Keystone Financial Group Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.1T
Holdings
430
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (430 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 354,157 | $74.0B | 6.68% | |
| 2 | SPYSPDR S&P | 117,131 | $72.4B | 6.53% | |
| 3 | SPYMSPDR PORTFOLIO | 506,955 | $36.9B | 3.32% | |
| 4 | NVDANVIDIA CORP | 216,428 | $35.5B | 3.21% | |
| 5 | VTIVANGUARD TOTAL STOCK MARKET ETF | 114,747 | $34.9B | 3.15% | |
| 6 | PLTRPALANTIR TECHNOLOGIES | 246,565 | $33.6B | 3.03% | |
| 7 | SPYGSPDR PORTFOLIO | 338,467 | $32.3B | 2.91% | |
| 8 | TSLATESLA INC | 86,226 | $28.6B | 2.58% | |
| 9 | VFLOVICTORYSHARES FREE | 777,879 | $27.5B | 2.48% | |
| 10 | MSFTMICROSOFT CORP | 49,459 | $24.7B | 2.23% | |
| 11 | VOOVANGUARD S&P 500 ETF | 34,395 | $19.6B | 1.77% | |
| 12 | JQUAJPMORGAN US | 324,328 | $19.5B | 1.76% | |
| 13 | BRK/BBERKSHIRE HATHAWAY CLASS B | 39,766 | $19.3B | 1.74% | |
| 14 | DYNFISHARES U S | 351,727 | $19.2B | 1.73% | |
| 15 | JPMJPMORGAN CHASE & CO | 54,285 | $15.7B | 1.42% | |
| 16 | METAMETA PLATFORMS INC CLASS A | 18,180 | $13.9B | 1.26% | |
| 17 | BRK-BBERKSHIRE HATHAWAY INC DCLASS A | 17 | $12.1B | 1.10% | |
| 18 | AMDADVANCED MICRO DEVIC | 76,356 | $12.0B | 1.08% | |
| 19 | NDQINVESCO QQQ | 20,587 | $11.4B | 1.02% | |
| 20 | AMZNAMAZON COM | 48,843 | $10.7B | 0.97% | |
| 21 | VTVVANGUARD VALUE ETF | 60,305 | $10.7B | 0.96% | |
| 22 | BNDVANGUARD TOTAL BOND MARKET ETF | 137,721 | $10.1B | 0.91% | |
| 23 | AMZNAMAZON.COM INC | 45,120 | $10.0B | 0.90% | |
| 24 | METAMETA PLATFORMS | 13,398 | $9.9B | 0.89% | |
| 25 | STXSEAGATE TECHNOLOGY H F | 58,163 | $8.7B | 0.79% | |
| 26 | XLGINVESCO S&P | 167,415 | $8.7B | 0.79% | |
| 27 | TCAFT ROWE | 240,362 | $8.5B | 0.77% | |
| 28 | VUGVANGUARD GROWTH | 17,528 | $7.7B | 0.69% | |
| 29 | IVVISHARES CORE S&P 500 ETF | 12,219 | $7.6B | 0.69% | |
| 30 | JNJJOHNSON & JOHNSON | 46,672 | $7.6B | 0.68% | |
| 31 | TOTLSPDR DOUBLELINE TTL RTRNTTCL ETF | 187,083 | $7.5B | 0.68% | |
| 32 | THROISHARES U S | 200,164 | $7.1B | 0.64% | |
| 33 | GOOGALPHABET INC CLASS C | 38,171 | $6.9B | 0.62% | |
| 34 | HEFAISHARES CURRENCY | 180,246 | $6.8B | 0.62% | |
| 35 | SPTLSPDR PORTFOLIO | 252,476 | $6.7B | 0.61% | |
| 36 | BIDDISHARES INTL | 245,339 | $6.7B | 0.60% | |
| 37 | TAT&T INC | 226,412 | $6.4B | 0.58% | |
| 38 | VIGVANGUARD DIVIDEND | 30,750 | $6.3B | 0.57% | |
| 39 | MCDMCDONALDS CORP | 20,137 | $6.0B | 0.54% | |
| 40 | MTUMISHARES MSCI USA MOMNTUMFCT ETF | 25,011 | $6.0B | 0.54% | |
| 41 | VOOGVANGUARD S&P | 14,882 | $5.9B | 0.53% | |
| 42 | CFOVICTORYSHARES US | 81,839 | $5.8B | 0.53% | |
| 43 | PGPROCTER & GAMBLE CO | 36,442 | $5.8B | 0.52% | |
| 44 | LOWLOWES COMPANIES | 24,925 | $5.8B | 0.52% | |
| 45 | BABOEING COMPANY | 25,345 | $5.6B | 0.50% | |
| 46 | XOMEXXON MOBIL | 50,137 | $5.4B | 0.49% | |
| 47 | EMXCISHARES MSCI | 85,354 | $5.4B | 0.49% | |
| 48 | GOOGLALPHABET INC CLASS A | 28,238 | $5.0B | 0.46% | |
| 49 | VOVANGUARD MID | 18,038 | $5.0B | 0.46% | |
| 50 | GBTCGRAYSCALE BITCOIN | 54,331 | $5.0B | 0.45% | |
| 51 | ABTABBOTT LABORATORIES | 37,081 | $5.0B | 0.45% | |
| 52 | VBVANGUARD SMALL | 20,028 | $4.7B | 0.43% | |
| 53 | ITOTISHARES CORE | 33,422 | $4.5B | 0.41% | |
| 54 | VOOVVANGUARD S&P | 23,314 | $4.4B | 0.40% | |
| 55 | MLNVANECK LONG MUNI ETF | 246,814 | $4.2B | 0.37% | |
| 56 | NFLXNETFLIX INC | 3,127 | $4.1B | 0.37% | |
| 57 | XMPTVANECK CEF MUNI INCOME ETF | 190,064 | $4.0B | 0.36% | |
| 58 | IAU*ISHARES GOLD | 62,463 | $3.9B | 0.35% | |
| 59 | BUFRFIRST TRUST | 121,335 | $3.9B | 0.35% | |
| 60 | IAGGISHARES CORE | 74,515 | $3.8B | 0.34% | |
| 61 | HDHOME DEPOT INC | 10,115 | $3.8B | 0.34% | |
| 62 | DISWALT DISNEY | 32,302 | $3.7B | 0.34% | |
| 63 | USMVISHARES MSCI USA MIN VOLFCTR ETF | 39,779 | $3.7B | 0.34% | |
| 64 | QUALISHARES MSCI USA QLTY FACT ETF | 19,936 | $3.6B | 0.33% | |
| 65 | MDYSPDR S&P MIDCAP 400 ETF | 6,412 | $3.6B | 0.33% | |
| 66 | CMGCHIPOTLE MEXICAN | 76,481 | $3.6B | 0.32% | |
| 67 | XLFFINANCIAL SELECT | 68,136 | $3.6B | 0.32% | |
| 68 | ABBVABBVIE INC | 18,279 | $3.4B | 0.31% | |
| 69 | RSPINVESCO S&P | 18,187 | $3.3B | 0.30% | |
| 70 | DGROISHARES CORE | 50,732 | $3.2B | 0.29% | |
| 71 | SPMBSPDR MORTGAGE | 142,166 | $3.1B | 0.28% | |
| 72 | WFC 7.5 PERP LWELLS FARGO & CO | 2,767 | $3.1B | 0.28% | |
| 73 | CVXCHEVRON CORP | 21,727 | $3.1B | 0.28% | |
| 74 | IVOOVANGUARD S&P | 28,980 | $3.0B | 0.27% | |
| 75 | 4I1PHILIP MORRIS | 16,672 | $3.0B | 0.27% | |
| 76 | WMTWALMART INC | 29,592 | $2.9B | 0.26% | |
| 77 | SPYVSPDR PORTFOLIO | 54,655 | $2.9B | 0.26% | |
| 78 | VIOOVANGUARD S&P | 26,628 | $2.7B | 0.24% | |
| 79 | VVISA INC | 7,289 | $2.6B | 0.23% | |
| 80 | LLYELI LILLY AND CO | 3,431 | $2.6B | 0.23% | |
| 81 | IJRISHARES CORE S&P SMALL CAP ETF | 23,288 | $2.6B | 0.23% | |
| 82 | VONEVANGUARD RUSSELL | 8,965 | $2.5B | 0.23% | |
| 83 | DONSPDR DOW | 5,581 | $2.5B | 0.22% | |
| 84 | KOCOCA COLA COMPANY | 34,078 | $2.4B | 0.22% | |
| 85 | BINCISHARES FLEXIBLE | 45,006 | $2.4B | 0.21% | |
| 86 | SDVYFIRST TRUST | 65,650 | $2.3B | 0.21% | |
| 87 | PFEPFIZER INC | 95,206 | $2.3B | 0.21% | |
| 88 | RDVYFIRST TRUST | 36,309 | $2.3B | 0.21% | |
| 89 | NKENIKE INC CLASS B | 30,702 | $2.3B | 0.21% | |
| 90 | FMBFIRST TRUST | 45,102 | $2.2B | 0.20% | |
| 91 | SGUXXSCHWAB GOVERNMENT MONEY ULTRA | 2,218,184 | $2.2B | 0.20% | |
| 92 | CDCVICTORYSHARES U S | 33,906 | $2.2B | 0.19% | |
| 93 | MRKMERCK & CO. INC. | 27,101 | $2.1B | 0.19% | |
| 94 | VYMVANGUARD HIGH | 15,978 | $2.1B | 0.19% | |
| 95 | IEMGISHARES CORE MSCI EMERGING ETF | 35,409 | $2.1B | 0.19% | |
| 96 | PEPPEPSICO INC | 16,015 | $2.1B | 0.19% | |
| 97 | IXNISHARES GLOBAL TECH ETF | 22,526 | $2.1B | 0.19% | |
| 98 | AVGOBROADCOM INC | 7,495 | $2.1B | 0.19% | |
| 99 | LLYLINCOLN NATL CORP IND | 53,440 | $2.0B | 0.18% | |
| 100 | XLEENERGY SELECT | 23,729 | $2.0B | 0.18% |
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