KF

Keystone Financial Group

Diversified strategyMomentum followerSector-focused

Total reported value

$1.5B

Reporting period: 2026-03-31 · Number of holdings: 528

Keystone Financial Group disclosed 528 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.5B and a quarterly turnover rate of 18.1%.

Personality snowflake

Concentration
6.76
Portfolio Stability
18.13
Momentum/Contrarian
100
Sector conviction
74.48
Diversification
100
Sizing Uniformity
71.95

Recent moves

  • Add STX

    -0.1%　$22.9M

  • Trim XLG

    -95.6%　-$16.3M

  • Trim AAPL

    -0.1%　-$4.9M

  • Add SPYM

    +36.3%　$12.6M

  • Trim PLTR

    +7.0%　-$5.3M

  • Trim TSLA

    +3.8%　-$5.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 524 holdings (of 528 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AAPLApple INCStock-Tech6.02%-0.85%-0.15%
2SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth5.38%-0.55%-1.44%
3SPYMSte Str Spdr Pt S&p 500 ETFETF-Large Cap & Growth3.74%+0.63%+36.31%
4VFLOVictoryshares Free Cash FlowETF-Other2.92%-0.13%+3.09%
5STXSeagate Technology Holdings plcStock-Tech2.75%+1.47%-0.11%
6NVDANvidia CORPStock-Tech2.68%—+0.45%
7VTIVanguard Total Stock Mkt ETFETF-Other2.68%-0.29%+1.27%
8PLTRPalantir Technologies Inc-aStock-Tech2.66%-0.61%+7.03%
9SPYGSs Spdr P S&p 500 Growth ETFETF-Large Cap & Growth2.56%—+9.41%
10TSLATesla INCStock-Consumer Disc2.43%-0.58%+3.83%
11DYNFIshrs US E F R A Etf-usd INCETF-Other2.16%-0.32%-1.44%
12AMZNAmazon.com INCStock-Consumer Disc1.62%-0.02%+2.94%
13AMDAdvanced Micro DevicesStock-Tech1.61%+0.30%-3.20%
14BRK-BBerkshire Hathaway Inc-cl BStock-Other1.53%—+2.59%
15VOOVanguard S&p 500 ETFETF-Large Cap & Growth1.50%—+0.04%
16METAMeta Platforms Inc-class AStock-Comm Services1.40%-0.21%+4.23%
17IEMGIshares Core Msci EmergingETF-Emerging Markets1.37%+0.15%+16.68%
18MSFTMicrosoft CORPStock-Tech1.28%-0.45%+2.74%
19JPMJpmorgan Chase & CoStock-Financials1.27%—+2.66%
20QQQInvesco Qqq Trust Series 1ETF-Tech0.99%+0.03%+17.89%
21BAIIshrs Ai In And Tech Act ETFETF-Tech0.94%+0.06%+16.60%
22BUFRFt Vest Lad Buffervetf-usd IETF-Other0.93%—+5.89%
23BNDVanguard Total Bond MarketETF-Other0.85%—+3.05%
24BRK-ABerkshire Hathaway Inc-cl AStock-Other0.83%——
25JQUAJpmorgan US Quality FactorETF-Other0.82%—+4.95%
26VTVVanguard Value ETFETF-Other0.80%—-1.57%
27JNJJohnson & JohnsonStock-Healthcare0.79%+0.05%+1.72%
28GOOGAlphabet Inc-cl CStock-Comm Services0.79%—-3.67%
29IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.69%+0.06%+23.78%
30MTUMIshares Msci USA Momentum FaETF-Other0.69%—+9.90%
31GOOGLAlphabet Inc-cl AStock-Comm Services0.67%—+6.71%
32VUGVanguard Growth ETFETF-Other0.64%—+2.13%
33TCAFT Rowe Prc Cap AppreciationETF-Other0.62%—+0.74%
34XOMExxon Mobil CORPStock-Energy0.62%+0.15%+1.13%
35SPTLSs Spdr Pf Lng Trm Tsy E-usdETF-Other0.60%+0.15%+43.37%
36THROIshares U.s. Thematic RotatiETF-Other0.59%—+8.81%
37BIDDIshares International DivideETF-Other0.55%—+15.45%
38SHLDGlobal X Defense Tech ETFETF-Tech0.51%+0.13%+31.32%
39VIGVanguard Dividend Apprec ETFETF-Other0.49%—+0.05%
40VOOGVanguard S&p 500 Growth ETFETF-Large Cap & Growth0.47%—+0.75%
41TAt&t INCStock-Comm Services0.45%—+3.67%
42MLNVaneck Long Muni ETFETF-Other0.45%+0.04%+20.06%
43MCDMcdonald's CORPStock-Consumer Disc0.45%—+6.38%
44HEFAIsha Curr Hedged Msci EafeETF-Other0.44%+0.42%+2326.32%
45BABoeing Co/theStock-Industrials0.43%—+5.25%
46LOWLowe's Cos INCStock-Consumer Disc0.43%—+2.27%
47VOOVVanguard S&p 500 Value ETFETF-Large Cap & Growth0.42%—+1.40%
48CVXChevron CORPStock-Energy0.42%+0.13%+13.19%
49XMPTVaneck Cef Muni Income ETFETF-Other0.40%+0.04%+22.51%
50IVEIshares S&p 500 Value ETFETF-Large Cap & Growth0.40%—+8.91%
1–50 of 524

Holding changes this quarter

Keystone Financial Group's most significant position changes for 2026-03-31: New buy: Amer Fnd Wash Mut Inv-f2 (WMFFX); New buy: Amer Fnd Grw Fd Of Am-f2 (GFFFX); New buy: Amer Fnds INC Of Amer-f2 (AMEFX); New buy: Af Cap Wlrd Gr & Inc-f2 (WGIFX); New buy: American Balanced Fund-f2 (AMBFX).

Position changes disclosed by Keystone Financial Group for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1STXSeagate Technology Holdings plc+1.5%-0.11%Trim
2SPYMSte Str Spdr Pt S&p 500 ETF+0.6%+36.31%Add
3HEFAIsha Curr Hedged Msci Eafe+0.4%+2326.32%Add
4AMDAdvanced Micro Devices+0.3%-3.20%Trim
5IEMGIshares Core Msci Emerging+0.2%+16.68%Add
6XOMExxon Mobil CORP+0.2%+1.13%Add
7SPTLSs Spdr Pf Lng Trm Tsy E-usd+0.2%+43.37%Add
8PZAInvesco National Amt-free Mu+0.2%+378.79%Add
9IWMIshares Russell 2000 ETF+0.2%+1062.80%Add
10SHLDGlobal X Defense Tech ETF+0.1%+31.32%Add
11CVXChevron CORP+0.1%+13.19%Add
12IVWIshares S&p 500 Growth ETF+0.1%+451.49%Add
13GOVTIshares US Treasury Bond ETF+0.1%+466.40%Add
14GLWCorning INC+0.1%+144.60%Add
15ALBAlbemarle CORP+0.1%+233.10%Add
16BAIIshrs Ai In And Tech Act ETF+0.1%+16.60%Add
17IVVIshares Core S&p 500 ETF+0.1%+23.78%Add
18JNJJohnson & Johnson+0.1%+1.72%Add
19HYMBSs Spdr N Ice Hy Muni ETF+0.1%+23.76%Add
20MLNVaneck Long Muni ETF0%+20.06%Add
21XMPTVaneck Cef Muni Income ETF0%+22.51%Add
22QQQInvesco Qqq Trust Series 10%+17.89%Add
23AMZNAmazon.com INC0%+2.94%Add
24ABTAbbott Laboratories-0.1%-2.79%Trim
25VFLOVictoryshares Free Cash Flow-0.1%+3.09%Add
26METAMeta Platforms Inc-class A-0.2%+4.23%Add
27IAUIshares Gold Trust-0.3%-48.24%Trim
28VTIVanguard Total Stock Mkt ETF-0.3%+1.27%Add
29DYNFIshrs US E F R A Etf-usd INC-0.3%-1.44%Trim
30MSFTMicrosoft CORP-0.5%+2.74%Add
31SPYSs Spdr S&p 500 ETF Trust-us-0.6%-1.44%Trim
32TSLATesla INC-0.6%+3.83%Add
33PLTRPalantir Technologies Inc-a-0.6%+7.03%Add
34AAPLApple INC-0.9%-0.15%Trim
35XLGInvesco S&p 500 Top 50 ETF-1.2%-95.59%Trim
36WMFFXAmer Fnd Wash Mut Inv-f2—NEWNew buy
37GFFFXAmer Fnd Grw Fd Of Am-f2—NEWNew buy
38AMEFXAmer Fnds INC Of Amer-f2—NEWNew buy
39WGIFXAf Cap Wlrd Gr & Inc-f2—NEWNew buy
40AMBFXAmerican Balanced Fund-f2—NEWNew buy
41CAIFXAmer Fnds Cap INC Bldr-f2—NEWNew buy
42ICAFXAmer Fnd Inv Co Of Am-f2—NEWNew buy
43AVDEAvantis International Equity—NEWNew buy
44SGUXXSchwab Govt Mny Fnd-ult—NEWNew buy
45IJSIshares S&p Small-cap 600 Va—NEWNew buy
46EEMIshares Msci Emerging Market—NEWNew buy
47CLXClorox Company—NEWNew buy
48NEFFXAmer Fnds New Economy-f2—NEWNew buy
49NFFFXAmer Fnds New World-f2—NEWNew buy
50IWLIshares Russell Top 200 ETF—NEWNew buy

FAQ

What is Keystone Financial Group and what type of investor is it?
Keystone Financial Group is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.5B, spread across 528 disclosed positions.
What are Keystone Financial Group's largest equity positions?
Based on the latest 13F filing, Keystone Financial Group's top holdings by market value are: 1. Apple INC (AAPL) — $87.9M (6.0%) 2. Ss Spdr S&p 500 ETF Trust-us (SPY) — $78.6M (5.4%) 3. Ste Str Spdr Pt S&p 500 ETF (SPYM) — $54.7M (3.7%) 4. Victoryshares Free Cash Flow (VFLO) — $42.6M (2.9%) 5. Seagate Technology Holdings plc (STX) — $40.2M (2.8%)
What changes did Keystone Financial Group make in its most recent portfolio filing?
In the latest reported quarter, Keystone Financial Group made 50 notable position adjustments: 15 new positions were initiated, 27 existing holdings were added to, 8 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Amer Fnd Wash Mut Inv-f2 (WMFFX); New buy: Amer Fnd Grw Fd Of Am-f2 (GFFFX); New buy: Amer Fnds INC Of Amer-f2 (AMEFX); New buy: Af Cap Wlrd Gr & Inc-f2 (WGIFX); New buy: American Balanced Fund-f2 (AMBFX)
What sectors does Keystone Financial Group focus on?
Keystone Financial Group is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 44.8% • Consumer Discretionary: 14.0% • Financials: 10.1% • Communication Services: 9.2% • Health Care: 5.8% • Consumer Staples: 4.7%