Universe · entity
Keystone Financial Group
Institutional manager (13F) · CIK 1729299
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $975M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $88M | 341,115 |
| 2 | STATE STREET SPDR S&P 500 ETF TRUST | $79M | 115,948 |
| 3 | SPDR SERIES TRUST | $55M | 714,132 |
| 4 | VICTORY PORTFOLIOS II | $43M | 1,079,697 |
| 5 | SEAGATE TECHNOLOGY H F | $40M | 62,749 |
| 6 | NVIDIA CORPORATION | $39M | 216,175 |
| 7 | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $39M | 121,278 |
| 8 | PALANTIR TECHNOLOGIES INCLASS CLASS A | $39M | 266,312 |
| 9 | STATE STREET | $37M | 382,639 |
| 10 | TESLA INC | $36M | 94,007 |
| 11 | BLACKROCK ETF TRUST | $32M | 542,488 |
| 12 | AMAZON.COM INC | $24M | 98,937 |
| 13 | ADVANCED MICRO DEVIC | $23M | 80,199 |
| 14 | BERKSHIRE HATHAWAY INC DEL | $22M | 46,784 |
| 15 | VANGUARD S&P 500 ETF | $22M | 36,033 |
| 16 | META PLATFORMS INC CLASS CLASS A | $21M | 34,282 |
| 17 | ISHARES CORE MSCI EMERGING MARKETS ETF | $20M | 286,188 |
| 18 | MICROSOFT CORP | $19M | 49,683 |
| 19 | JPMORGAN CHASE & CO | $19M | 60,520 |
| 20 | INVESCO QQQ TR | $14M | 25,017 |
| 21 | BLACKROCK ETF TRUST | $14M | 418,803 |
| 22 | FIRST TR EXCHNG TRADED FD VI | $14M | 401,470 |
| 23 | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | $12M | 169,636 |
| 24 | BERKSHIRE HATHAWAY INC DCLASS CLASS A | $12M | 17 |
| 25 | JPMORGAN US | $12M | 196,293 |
| 26 | VANGUARD VALUE INDEX FUND ETF SHARES | $12M | 59,589 |
| 27 | JOHNSON & JOHNSON | $12M | 48,854 |
| 28 | ALPHABET INC CLASS CLASS C | $12M | 37,786 |
| 29 | ISHARES CORE S&P 500 ETF | $10M | 15,378 |
| 30 | ISHARES MSCI USA MOMENTUM FACTOR ETF | $10M | 41,581 |
| 31 | ALPHABET INC | $10M | 31,389 |
| 32 | VANGUARD GROWTH INDEX FUND ETF SHARES | $9M | 21,468 |
| 33 | T ROWE | $9M | 254,458 |
| 34 | EXXON MOBIL CORP | $9M | 53,205 |
| 35 | STATE STREET | $9M | 331,563 |
| 36 | ISHARES U S | $9M | 237,334 |
| 37 | ISHARES INTL | $8M | 285,103 |
| 38 | GLOBAL X DEFENSE TECH ETF | $7M | 105,426 |
| 39 | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $7M | 32,819 |
| 40 | VANGUARD S&P | $7M | 16,753 |
| 41 | AT&T INC | $7M | 248,670 |
| 42 | VANECK LONG MUNI ETF | $7M | 375,301 |
| 43 | MCDONALDS CORP | $7M | 21,914 |
| 44 | ISHARES CURRENCY | $6M | 149,704 |
| 45 | BOEING CO | $6M | 28,269 |
| 46 | LOWES COS INC | $6M | 26,264 |
| 47 | VANGUARD S&P | $6M | 29,976 |
| 48 | CHEVRON CORPORATION | $6M | 29,310 |
| 49 | VANECK CEF MUNICIPAL INCOME ETF | $6M | 270,074 |
| 50 | ISHARES S&P | $6M | 27,706 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.