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CIK: 0001729299
Total reported value
$1.7B
$1.7B
524 檔
18.0%
The Q1 2026 SEC filing reveals that Keystone Financial Group held a total portfolio value of $1.7B, covering 524 public equity positions.
In Q1 2026, Keystone Financial Group displayed an active expansion posture, initiating 59 new positions and adding to 104 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 524 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.02% | -0.22% | -0.15% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.38% | -0.60% | -1.44% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.74% | +0.42% | +36.31% | |
| 4 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 2.92% | +0.10% | +3.09% | |
| 5 | STX | Seagate Technology Holdings plc | Stock-Tech | 2.75% | +0.88% | -0.11% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.68% | -0.30% | +0.45% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.68% | — | +1.27% | |
| 8 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.66% | -0.76% | +7.03% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.56% | +0.56% | +9.41% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.43% | -0.08% | +3.83% | |
| 11 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.16% | +0.13% | -1.44% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.62% | -0.20% | +2.94% | |
| 13 | AMD | Advanced Micro Devices | Stock-Tech | 1.61% | +1.15% | -3.20% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.53% | -0.08% | +2.59% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.50% | -0.01% | +0.04% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.40% | -0.25% | +4.23% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.37% | -0.25% | +16.68% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.28% | -0.23% | +2.74% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.27% | -0.09% | +2.66% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.99% | +0.02% | +17.89% | |
| 21 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.94% | +0.24% | +16.60% | |
| 22 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.93% | +0.02% | +5.89% | |
| 23 | BND | Vanguard Total Bond Market | ETF-Other | 0.85% | -0.02% | +3.05% | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.83% | -0.08% | — | |
| 25 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.82% | -0.59% | +4.95% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.80% | -0.04% | -1.57% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.79% | -0.08% | +1.72% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | -0.01% | -3.67% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | -0.14% | +23.78% | |
| 30 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.69% | -0.02% | +9.90% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.01% | +6.71% | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.64% | +0.06% | +2.13% | |
| 33 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.62% | — | +0.74% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.62% | -0.23% | +1.13% | |
| 35 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.60% | +0.23% | +43.37% | |
| 36 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.59% | -0.18% | +8.81% | |
| 37 | BIDD | Ishares International Divide | ETF-Other | 0.55% | -0.35% | +15.45% | |
| 38 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.51% | -0.02% | +31.32% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.49% | — | +0.05% | |
| 40 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.47% | +0.04% | +0.75% | |
| 41 | T | At&t Inc | Stock-Comm Services | 0.45% | -0.13% | +3.67% | |
| 42 | MLN | Vaneck Long Muni ETF | ETF-Other | 0.45% | -0.01% | +20.06% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.45% | -0.11% | +6.38% | |
| 44 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.44% | -0.11% | +2326.32% | |
| 45 | BA | Boeing Co/the | Stock-Industrials | 0.43% | -0.05% | +5.25% | |
| 46 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.43% | -0.07% | +2.27% | |
| 47 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.42% | — | +1.40% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.42% | -0.15% | +13.19% | |
| 49 | XMPT | Vaneck Cef Muni Income ETF | ETF-Other | 0.40% | — | +22.51% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.40% | +0.05% | +8.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | STX | Seagate Technology Holdings plc | +1.5% | -0.11% | Trim |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.6% | +36.31% | Add |
| 3 | HEFA | Isha Curr Hedged Msci Eafe | +0.4% | +2326.32% | Add |
| 4 | AMD | Advanced Micro Devices | +0.3% | -3.20% | Trim |
| 5 | IEMG | Ishares Core Msci Emerging | +0.2% | +16.68% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.2% | +1.13% | Add |
| 7 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.2% | +43.37% | Add |
| 8 | PZA | Invesco National Amt-free Mu | +0.2% | +378.79% | Add |
| 9 | IWM | Ishares Russell 2000 ETF | +0.2% | +1062.80% | Add |
| 10 | SHLD | Global X Defense Tech ETF | +0.1% | +31.32% | Add |
| 11 | CVX | Chevron CORP | +0.1% | +13.19% | Add |
| 12 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +451.49% | Add |
| 13 | GOVT | Ishares US Treasury Bond ETF | +0.1% | +466.40% | Add |
| 14 | GLW | Corning Inc | +0.1% | +144.60% | Add |
| 15 | ALB | Albemarle CORP | +0.1% | +233.10% | Add |
| 16 | BAI | Ishrs Ai In And Tech Act ETF | +0.1% | +16.60% | Add |
| 17 | IVV | Ishares Core S&p 500 ETF | +0.1% | +23.78% | Add |
| 18 | XAR | Ss Spdr S&p Aerospace Def | +0.1% | +315.42% | Add |
| 19 | JNJ | Johnson & Johnson | +0.1% | +1.72% | Add |
| 20 | HYMB | Ss Spdr N Ice Hy Muni ETF | +0.1% | +23.76% | Add |
| 21 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +28.89% | Add |
| 22 | ET | Energy Transfer LP | +0.1% | +50.66% | Add |
| 23 | MUB | Ishares National Muni Bond E | +0.1% | +336.90% | Add |
| 24 | MLN | Vaneck Long Muni ETF | 0% | +20.06% | Add |
| 25 | XMPT | Vaneck Cef Muni Income ETF | 0% | +22.51% | Add |
| 26 | XLE | Ss Energy Select Sector | 0% | -0.95% | Trim |
| 27 | CAT | Caterpillar Inc | 0% | +21.42% | Add |
| 28 | MPC | Marathon Petroleum CORP | 0% | +0.10% | Add |
| 29 | ZAP | Gx US Electrification ETF | 0% | +100.01% | Add |
| 30 | QQQ | Invesco Qqq Trust Series 1 | 0% | +17.89% | Add |
| 31 | SOXX | Ishares Semiconductor ETF | 0% | +24.09% | Add |
| 32 | LRCX | Lam Research CORP | 0% | +1.87% | Add |
| 33 | CGUS | Cap Group Core Equity | 0% | +27.19% | Add |
| 34 | CGBL | Cap Group Core Balanced | 0% | +51.38% | Add |
| 35 | PAVE | Global X US Infrastructure | 0% | +94.77% | Add |
| 36 | DE | Deere & Co | 0% | +26.31% | Add |
| 37 | WDC | Western Digital CORP | 0% | -8.52% | Trim |
| 38 | TER | Teradyne Inc | 0% | -8.91% | Trim |
| 39 | BIDD | Ishares International Divide | 0% | +15.45% | Add |
| 40 | CGDV | Cap Group Dividend Value | 0% | +26.95% | Add |
| 41 | PFE | Pfizer Inc | 0% | +11.96% | Add |
| 42 | CGCB | Cap Group Core Bond | 0% | +125.72% | Add |
| 43 | MU | Micron Technology Inc | 0% | +12.27% | Add |
| 44 | GLD | Spdr Gold Shares | 0% | +11.00% | Add |
| 45 | FDX | Fedex CORP | 0% | +0.95% | Add |
| 46 | LMT | Lockheed Martin CORP | 0% | +4.77% | Add |
| 47 | VZ | Verizon Communications Inc | 0% | +6.58% | Add |
| 48 | GS | Goldman Sachs Group Inc | 0% | +67.31% | Add |
| 49 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | +77.64% | Add |
| 50 | TOST | Toast Inc-class A | 0% | +102.94% | Add |
According to official SEC Form 13F filings, Keystone Financial Group reported a total U.S. public equity portfolio value of $1.7B across 524 disclosed positions in Q1 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 AAPL, SPY, SPYM) accounted for 18.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
WMFFX
市值: $5.5M
Top Position Liquidated / Trimmed
HYGW
前期市值: $347.8K
During Q1 2026, Keystone Financial Group's top holdings by market value included AAPL (6.0%)、SPY (5.4%)、SPYM (3.7%). The largest single position, AAPL, represented 6.0% of total portfolio value.
In Q1 2026, Keystone Financial Group made 199 total portfolio adjustments, initiating 59 new buys, adding to 104 positions, trimming 28 holdings, and fully liquidating 8 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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