Keystone Financial Group 13F Holdings · Q2 2026
Keystone Financial Group reported 552 securities worth $1.69B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (5.80%), SPY (4.78%), SPYM (4.16%). Among its top 25 positions this quarter: 17 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $97.7M | 5.80% | 337,758 | Trimmed |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $80.5M | 4.78% | 107,838 | Trimmed |
| 3 | SPYM | SPDR SERIES TRUST | $70.2M | 4.16% | 798,870 | Added |
| 4 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $61.1M | 3.63% | 63,366 | Added |
| 5 | SPYG | STATE STREET | $52.7M | 3.13% | 442,924 | Added |
| 6 | VFLO | VICTORY PORTFOLIOS II | $50.9M | 3.02% | 1.1M | Added |
| 7 | AMD | ADVANCED MICRO DEVICES INC | $46.6M | 2.76% | 80,206 | Added |
| 8 | VTI | VANGUARD INDEX FDS | $45.2M | 2.68% | 122,055 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $40.1M | 2.38% | 200,505 | Trimmed |
| 10 | TSLA | TESLA INC | $39.6M | 2.35% | 94,154 | Added |
| 11 | DYNF | BLACKROCK ETF TRUST | $38.6M | 2.29% | 566,968 | Added |
| 12 | PLTR | PALANTIR TECHNOLOGIES INC | $32.0M | 1.90% | 274,467 | Added |
| 13 | VOO | VANGUARD INDEX FDS | $25.1M | 1.49% | 36,618 | Added |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $24.4M | 1.45% | 48,819 | Added |
| 15 | AMZN | AMAZON COM INC | $23.9M | 1.42% | 100,173 | Added |
| 16 | BAI | BLACKROCK ETF TRUST | $19.9M | 1.18% | 377,921 | Trimmed |
| 17 | JPM | JPMORGAN CHASE &CO | $19.9M | 1.18% | 60,800 | Added |
| 18 | META | META PLATFORMS INC | $19.4M | 1.15% | 34,432 | Added |
| 19 | IEMG | ISHARES CORE MSCI | $18.9M | 1.12% | 227,985 | Trimmed |
| 20 | MSFT | MICROSOFT CORP | $17.7M | 1.05% | 47,541 | Trimmed |
| 21 | QQQ | INVESCO QQQ TR | $17.1M | 1.02% | 23,246 | Trimmed |
| 22 | BUFR | FIRST TR EXCHNG TRADED FD VI | $16.1M | 0.95% | 439,583 | Added |
| 23 | BND | VANGUARD TOTAL BOND | $14.0M | 0.83% | 190,374 | Added |
| 24 | SPTL | STATE STREET | $14.0M | 0.83% | 533,951 | Added |
| 25 | GOOG | ALPHABET INC | $13.2M | 0.78% | 37,278 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR