13F Insight
DOSSIER · 13F-HR · Q2 2026

Keystone Financial Group

$1.7B in tracked AUM across 567 positions as of Q2 2026.

KF
CIK 0001729299 · last filed Jun 30, 2026
Total AUM
$1.7B
as of Q2 2026
Holdings
567
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Keystone Financial Group filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$98M338K5.8%02
SPY
STATE STR SPDR S&P 500 ETF T
$81M108K4.8%03
SPYM
SPDR SERIES TRUST
$70M799K4.2%04
G7997R103
SEAGATE TECHNOLOGY HLDNGS PL
$61M63K3.6%05
SPYG
STATE STREET
$53M443K3.1%06
VFLO
VICTORY PORTFOLIOS II
$51M1.1M3.0%07
AMD
ADVANCED MICRO DEVICES INC
$47M80K2.8%08
VTI
VANGUARD INDEX FDS
$45M122K2.7%09
NVDA
NVIDIA CORPORATION
$40M201K2.4%10
TSLA
TESLA INC
$40M94K2.3%

Filing history

2026Q2Jun 30
$1.7B▲ 15.4%
567 positionsView →2026Q1Mar 31
$1.5B▲ 8.1%
528 positionsView →2025Q4Dec 31
$1.4B▲ 22.0%
454 positionsView →2025Q3Sep 30
$1.1B— 0.0%
441 positionsView →2025Q2Jun 30
$1.1B▲ 12.7%
441 positionsLocked2025Q1Mar 31
$984M▼ 3.3%
405 positionsLocked2024Q4Dec 31
$1.0B▲ 30.1%
395 positionsLocked2024Q3Sep 30
$781M▲ 179.9%
373 positionsLocked2024Q2Jun 30
$279M▼ 59.3%
169 positionsLocked2024Q1Mar 31
$686M▲ 19.4%
347 positionsLocked2023Q4Dec 31
$575M▼ 3.7%
298 positionsLocked2023Q3Sep 30
$597M▲ 1.6%
300 positionsLocked
Showing 12 of 34