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CIK: 0002053642
Total reported value
$190.5M
$190.5M
148 檔
38.8%
According to the latest 13F quarterly dataset, Keystone Financial Group, Inc. managed an equity portfolio of $190.5M at the end of Q2 2025, spanning 148 distinct U.S. exchange-listed positions.
In Q2 2025, Keystone Financial Group, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 17.46% | +2.63% | -0.53% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 11.61% | -8.22% | -4.20% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.12% | +0.09% | +4.43% | |
| 4 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 6.11% | +0.92% | +46.61% | |
| 5 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 5.74% | +0.43% | +1.74% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.30% | +0.72% | +8.82% | |
| 7 | INMU | Ishares Intermediate Muni In | ETF-Other | 3.65% | -0.39% | +75.41% | |
| 8 | DFSD | Dimensional Short Duration | ETF-Other | 3.28% | -0.51% | +32.77% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.79% | +0.50% | +2.17% | |
| 10 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.75% | -1.90% | -1.95% | |
| 11 | DFAX | Dimensional World Ex US Core | ETF-Other | 2.58% | +1.03% | +9.08% | |
| 12 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 2.28% | -0.68% | +36.29% | |
| 13 | BRTR | Ishares Total Return Act ETF | ETF-Other | 2.17% | +0.01% | +42.61% | |
| 14 | EMLP | First Trust North American E | ETF-Other | 1.86% | +0.03% | +21.48% | |
| 15 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 1.82% | -0.01% | +74.28% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.70% | +0.15% | -5.61% | |
| 17 | JAJL | Innovator Edp ETF - 6m Ja/jy | ETF-Other | 1.70% | -0.05% | -28.37% | |
| 18 | FBK | Fb Financial CORP | Stock-Other | 1.58% | +0.25% | — | |
| 19 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.38% | — | +11.16% | |
| 20 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.37% | +0.25% | +13.12% | |
| 21 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.32% | +0.06% | -0.71% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.86% | +0.07% | +1.18% | |
| 23 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.83% | +0.35% | +0.67% | |
| 24 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.70% | +0.07% | -12.35% | |
| 25 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.62% | +0.14% | +7.39% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.61% | +0.10% | -6.98% | |
| 27 | TFC | Truist Financial CORP | Stock-Financials | 0.60% | +0.06% | +1.27% | |
| 28 | VSDM | Vanguard Short Tax-ex Bond | ETF-Other | 0.57% | +1.27% | — | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.46% | +0.05% | -0.17% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.45% | +0.07% | +0.62% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.40% | +0.06% | +63.30% | |
| 32 | SCHY | Schwab International Dvd ETF | ETF-Other | 0.38% | -0.10% | -27.59% | |
| 33 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.37% | +0.14% | -5.70% | |
| 34 | UCB | United Community Banks/ga | Stock-Financials | 0.37% | +0.04% | +0.75% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.36% | -0.07% | +1.27% | |
| 36 | VUG | Vanguard Growth ETF | ETF-Other | 0.35% | +0.05% | +0.08% | |
| 37 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.34% | -0.01% | -4.86% | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.33% | +0.01% | -35.13% | |
| 39 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.33% | -0.07% | -85.58% | |
| 40 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 0.30% | -0.01% | -6.00% | |
| 41 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.30% | — | -42.28% | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.27% | — | +0.12% | |
| 43 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.27% | -0.04% | EXIT | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | — | — | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.22% | +0.01% | +0.76% | |
| 46 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.21% | +0.03% | +0.25% | |
| 47 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.19% | +0.03% | +0.26% | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.19% | — | -23.12% | |
| 49 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.18% | — | EXIT | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.17% | — | -2.18% |
According to official SEC Form 13F filings, Keystone Financial Group, Inc. reported a total U.S. public equity portfolio value of $190.5M across 148 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAU, SGOV, SCHD) accounted for 38.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
FBK
市值: $2.5M
Top Position Liquidated / Trimmed
SSBK
前期市值: $2.1M
During Q2 2025, Keystone Financial Group, Inc.'s top holdings by market value included DFAU (17.5%)、SGOV (11.6%)、SCHD (6.1%). The largest single position, DFAU, represented 17.5% of total portfolio value.
In Q2 2025, Keystone Financial Group, Inc. made 50 total portfolio adjustments, initiating 3 new buys, adding to 30 positions, trimming 16 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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