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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
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