Keystone Financial Group, Inc. - Portfolio Stock Holdings
Keystone Financial Group, Inc. disclosed 122 stock positions in a recent SEC 13F filing. $187,706,036 of stock holdings were filed, with the largest holdings including DFAU, VPLS, and DFAX. This filing represented positions held on Sept. 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:
Sept. 30, 2026No. of Stocks:
122Est. Stock Holding Value:
$187,706,036Top Stock Holdings By Sector
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Portfolio Stock Holdings - Keystone Financial Group, Inc.
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