Keystone Financial Group Portfolio Stock Holdings
According to the SEC 13F filed on July 29, 2026, Keystone Financial Group disclosed 513 stock positions valued at approximately $1.69B as of quarter-end June 30, 2026. The largest holdings include APPLE INC, STATE STR SPDR S&P 500 ETF T, and SPDR SERIES TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 513
- Portfolio Value
- $1.69B
Holdings by Sector
Keystone Financial Group Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 513 holdings in the latest reporting period.