Keystone Financial Group

DOSSIER · 13F-HR · Q1 2026

Keystone Financial Group

$1.5B in tracked AUM across 528 positions as of Q1 2026.

KF

CIK 0001729299 · last filed Mar 31, 2026

Total AUM

$1.5B

as of Q1 2026

Holdings

528

—

positions

Whale Score

55

55

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

Keystone Financial Group filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

AAPL

APPLE INC

$88M341K6.0%02

SPY

STATE STREET SPDR S&P 500 ETF TRUST

$79M116K5.4%03

SPYM

SPDR SERIES TRUST

$55M714K3.7%04

VFLO

VICTORY PORTFOLIOS II

$43M1.1M2.9%05

G7997R103

SEAGATE TECHNOLOGY H F

$40M63K2.8%06

NVDA

NVIDIA CORPORATION

$39M216K2.7%07

VTI

VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES

$39M121K2.7%08

PLTR

PALANTIR TECHNOLOGIES INCLASS CLASS A