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CIK: 0002053642
Total reported value
$187.7M
$187.7M
122 檔
47.7%
In Q2 2026, Keystone Financial Group, Inc.'s U.S. equity holdings reached a combined market value of $187.7M, distributed across 122 disclosed stock positions.
Keystone Financial Group, Inc. executed strategic sector rebalancing during Q2 2026, establishing 4 new positions while fully exiting 17 holdings and trimming 28 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 16.85% | +0.40% | +2.41% | |
| 2 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 11.93% | +0.57% | +7.36% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.33% | +0.34% | -2.85% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.14% | -0.05% | +1.97% | |
| 5 | VSDM | Vanguard Short Tax-ex Bond | ETF-Other | 5.72% | +0.18% | +26.82% | |
| 6 | DFAX | Dimensional World Ex US Core | ETF-Other | 5.21% | +1.66% | +13.91% | |
| 7 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 5.15% | -1.03% | +2.25% | |
| 8 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 4.37% | +0.92% | +82.87% | |
| 9 | FBK | Fb Financial CORP | Stock-Other | 3.87% | -1.14% | -0.67% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.56% | +0.14% | +0.97% | |
| 11 | DFSD | Dimensional Short Duration | ETF-Other | 3.50% | -0.21% | -13.15% | |
| 12 | INMU | Ishares Intermediate Muni In | ETF-Other | 3.11% | -0.79% | -13.37% | |
| 13 | VSDB | Vanguard Short Dur Bond ETF | ETF-Other | 2.42% | +0.97% | +24.99% | |
| 14 | EMLP | First Trust North American E | ETF-Other | 1.88% | -1.14% | +0.78% | |
| 15 | DFAW | Dimensional World Eqty ETF | ETF-Other | 1.55% | +0.12% | -2.54% | |
| 16 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.54% | +0.06% | +5.10% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.33% | +0.03% | -3.14% | |
| 18 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.21% | -0.65% | -87.26% | |
| 19 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 1.18% | +0.01% | +0.35% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.85% | +0.02% | +1.69% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.69% | +0.02% | -21.53% | |
| 22 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.67% | +0.04% | -0.43% | |
| 23 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.66% | +0.02% | -2.76% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.62% | -0.04% | -0.61% | |
| 25 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.58% | -0.58% | EXIT | |
| 26 | TFC | Truist Financial CORP | Stock-Financials | 0.58% | -0.06% | +1.04% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.49% | — | -2.83% | |
| 28 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.47% | -0.22% | -59.41% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.47% | — | -0.97% | |
| 30 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.44% | -0.03% | +0.08% | |
| 31 | BRTR | Ishares Total Return Act ETF | ETF-Other | 0.42% | -0.42% | EXIT | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.37% | +0.05% | +0.12% | |
| 33 | UCB | United Community Banks/ga | Stock-Financials | 0.34% | -0.01% | +0.80% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.33% | +0.02% | +490.56% | |
| 35 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.24% | — | +0.15% | |
| 36 | SCHY | Schwab International Dvd ETF | ETF-Other | 0.22% | +0.01% | -30.67% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.21% | +0.02% | +0.31% | |
| 38 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.21% | +0.01% | +0.23% | |
| 39 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.20% | +0.01% | +0.26% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.19% | — | -3.70% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.19% | -0.02% | +0.43% | |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.18% | -0.18% | EXIT | |
| 43 | AMGN | Amgen Inc | Stock-Healthcare | 0.17% | +0.04% | +0.44% | |
| 44 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.16% | -0.06% | -8.84% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | +0.06% | +0.13% | |
| 46 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.15% | — | +0.41% | |
| 47 | SO | Southern Co/the | Stock-Utilities | 0.14% | -0.01% | — | |
| 48 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.14% | +0.01% | +0.14% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.14% | +0.01% | -8.25% | |
| 50 | ENFR | Alerian Energy Infrastructur | ETF-Other | 0.14% | +1.02% | -1.52% |
According to official SEC Form 13F filings, Keystone Financial Group, Inc. reported a total U.S. public equity portfolio value of $187.7M across 122 disclosed positions in Q2 2026.
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, VPLS, SCHD) accounted for 47.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $77.2K
Top Position Liquidated / Trimmed
VBIL
前期市值: $254.6K
During Q2 2026, Keystone Financial Group, Inc.'s top holdings by market value included DFAU (16.9%)、VPLS (11.9%)、SCHD (6.3%). The largest single position, DFAU, represented 16.9% of total portfolio value.
In Q2 2026, Keystone Financial Group, Inc. made 103 total portfolio adjustments, initiating 4 new buys, adding to 54 positions, trimming 28 holdings, and fully liquidating 17 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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