Keystone Financial Group Q4 2025 Filing
Filed February 6, 2026
Portfolio Value
$1.4T
Holdings
454
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (454 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 341,627 | $92.9B | 6.87% | |
| 2 | SPYSPDR S&P | 117,643 | $80.2B | 5.93% | |
| 3 | PLTRPALANTIR TECHNOLOGIES | 248,827 | $44.2B | 3.27% | |
| 4 | SPYMSTATE STREET | 523,900 | $42.0B | 3.11% | |
| 5 | VFLOVICTORYSHARES FREE | 1,047,375 | $41.2B | 3.05% | |
| 6 | TSLATESLA INC | 90,537 | $40.7B | 3.01% | |
| 7 | VTIVANGUARD TOTAL | 119,761 | $40.2B | 2.97% | |
| 8 | NVDANVIDIA CORP | 215,201 | $40.1B | 2.97% | |
| 9 | SPYGSTATE STREET | 349,716 | $37.3B | 2.76% | |
| 10 | DYNFISHARES U S | 550,402 | $33.5B | 2.48% | |
| 11 | MSFTMICROSOFT CORP | 48,359 | $23.4B | 1.73% | |
| 12 | BRK/BBERKSHIRE HATHAWAY | 45,603 | $22.9B | 1.70% | |
| 13 | VOOVANGUARD S&P | 36,020 | $22.6B | 1.67% | |
| 14 | AMZNAMAZON COM | 96,111 | $22.2B | 1.64% | |
| 15 | METAMETA PLATFORMS | 32,891 | $21.7B | 1.61% | |
| 16 | JPMJPMORGAN CHASE | 58,950 | $19.0B | 1.40% | |
| 17 | AMDADVANCED MICRO | 82,849 | $17.7B | 1.31% | |
| 18 | STXSEAGATE TECHNOLOGY | 62,817 | $17.3B | 1.28% | |
| 19 | XLGINVESCO S&P | 287,094 | $17.0B | 1.26% | |
| 20 | IEMGISHARES INC | 245,277 | $16.5B | 1.22% | |
| 21 | NDQINVESCO QQQ | 21,221 | $13.0B | 0.96% | |
| 22 | BUFRFIRST TRUST | 379,123 | $13.0B | 0.96% | |
| 23 | BRK-BBERKSHIRE HATHAWAY | 17 | $12.8B | 0.95% | |
| 24 | GOOGALPHABET INC | 39,227 | $12.3B | 0.91% | |
| 25 | BNDVANGUARD TOTAL | 164,617 | $12.2B | 0.90% | |
| 26 | BAIISHARES A I | 359,189 | $12.0B | 0.88% | |
| 27 | JQUAJPMORGAN US | 187,038 | $11.8B | 0.87% | |
| 28 | VTVVANGUARD VALUE | 60,538 | $11.6B | 0.86% | |
| 29 | VUGVANGUARD GROWTH | 21,021 | $10.3B | 0.76% | |
| 30 | JNJJOHNSON & JOHNSON | 48,029 | $9.9B | 0.74% | |
| 31 | TCAFT ROWE | 252,587 | $9.7B | 0.71% | |
| 32 | MTUMISHARES MSCI | 37,837 | $9.5B | 0.70% | |
| 33 | GOOGLALPHABET INC | 29,416 | $9.2B | 0.68% | |
| 34 | IVVISHARES TR | 12,424 | $8.5B | 0.63% | |
| 35 | THROISHARES U S | 218,127 | $8.4B | 0.62% | |
| 36 | IAU*ISHARES GOLD | 101,644 | $8.3B | 0.61% | |
| 37 | VOOGVANGUARD S&P | 16,629 | $7.4B | 0.55% | |
| 38 | VIGVANGUARD DIVIDEND | 32,804 | $7.2B | 0.53% | |
| 39 | BIDDISHARES INTL | 246,942 | $7.1B | 0.53% | |
| 40 | XOMEXXON MOBIL | 52,608 | $6.3B | 0.47% | |
| 41 | MCDMCDONALDS CORP | 20,599 | $6.3B | 0.47% | |
| 42 | TOTLSTATE STREET | 155,362 | $6.3B | 0.46% | |
| 43 | LOWLOWES COS INC | 25,682 | $6.2B | 0.46% | |
| 44 | SPTLSTATE STREET | 231,272 | $6.1B | 0.45% | |
| 45 | VOOVVANGUARD S&P | 29,563 | $6.1B | 0.45% | |
| 46 | TAT&T INC | 239,877 | $6.0B | 0.44% | |
| 47 | BABOEING CO | 26,858 | $5.8B | 0.43% | |
| 48 | XLFSTATE STREET | 104,135 | $5.7B | 0.42% | |
| 49 | MLNVANECK LONG | 312,605 | $5.5B | 0.41% | |
| 50 | QUALISHARES TR | 27,352 | $5.4B | 0.40% | |
| 51 | CFOVICTORYSHARES US | 73,478 | $5.4B | 0.40% | |
| 52 | ITOTISHARES TR | 36,460 | $5.4B | 0.40% | |
| 53 | IVEISHARES TR | 25,439 | $5.4B | 0.40% | |
| 54 | VBVANGUARD SMALL | 20,869 | $5.4B | 0.40% | |
| 55 | VOVANGUARD MID | 18,118 | $5.3B | 0.39% | |
| 56 | PGPROCTER & GAMBLE | 36,474 | $5.2B | 0.39% | |
| 57 | SHLDGLOBAL X | 80,283 | $5.2B | 0.38% | |
| 58 | XMPTVANECK CEF | 220,450 | $4.8B | 0.36% | |
| 59 | ABTABBOTT LABS | 37,945 | $4.8B | 0.35% | |
| 60 | HYMBSTATE STREET | 185,505 | $4.6B | 0.34% | |
| 61 | ABBVABBVIE INC | 18,900 | $4.3B | 0.32% | |
| 62 | WMTWALMART INC | 37,204 | $4.1B | 0.31% | |
| 63 | DISWALT DISNEY | 34,840 | $4.0B | 0.29% | |
| 64 | CVXCHEVRON CORP | 25,894 | $3.9B | 0.29% | |
| 65 | MDYSPDR S&P | 6,455 | $3.9B | 0.29% | |
| 66 | GBTCGRAYSCALE BITCOIN | 56,312 | $3.8B | 0.28% | |
| 67 | LLYELI LILLY | 3,573 | $3.8B | 0.28% | |
| 68 | RSPINVESCO S&P | 19,744 | $3.8B | 0.28% | |
| 69 | IAGGISHARES CORE | 73,952 | $3.7B | 0.27% | |
| 70 | USMVISHARES TR | 38,829 | $3.7B | 0.27% | |
| 71 | VONEVANGUARD RUSSELL | 11,757 | $3.6B | 0.27% | |
| 72 | SPMBSTATE STREET | 160,385 | $3.6B | 0.27% | |
| 73 | HDHOME DEPOT | 9,834 | $3.4B | 0.25% | |
| 74 | DGROISHARES CORE | 48,546 | $3.4B | 0.25% | |
| 75 | IVOOVANGUARD S&P | 28,611 | $3.2B | 0.24% | |
| 76 | WFC 7.5 PERP LWELLS FARGO | 2,627 | $3.2B | 0.24% | |
| 77 | SPYVSTATE STREET | 54,460 | $3.1B | 0.23% | |
| 78 | VIOOVANGUARD S&P | 26,948 | $3.0B | 0.22% | |
| 79 | DONSPDR DOW | 6,209 | $3.0B | 0.22% | |
| 80 | XLKSTATE STREET | 20,648 | $3.0B | 0.22% | |
| 81 | CMGCHIPOTLE MEXICAN | 78,351 | $2.9B | 0.21% | |
| 82 | LNCLINCOLN NATL CORP IN | 64,525 | $2.9B | 0.21% | |
| 83 | IJRISHARES CORE | 23,560 | $2.8B | 0.21% | |
| 84 | 4I1PHILIP MORRIS | 17,514 | $2.8B | 0.21% | |
| 85 | NFLXNETFLIX INC | 29,685 | $2.8B | 0.21% | |
| 86 | RDVYFIRST TRUST | 40,030 | $2.8B | 0.21% | |
| 87 | AVGOBROADCOM INC | 7,967 | $2.8B | 0.20% | |
| 88 | BINCISHARES FLEXIBLE | 52,036 | $2.7B | 0.20% | |
| 89 | NKENIKE INC | 42,627 | $2.7B | 0.20% | |
| 90 | PEPPEPSICO INC | 18,749 | $2.7B | 0.20% | |
| 91 | VVISA INC | 7,426 | $2.6B | 0.19% | |
| 92 | CGUSCAPITAL GROUP | 61,361 | $2.5B | 0.18% | |
| 93 | MRKMERCK & COMPANY | 22,753 | $2.4B | 0.18% | |
| 94 | IXNISHARES TR | 22,795 | $2.4B | 0.18% | |
| 95 | KOCOCA COLA CO | 34,129 | $2.4B | 0.18% | |
| 96 | CRWDCROWDSTRIKE HOLDINGS | 4,987 | $2.3B | 0.17% | |
| 97 | VYMVANGUARD HIGH | 16,010 | $2.3B | 0.17% | |
| 98 | AQLTISHARES CORE | 25,646 | $2.3B | 0.17% | |
| 99 | CGGRCAPITAL GROUP | 51,430 | $2.3B | 0.17% | |
| 100 | SLVISHARES SILVER | 34,788 | $2.2B | 0.17% |
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