Holders — by stockHoldings — by fund
Keystone Financial Group
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 1729299
$1.69B
disclosed book value
567
positions
5.8%
largest position share
Positions, as of 2026-06-30
top 100 of 567 · 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 | AAPLAPPLE INC | 337,758 | $97.7M | 5.8% |
| 2 | SPYSTATE STR SPDR S&P 500 ETF T | 107,838 | $80.5M | 4.8% |
| 3 | SPYMSPDR SERIES TRUST | 798,870 | $70.2M | 4.2% |
| 4 | SEAGATE TECHNOLOGY HLDNGS PL | 63,366 | $61.1M | 3.6% |
| 5 | SPYGSTATE STREET | 442,924 | $52.7M | 3.1% |
| 6 | VFLOVICTORY PORTFOLIOS II | 1.1M | $50.9M | 3% |
| 7 | AMDADVANCED MICRO DEVICES INC | 80,206 | $46.6M | 2.8% |
| 8 | VTIVANGUARD INDEX FDS | 122,055 | $45.2M | 2.7% |
| 9 | NVDANVIDIA CORPORATION | 200,505 | $40.1M | 2.4% |
| 10 | TSLATESLA INC | 94,154 | $39.6M | 2.3% |
| 11 | DYNFBLACKROCK ETF TRUST | 566,968 | $38.6M | 2.3% |
| 12 | PLTRPALANTIR TECHNOLOGIES INC | 274,467 | $32.0M | 1.9% |
| 13 | VOOVANGUARD INDEX FDS | 36,618 | $25.1M | 1.5% |
| 14 | BRK/BBERKSHIRE HATHAWAY INC DEL | 48,819 | $24.4M | 1.4% |
| 15 | AMZNAMAZON COM INC | 100,173 | $23.9M | 1.4% |
| 16 | BAIBLACKROCK ETF TRUST | 377,921 | $19.9M | 1.2% |
| 17 | JPMJPMORGAN CHASE &CO | 60,800 | $19.9M | 1.2% |
| 18 | METAMETA PLATFORMS INC | 34,432 | $19.4M | 1.2% |
| 19 | IEMGISHARES CORE MSCI | 227,985 | $18.9M | 1.1% |
| 20 | MSFTMICROSOFT CORP | 47,541 | $17.7M | 1.1% |
| 21 | QQQINVESCO QQQ TR | 23,246 | $17.1M | 1% |
| 22 | BUFRFIRST TR EXCHNG TRADED FD VI | 439,583 | $16.1M | 1% |
| 23 | SPTLSTATE STREET | 533,951 | $14.0M | 0.8% |
| 24 | BNDVANGUARD TOTAL BOND | 190,374 | $14.0M | 0.8% |
| 25 | GOOGALPHABET INC | 37,278 | $13.2M | 0.8% |
| 26 | VTVVANGUARD VALUE INDEX | 59,136 | $12.9M | 0.8% |
| 27 | BRK/ABERKSHIRE HATHAWAY | 17 | $12.7M | 0.8% |
| 28 | JNJJOHNSON & JOHNSON | 47,287 | $12.0M | 0.7% |
| 29 | VUGVANGUARD INDEX FDS | 136,573 | $11.8M | 0.7% |
| 30 | GOOGLALPHABET INC | 32,179 | $11.5M | 0.7% |
| 31 | MTUMISHARES MSCI USA | 32,851 | $11.3M | 0.7% |
| 32 | TCAFT ROWE | 254,143 | $10.4M | 0.6% |
| 33 | IVVISHARES TR | 12,359 | $9.3M | 0.5% |
| 34 | VOOGVANGUARD S&P | 104,576 | $8.6M | 0.5% |
| 35 | SHLDGLOBAL X | 139,364 | $8.3M | 0.5% |
| 36 | VIGVANGUARD DIVIDEND | 34,650 | $8.2M | 0.5% |
| 37 | ISHARES SYSTEMATIC | 274,563 | $7.7M | 0.5% |
| 38 | IVEISHARES TR | 33,356 | $7.6M | 0.4% |
| 39 | BLCRISHARES LARGE | 149,088 | $7.5M | 0.4% |
| 40 | MLNVANECK LONG MUNI ETF | 413,409 | $7.4M | 0.4% |
| 41 | VOOVVANGUARD S&P | 32,393 | $7.1M | 0.4% |
| 42 | QUALISHARES TR | 32,065 | $7.0M | 0.4% |
| 43 | THROISHARES U S | 160,264 | $6.9M | 0.4% |
| 44 | VBVANGUARD SMALL | 22,348 | $6.8M | 0.4% |
| 45 | VANECK CEF MUNICIPAL | 301,992 | $6.7M | 0.4% |
| 46 | MUMICRON TECHNOLOGY INC | 5,807 | $6.7M | 0.4% |
| 47 | EXMOCEXXON MOBIL CORP | 47,877 | $6.5M | 0.4% |
| 48 | HYMBSTATE STREET SPDR NUVEEN | 256,304 | $6.5M | 0.4% |
| 49 | BABOEING CO | 29,287 | $6.3M | 0.4% |
| 50 | VOVANGUARD MID | 78,152 | $6.3M | 0.4% |
| 51 | LOWLOWES COS INC | 27,262 | $6.0M | 0.4% |
| 52 | ITOTISHARES TR | 35,806 | $5.9M | 0.3% |
| 53 | MCDMCDONALDS CORP | 21,402 | $5.8M | 0.3% |
| 54 | TOTLSTATE STREET DOUBLELINE | 141,445 | $5.6M | 0.3% |
| 55 | HEFAISHARES CURRENCY | 117,305 | $5.5M | 0.3% |
| 56 | AMERICAN FUNDS WASHINGTO | 81,853 | $5.5M | 0.3% |
| 57 | LLYELI LILLY AND CO | 4,531 | $5.4M | 0.3% |
| 58 | CGUSCAPITAL GROUP CORE | 121,789 | $5.4M | 0.3% |
| 59 | PGPROCTER & GAMBLE CO | 36,740 | $5.4M | 0.3% |
| 60 | TAT&T INC | 259,648 | $5.4M | 0.3% |
| 61 | AMERICAN FUNDS GROWTH FU | 60,732 | $5.3M | 0.3% |
| 62 | IAGGISHARES CORE | 100,426 | $5.1M | 0.3% |
| 63 | VYMVANGUARD WHITEHALL FDS | 30,136 | $4.8M | 0.3% |
| 64 | VONEVANGUARD RUSSELL | 14,048 | $4.8M | 0.3% |
| 65 | XLFSELECT SECTOR SPDR TR | 87,798 | $4.7M | 0.3% |
| 66 | CVXCHEVRON CORPORATION | 27,951 | $4.6M | 0.3% |
| 67 | SOXXISHARES SEMICONDUCTOR | 7,056 | $4.5M | 0.3% |
| 68 | RSPINVESCO S&P 500 EQUAL | 21,232 | $4.5M | 0.3% |
| 69 | MDYSTATE STR SPDR S&P MIDCAP 40 | 6,364 | $4.5M | 0.3% |
| 70 | VICTORYSHARES US | 54,525 | $4.4M | 0.3% |
| 71 | WMTWALMART INC | 36,764 | $4.2M | 0.2% |
| 72 | DGROISHARES CORE | 53,379 | $4.0M | 0.2% |
| 73 | XLKSELECT SECTOR SPDR TR | 21,038 | $4.0M | 0.2% |
| 74 | AMERICAN FUNDS INCOME FU | 145,679 | $4.0M | 0.2% |
| 75 | USMVISHARES MSCI USA MIN VOL | 41,029 | $4.0M | 0.2% |
| 76 | AMERICAN FUNDS CAPITAL W | 48,519 | $4.0M | 0.2% |
| 77 | CRWDCROWDSTRIKE HLDGS INC | 5,177 | $4.0M | 0.2% |
| 78 | DISDISNEY WALT CO | 40,839 | $3.9M | 0.2% |
| 79 | JQUAJPMORGAN US | 53,620 | $3.9M | 0.2% |
| 80 | VIOOVANGUARD S&P | 27,976 | $3.8M | 0.2% |
| 81 | DIASTATE STR SPDR DOW JONES IND | 7,344 | $3.8M | 0.2% |
| 82 | TSMTAIWAN SEMICONDUCTOR M F | 7,974 | $3.8M | 0.2% |
| 83 | WDCWESTERN DIGITAL CORP | 5,896 | $3.8M | 0.2% |
| 84 | IVOOVANGUARD S&P | 28,637 | $3.7M | 0.2% |
| 85 | RDVYFIRST TRUST | 45,782 | $3.7M | 0.2% |
| 86 | IAUISHARES GOLD TR | 48,897 | $3.7M | 0.2% |
| 87 | ICSHISHARES ULTRA | 72,538 | $3.7M | 0.2% |
| 88 | PMPHILIP MORRIS INTL INC | 20,119 | $3.6M | 0.2% |
| 89 | ABBVABBVIE INC | 14,346 | $3.6M | 0.2% |
| 90 | IONQIONQ INC | 67,023 | $3.6M | 0.2% |
| 91 | PANWPALO ALTO NETWORKS INC | 10,392 | $3.5M | 0.2% |
| 92 | IJRISHARES CORE S&P | 23,852 | $3.5M | 0.2% |
| 93 | VCRBVANGUARD MALVERN FDS | 44,625 | $3.4M | 0.2% |
| 94 | XLESELECT SECTOR SPDR TR | 63,859 | $3.4M | 0.2% |
| 95 | ISHARES INTL | 112,128 | $3.4M | 0.2% |
| 96 | AVGOBROADCOM INC | 8,859 | $3.3M | 0.2% |
| 97 | CATCATERPILLAR INC | 3,127 | $3.3M | 0.2% |
| 98 | IWMISHARES TR | 10,925 | $3.3M | 0.2% |
| 99 | CGGRCAPITAL GROUP | 69,522 | $3.3M | 0.2% |
| 100 | SPYVSTATE STREET | 53,858 | $3.3M | 0.2% |
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.