Keystone Financial Group, Inc. Portfolio Holdings

Keystone Financial Group, Inc.

  • $177 Billion
  • Q3 2025

Keystone Financial Group, Inc. has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $177 Billion distributed in 130 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $28.5B, Ishares Trishares 0 3 Mnth Tre with a value of $18.2B, Vanguard Malvern Fds with a value of $12.7B, Schwab Strategic Tr Us Dividen with a value of $9.78B, and Vanguard Dividend Appreciation with a value of $9.58B.

Examining the 13F form we can see an increase of $20.4B in the current position value, from $157B to 177B.

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 $177 Billion
ETFs: $118 Billion
Financial Services: $11.9 Billion
Technology: $1.66 Billion
Healthcare: $903 Million
Utilities: $793 Million
Industrials: $405 Million
Consumer Defensive: $216 Million
Consumer Cyclical: $103 Million
Other: $88.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28.5 Billion 16.08% of portfolio
623,534
Q3 2025 Reduced 1.97%
$0
$18.2 Billion 10.25% of portfolio
180,670
Q3 2025 Reduced 0.27%
Vanguard Malvern Fds
-
$12.7 Billion 7.18% of portfolio
-
Q3 2025 Added 30.01%
$0
$9.78 Billion 5.51% of portfolio
358,233
Q3 2025 Added 0.7%
$0
$9.58 Billion 5.4% of portfolio
44,243
Q3 2025 Added 9.52%
$0
$9.31 Billion 5.25% of portfolio
103,929
Q3 2025 Added 1.78%
$2.5B
$9.32 Billion 5.25% of portfolio
167,152
Q3 2025 Added 229.73%
$0
$5.93 Billion 3.34% of portfolio
247,921
Q3 2025 Added 0.73%
$0
$5.61 Billion 3.16% of portfolio
116,362
Q3 2025 Added 8.45%
$0
$4.96 Billion 2.79% of portfolio
157,910
Q3 2025 Added 14.7%
$0
$4.51 Billion 2.54% of portfolio
117,009
Q3 2025 Reduced 2.5%
Vanguard Mun Bd Fds
-
$4.49 Billion 2.53% of portfolio
-
Q3 2025 Added 391.96%
$0
$4.1 Billion 2.31% of portfolio
81,266
Q3 2025 Added 14.1%
Blackrock ETF Trust Ii
-
$3.78 Billion 2.13% of portfolio
-
Q3 2025 Added 8.62%
$0
$3.75 Billion 2.11% of portfolio
33,950
Q3 2025 Reduced 13.41%
$0
$3.06 Billion 1.73% of portfolio
79,946
Q3 2025 Added 3.21%
$0
$2.64 Billion 1.49% of portfolio
18,099
Q3 2025 Reduced 6.83%
$0
$2.27 Billion 1.28% of portfolio
38,690
Q3 2025 Added 2.6%
Innovator Etfs Trust
-
$1.91 Billion 1.08% of portfolio
-
Q3 2025 Reduced 29.15%
Blackrock ETF Trust
-
$1.82 Billion 1.03% of portfolio
-
Q3 2025 New
Vanguard Mun Bd Fds
-
$1.75 Billion 0.98% of portfolio
-
Q3 2025 New
Vanguard Malvern Fds
-
$1.61 Billion 0.91% of portfolio
-
Q3 2025 New
Dimensional ETF Trust
-
$1.53 Billion 0.86% of portfolio
-
Q3 2025 Added 47.8%
$0
$1.43 Billion 0.81% of portfolio
11,457
Q3 2025 Added 0.54%
$0
$1.42 Billion 0.8% of portfolio
16,319
Q3 2025 Reduced 0.06%
$0
$1.19 Billion 0.67% of portfolio
14,750
Q3 2025 Added 1.38%
$0
$1.08 Billion 0.61% of portfolio
22,202
Q3 2025 Reduced 50.37%
$0
$1.02 Billion 0.58% of portfolio
8,592
Q3 2025 Added 0.3%
$58.2B
$984 Million 0.55% of portfolio
21,512
Q3 2025 Added 1.08%
$0
$767 Million 0.43% of portfolio
4,092
Q2 2025 Reduced 0.17%
$0
$767 Million 0.43% of portfolio
11,636
Q3 2025 Reduced 0.26%
$0
$668 Million 0.38% of portfolio
2,029
Q3 2025 Added 10.27%
$451B
$650 Million 0.37% of portfolio
3,481
Q3 2025 Reduced 5.05%
$0
$630 Million 0.35% of portfolio
2,456
Q3 2025 Added 0.24%
$0
$584 Million 0.33% of portfolio
20,901
Q3 2025 Reduced 4.1%
$0
$583 Million 0.33% of portfolio
1,214
Q3 2025 Added 0.33%
$3.11B
$574 Million 0.32% of portfolio
18,179
Q2 2025 Added 0.75%
$0
$533 Million 0.3% of portfolio
5,598
Q3 2025 Added 0.14%
$0
$518 Million 0.29% of portfolio
13,046
Q3 2025 Reduced 6.29%
Innovator Etfs Trust
-
$480 Million 0.27% of portfolio
-
Q3 2025 Reduced 1.39%
-
$413 Million 0.23% of portfolio
-
Q3 2025 Reduced 5.24%
$3.86T
$403 Million 0.23% of portfolio
778
Q3 2025 Reduced 5.81%
$646B
$380 Million 0.21% of portfolio
756
Q1 2025 Reduced 6.78%
$0
$378 Million 0.21% of portfolio
11,510
Q3 2025 Reduced 20.54%
-
$357 Million 0.2% of portfolio
-
Q3 2025 Added 0.24%
$63.1B
$316 Million 0.18% of portfolio
1,131
Q3 2025 Reduced 1.31%
$0
$328 Million 0.18% of portfolio
6,189
Q3 2025 Reduced 5.34%
$502B
$295 Million 0.17% of portfolio
1,591
Q3 2025 Added 0.44%
$36.8B
$292 Million 0.16% of portfolio
2,551
Q3 2025 Added 10.58%

Summary

  • Portfolio
  • No. of Stocks 130
  • Current Value $177 Billion
  • Prior Value $157 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
Track This Portfolio

Track Keystone Financial Group, Inc. Portfolio

Follow Keystone Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keystone Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Keystone Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email