Keystone Financial Group Portfolio Stock Holdings
Keystone Financial Group disclosed 567 stock positions valued at approximately $1.7 billion in its latest SEC 13F filing. The largest holdings include APPLE INC, STATE STR SPDR S&P 500 ETF T, and SPDR SERIES TRUST. The filing reflects positions held as of June 30, 2026 and was filed on July 29, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 567
- Portfolio Value
- $1.7B
Holdings by Sector
Keystone Financial Group Portfolio Holdings in Q2 2026
509 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 5.80% | 337,758 | -3,357 | -0.98% | $97,733,549 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 4.78% | 107,838 | -8,110 | -6.99% | $80,530,354 |
| SPDR SERIES TRUST | SPLG | Other | 4.16% | 798,870 | +84,738 | +11.87% | $70,204,683 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 3.63% | 63,366 | +617 | +0.98% | $61,147,827 |
| STATE STREET | SPYG | Other | 3.13% | 442,924 | +60,285 | +15.76% | $52,703,514 |
| VICTORY PORTFOLIOS II | VFLO | Other | 3.02% | 1,112,874 | +33,177 | +3.07% | $50,914,152 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 2.76% | 80,206 | +47,516 | +145.35% | $46,592,490 |
| VANGUARD INDEX FDS | VTI | Other | 2.68% | 122,055 | +777 | +0.64% | $45,165,041 |
| NVIDIA CORPORATION | NVDA | Technology | 2.38% | 200,505 | -15,670 | -7.25% | $40,118,991 |
| TESLA INC | TSLA | Consumer Cyclical | 2.35% | 94,154 | +147 | +0.16% | $39,601,388 |
| BLACKROCK ETF TRUST | DYNF | Other | 2.29% | 566,968 | +24,480 | +4.51% | $38,559,471 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.90% | 274,467 | +8,155 | +3.06% | $32,022,096 |
| VANGUARD INDEX FDS | VOO | Other | 1.49% | 36,618 | +585 | +1.62% | $25,149,378 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.45% | 48,819 | +2,035 | +4.35% | $24,428,312 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.42% | 100,173 | +1,236 | +1.25% | $23,875,233 |
| JPMORGAN CHASE &CO | JPM | Financial Services | 1.18% | 60,800 | +280 | +0.46% | $19,901,665 |
| META PLATFORMS INC | META | Communication Services | 1.15% | 34,432 | +150 | +0.44% | $19,395,181 |
| ISHARES CORE MSCI | IEMG | Other | 1.12% | 227,985 | -58,203 | -20.34% | $18,886,332 |
| MICROSOFT CORP | MSFT | Technology | 1.05% | 47,541 | -2,142 | -4.31% | $17,733,792 |
| INVESCO QQQ TR | QQQ | Other | 1.02% | 23,246 | -1,771 | -7.08% | $17,118,559 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 0.95% | 439,583 | +38,113 | +9.49% | $16,057,967 |
| STATE STREET | SPTL | Other | 0.83% | 533,951 | +202,388 | +61.04% | $14,005,531 |
| VANGUARD TOTAL BOND | BND | Other | 0.83% | 190,374 | +20,738 | +12.22% | $13,975,391 |
| ALPHABET INC | GOOG | Communication Services | 0.78% | 37,278 | -508 | -1.34% | $13,171,462 |
| VANGUARD VALUE INDEX | VTV | Other | 0.76% | 59,136 | -453 | -0.76% | $12,887,484 |
| BERKSHIRE HATHAWAY | BRK-A | Financial Services | 0.75% | 17 | - | - | $12,730,450 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.71% | 47,287 | -1,567 | -3.21% | $12,009,543 |
| VANGUARD INDEX FDS | VUG | Other | 0.70% | 136,573 | +115,105 | +536.17% | $11,764,400 |
| ALPHABET INC | GOOGL | Communication Services | 0.68% | 32,179 | +790 | +2.52% | $11,499,894 |
| ISHARES MSCI USA | MTUM | Other | 0.67% | 32,851 | -8,730 | -21.00% | $11,262,390 |
| T ROWE | TCAF | Other | 0.62% | 254,143 | -315 | -0.12% | $10,445,300 |
| ISHARES TR | IVV | Other | 0.55% | 12,359 | -3,019 | -19.63% | $9,255,254 |
| VANGUARD S&P | VOOG | Other | 0.51% | 104,576 | +87,823 | +524.22% | $8,640,036 |
| GLOBAL X | SHLD | Other | 0.49% | 139,364 | +33,938 | +32.19% | $8,321,446 |
| VANGUARD DIVIDEND | VIG | Other | 0.49% | 34,650 | +1,831 | +5.58% | $8,199,006 |
| ISHARES TR | IVE | Other | 0.45% | 33,356 | +5,650 | +20.39% | $7,573,907 |
| VANECK LONG MUNI ETF | MLN | Other | 0.44% | 413,409 | +38,108 | +10.15% | $7,350,417 |
| VANGUARD S&P | VOOV | Other | 0.42% | 32,393 | +2,417 | +8.06% | $7,100,851 |
| ISHARES TR | QUAL | Other | 0.42% | 32,065 | +2,633 | +8.95% | $7,035,897 |
| VANGUARD SMALL | VB | Other | 0.40% | 22,348 | +1,242 | +5.88% | $6,774,140 |
| VANECK CEF MUNICIPAL | XMPT | Other | 0.40% | 301,992 | +31,918 | +11.82% | $6,746,493 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.40% | 5,807 | +1,542 | +36.15% | $6,703,452 |
| EXXON MOBIL CORP | XOM | Energy | 0.39% | 47,877 | -5,328 | -10.01% | $6,545,779 |
| STATE STREET SPDR NUVEEN | HYMB | Other | 0.39% | 256,304 | +26,718 | +11.64% | $6,520,362 |
| BOEING CO | BA | Industrials | 0.38% | 29,287 | +1,018 | +3.60% | $6,339,703 |
| VANGUARD MID | VO | Other | 0.37% | 78,152 | +60,019 | +330.99% | $6,296,684 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.36% | 27,262 | +998 | +3.80% | $6,011,004 |
| ISHARES TR | ITOT | Other | 0.35% | 35,806 | -500 | -1.38% | $5,881,856 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.34% | 21,402 | -512 | -2.34% | $5,785,218 |
| STATE STREET DOUBLELINE | TOTL | Other | 0.33% | 141,445 | -3,310 | -2.29% | $5,582,842 |
| ISHARES CURRENCY | HEFA | Other | 0.33% | 117,305 | -32,399 | -21.64% | $5,504,523 |
| ELI LILLY AND CO | LLY | Healthcare | 0.32% | 4,531 | +338 | +8.06% | $5,434,438 |
| CAPITAL GROUP CORE | CGUS | Other | 0.32% | 121,789 | +43,744 | +56.05% | $5,417,180 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.32% | 36,740 | +10,293 | +38.92% | $5,387,605 |
| AT&T INC | T | Communication Services | 0.32% | 259,648 | +10,978 | +4.41% | $5,374,725 |
| ISHARES CORE | IAGG | Other | 0.30% | 100,426 | +17,604 | +21.26% | $5,081,550 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.28% | 30,136 | +12,685 | +72.69% | $4,762,418 |
| VANGUARD RUSSELL | VONE | Other | 0.28% | 14,048 | +2,187 | +18.44% | $4,758,384 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.28% | 87,798 | -20,377 | -18.84% | $4,706,858 |
| CHEVRON CORPORATION | CVX | Energy | 0.27% | 27,951 | -1,359 | -4.64% | $4,633,214 |
| ISHARES SEMICONDUCTOR | SOXX | Other | 0.27% | 7,056 | +309 | +4.58% | $4,521,378 |
| INVESCO S&P 500 EQUAL | RSP | Other | 0.27% | 21,232 | +63 | +0.30% | $4,517,558 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.27% | 6,364 | - | - | $4,476,182 |
| VICTORYSHARES US | CFO | Other | 0.26% | 54,525 | -15,182 | -21.78% | $4,366,296 |
| WALMART INC | WMT | Consumer Defensive | 0.25% | 36,764 | -341 | -0.92% | $4,163,859 |
| ISHARES CORE | DGRO | Other | 0.24% | 53,379 | +2,252 | +4.40% | $4,045,596 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.24% | 21,038 | +1,815 | +9.44% | $4,008,190 |
| ISHARES MSCI USA MIN VOL | USMV | Other | 0.23% | 41,029 | +890 | +2.22% | $3,957,674 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.23% | 5,177 | -63 | -1.20% | $3,950,739 |
| DISNEY WALT CO | DIS | Communication Services | 0.23% | 40,839 | +8,926 | +27.97% | $3,930,798 |
| JPMORGAN US | JQUA | Other | 0.23% | 53,620 | -142,673 | -72.68% | $3,875,634 |
| VANGUARD S&P | VIOO | Other | 0.23% | 27,976 | +1,238 | +4.63% | $3,847,807 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.23% | 7,344 | +1,494 | +25.54% | $3,836,640 |
| TAIWAN SEMICONDUCTOR M F | TSM | Technology | 0.23% | 7,974 | +652 | +8.90% | $3,807,931 |
| WESTERN DIGITAL CORP | WDC | Technology | 0.22% | 5,896 | +636 | +12.09% | $3,765,789 |
| VANGUARD S&P | IVOO | Other | 0.22% | 28,637 | +220 | +0.77% | $3,734,326 |
| FIRST TRUST | RDVY | Other | 0.22% | 45,782 | +4,378 | +10.57% | $3,711,092 |
| ISHARES GOLD TR | IAU | Other | 0.22% | 48,897 | -3,712 | -7.06% | $3,692,252 |
| ISHARES ULTRA | ICSH | Other | 0.22% | 72,538 | +72,538 | +100.00% | $3,668,991 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.22% | 20,119 | +2,146 | +11.94% | $3,639,728 |
| ABBVIE INC | ABBV | Healthcare | 0.21% | 14,346 | -4,588 | -24.23% | $3,610,038 |
| IONQ INC | IONQ | Technology | 0.21% | 67,023 | +4,285 | +6.83% | $3,569,654 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.21% | 10,392 | +8,202 | +374.52% | $3,543,880 |
| ISHARES CORE S&P | IJR | Other | 0.21% | 23,852 | -27 | -0.11% | $3,537,563 |
| VANGUARD MALVERN FDS | VCRB | Other | 0.20% | 44,625 | +18,965 | +73.91% | $3,446,528 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.20% | 63,859 | +15,009 | +30.72% | $3,391,570 |
| ISHARES INTL | 09290C848 | Other | 0.20% | 112,128 | -172,975 | -60.67% | $3,366,071 |
| BROADCOM INC | AVGO | Technology | 0.20% | 8,859 | +648 | +7.89% | $3,346,303 |
| CATERPILLAR INC | CAT | Industrials | 0.20% | 3,127 | +49 | +1.59% | $3,330,153 |
| ISHARES TR | IWM | Other | 0.19% | 10,925 | +1,390 | +14.58% | $3,282,549 |
| CAPITAL GROUP | CGGR | Other | 0.19% | 69,522 | +3,434 | +5.20% | $3,281,427 |
| STATE STREET | SPYV | Other | 0.19% | 53,858 | -10 | -0.02% | $3,274,013 |
| STATE STREET | SPMB | Other | 0.19% | 144,536 | -27,171 | -15.82% | $3,224,614 |
| ISHARES CORE S&P MID-CAP | IJH | Other | 0.19% | 41,435 | +18,015 | +76.92% | $3,195,028 |
| ISHARES AEROSPACE | ITA | Other | 0.19% | 13,087 | +5,066 | +63.16% | $3,172,501 |
| ISHARES GLOBAL TECH ETF | IXN | Other | 0.19% | 21,922 | -122 | -0.55% | $3,167,345 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.19% | 8,847 | -1,181 | -11.78% | $3,120,327 |
| CHIPOTLE MEXICAN GRILL I | CMG | Consumer Cyclical | 0.18% | 91,029 | +3,421 | +3.90% | $3,094,986 |
| WELLS FARGO & C 7.5 PFD | WFC-L | Other | 0.18% | 2,627 | - | - | $3,039,439 |
| INVESCO NATIONAL | PZA | Other | 0.18% | 128,165 | +1,591 | +1.26% | $3,014,444 |