DOSSIER · 13F-HR · Q1 2026
Keystone Financial Planning, Inc.
$374M in tracked AUM across 40 positions as of Q1 2026.
KF
CIK 0001596906 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Keystone Financial Planning, Inc.
1. Portfolio Overview
The filing for Keystone Financial Planning, Inc. reveals a portfolio undergoing a massive structural transformation during the quarter ended December 31, 2025. The total portfolio value surged by 400.5%, growing from $68.89 million to $344.79 million. This dramatic increase in assets under management (AUM) correlates with a significant overhaul in investment strategy, evidenced by...
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.
Filing history
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