Keystone Financial Group
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.46B
Q ending 2026-03-31
Prior quarter
$1.35B
Q ending 2025-12-31
Change
+8.1% QoQ · +48.5% YoY
Positions
524
reported holdings
Largest positions
Top 100 of 524 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $87.9M | 341K |
| State Street Spdr S&P 500 Etf Tr | SPY | Shares | $78.6M | 116K |
| Spdr Series Trust | SPYM | Shares | $54.7M | 714K |
| Victory Portfolios Ii | VFLO | Shares | $42.6M | 1.1M |
| Seagate Technology H F | Shares | $40.2M | 63K | |
| Nvidia Corporation | NVDA | Shares | $39.2M | 216K |
| Vanguard Total Stock Market Ind | VTI | Shares | $39.1M | 121K |
| Palantir Technologies Inclass | PLTR | Shares | $38.9M | 266K |
| State Street | SPYG | Shares | $37.5M | 383K |
| Tesla Inc | TSLA | Shares | $35.5M | 94K |
| Blackrock Etf Trust | DYNF | Shares | $31.6M | 542K |
| Amazon.Com Inc | AMZN | Shares | $23.7M | 99K |
| Advanced Micro Devic | AMD | Shares | $23.5M | 80K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $22.4M | 47K |
| Vanguard S&P 500 Etf | VOO | Shares | $21.9M | 36K |
| Meta Platforms Inc Class | META | Shares | $20.5M | 34K |
| Ishares Core Msci Emerging M | IEMG | Shares | $20.0M | 286K |
| Microsoft Corp | MSFT | Shares | $18.7M | 50K |
| Jpmorgan Chase & Co | JPM | Shares | $18.6M | 61K |
| Invesco Qqq Tr | QQQ | Shares | $14.5M | 25K |
| Blackrock Etf Trust | BAI | Shares | $13.8M | 419K |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $13.6M | 401K |
| Vanguard Total Bond Market Ind | BND | Shares | $12.5M | 170K |
| Berkshire Hathaway Inc Dclass | BRK/A | Shares | $12.2M | 17 |
| Jpmorgan Us | JQUA | Shares | $12.0M | 196K |
| Vanguard Value Index Fund Etf S | VTV | Shares | $11.7M | 60K |
| Johnson & Johnson | JNJ | Shares | $11.6M | 49K |
| Alphabet Inc Class | GOOG | Shares | $11.5M | 38K |
| Ishares Core S&P 500 Etf | IVV | Shares | $10.1M | 15K |
| Ishares Msci Usa Momentum F | MTUM | Shares | $10.1M | 42K |
| Alphabet Inc | GOOGL | Shares | $9.8M | 31K |
| Vanguard Growth Index Fund Etf S | VUG | Shares | $9.4M | 21K |
| T Rowe | TCAF | Shares | $9.1M | 254K |
| Exxon Mobil Corp | XOM | Shares | $9.0M | 53K |
| State Street | SPTL | Shares | $8.7M | 332K |
| Ishares U S | THRO | Shares | $8.6M | 237K |
| Ishares Intl | BIDD | Shares | $8.1M | 285K |
| Global X Defense Tech Etf | SHLD | Shares | $7.5M | 105K |
| Vanguard Dividend Appreciati | VIG | Shares | $7.1M | 33K |
| Vanguard S&P | VOOG | Shares | $6.8M | 17K |
| At&T Inc | T | Shares | $6.6M | 249K |
| Vaneck Long Muni Etf | MLN | Shares | $6.6M | 375K |
| Mcdonalds Corp | MCD | Shares | $6.5M | 22K |
| Ishares Currency | HEFA | Shares | $6.4M | 150K |
| Boeing Co | BA | Shares | $6.3M | 28K |
| Lowes Cos Inc | LOW | Shares | $6.2M | 26K |
| Vanguard S&P | VOOV | Shares | $6.1M | 30K |
| Chevron Corporation | CVX | Shares | $6.1M | 29K |
| Vaneck Cef Municipal Income Etf | XMPT | Shares | $5.9M | 270K |
| Ishares S&P | IVE | Shares | $5.9M | 28K |
| State Street Spdr Nuveenice High Y | HYMB | Shares | $5.8M | 230K |
| State Street Doubleline Total Retu | TOTL | Shares | $5.8M | 145K |
| Ishares Msci Usa Qualityfactor Etf | QUAL | Shares | $5.7M | 29K |
| Vanguard Small | VB | Shares | $5.5M | 21K |
| American Funds Washington Mutual F | WMFFX | Shares | $5.5M | 81K |
| Select Sector Spdr Tr | XLF | Shares | $5.4M | 108K |
| Ishares Core S&P Total U.S. Stock | ITOT | Shares | $5.2M | 36K |
| Vanguard Mid | VO | Shares | $5.2M | 18K |
| Victoryshares Us | CFO | Shares | $5.2M | 70K |
| Procter &Gamble Co | PG | Shares | $5.2M | 36K |
| American Funds Growth Fund Of Amer | GFFFX | Shares | $5.0M | 61K |
| Ishares Gold Tr | IAU | Shares | $4.6M | 53K |
| Walmart Inc | WMT | Shares | $4.6M | 37K |
| Ishares Core | IAGG | Shares | $4.1M | 83K |
| Abbvie Inc | ABBV | Shares | $4.1M | 19K |
| Invesco S&P 500 Equal Weight Etf | RSP | Shares | $4.1M | 21K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $4.0M | 6K |
| American Funds Income Fund Of Amer | AMEFX | Shares | $4.0M | 145K |
| Walt Disney | DIS | Shares | $4.0M | 39K |
| Eli Lilly And Co | LLY | Shares | $3.9M | 4K |
| State Street | SPMB | Shares | $3.8M | 172K |
| American Funds Capital World Gr&In | WGIFX | Shares | $3.8M | 48K |
| Ishares Msci Usa Min Volfactor Etf | USMV | Shares | $3.7M | 40K |
| Ishares Core | DGRO | Shares | $3.6M | 51K |
| Vanguard Russell | VONE | Shares | $3.5M | 12K |
| Abbott Labs | ABT | Shares | $3.5M | 37K |
| Grayscale Bitcoin Trust Etf | GBTC | Shares | $3.4M | 58K |
| Home Depot Inc | HD | Shares | $3.3M | 10K |
| Vanguard S&P | IVOO | Shares | $3.2M | 28K |
| Ishares Flexible | BINC | Shares | $3.1M | 60K |
| Netflix Inc | NFLX | Shares | $3.1M | 33K |
| Ishares Core S&P Small-Cap | IJR | Shares | $3.1M | 24K |
| Wells Fargo & C 7.5 Pfdconv Ser L | WFC 7.5 PERP L | Shares | $3.1M | 3K |
| American Funds American Balanced F | AMBFX | Shares | $3.1M | 78K |
| Vanguard S&P | VIOO | Shares | $3.1M | 27K |
| State Street | SPYV | Shares | $3.0M | 54K |
| Pepsico Inc | PEP | Shares | $3.0M | 20K |
| Capital Group Core Equity Etf | CGUS | Shares | $3.0M | 78K |
| State Street Energy Select Sec | XLE | Shares | $3.0M | 49K |
| Philip Morris Intl Inc | PM | Shares | $3.0M | 18K |
| American Funds Capital Income Bldr | CAIFX | Shares | $3.0M | 36K |
| Chipotle Mexican Grill I | CMG | Shares | $2.9M | 88K |
| Invesco National | PZA | Shares | $2.9M | 127K |
| First Trust | RDVY | Shares | $2.8M | 41K |
| Merck & Co. Inc. | MRK | Shares | $2.7M | 23K |
| State Street | DIA | Shares | $2.7M | 6K |
| Capital Group | CGGR | Shares | $2.7M | 66K |
| Taiwan Semiconductor Manufac | TSM | Shares | $2.6M | 7K |
| Visa Inc | V | Shares | $2.6M | 9K |
| Coca Cola Co | KO | Shares | $2.6M | 34K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.