Keystone Financial Group, Inc. Portfolio Holdings

Keystone Financial Group, Inc.

  • $191 Billion
  • Q4 2025

Keystone Financial Group, Inc. has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $191 Billion distributed in 136 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $29.7B, Ishares Trishares 0 3 Mnth Tre with a value of $19B, Vanguard Malvern Fds with a value of $14.2B, Schwab Strategic Tr Us Dividen with a value of $10.6B, and Vanguard Dividend Appreciation with a value of $10.4B.

Examining the 13F form we can see an increase of $13.5B in the current position value, from $177B to 191B.

Keystone Financial Group, Inc. is based out at Atlanta, GA

Below you can find more details about Keystone Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $191 Billion
ETFs: $127 Billion
Financial Services: $11.7 Billion
Technology: $1.72 Billion
Healthcare: $981 Million
Utilities: $732 Million
Industrials: $401 Million
Consumer Defensive: $205 Million
Consumer Cyclical: $92.3 Million
Other: $88.9 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.55B
$8.98 Billion 4.7% of portfolio
160,947
Q4 2025 Reduced 3.71%
$3.11B
$577 Million 0.3% of portfolio
18,322
Q4 2025 Added 0.79%
$3.09B
$44.3 Million 0.02% of portfolio
2,000
Q4 2025 New
$6.8B
$26.5 Million 0.01% of portfolio
530
Q3 2025 Reduced 26.59%
$4.19B
$21.3 Million 0.01% of portfolio
600
Q1 2025 Added 300.0%
$6.29B
$1.21 Million 0.0% of portfolio
60
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 136
  • Current Value $191 Billion
  • Prior Value $177 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 16, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 12 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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