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CIK: 0002053642
Total reported value
$190.5M
$190.5M
130 檔
41.4%
During the Q3 2025 filing period, Keystone Financial Group, Inc. (CIK: 0002053642) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $190.5M across 130 reported positions.
In Q3 2025, Keystone Financial Group, Inc. displayed an active expansion posture, initiating 6 new positions and adding to 24 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 | 16.08% | +2.63% | -1.97% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 10.25% | -8.22% | -0.27% | |
| 3 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 7.18% | +0.92% | +30.01% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.51% | +0.09% | +0.70% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.40% | +0.72% | +9.52% | |
| 6 | FBK | Fb Financial CORP | Stock-Other | 5.25% | +0.25% | +229.73% | |
| 7 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 5.25% | +0.43% | +1.78% | |
| 8 | INMU | Ishares Intermediate Muni In | ETF-Other | 3.34% | -0.39% | +0.73% | |
| 9 | DFSD | Dimensional Short Duration | ETF-Other | 3.16% | -0.51% | +8.45% | |
| 10 | DFAX | Dimensional World Ex US Core | ETF-Other | 2.79% | +1.03% | +14.70% | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.54% | +0.50% | -2.50% | |
| 12 | VSDM | Vanguard Short Tax-ex Bond | ETF-Other | 2.53% | +1.27% | +391.96% | |
| 13 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 2.31% | -0.68% | +14.10% | |
| 14 | BRTR | Ishares Total Return Act ETF | ETF-Other | 2.13% | +0.01% | +8.62% | |
| 15 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.11% | -1.90% | -13.41% | |
| 16 | EMLP | First Trust North American E | ETF-Other | 1.73% | +0.03% | +3.21% | |
| 17 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 1.70% | -0.01% | +4.58% | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.49% | +0.15% | -6.83% | |
| 19 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.28% | +0.25% | +2.60% | |
| 20 | JAJL | Innovator Edp ETF - 6m Ja/jy | ETF-Other | 1.08% | -0.05% | -29.15% | |
| 21 | IDYN | Ishares Inte Equ Fac R A ETF | ETF-Other | 1.03% | — | — | |
| 22 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 0.98% | +2.04% | — | |
| 23 | VSDB | Vanguard Short Dur Bond ETF | ETF-Other | 0.91% | +0.51% | — | |
| 24 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.86% | +0.14% | +47.80% | |
| 25 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.81% | +0.35% | +0.54% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.80% | +0.07% | -0.06% | |
| 27 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.67% | +0.07% | +1.38% | |
| 28 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.61% | — | -50.37% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.58% | +0.10% | +0.30% | |
| 30 | TFC | Truist Financial CORP | Stock-Financials | 0.55% | +0.06% | +1.08% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.43% | +0.05% | — | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.43% | +0.07% | -0.26% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.38% | -0.07% | +10.27% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.37% | +0.06% | -5.05% | |
| 35 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.35% | +0.14% | +0.24% | |
| 36 | SCHY | Schwab International Dvd ETF | ETF-Other | 0.33% | -0.10% | -4.10% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.33% | +0.05% | +0.33% | |
| 38 | UCB | United Community Banks/ga | Stock-Financials | 0.32% | +0.04% | — | |
| 39 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.30% | +0.01% | +0.14% | |
| 40 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.29% | -0.01% | -6.29% | |
| 41 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 0.27% | -0.01% | -1.39% | |
| 42 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.23% | -0.04% | EXIT | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | — | -5.81% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | — | — | |
| 45 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.21% | — | -20.54% | |
| 46 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.20% | +0.03% | +0.24% | |
| 47 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.18% | +0.01% | -5.34% | |
| 48 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.18% | +0.03% | -1.31% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.17% | +0.01% | +0.44% | |
| 50 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.16% | — | +10.58% |
According to official SEC Form 13F filings, Keystone Financial Group, Inc. reported a total U.S. public equity portfolio value of $190.5M across 130 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAU, SGOV, VPLS) accounted for 41.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
FBK
市值: $9.3M
Top Position Liquidated / Trimmed
SSBK
前期市值: $2.1M
During Q3 2025, Keystone Financial Group, Inc.'s top holdings by market value included DFAU (16.1%)、SGOV (10.3%)、VPLS (7.2%). The largest single position, DFAU, represented 16.1% of total portfolio value.
In Q3 2025, Keystone Financial Group, Inc. made 50 total portfolio adjustments, initiating 6 new buys, adding to 24 positions, trimming 13 holdings, and fully liquidating 7 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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