SEC Form 13F

Keystone Financial Planning, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-16
Reported value$387,930,341
Positions39

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SCHWAB STRATEGIC TRSCHDUS DIVIDEND EQ$198,198,5826,250,349
US BANCORPUSBCOM NEW$13,672,174226,360
CHEVRON CORPORATIONCVXCOM$13,566,49581,844
BANK NOVA SCOTIA B CBNSCOM$11,852,618136,488
GSK PLCGSKSPONSORED ADR$10,252,828195,590
BRITISH AMERN TOB PLCBTISPONSORED ADR$10,207,267165,273
MICROSOFT CORPMSFTCOM$10,022,11526,868
VERIZON COMMUNICATIONS INCVZCOM$9,944,519234,873
MEDTRONIC PLCMDTSHS$9,889,133126,411
UNILEVER PLCULSPON ADR NEW$9,650,583160,522

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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