Funds › Keystone Financial Group
Keystone Financial Group
13F for Q3 2026, filed Nov 12, 2026. 537 positions worth $1.8B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 12, 2026
Reported value
$1.8B
+$76.8M (4.6%) vs Q2 2026
Positions
537
567 in Q2 2026
Top 10 share
34.4%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | 337,353 | $112.3M | 6.4% | -0.1% | 13F ↗ |
| 2 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 106,948 | $81.6M | 4.6% | -0.8% | 13F ↗ |
| 3 | Spdr Series Trust St Str P500ETF | 771,563 | $69.3M | 3.9% | -3.4% | 13F ↗ |
| 4 | STX Seagate Technology Holdings PLC | 61,301 | $56.5M | 3.2% | -3.3% | 13F ↗ |
| 5 | Victory Portfolios II Etf | 1.08M | $55.3M | 3.1% | -3.0% | 13F ↗ |
| 6 | PLTR Palantir Technologies Inc. | 272,447 | $51.0M | 2.9% | -0.7% | 13F ↗ |
| 7 | AMD Advanced Micro Devices, Inc. | 78,771 | $48.2M | 2.7% | -1.8% | 13F ↗ |
| 8 | Vanguard Index Fds Mrngstr Ttl Stk | 124,526 | $46.6M | 2.6% | +2.0% | 13F ↗ |
| 9 | NVDA NVIDIA Corporation | 201,790 | $46.1M | 2.6% | +0.6% | 13F ↗ |
| 10 | BlackRock ETF Trust Ishares Us Equit | 574,073 | $39.8M | 2.3% | +1.3% | 13F ↗ |
| 11 | Spdr Series Trust St Str P500GRW | 287,135 | $35.3M | 2.0% | -35.2% | 13F ↗ |
| 12 | TSLA Tesla, Inc. | 95,499 | $33.9M | 1.9% | +1.4% | 13F ↗ |
| 13 | Vanguard Index Fds S&P 500 Etf Shs | 37,869 | $26.5M | 1.5% | +3.4% | 13F ↗ |
| 14 | AMZN Amazon.com, Inc. | 101,372 | $25.3M | 1.4% | +1.2% | 13F ↗ |
| 15 | META Meta Platforms, Inc. | 34,052 | $24.7M | 1.4% | -1.1% | 13F ↗ |
| 16 | MSFT Microsoft Corporation | 47,720 | $24.5M | 1.4% | +0.4% | 13F ↗ |
| 17 | BRK-B Berkshire Hathaway Inc. Class B | 48,847 | $24.3M | 1.4% | +0.1% | 13F ↗ |
| 18 | JPM JPMorgan Chase & Co. | 61,851 | $20.5M | 1.2% | +1.7% | 13F ↗ |
| 19 | Invesco Qqq Tr | 26,377 | $19.5M | 1.1% | +13.5% | 13F ↗ |
| 20 | Vanguard Bd Index Fds Total Bnd Mrkt | 270,198 | $19.0M | 1.1% | +41.9% | 13F ↗ |
| 21 | Victory Portfolios II Vict Fr Grow Etf | 560,299 | $18.7M | 1.1% | New | 13F ↗ |
| 22 | BlackRock ETF Trust Isha La Core Etf | 340,048 | $16.6M | 0.9% | +128% | 13F ↗ |
| 23 | BlackRock ETF Trust Isha I In Te Etf | 333,864 | $15.8M | 0.9% | -11.7% | 13F ↗ |
| 24 | First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf | 407,861 | $15.3M | 0.9% | -7.2% | 13F ↗ |
| 25 | Spdr Series Trust St Lon Treas Etf | 619,605 | $14.8M | 0.8% | +16.0% | 13F ↗ |
| 26 | iShares Inc Core Msci Emkt | 181,191 | $14.7M | 0.8% | -20.5% | 13F ↗ |
| 27 | Vanguard Index Fds Mrngstr Grwt Etf | 145,453 | $13.1M | 0.7% | +6.5% | 13F ↗ |
| 28 | GOOG Alphabet Inc. Class C | 38,014 | $13.0M | 0.7% | +2.0% | 13F ↗ |
| 29 | Vanguard Index Fds Mrngstr Val Etf | 59,201 | $12.8M | 0.7% | +0.1% | 13F ↗ |
| 30 | BRK-A Berkshire Hathaway Inc. Class A | 17 | $12.7M | 0.7% | Unchanged | 13F ↗ |
| 31 | JNJ Johnson & Johnson | 47,183 | $12.5M | 0.7% | -0.2% | 13F ↗ |
| 32 | iShares Tr Core S&P500 Etf | 15,573 | $11.9M | 0.7% | +26.0% | 13F ↗ |
| 33 | GOOGL Alphabet Inc. Class A | 33,372 | $11.5M | 0.7% | +3.7% | 13F ↗ |
| 34 | T Rowe Price Exchange-Traded Cap Appreciation | 249,306 | $10.5M | 0.6% | -1.9% | 13F ↗ |
| 35 | Vanguard Admiral Fds Inc 500 Grth Idx F | 118,941 | $10.2M | 0.6% | +13.7% | 13F ↗ |
| 36 | MU Micron Technology, Inc. | 8,564 | $9.1M | 0.5% | +47.5% | 13F ↗ |
| 37 | Vanguard Specialized Funds Div App Etf | 37,806 | $8.8M | 0.5% | +9.1% | 13F ↗ |
| 38 | BlackRock ETF Trust Isha Syst Al Etf | 295,059 | $8.8M | 0.5% | +7.5% | 13F ↗ |
| 39 | Global X Fds Defense Tech Etf | 139,459 | $8.4M | 0.5% | +0.1% | 13F ↗ |
| 40 | Vanguard Admiral Fds Inc | 37,922 | $8.4M | 0.5% | +17.1% | 13F ↗ |
| 41 | XOM ExxonMobil Holdings Corporation | 47,701 | $7.8M | 0.4% | New | 13F ↗ |
| 42 | Vanguard Index Fds Mrngstr Sml Cap | 24,488 | $7.0M | 0.4% | +9.6% | 13F ↗ |
| 43 | BlackRock ETF Trust Isha Us Them Etf | 158,186 | $7.0M | 0.4% | -1.3% | 13F ↗ |
| 44 | Vaneck ETF Trust Long Muni Etf | 420,337 | $6.9M | 0.4% | +1.7% | 13F ↗ |
| 45 | Vanguard Index Fds Mrngstr Mid Cap | 85,290 | $6.7M | 0.4% | +9.1% | 13F ↗ |
| 46 | PANW Palo Alto Networks, Inc. | 16,532 | $6.6M | 0.4% | +59.1% | 13F ↗ |
| 47 | BlackRock ETF Trust Isha U S Ind Etf | 178,244 | $6.6M | 0.4% | New | 13F ↗ |
| 48 | T AT&T Inc. | 262,238 | $6.4M | 0.4% | +1.0% | 13F ↗ |
| 49 | Spdr Series Trust St Nuve High Etf | 272,015 | $6.4M | 0.4% | +6.1% | 13F ↗ |
| 50 | iShares Tr Core Intl Aggr | 126,752 | $6.2M | 0.4% | +26.2% | 13F ↗ |
Showing the top 50 of 537 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
31 new, 262 added to, 193 trimmed, 61 exited, 51 unchanged. By estimated dollars.
New positions (31)
| Victory Portfolios II Vict Fr Grow Etf | 560,299 | New | $18.7M |
| XOM ExxonMobil Holdings Corporation | 47,701 | New | $7.8M |
| BlackRock ETF Trust Isha U S Ind Etf | 178,244 | New | $6.6M |
| HPE Hewlett Packard Enterprise Company | 67,595 | New | $4.3M |
| Fidelity Covington Trust Enhanced Emrngs | 76,143 | New | $3.1M |
| MRNA Moderna, Inc. | 16,264 | New | $3.1M |
| MRVL Marvell Technology, Inc. | 11,609 | New | $3.1M |
| SNDK Sandisk Corporation | 1,431 | New | $2.5M |
| ET Energy Transfer LP · Com Ut Ltd Ptn | 116,278 | New | $2.3M |
| EPD Enterprise Products Partners L.P. | 46,748 | New | $1.7M |
Added to (262)
| BlackRock ETF Trust Isha La Core Etf | 340,048 | +128% | $9.3M |
| Vanguard Bd Index Fds Total Bnd Mrkt | 270,198 | +41.9% | $5.6M |
| MU Micron Technology, Inc. | 8,564 | +47.5% | $2.9M |
| SPCX Space Exploration Technologies Corp. | 20,753 | +540% | $2.6M |
| iShares Tr Core S&P500 Etf | 15,573 | +26.0% | $2.5M |
| PANW Palo Alto Networks, Inc. | 16,532 | +59.1% | $2.4M |
| Invesco Qqq Tr | 26,377 | +13.5% | $2.3M |
| iShares Tr S&P 500 Grwt Etf | 20,068 | +359% | $2.2M |
| Spdr Series Trust St Lon Treas Etf | 619,605 | +16.0% | $2.0M |
| IAU iShares Gold Trust · Ishares New | 73,681 | +50.7% | $1.9M |
Trimmed (193)
| Spdr Series Trust St Str P500GRW | 287,135 | -35.2% | -$19.2M |
| iShares Tr Msci Usa Mmentm | 6,659 | -79.7% | -$8.3M |
| iShares Inc Core Msci Emkt | 181,191 | -20.5% | -$3.8M |
| Spdr Series Trust St Str P500ETF | 771,563 | -3.4% | -$2.5M |
| iShares Tr Msci Usa Qlt Fct | 22,289 | -30.5% | -$2.2M |
| BlackRock ETF Trust Isha I In Te Etf | 333,864 | -11.7% | -$2.1M |
| STX Seagate Technology Holdings PLC | 61,301 | -3.3% | -$1.9M |
| iShares Tr S&P 500 Val Etf | 25,059 | -24.9% | -$1.9M |
| DIA State Street SPDR Dow Jones Industrial Average ETF Trust | 3,894 | -47.0% | -$1.8M |
| Victory Portfolios II Etf | 1.08M | -3.0% | -$1.7M |
Exited (61)
| Exxon Mobil Corp | 47,877 | Exited | -$6.5M |
| Ssga Active ETF Tr Etf | 141,445 | Exited | -$5.6M |
| Spdr Series Trust St Str Backe Etf | 144,536 | Exited | -$3.2M |
| iShares Tr Msci Eafe Etf | 18,288 | Exited | -$1.9M |
| iShares Tr S&P Mc 400VL Etf | 9,449 | Exited | -$1.4M |
| ON ON Semiconductor Corporation | 14,398 | Exited | -$1.4M |
| First Tr Exchange-Traded Alp | 9,079 | Exited | -$1.3M |
| American New World Fund Class F2 Mutual Fund | 10,237 | Exited | -$1.1M |
| Teva Pharmaceutical Industries Ltd ADR | 27,491 | Exited | -$931.4K |
| Metropolitan Wash 6.5 41 Muni Bonds | 675,000 | Exited | -$681.4K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 12, 2026 | 13F-HR | 537 | $1.8B | Current | SEC ↗ |
| Q2 2026 | Jul 29, 2026 | 13F-HR | 567 | $1.7B | Current | SEC ↗ |
| Q1 2026 | May 13, 2026 | 13F-HR | 524 | $1.5B | Current | SEC ↗ |
| Q4 2025 | Feb 6, 2026 | 13F-HR | 454 | $1.4B | Current | SEC ↗ |
| Q3 2025 | Nov 17, 2025 | 13F-HR/A (restatement) | 424 | $1.3B | Current | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | 13F-HR | 430 | $1.1B | Replaced | SEC ↗ |
| Q2 2025 | Aug 13, 2025 | 13F-HR | 430 | $1.1B | Current | SEC ↗ |
| Q1 2025 | May 13, 2025 | 13F-HR | 395 | $983.7M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer