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CIK: 0002053642
Total reported value
$190.5M
$190.5M
136 檔
44.0%
According to the latest 13F quarterly dataset, Keystone Financial Group, Inc. managed an equity portfolio of $190.5M at the end of Q4 2025, spanning 136 distinct U.S. exchange-listed positions.
In Q4 2025, Keystone Financial Group, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 32 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 | 15.55% | +2.63% | +1.73% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 9.96% | -8.22% | +4.88% | |
| 3 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 7.42% | +0.92% | +12.03% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.53% | +0.09% | +7.51% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.47% | +0.72% | +7.45% | |
| 6 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 4.90% | +0.43% | -1.57% | |
| 7 | FBK | Fb Financial CORP | Stock-Other | 4.70% | +0.25% | -3.71% | |
| 8 | VSDM | Vanguard Short Tax-ex Bond | ETF-Other | 3.58% | +1.27% | +52.89% | |
| 9 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.37% | +1.03% | +24.60% | |
| 10 | INMU | Ishares Intermediate Muni In | ETF-Other | 3.36% | -0.39% | +7.70% | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.30% | +0.50% | +36.21% | |
| 12 | DFSD | Dimensional Short Duration | ETF-Other | 2.97% | -0.51% | +1.64% | |
| 13 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 2.10% | -0.68% | -1.86% | |
| 14 | BRTR | Ishares Total Return Act ETF | ETF-Other | 1.98% | +0.01% | +0.67% | |
| 15 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.91% | -1.90% | -2.36% | |
| 16 | EMLP | First Trust North American E | ETF-Other | 1.64% | +0.03% | +3.17% | |
| 17 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 1.55% | -0.01% | -1.14% | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.41% | +0.15% | +0.26% | |
| 19 | VSDB | Vanguard Short Dur Bond ETF | ETF-Other | 1.35% | +0.51% | +60.65% | |
| 20 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 1.27% | +2.04% | +37.88% | |
| 21 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.26% | +0.25% | +9.28% | |
| 22 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.05% | +0.06% | — | |
| 23 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.98% | +0.14% | +18.38% | |
| 24 | JAJL | Innovator Edp ETF - 6m Ja/jy | ETF-Other | 0.96% | -0.05% | -5.19% | |
| 25 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.83% | +0.35% | +0.59% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.78% | +0.07% | +1.57% | |
| 27 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.64% | +0.07% | +0.55% | |
| 28 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.57% | — | — | |
| 29 | TFC | Truist Financial CORP | Stock-Financials | 0.56% | +0.06% | +1.06% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.54% | +0.10% | +0.45% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.42% | +0.07% | +1.34% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.41% | +0.05% | +0.49% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.35% | -0.07% | -2.37% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.34% | +0.06% | -0.09% | |
| 35 | SCHY | Schwab International Dvd ETF | ETF-Other | 0.33% | -0.10% | +0.38% | |
| 36 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.32% | +0.14% | +0.24% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.31% | +0.05% | +0.16% | |
| 38 | UCB | United Community Banks/ga | Stock-Financials | 0.30% | +0.04% | +0.79% | |
| 39 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.28% | -0.01% | — | |
| 40 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.28% | +0.01% | +0.16% | |
| 41 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.22% | -0.04% | EXIT | |
| 42 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 0.22% | -0.01% | -15.87% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | — | — | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.20% | — | +0.13% | |
| 45 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.19% | +0.03% | +0.21% | |
| 46 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.17% | +0.01% | +1.53% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.17% | +0.01% | +0.44% | |
| 48 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.17% | +0.03% | +0.18% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.16% | — | +0.55% | |
| 50 | SLV | Ishares Silver Trust | ETF-Commodities | 0.15% | -0.25% | +450.00% |
According to official SEC Form 13F filings, Keystone Financial Group, Inc. reported a total U.S. public equity portfolio value of $190.5M across 136 disclosed positions in Q4 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, VPLS) accounted for 44.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
IXUS
市值: $2.0M
Top Position Liquidated / Trimmed
IDYN
前期市值: $1.8M
During Q4 2025, Keystone Financial Group, Inc.'s top holdings by market value included DFAU (15.6%)、SGOV (10.0%)、VPLS (7.4%). The largest single position, DFAU, represented 15.6% of total portfolio value.
In Q4 2025, Keystone Financial Group, Inc. made 50 total portfolio adjustments, initiating 3 new buys, adding to 32 positions, trimming 14 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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