SEC Form 13F

Keystone Financial Group, Inc. 13F Holdings

Inspect Keystone Financial Group, Inc.'s 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-22T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-22
Reported value
$190,532,427
Positions
122

Disclosed positions

DIMENSIONAL ETF TRUSTDFAUUS CORE EQT MKT$32,096,561620,943SHNone
VANGUARD MALVERN FDSVPLSCORE-PLUS BD ETF$22,728,755292,988SHNone
SCHWAB STRATEGIC TRSCHDUS DIVIDEND EQ$12,062,973380,415SHNone
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$11,692,31349,414SHNone
VANGUARD MUN BD FDSVSDMSHORT TAX EXEMPT$10,896,287142,196SHNone
DIMENSIONAL ETF TRUSTDFAXWORLD EX US CORE$9,931,157269,575SHNone
VANGUARD WHITEHALL FDSVIGIINTL DVD ETF$9,810,187105,057SHNone
VANGUARD MUN BD FDSVCRMCORE TAX EXEMPT$8,335,575109,104SHNone
FB FINL CORPFBKCOM$7,375,554133,253SHNone
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$6,778,543152,808SHNone
DIMENSIONAL ETF TRUSTDFSDSHOR DUR FIX ETF$6,676,530139,823SHNone
BLACKROCK ETF TRUST IIINMUISHAR INTER ETF$5,920,904244,206SHNone
VANGUARD MALVERN FDSVSDBSHOR DURA BD ETF$4,604,35460,314SHNone
FIRST TR EXCHANGE-TRADED FDEMLPNO AMER ENERGY$3,580,65982,314SHNone
DIMENSIONAL ETF TRUSTDFAWWORLD EQUITY ETF$2,956,97435,717SHNone
ISHARES TRUSRTCRE U S REIT ETF$2,936,38644,189SHNone
ISHARES TRITOTCORE S&P TTL STK$2,528,21915,391SHNone
ISHARES TRSGOV0-3 MTH TREASURY$2,311,19122,958SHNone
ISHARES TRVLUEMSCI USA VALUE$2,244,70011,234SHNone
ISHARES TRIEFACORE MSCI EAFE$1,627,98216,856SHNone
VANGUARD INDEX FDSVTITOTAL STK MKT$1,320,5423,569SHNone
ISHARES TRIXUSCORE MSCI TOTAL$1,277,82213,389SHNone
SPDR SERIES TRUSTSPTMST STR PR SP1500$1,258,60913,863SHNone
ISHARES TRIJRCORE S&P SCP ETF$1,183,0827,977SHNone
ISHARES TRISTBCORE 1 5 YR USD$1,103,67122,874SHNone
TRUIST FINL CORPTFCCOM$1,098,05922,041SHNone
ISHARES INCIEMGCORE MSCI EMKT$941,02111,359SHNone
ISHARES U S ETF TRMEARSHOR MAT MUN ETF$897,77717,820SHNone
VANGUARD INDEX FDSVTVVALUE ETF$889,8044,083SHNone
ISHARES TRMTUMMSCI USA MMENTM$831,8072,426SHNone
BLACKROCK ETF TRUST IIBRTRISHA TOTA RE ETF$793,52515,768SHNone
NVIDIA CORPORATIONNVDACOM$695,8053,477SHNone
UNITED CMNTY BKS BLAIRSVLE GUCBCOM$644,78718,245SHNone
VANGUARD INDEX FDSVUGGROWTH ETF$619,5967,193SHNone
ISHARES TRUSMVMSCI USA MIN ETF$452,2804,689SHNone
SCHWAB STRATEGIC TRSCHYINTERNL DIVID$427,68413,479SHNone
JOHNSON & JOHNSONJNJCOM$408,7351,609SHNone
DIMENSIONAL ETF TRUSTDFSUUS SUSTAINABILTY$399,2768,563SHNone
TRAVELERS COMPANIES INCTRVCOM$376,0321,139SHNone
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$364,284728SHNone
CISCO SYS INCCSCOCOM$357,8463,047SHNone
ISHARES TRIGSBISHS 1-5YR INVS$335,6236,404SHNone
AMGEN INCAMGNCOM$331,814916SHNone
INNOVATOR ETFS TRUSTPFEBUS EQTY PWR BUF$312,4437,256SHNone
MICROSOFT CORPMSFTCOM$290,931780SHNone
WEC ENERGY GROUP INCWECCOM$283,9292,432SHNone
SOUTHERN COSOCOM$275,1202,875SHNone
ISHARES TRIUSGCORE S&P US GWT$270,0771,436SHNone
ABBVIE INCABBVCOM$262,9211,045SHNone
ALPS ETF TRENFRALERIAN ENERGY$262,2426,883SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.