Keystone Financial Group, Inc. - Portfolio Stock Holdings
Keystone Financial Group, Inc. disclosed 136 stock positions in a recent SEC 13F filing. $190,527,332 of stock holdings were filed, with the largest holdings including DFAU, VPLS, and SCHD. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $247,434,680 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
136Est. Stock Holding Value:
$190,527,332Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Keystone Financial Group, Inc.
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...