | $2.9B | 1.82% | |
| 16 | ITOTISHARES TR | 19,425 | $2.7B | 1.70% | |
| 17 | JAJLINNOVATOR ETFS TRUST | 94,267 | $2.7B | 1.70% | |
| 18 | FBKFB FINL CORP | 50,693 | $2.5B | 1.58% | |
| 19 | ISTBISHARES TR | 44,739 | $2.2B | 1.38% | |
| 20 | USRTISHARES TR | 37,708 | $2.1B | 1.37% | |
| 21 | IXUSISHARES TR | 26,716 | $2.1B | 1.32% | |
| 22 | AQLTISHARES TR | 16,328 | $1.3B | 0.86% | |
| 23 | VLUEISHARES TR | 11,396 | $1.3B | 0.83% | |
| 24 | SPTMSPDR SERIES TRUST | 14,549 | $1.1B | 0.70% | |
| 25 | DFAWDIMENSIONAL ETF TRUST | 14,404 | $979.0M | 0.62% | |
| 26 | IJRISHARES TR | 8,566 | $958.3M | 0.61% | |
| 27 | TFCTRUIST FINL CORP | 21,283 | $941.8M | 0.60% | |
| 28 | VSDMVANGUARD MUN BD FDS | 11,890 | $900.1M | 0.57% | |
| 29 | VTVVANGUARD INDEX FDS | 4,092 | $727.1M | 0.46% | |
| 30 | IEMGISHARES INC | 11,666 | $712.2M | 0.45% | |
| 31 | NVDANVIDIA CORPORATION | 3,666 | $632.1M | 0.40% | |
| 32 | SCHYSCHWAB STRATEGIC TR | 21,794 | $593.5M | 0.38% | |
| 33 | MTUMISHARES TR | 2,450 | $585.7M | 0.37% | |
| 34 | UCBUNITED CMNTY BKS BLAIRSVLE G | 18,179 | $576.6M | 0.37% | |
| 35 | VTIVANGUARD INDEX FDS | 1,840 | $568.8M | 0.36% | |
| 36 | VUGVANGUARD INDEX FDS | 1,210 | $542.6M | 0.35% | |
| 37 | DDTOINNOVATOR ETFS TRUST | 13,922 | $533.6M | 0.34% | |
| 38 | USMVISHARES TR | 5,590 | $519.6M | 0.33% | |
| 39 | VTIPVANGUARD MALVERN FDS | 10,258 | $513.6M | 0.33% | |
| 40 | ZALTINNOVATOR ETFS TRUST | 15,394 | $475.4M | 0.30% | |
| 41 | DDTOINNOVATOR ETFS TRUST | 14,486 | $467.0M | 0.30% | |
| 42 | MSFTMICROSOFT CORP | 826 | $421.1M | 0.27% | |
| 43 | PDECINNOVATOR ETFS TRUST | 10,369 | $418.5M | 0.27% | |
| 44 | BRK/BBERKSHIRE HATHAWAY INC DEL | 756 | $358.2M | 0.23% | |
| 45 | IGSBISHARES TR | 6,538 | $343.7M | 0.22% | |
| 46 | DFSUDIMENSIONAL ETF TRUST | 8,394 | $334.9M | 0.21% | |
| 47 | TRVTRAVELERS COMPANIES INC | 1,146 | $304.7M | 0.19% | |
| 48 | BSVVANGUARD BD INDEX FDS | 3,757 | $294.3M | 0.19% | |
| 49 | SCHZSCHWAB STRATEGIC TR | 12,246 | $281.4M | 0.18% | |
| 50 | AMGNAMGEN INC | 898 | $264.6M | 0.17% | |
| 51 | JNJJOHNSON & JOHNSON | 1,584 | $259.3M | 0.17% | |
| 52 | WECWEC ENERGY GROUP INC | 2,307 | $248.7M | 0.16% | |
| 53 | SOSOUTHERN CO | 2,569 | $241.8M | 0.15% | |
| 54 | CSCOCISCO SYS INC | 3,380 | $231.4M | 0.15% | |
| 55 | IUSGISHARES TR | 1,428 | $219.2M | 0.14% | |
| 56 | ABBVABBVIE INC | 1,130 | $215.8M | 0.14% | |
| 57 | VTEBVANGUARD MUN BD FDS | 4,404 | $213.6M | 0.14% | |
| 58 | IUSBISHARES TR | 4,381 | $200.5M | 0.13% | |
| 59 | IWFISHARES TR | 451 | $195.9M | 0.12% | |
| 60 | IUSVISHARES TR | 1,727 | $165.1M | 0.11% | |
| 61 | HONHONEYWELL INTL INC | 675 | $159.8M | 0.10% | |
| 62 | GSGOLDMAN SACHS GROUP INC | 216 | $153.0M | 0.10% | |
| 63 | ATOATMOS ENERGY CORP | 957 | $150.0M | 0.10% | |
| 64 | AAPLAPPLE INC | 704 | $148.7M | 0.09% | |
| 65 | VNQVANGUARD INDEX FDS | 1,618 | $145.5M | 0.09% | |
| 66 | HYDBISHARES TR | 2,978 | $140.7M | 0.09% | |
| 67 | IJHISHARES TR | 2,158 | $136.9M | 0.09% | |
| 68 | TXNTEXAS INSTRS INC | 613 | $132.7M | 0.08% | |
| 69 | ICEINTERCONTINENTAL EXCHANGE IN | 729 | $131.7M | 0.08% | |
| 70 | MMM3M CO | 827 | $126.7M | 0.08% | |
| 71 | RBLDFIRST TR EXCHANGE-TRADED FD | 1,685 | $123.3M | 0.08% | |
| 72 | MUBISHARES TR | 1,095 | $113.1M | 0.07% | |
| 73 | BDXBECTON DICKINSON & CO | 623 | $111.5M | 0.07% | |
| 74 | PNOVINNOVATOR ETFS TRUST | 2,557 | $101.9M | 0.06% | |
| 75 | XLUSELECT SECTOR SPDR TR | 1,204 | $100.8M | 0.06% | |
| 76 | EMREMERSON ELEC CO | 670 | $96.6M | 0.06% | |
| 77 | DFEMDIMENSIONAL ETF TRUST | 2,667 | $80.7M | 0.05% | |
| 78 | PGPROCTER AND GAMBLE CO | 474 | $74.0M | 0.05% | |
| 79 | GVIISHARES TR | 691 | $73.4M | 0.05% | |
| 80 | LIFLIFE360 INC | 947 | $70.4M | 0.04% | |
| 81 | GNMAISHARES TR | 1,615 | $70.0M | 0.04% | |
| 82 | MDTMEDTRONIC PLC | 741 | $66.4M | 0.04% | |
| 83 | PEPPEPSICO INC | 453 | $64.9M | 0.04% | |
| 84 | VYMVANGUARD WHITEHALL FDS | 476 | $64.1M | 0.04% | |
| 85 | SHYMBLACKROCK ETF TRUST II | 2,705 | $59.5M | 0.04% | |
| 86 | DFSEDIMENSIONAL ETF TRUST | 1,504 | $58.1M | 0.04% | |
| 87 | SUSLISHARES TR | 525 | $58.0M | 0.04% | |
| 88 | VBVANGUARD INDEX FDS | 236 | $57.4M | 0.04% | |
| 89 | KMBKIMBERLY-CLARK CORP | 437 | $55.7M | 0.04% | |
| 90 | DGRWWISDOMTREE TR | 611 | $51.9M | 0.03% | |
| 91 | HDHOME DEPOT INC | 143 | $51.5M | 0.03% | |
| 92 | —GSR III ACQUISITION CORP | 4,570 | $50.8M | 0.03% | |
| 93 | GQ9SPDR GOLD TR | 163 | $50.3M | 0.03% | |
| 94 | XLVSELECT SECTOR SPDR TR | 368 | $48.6M | 0.03% | |
| 95 | TQQQPROSHARES TR | 550 | $47.8M | 0.03% | |
| 96 | BTCGRAYSCALE BITCOIN MINI TR ET | 816 | $42.4M | 0.03% | |
| 97 | SYU1SYNOVUS FINL CORP | 722 | $40.2M | 0.03% | |
| 98 | VSGXVANGUARD WORLD FD | 600 | $39.2M | 0.02% | |
| 99 | VEAVANGUARD TAX-MANAGED FDS | 676 | $38.3M | 0.02% | |
| 100 | DFICDIMENSIONAL ETF TRUST | 1,220 | $37.7M | 0.02% |
Page 1 of 2Next