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CIK: 0001729299
Total reported value
$1.7B
$1.7B
454 檔
17.8%
In Q4 2025, Keystone Financial Group's U.S. equity holdings reached a combined market value of $1.7B, distributed across 454 disclosed stock positions.
In Q4 2025, Keystone Financial Group displayed an active expansion posture, initiating 7 new positions and adding to 26 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, SPY, PLTR) accounted for 17.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
CGDV
市值: $1.9M
Top Position Liquidated / Trimmed
UL
前期市值: $1.3M
Showing top 200 holdings (of 454 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.87% | -0.22% | -6.02% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.93% | -0.60% | -28.13% | |
| 3 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.27% | -0.76% | -4.08% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.11% | +0.42% | +1.40% | |
| 5 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 3.05% | +0.10% | +31.21% | |
| 6 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.01% | -0.08% | -1.35% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.97% | — | -3.09% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.97% | -0.30% | -1.99% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.76% | +0.56% | +1.31% | |
| 10 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.48% | +0.13% | +31.50% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.73% | -0.23% | -11.81% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.70% | -0.08% | +9.74% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.67% | -0.01% | +3.77% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.64% | -0.20% | -4.49% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.61% | -0.25% | -6.83% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.41% | -0.09% | -6.43% | |
| 17 | AMD | Advanced Micro Devices | Stock-Tech | 1.31% | +1.15% | -6.59% | |
| 18 | STX | Seagate Technology Holdings plc | Stock-Tech | 1.28% | +0.88% | -7.33% | |
| 19 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.26% | -0.01% | +4.18% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.22% | -0.25% | +111.96% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.96% | +0.02% | -1.34% | |
| 22 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.96% | +0.02% | +226.59% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.95% | -0.08% | -5.56% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.91% | -0.01% | -5.65% | |
| 25 | BND | Vanguard Total Bond Market | ETF-Other | 0.90% | -0.02% | +0.62% | |
| 26 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.88% | +0.24% | +34.04% | |
| 27 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.87% | -0.59% | -38.81% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.86% | -0.04% | -1.94% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.76% | +0.06% | +15.29% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | -0.08% | -6.57% | |
| 31 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.71% | — | +2.45% | |
| 32 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.70% | -0.02% | +39.79% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | +0.01% | -6.69% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | -0.14% | -3.50% | |
| 35 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.62% | -0.18% | +4.00% | |
| 36 | IAU | Ishares Gold Trust | ETF-Commodities | 0.61% | -0.10% | +19.34% | |
| 37 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.55% | +0.04% | +10.62% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.53% | — | -3.17% | |
| 39 | BIDD | Ishares International Divide | ETF-Other | 0.53% | -0.35% | -4.56% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.23% | +3.96% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.47% | -0.11% | -7.83% | |
| 42 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.46% | -0.06% | +2205.76% | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.46% | -0.07% | -7.34% | |
| 44 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.45% | +0.23% | -16.81% | |
| 45 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.45% | — | +25.36% | |
| 46 | T | At&t Inc | Stock-Comm Services | 0.44% | -0.13% | -4.57% | |
| 47 | BA | Boeing Co/the | Stock-Industrials | 0.43% | -0.05% | -8.66% | |
| 48 | XLF | Ss Financial Select Sector | ETF-Other | 0.42% | -0.09% | +23.11% | |
| 49 | MLN | Vaneck Long Muni ETF | ETF-Other | 0.41% | -0.01% | -16.66% | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.40% | +0.03% | +34.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VFLO | Victoryshares Free Cash Flow | +0.8% | +31.21% | Add |
| 2 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.7% | +226.59% | Add |
| 3 | IEMG | Ishares Core Msci Emerging | +0.6% | +111.96% | Add |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.6% | +31.50% | Add |
| 5 | TOTL | Ss Doubleline Tr Tact ETF | +0.4% | +2205.76% | Add |
| 6 | IVE | Ishares S&p 500 Value ETF | +0.3% | +480.93% | Add |
| 7 | BAI | Ishrs Ai In And Tech Act ETF | +0.2% | +34.04% | Add |
| 8 | MTUM | Ishares Msci USA Momentum Fa | +0.2% | +39.79% | Add |
| 9 | IAU | Ishares Gold Trust | +0.1% | +19.34% | Add |
| 10 | SLV | Ishares Silver Trust | +0.1% | +115.15% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | -5.65% | Trim |
| 12 | MDY | State Street Spdr S&p Midcap | +0.1% | +63.67% | Add |
| 13 | WFC 7.5 PERP LBond | Wells Fargo & Company | +0.1% | +94.59% | Add |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +9.74% | Add |
| 15 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +34.91% | Add |
| 16 | VCRB | Vanguard Core Bond ETF | +0.1% | +276.23% | Add |
| 17 | VUG | Vanguard Growth ETF | +0.1% | +15.29% | Add |
| 18 | VOOV | Vanguard S&p 500 Value ETF | +0.1% | +25.36% | Add |
| 19 | BAC | Bank Of America CORP | +0.1% | +563.30% | Add |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | -6.69% | Trim |
| 21 | LRCX | Lam Research CORP | +0.1% | +82.64% | Add |
| 22 | WBD | Warner Bros Discovery Inc | +0.1% | +236.93% | Add |
| 23 | XLF | Ss Financial Select Sector | +0.1% | +23.11% | Add |
| 24 | XLK | Ss Technology Select Sector | +0.1% | +206.35% | Add |
| 25 | XLG | Invesco S&p 500 Top 50 ETF | +0.1% | +4.18% | Add |
| 26 | TSLA | Tesla Inc | 0% | -1.35% | Trim |
| 27 | VOO | Vanguard S&p 500 ETF | 0% | +3.77% | Add |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +1.40% | Add |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | — | +1.31% | Add |
| 30 | MLN | Vaneck Long Muni ETF | -0.1% | -16.66% | Trim |
| 31 | XMPT | Vaneck Cef Muni Income ETF | -0.1% | -18.75% | Trim |
| 32 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -0.1% | -16.11% | Trim |
| 33 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | -0.1% | -16.81% | Trim |
| 34 | HYMB | Ss Spdr N Ice Hy Muni ETF | -0.1% | -22.08% | Trim |
| 35 | AMD | Advanced Micro Devices | -0.1% | -6.59% | Trim |
| 36 | AMZN | Amazon.com Inc | -0.1% | -4.49% | Trim |
| 37 | META | Meta Platforms Inc-class A | -0.2% | -6.83% | Trim |
| 38 | AAPL | Apple Inc | -0.3% | -6.02% | Trim |
| 39 | PLTR | Palantir Technologies Inc-a | -0.3% | -4.08% | Trim |
| 40 | MSFT | Microsoft CORP | -0.4% | -11.81% | Trim |
| 41 | JQUA | Jpmorgan US Quality Factor | -0.6% | -38.81% | Trim |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | -2.5% | -28.13% | Trim |
| 43 | CGDV | Cap Group Dividend Value | — | NEW | New buy |
| 44 | ITA | Ishares U.s. Aerospace & Def | — | NEW | New buy |
| 45 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 46 | UL | Unilever PLC | — | EXIT | Sold out |
| 47 | CGBL | Cap Group Core Balanced | — | NEW | New buy |
| 48 | MU | Micron Technology Inc | — | NEW | New buy |
| 49 | TER | Teradyne Inc | — | NEW | New buy |
| 50 | WDC | Western Digital 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 454 disclosed positions in Q4 2025.
During Q4 2025, Keystone Financial Group's top holdings by market value included AAPL (6.9%)、SPY (5.9%)、PLTR (3.3%). The largest single position, AAPL, represented 6.9% of total portfolio value.
In Q4 2025, Keystone Financial Group made 50 total portfolio adjustments, initiating 7 new buys, adding to 26 positions, trimming 16 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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