Institutions / Keystone Financial Group, Inc.

Keystone Financial Group, Inc.

CIK 2053642 · Institution · as of Dec 31, 2025

Portfolio value

$190.95M

Positions

136

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 136 →

Company	Class	Value	Shares	% of portfolio
Dimensional ETF Trust	—	$29.69M	634,346	15.5%
iShares Tr	—	$19.02M	189,485	10.0%
Vanguard Malvern Fds	—	$14.18M	181,493	7.4%
Schwab Strategic Tr	—	$10.56M	385,136	5.5%
Vanguard Specialized Funds	—	$10.45M	47,539	5.5%
Vanguard Whitehall Fds	—	$9.35M	102,295	4.9%
FB Financial Corp	—	$8.98M	160,947	4.7%
Vanguard Mun Bd Fds	—	$6.84M	89,432	3.6%
Dimensional ETF Trust	—	$6.44M	196,760	3.4%
BlackRock ETF Trust II	—	$6.42M	267,005	3.4%
Dimensional ETF Trust	—	$6.31M	159,383	3.3%
Dimensional ETF Trust	—	$5.67M	118,269	3.0%
iShares U S ETF Tr	—	$4.01M	79,758	2.1%
BlackRock ETF Trust II	—	$3.79M	74,625	2.0%
iShares Tr	—	$3.65M	33,149	1.9%
First Tr Exchange-Traded Fd	—	$3.12M	82,482	1.6%
iShares U S ETF Tr	—	$2.97M	58,051	1.6%
iShares MSCI UAE ETF	—	$2.70M	18,146	1.4%
Vanguard Malvern Fds	—	$2.58M	33,710	1.4%
Vanguard Mun Bd Fds	—	$2.42M	31,990	1.3%
iShares Tr	—	$2.41M	42,279	1.3%
iShares MSCI UAE ETF	—	$2.00M	23,606	1.0%
Dimensional ETF Trust	—	$1.86M	25,202	1.0%
Innovator Etfs Trust	—	$1.84M	63,317	1.0%
iShares Tr	—	$1.58M	11,525	0.8%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.