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CIK: 0001729299
Total reported value
$1.7B
$1.7B
424 檔
19.7%
According to the latest 13F quarterly dataset, Keystone Financial Group managed an equity portfolio of $1.7B at the end of Q3 2025, spanning 424 distinct U.S. exchange-listed positions.
In Q3 2025, Keystone Financial Group displayed an active expansion posture, initiating 5 new positions and adding to 38 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPY, AAPL, PLTR) accounted for 19.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
BAI
市值: $9.2M
Top Position Liquidated / Trimmed
SDVY
前期市值: $2.5M
Showing top 200 holdings (of 424 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 | 8.39% | -0.60% | +36.24% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.19% | -0.22% | +2.64% | |
| 3 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.62% | -0.76% | +4.28% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.14% | -0.30% | +1.45% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.10% | — | +7.70% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.10% | +0.42% | +1.91% | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.97% | -0.08% | +6.43% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.76% | +0.56% | +1.99% | |
| 9 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 2.29% | +0.10% | +2.62% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.17% | -0.23% | +10.86% | |
| 11 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.90% | +0.13% | +19.00% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.78% | -0.25% | +11.80% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.78% | -0.20% | +7.10% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.63% | -0.01% | +0.92% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.60% | -0.08% | +4.50% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.52% | -0.09% | +16.06% | |
| 17 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 1.47% | -0.59% | -5.76% | |
| 18 | AMD | Advanced Micro Devices | Stock-Tech | 1.44% | +1.15% | +16.16% | |
| 19 | STX | Seagate Technology Holdings plc | Stock-Tech | 1.38% | +0.88% | +16.55% | |
| 20 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.21% | -0.01% | +64.61% | |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.04% | -0.08% | +5.88% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.99% | +0.02% | +4.48% | |
| 23 | BND | Vanguard Total Bond Market | ETF-Other | 0.93% | -0.02% | +18.79% | |
| 24 | VTV | Vanguard Value ETF | ETF-Other | 0.88% | -0.04% | +2.37% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.80% | -0.01% | +8.93% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.75% | -0.08% | +10.14% | |
| 27 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.71% | — | +2.58% | |
| 28 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.70% | +0.24% | +2419.26% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.67% | +0.06% | +4.02% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | -0.14% | +5.36% | |
| 31 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.61% | -0.18% | +4.79% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | +0.01% | +11.64% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.58% | -0.25% | +226.81% | |
| 34 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.57% | +0.23% | +10.11% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.56% | — | +10.17% | |
| 36 | BIDD | Ishares International Divide | ETF-Other | 0.55% | -0.35% | +5.46% | |
| 37 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.53% | -0.02% | +8.22% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.53% | -0.11% | +10.99% | |
| 39 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.51% | -0.07% | +11.20% | |
| 40 | T | At&t Inc | Stock-Comm Services | 0.51% | -0.13% | +11.03% | |
| 41 | MLN | Vaneck Long Muni ETF | ETF-Other | 0.51% | -0.01% | +27.02% | |
| 42 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.50% | +0.04% | +1.01% | |
| 43 | IAU | Ishares Gold Trust | ETF-Commodities | 0.47% | -0.10% | +36.36% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.47% | -0.03% | +10.74% | |
| 45 | XMPT | Vaneck Cef Muni Income ETF | ETF-Other | 0.46% | — | +24.25% | |
| 46 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.46% | — | +850.88% | |
| 47 | BA | Boeing Co/the | Stock-Industrials | 0.45% | -0.05% | +16.01% | |
| 48 | CFO | Victoryshares US 500 Enhance | ETF-Other | 0.45% | -0.09% | -2.45% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | -0.23% | +0.93% | |
| 50 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.42% | -0.01% | +6.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +1.5% | +4.28% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.2% | +36.24% | Add |
| 3 | STX | Seagate Technology Holdings plc | +0.8% | +16.55% | Add |
| 4 | NVDA | Nvidia CORP | +0.7% | +1.45% | Add |
| 5 | AMD | Advanced Micro Devices | +0.6% | +16.16% | Add |
| 6 | XLG | Invesco S&p 500 Top 50 ETF | +0.6% | +64.61% | Add |
| 7 | TSLA | Tesla Inc | +0.4% | +6.43% | Add |
| 8 | IEMG | Ishares Core Msci Emerging | +0.4% | +226.81% | Add |
| 9 | SHLD | Global X Defense Tech ETF | +0.4% | +1302.25% | Add |
| 10 | MSFT | Microsoft CORP | +0.3% | +10.86% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | +8.93% | Add |
| 12 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.2% | +19.00% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | +16.06% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | +11.64% | Add |
| 15 | IONQ | Ionq Inc | +0.1% | +27.13% | Add |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +4.48% | Add |
| 17 | CGGR | Cap Group Growth Equity | +0.1% | +90.18% | Add |
| 18 | WMT | Walmart Inc | +0.1% | +34.63% | Add |
| 19 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +7.70% | Add |
| 20 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.1% | +10.11% | Add |
| 21 | IAU | Ishares Gold Trust | +0.1% | +36.36% | Add |
| 22 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +8.22% | Add |
| 23 | VUG | Vanguard Growth ETF | 0% | +4.02% | Add |
| 24 | MLN | Vaneck Long Muni ETF | 0% | +27.02% | Add |
| 25 | XMPT | Vaneck Cef Muni Income ETF | 0% | +24.25% | Add |
| 26 | HYMB | Ss Spdr N Ice Hy Muni ETF | 0% | +850.88% | Add |
| 27 | JNJ | Johnson & Johnson | 0% | +10.14% | Add |
| 28 | VOOG | Vanguard S&p 500 Growth ETF | 0% | +1.01% | Add |
| 29 | TCAF | T Rowe Prc Cap Appreciation | 0% | +2.58% | Add |
| 30 | VIG | Vanguard Dividend Apprec ETF | 0% | +10.17% | Add |
| 31 | IVV | Ishares Core S&p 500 ETF | -0.1% | +5.36% | Add |
| 32 | BND | Vanguard Total Bond Market | -0.1% | +18.79% | Add |
| 33 | AMZN | Amazon.com Inc | -0.1% | +7.10% | Add |
| 34 | VOO | Vanguard S&p 500 ETF | -0.1% | +0.92% | Add |
| 35 | META | Meta Platforms Inc-class A | -0.2% | +11.80% | Add |
| 36 | VFLO | Victoryshares Free Cash Flow | -0.2% | +2.62% | Add |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +4.50% | Add |
| 38 | IQLT | Ishares Msci International Q | -0.3% | — | Trim |
| 39 | PEP | Pepsico Inc | -0.3% | +18.43% | Trim |
| 40 | HEFA | Isha Curr Hedged Msci Eafe | -0.3% | -94.87% | Trim |
| 41 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.3% | +1.99% | Trim |
| 42 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.4% | -95.18% | Trim |
| 43 | AAPL | Apple Inc | -0.6% | +2.64% | Add |
| 44 | TOTL | Ss Doubleline Tr Tact ETF | -0.8% | -96.40% | Trim |
| 45 | BAI | Ishrs Ai In And Tech Act ETF | — | NEW | New buy |
| 46 | THRO | Ishares U.s. Thematic Rotati | — | NEW | New buy |
| 47 | IAGG | Ishares Intl Aggregate Bond | — | NEW | New buy |
| 48 | SDVY | First Trust Smid Cap Rising | — | EXIT | Sold out |
| 49 | SPMD | Ss Spdr P S&p 400 Midcap ETF | — | NEW | New buy |
| 50 | B | Barrick Mining CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Keystone Financial Group reported a total U.S. public equity portfolio value of $1.7B across 424 disclosed positions in Q3 2025.
During Q3 2025, Keystone Financial Group's top holdings by market value included SPY (8.4%)、AAPL (7.2%)、PLTR (3.6%). The largest single position, SPY, represented 8.4% of total portfolio value.
In Q3 2025, Keystone Financial Group made 50 total portfolio adjustments, initiating 5 new buys, adding to 38 positions, trimming 6 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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