Holders — by stockHoldings — by fund
Keystone Financial Group, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002053642
$190.5M
disclosed book value
122
positions
16.8%
largest position share
Positions, as of 2026-06-30
top 100 of 122 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFAUDIMENSIONAL ETF TRUST | 620,943 | $32.1M | 16.8% |
| 2 | VPLSVANGUARD MALVERN FDS | 292,988 | $22.7M | 11.9% |
| 3 | SCHDSCHWAB STRATEGIC TR | 380,415 | $12.1M | 6.3% |
| 4 | VIGVANGUARD SPECIALIZED FUNDS | 49,414 | $11.7M | 6.1% |
| 5 | VSDMVANGUARD MUN BD FDS | 142,196 | $10.9M | 5.7% |
| 6 | DFAXDIMENSIONAL ETF TRUST | 269,575 | $9.9M | 5.2% |
| 7 | VIGIVANGUARD WHITEHALL FDS | 105,057 | $9.8M | 5.1% |
| 8 | VCRMVANGUARD MUN BD FDS | 109,104 | $8.3M | 4.4% |
| 9 | FBKFB FINL CORP | 133,253 | $7.4M | 3.9% |
| 10 | DFACDIMENSIONAL ETF TRUST | 152,808 | $6.8M | 3.6% |
| 11 | DFSDDIMENSIONAL ETF TRUST | 139,823 | $6.7M | 3.5% |
| 12 | INMUBLACKROCK ETF TRUST II | 244,206 | $5.9M | 3.1% |
| 13 | VSDBVANGUARD MALVERN FDS | 60,314 | $4.6M | 2.4% |
| 14 | EMLPFIRST TR EXCHANGE-TRADED FD | 82,314 | $3.6M | 1.9% |
| 15 | DFAWDIMENSIONAL ETF TRUST | 35,717 | $3.0M | 1.6% |
| 16 | USRTISHARES TR | 44,189 | $2.9M | 1.5% |
| 17 | ITOTISHARES TR | 15,391 | $2.5M | 1.3% |
| 18 | SGOVISHARES TR | 22,958 | $2.3M | 1.2% |
| 19 | VLUEISHARES TR | 11,234 | $2.2M | 1.2% |
| 20 | IEFAISHARES TR | 16,856 | $1.6M | 0.9% |
| 21 | VTIVANGUARD INDEX FDS | 3,569 | $1.3M | 0.7% |
| 22 | IXUSISHARES TR | 13,389 | $1.3M | 0.7% |
| 23 | SPTMSPDR SERIES TRUST | 13,863 | $1.3M | 0.7% |
| 24 | IJRISHARES TR | 7,977 | $1.2M | 0.6% |
| 25 | ISTBISHARES TR | 22,874 | $1.1M | 0.6% |
| 26 | TFCTRUIST FINL CORP | 22,041 | $1.1M | 0.6% |
| 27 | IEMGISHARES INC | 11,359 | $941,021 | 0.5% |
| 28 | MEARISHARES U S ETF TR | 17,820 | $897,777 | 0.5% |
| 29 | VTVVANGUARD INDEX FDS | 4,083 | $889,804 | 0.5% |
| 30 | MTUMISHARES TR | 2,426 | $831,807 | 0.4% |
| 31 | BRTRBLACKROCK ETF TRUST II | 15,768 | $793,525 | 0.4% |
| 32 | NVDANVIDIA CORPORATION | 3,477 | $695,805 | 0.4% |
| 33 | UCBUNITED CMNTY BKS BLAIRSVLE G | 18,245 | $644,787 | 0.3% |
| 34 | VUGVANGUARD INDEX FDS | 7,193 | $619,596 | 0.3% |
| 35 | USMVISHARES TR | 4,689 | $452,280 | 0.2% |
| 36 | SCHYSCHWAB STRATEGIC TR | 13,479 | $427,684 | 0.2% |
| 37 | JNJJOHNSON & JOHNSON | 1,609 | $408,735 | 0.2% |
| 38 | DFSUDIMENSIONAL ETF TRUST | 8,563 | $399,276 | 0.2% |
| 39 | TRVTRAVELERS COMPANIES INC | 1,139 | $376,032 | 0.2% |
| 40 | BRK/BBERKSHIRE HATHAWAY INC DEL | 728 | $364,284 | 0.2% |
| 41 | CSCOCISCO SYS INC | 3,047 | $357,846 | 0.2% |
| 42 | IGSBISHARES TR | 6,404 | $335,623 | 0.2% |
| 43 | AMGNAMGEN INC | 916 | $331,814 | 0.2% |
| 44 | PFEBINNOVATOR ETFS TRUST | 7,256 | $312,443 | 0.2% |
| 45 | MSFTMICROSOFT CORP | 780 | $290,931 | 0.2% |
| 46 | WECWEC ENERGY GROUP INC | 2,432 | $283,929 | 0.1% |
| 47 | SOSOUTHERN CO | 2,875 | $275,120 | 0.1% |
| 48 | IUSGISHARES TR | 1,436 | $270,077 | 0.1% |
| 49 | ABBVABBVIE INC | 1,045 | $262,921 | 0.1% |
| 50 | ENFRALPS ETF TR | 6,883 | $262,242 | 0.1% |
| 51 | IWFISHARES TR | 1,810 | $224,724 | 0.1% |
| 52 | GSGOLDMAN SACHS GROUP INC | 205 | $207,527 | 0.1% |
| 53 | ATOATMOS ENERGY CORP | 1,143 | $196,852 | 0.1% |
| 54 | IUSVISHARES TR | 1,758 | $193,658 | 0.1% |
| 55 | TXNTEXAS INSTRS INC | 623 | $185,576 | 0.1% |
| 56 | NEARISHARES U S ETF TR | 3,300 | $167,195 | 0.1% |
| 57 | IJHISHARES TR | 2,158 | $166,377 | 0.1% |
| 58 | RBLDFIRST TR EXCHANGE-TRADED FD | 1,804 | $162,380 | 0.1% |
| 59 | JAJLINNOVATOR ETFS TRUST | 4,991 | $149,281 | 0.1% |
| 60 | VNQVANGUARD INDEX FDS | 1,538 | $148,278 | 0.1% |
| 61 | MMM3M CO | 914 | $148,013 | 0.1% |
| 62 | SUSLISHARES TR | 1,054 | $139,929 | 0.1% |
| 63 | DFEMDIMENSIONAL ETF TRUST | 2,725 | $110,754 | 0.1% |
| 64 | ICEINTERCONTINENTAL EXCHANGE IN | 881 | $108,401 | 0.1% |
| 65 | EMREMERSON ELEC CO | 677 | $96,948 | 0.1% |
| 66 | DFICDIMENSIONAL ETF TRUST | 2,522 | $93,967 | 0% |
| 67 | TQQQPROSHARES TR | 1,107 | $89,672 | 0% |
| 68 | DFSEDIMENSIONAL ETF TRUST | 1,656 | $80,940 | 0% |
| 69 | LINLINDE PLC | 151 | $78,338 | 0% |
| 70 | HONHONEYWELL INTL INC | 345 | $77,246 | 0% |
| 71 | HONAHONEYWELL AEROSPACE INC | 345 | $76,273 | 0% |
| 72 | ERETISHARES TR | 2,599 | $75,137 | 0% |
| 73 | AAPLAPPLE INC | 250 | $72,331 | 0% |
| 74 | VBVANGUARD INDEX FDS | 236 | $71,536 | 0% |
| 75 | DGRWWISDOMTREE TR | 747 | $71,441 | 0% |
| 76 | PGPROCTER & GAMBLE CO | 474 | $69,507 | 0% |
| 77 | ZALTINNOVATOR ETFS TRUST | 2,001 | $67,774 | 0% |
| 78 | PEPPEPSICO INC | 453 | $61,336 | 0% |
| 79 | XLVSELECT SECTOR SPDR TR | 372 | $59,047 | 0% |
| 80 | GLDSPDR GOLD TR | 159 | $58,572 | 0% |
| 81 | MDTMEDTRONIC PLC | 741 | $58,502 | 0% |
| 82 | HYDBISHARES TR | 1,144 | $53,516 | 0% |
| 83 | HDHOME DEPOT INC | 145 | $51,205 | 0% |
| 84 | VSGXVANGUARD WORLD FD | 600 | $49,404 | 0% |
| 85 | KMBKIMBERLY-CLARK CORP | 437 | $48,529 | 0% |
| 86 | VEAVANGUARD TAX-MANAGED FDS | 681 | $48,506 | 0% |
| 87 | XOMEXXON MOBIL CORP | 354 | $48,462 | 0% |
| 88 | SLVISHARES SILVER TR | 810 | $43,311 | 0% |
| 89 | NRGNRG ENERGY INC | 243 | $35,561 | 0% |
| 90 | BAIBLACKROCK ETF TRUST | 669 | $35,270 | 0% |
| 91 | NSCNORFOLK SOUTHN CORP | 110 | $34,745 | 0% |
| 92 | VTIPVANGUARD MALVERN FDS | 645 | $32,410 | 0% |
| 93 | DFSIDIMENSIONAL ETF TRUST | 705 | $31,802 | 0% |
| 94 | TSLATESLA INC | 75 | $31,545 | 0% |
| 95 | EOGEOG RES INC | 233 | $30,200 | 0% |
| 96 | SCHASCHWAB STRATEGIC TR | 790 | $28,533 | 0% |
| 97 | PNFPPINNACLE FINL PARTNERS INC | 277 | $27,944 | 0% |
| 98 | WMTWALMART INC | 242 | $27,409 | 0% |
| 99 | DGROISHARES TR | 305 | $23,116 | 0% |
| 100 | BTCGRAYSCALE BITCOIN MINI TR ET | 816 | $21,175 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.