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CIK: 0001729299
Total reported value
$1.7B
$1.7B
430 檔
15.2%
During the Q2 2025 filing period, Keystone Financial Group (CIK: 0001729299) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.7B across 430 reported positions.
During Q2 2025, Keystone Financial Group's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 430 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.70% | -0.60% | -4.34% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.68% | -0.22% | +2.40% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.32% | +0.42% | -14.68% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.21% | -0.30% | +1.87% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.15% | — | +6.34% | |
| 6 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.07% | -0.76% | +0.54% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.91% | +0.56% | -10.55% | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.58% | -0.08% | +2.64% | |
| 9 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 2.48% | +0.10% | +7.86% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.23% | -0.23% | +0.19% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.15% | -0.25% | +1.08% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.86% | -0.20% | +2.33% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.77% | -0.01% | +4.77% | |
| 14 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 1.76% | -0.59% | +0.06% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.74% | -0.08% | +16.24% | |
| 16 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.73% | +0.13% | +0.39% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.42% | -0.09% | +2.53% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.10% | -0.08% | — | |
| 19 | AMD | Advanced Micro Devices | Stock-Tech | 1.08% | +1.15% | +2.51% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.02% | +0.02% | +11.72% | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 0.96% | -0.04% | -1.03% | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 0.91% | -0.02% | +3.57% | |
| 23 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.79% | +0.88% | +2.53% | |
| 24 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.79% | -0.01% | +37.50% | |
| 25 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.77% | — | +7.23% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.69% | +0.06% | +4.85% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | -0.14% | -1.08% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | -0.08% | +4.11% | |
| 29 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.68% | -0.06% | -2.42% | |
| 30 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.64% | -0.18% | — | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.62% | -0.01% | +1.31% | |
| 32 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.62% | -0.11% | +98.53% | |
| 33 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.61% | +0.23% | +37.73% | |
| 34 | BIDD | Ishares International Divide | ETF-Other | 0.60% | -0.35% | +1.76% | |
| 35 | T | At&t Inc | Stock-Comm Services | 0.58% | -0.13% | +3.46% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.57% | — | +2.36% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.54% | -0.11% | +2.20% | |
| 38 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.54% | -0.02% | +6.40% | |
| 39 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.53% | +0.04% | +4.02% | |
| 40 | CFO | Victoryshares US 500 Enhance | ETF-Other | 0.53% | -0.09% | -3.63% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.52% | -0.03% | -0.98% | |
| 42 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.52% | -0.07% | +2.28% | |
| 43 | BA | Boeing Co/the | Stock-Industrials | 0.50% | -0.05% | +3.06% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.23% | -0.56% | |
| 45 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.49% | — | +23.19% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | +0.01% | -2.56% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.46% | +0.01% | +2.62% | |
| 48 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.45% | -0.07% | +1.08% | |
| 49 | MLN | Vaneck Long Muni ETF | ETF-Other | 0.45% | -0.01% | +10.85% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.45% | -0.07% | +1.00% |
According to official SEC Form 13F filings, Keystone Financial Group reported a total U.S. public equity portfolio value of $1.7B across 430 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, AAPL, SPYM) accounted for 15.2% of total reported equity market value during Q2 2025.
During Q2 2025, Keystone Financial Group's top holdings by market value included SPY (6.7%)、AAPL (6.7%)、SPYM (3.3%). The largest single position, SPY, represented 6.7% of total portfolio value.
In Q2 2025, Keystone Financial Group made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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