Keystone Financial Group Portfolio Stock Holdings
Keystone Financial Group disclosed 524 stock positions valued at approximately $1.5 billion in its latest SEC 13F filing. The largest holdings include APPLE INC, STATE STREET SPDR S&P 500 ETF TRUST, and SPDR SERIES TRUST. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 524
- Portfolio Value
- $1.5B
Holdings by Sector
Keystone Financial Group Portfolio Holdings in Q1 2026
477 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 6.02% | 341,115 | -512 | -0.15% | $87,928,348 |
| STATE STREET SPDR S&P 500 ETF TRUST | SPY | Other | 5.38% | 115,948 | -1,695 | -1.44% | $78,624,860 |
| SPDR SERIES TRUST | SPLG | Other | 3.74% | 714,132 | +190,232 | +36.31% | $54,659,687 |
| VICTORY PORTFOLIOS II | VFLO | Other | 2.92% | 1,079,697 | +32,322 | +3.09% | $42,626,430 |
| SEAGATE TECHNOLOGY H F | STX | Other | 2.75% | 62,749 | -68 | -0.11% | $40,232,391 |
| NVIDIA CORPORATION | NVDA | Technology | 2.68% | 216,175 | +974 | +0.45% | $39,188,420 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | VTI | Other | 2.68% | 121,278 | +1,517 | +1.27% | $39,107,490 |
| PALANTIR TECHNOLOGIES INCLASS CLASS A | PLTR | Technology | 2.66% | 266,312 | +17,485 | +7.03% | $38,908,780 |
| STATE STREET | SPYG | Other | 2.56% | 382,639 | +32,923 | +9.41% | $37,464,203 |
| TESLA INC | TSLA | Consumer Cyclical | 2.43% | 94,007 | +3,470 | +3.83% | $35,534,032 |
| BLACKROCK ETF TRUST | DYNF | Other | 2.16% | 542,488 | -7,914 | -1.44% | $31,562,004 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 1.62% | 98,937 | +2,826 | +2.94% | $23,712,768 |
| ADVANCED MICRO DEVIC | AMD | Technology | 1.61% | 80,199 | -35,340 | -30.59% | $23,491,586 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.53% | 46,784 | +1,181 | +2.59% | $22,393,665 |
| VANGUARD S&P 500 ETF | VOO | Other | 1.50% | 36,033 | +13 | +0.04% | $21,903,693 |
| META PLATFORMS INC CLASS CLASS A | META | Communication Services | 1.40% | 34,282 | +1,391 | +4.23% | $20,506,999 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | Other | 1.37% | 286,188 | +40,911 | +16.68% | $19,992,680 |
| MICROSOFT CORP | MSFT | Technology | 1.28% | 49,683 | +1,324 | +2.74% | $18,736,539 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.27% | 60,520 | +1,570 | +2.66% | $18,571,215 |
| INVESCO QQQ TR | QQQ | Other | 0.99% | 25,017 | +3,796 | +17.89% | $14,485,199 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 0.93% | 401,470 | +22,347 | +5.89% | $13,558,262 |
| VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | BND | Other | 0.85% | 169,636 | +5,019 | +3.05% | $12,475,474 |
| BERKSHIRE HATHAWAY INC DCLASS CLASS A | BRK-A | Financial Services | 0.83% | 17 | - | - | $12,152,220 |
| JPMORGAN US | JQUA | Other | 0.82% | 196,293 | +9,255 | +4.95% | $12,036,681 |
| VANGUARD VALUE INDEX FUND ETF SHARES | VTV | Other | 0.80% | 59,589 | -949 | -1.57% | $11,714,782 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.79% | 48,854 | +825 | +1.72% | $11,575,395 |
| ALPHABET INC CLASS CLASS C | GOOG | Communication Services | 0.79% | 37,786 | -1,441 | -3.67% | $11,541,874 |
| ISHARES CORE S&P 500 ETF | IVV | Other | 0.69% | 15,378 | +2,954 | +23.78% | $10,133,160 |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | MTUM | Other | 0.69% | 41,581 | +3,744 | +9.90% | $10,079,993 |
| ALPHABET INC | GOOGL | Communication Services | 0.67% | 31,389 | +1,973 | +6.71% | $9,760,786 |
| VANGUARD GROWTH INDEX FUND ETF SHARES | VUG | Other | 0.64% | 21,468 | +447 | +2.13% | $9,360,028 |
| T ROWE | TCAF | Other | 0.62% | 254,458 | +1,871 | +0.74% | $9,056,182 |
| EXXON MOBIL CORP | XOM | Energy | 0.62% | 53,205 | +597 | +1.13% | $9,021,223 |
| STATE STREET | SPTL | Other | 0.60% | 331,563 | +100,291 | +43.36% | $8,720,165 |
| ISHARES INTL | 09290C848 | Other | 0.55% | 285,103 | +38,161 | +15.45% | $8,105,491 |
| GLOBAL X DEFENSE TECH ETF | SHLD | Other | 0.51% | 105,426 | +25,143 | +31.32% | $7,468,156 |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | VIG | Other | 0.49% | 32,819 | +15 | +0.05% | $7,104,523 |
| VANGUARD S&P | VOOG | Other | 0.47% | 16,753 | +124 | +0.75% | $6,829,999 |
| AT&T INC | T | Communication Services | 0.45% | 248,670 | +8,793 | +3.67% | $6,625,357 |
| VANECK LONG MUNI ETF | MLN | Other | 0.45% | 375,301 | +62,696 | +20.06% | $6,616,298 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.45% | 21,914 | +1,315 | +6.38% | $6,541,647 |
| ISHARES CURRENCY | HEFA | Other | 0.44% | 149,704 | +143,534 | +2326.32% | $6,361,627 |
| BOEING CO | BA | Industrials | 0.43% | 28,269 | +1,411 | +5.25% | $6,290,166 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.43% | 26,264 | +582 | +2.27% | $6,249,342 |
| VANGUARD S&P | VOOV | Other | 0.42% | 29,976 | +413 | +1.40% | $6,108,727 |
| CHEVRON CORPORATION | CVX | Energy | 0.42% | 29,310 | +3,416 | +13.19% | $6,064,196 |
| VANECK CEF MUNICIPAL INCOME ETF | XMPT | Other | 0.40% | 270,074 | +49,624 | +22.51% | $5,857,905 |
| ISHARES S&P | IVE | Other | 0.40% | 27,706 | +2,267 | +8.91% | $5,850,137 |
| STATE STREET SPDR NUVEENICE HIGH YIELD MUNICIPALBOND ETF | HYMB | Other | 0.39% | 229,586 | +44,081 | +23.76% | $5,768,928 |
| STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | TOTL | Other | 0.39% | 144,755 | -10,607 | -6.83% | $5,752,564 |
| ISHARES MSCI USA QUALITYFACTOR ETF | QUAL | Other | 0.39% | 29,432 | +2,080 | +7.60% | $5,665,235 |
| VANGUARD SMALL | VB | Other | 0.38% | 21,106 | +237 | +1.14% | $5,527,969 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.37% | 108,175 | +4,040 | +3.88% | $5,383,766 |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | ITOT | Other | 0.36% | 36,306 | -154 | -0.42% | $5,212,964 |
| VANGUARD MID | VO | Other | 0.36% | 18,133 | +15 | +0.08% | $5,207,494 |
| VICTORYSHARES US | CFO | Other | 0.35% | 69,707 | -3,771 | -5.13% | $5,168,934 |
| PROCTER &GAMBLE CO | PG | Consumer Defensive | 0.35% | 35,599 | -27,322 | -43.42% | $5,166,126 |
| ISHARES GOLD TR | IAU | Other | 0.32% | 52,609 | -49,035 | -48.24% | $4,637,950 |
| WALMART INC | WMT | Consumer Defensive | 0.32% | 37,105 | -99 | -0.27% | $4,634,379 |
| ISHARES CORE | IAGG | Other | 0.28% | 82,822 | +8,870 | +11.99% | $4,144,427 |
| ABBVIE INC | ABBV | Healthcare | 0.28% | 18,934 | +34 | +0.18% | $4,111,146 |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | Other | 0.28% | 21,169 | +1,425 | +7.22% | $4,064,689 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.28% | 6,364 | -91 | -1.41% | $4,042,011 |
| DISNEY WALT CO | DIS | Communication Services | 0.27% | 38,553 | -28,200 | -42.25% | $3,950,896 |
| ELI LILLY AND CO | LLY | Healthcare | 0.27% | 4,193 | +620 | +17.35% | $3,873,461 |
| STATE STREET | SPMB | Other | 0.26% | 171,707 | +11,322 | +7.06% | $3,844,518 |
| ISHARES MSCI USA MIN VOLFACTOR ETF | USMV | Other | 0.25% | 40,139 | +1,310 | +3.37% | $3,724,999 |
| ISHARES CORE | DGRO | Other | 0.25% | 51,127 | +2,581 | +5.32% | $3,588,101 |
| VANGUARD RUSSELL | VONE | Other | 0.24% | 11,861 | +104 | +0.88% | $3,500,363 |
| ABBOTT LABS | ABT | Healthcare | 0.24% | 36,886 | -1,059 | -2.79% | $3,479,839 |
| GRAYSCALE BITCOIN TRUST ETF | GBTC | Other | 0.23% | 57,942 | +1,630 | +2.89% | $3,369,373 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.23% | 10,028 | +194 | +1.97% | $3,297,712 |
| VANGUARD S&P | IVOO | Other | 0.22% | 28,417 | -194 | -0.68% | $3,248,665 |
| ISHARES FLEXIBLE | BINC | Other | 0.21% | 60,229 | +8,193 | +15.74% | $3,127,713 |
| NETFLIX INC | NFLX | Communication Services | 0.21% | 32,752 | +3,067 | +10.33% | $3,120,820 |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | Other | 0.21% | 23,879 | +319 | +1.35% | $3,107,835 |
| WELLS FARGO & C 7.5 PFDCONV SER L | WFC-L | Other | 0.21% | 2,627 | - | - | $3,094,238 |
| VANGUARD S&P | VIOO | Other | 0.21% | 26,738 | -210 | -0.78% | $3,070,318 |
| STATE STREET | SPYV | Other | 0.21% | 53,868 | -592 | -1.09% | $3,047,871 |
| PEPSICO INC | PEP | Consumer Defensive | 0.21% | 19,562 | +813 | +4.34% | $3,043,262 |
| CAPITAL GROUP CORE EQUITY ETF | CGUS | Other | 0.21% | 78,045 | +16,684 | +27.19% | $3,003,021 |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF | XLE | Other | 0.20% | 48,850 | -467 | -0.95% | $2,990,487 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.20% | 17,973 | +459 | +2.62% | $2,971,004 |
| CHIPOTLE MEXICAN GRILL I | CMG | Consumer Cyclical | 0.20% | 87,608 | +9,257 | +11.81% | $2,937,904 |
| INVESCO NATIONAL | PZA | Other | 0.20% | 126,574 | +100,138 | +378.79% | $2,908,675 |
| FIRST TRUST | RDVY | Other | 0.19% | 41,404 | +1,374 | +3.43% | $2,827,087 |
| MERCK & CO. INC. | MRK | Healthcare | 0.19% | 23,222 | +469 | +2.06% | $2,744,256 |
| STATE STREET | DIA | Other | 0.19% | 5,850 | -359 | -5.78% | $2,709,750 |
| CAPITAL GROUP | CGGR | Other | 0.18% | 66,088 | +14,658 | +28.50% | $2,656,090 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.18% | 7,322 | +1,641 | +28.89% | $2,633,717 |
| VISA INC | V | Financial Services | 0.18% | 8,618 | +1,192 | +16.05% | $2,607,352 |
| COCA COLA CO | KO | Consumer Defensive | 0.18% | 34,056 | -73 | -0.21% | $2,599,578 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.18% | 17,451 | +1,441 | +9.00% | $2,584,497 |
| LINCOLN NATL CORP IND | LNC | Financial Services | 0.18% | 68,391 | +3,866 | +5.99% | $2,580,828 |
| BROADCOM INC | AVGO | Technology | 0.18% | 8,211 | +244 | +3.06% | $2,563,268 |
| STATE STREET | XLK | Other | 0.17% | 19,223 | -1,425 | -6.90% | $2,554,757 |
| SPDR GOLD TR | GLD | Other | 0.17% | 5,659 | +561 | +11.00% | $2,435,007 |
| LAM RESEARCH CORP | LRCX | Other | 0.17% | 11,257 | +207 | +1.87% | $2,428,582 |
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | Other | 0.16% | 56,326 | +11,958 | +26.95% | $2,397,553 |
| AVANTIS INTL | AVDE | Other | 0.16% | 28,195 | +28,195 | +100.00% | $2,392,056 |