Keystone Financial Group, Inc.

CIK

2053642

Location

ATLANTA, GA

Portfolio Value

Small $190,527,336

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,646 / 8,794 ▼ 155 · as of Jun 2026

Top Industry

Banks - Regional 62.4%

Period ended 3 months ago

Filed Jul 21, 2026 · 2mo

7 quarters · since Dec 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

77 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

31.0%

−3.0 pts

Top 5

72.5%

−1.5 pts

Top 10

93.1%

−0.1 pts

HHI

1,524

Moderately concentrated−179

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	92.3%	$175,869,540	29
Financial Services	5.4%	$10,197,873	8
Technology	0.9%	$1,632,923	7
Healthcare	0.6%	$1,094,337	7
Utilities	0.4%	$791,546	4
Industrials	0.2%	$472,248	8
Consumer Defensive	0.1%	$206,220	4
Consumer Cyclical	0.0%	$86,212	5
Energy	0.0%	$78,625	2
Basic Materials	0.0%	$78,359	1
Communication Services	0.0%	$19,453	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VCRM	Vanguard Core Tax-Exempt Bond ETF	+79,245	251,300	$19,232,024
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	+29,243	353,947	$27,365,605
DCOR	Dimensional US Core Equity 1 ETF	+28,239	1,235,037	$59,156,551
VB	Vanguard Morningstar Small-Cap ETF	+4,956	15,081	$2,901,621
VIGI	Vanguard International Dividend Appreciation ETF	+2,316	105,057	$9,810,222
VIG	Vanguard Dividend Appreciation ETF	+966	50,952	$11,840,649
CAAA	First Trust AAA CMBS ETF	+640	82,314	$3,580,659
TFC	Truist Financial Corp	+227	22,041	$1,098,082
UCB	United Community Banks Inc	+144	18,245	$640,217
BAI	iShares A.I. Innovation and Tech Active ETF	+68	669	$35,269
CSCO	Cisco Systems, Inc.	+13	3,047	$357,900
WEC	Wec Energy Group, Inc.	+10	2,432	$283,984
ATO	Atmos Energy Corp	+7	1,143	$196,904
PFE	Pfizer Inc	+5	318	$7,657
JNJ	Johnson & Johnson	+5	1,609	$408,637
NVDA	Nvidia Corp	+4	3,477	$695,712
ICE	Intercontinental Exchange, Inc.	+4	881	$108,459
AMGN	Amgen Inc	+4	916	$331,701
AAPL	Apple Inc.	+4	250	$72,340
MMM	3M Co	+4	914	$147,985
VEA	Vanguard FTSE Developed Markets ETF	+4	681	$48,521
TRV	Travelers Companies, Inc.	+3	1,139	$376,006
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	+3	1,804	$162,360
ANEW	ProShares MSCI Transformational Changes ETF	+2	1,107	$89,667
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	+2	747	$71,428
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−214,713	210,187	$19,851,408
BCLO	iShares BBB-B CLO Active ETF	−37,676	259,974	$6,715,519
FNDA	Schwab Fundamental U.S. Small Company ETF	−17,124	394,684	$12,519,189
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	−7,437	14,248	$529,496
SLV	iShares Silver Trust	−6,750	810	$43,310
FBK	FB Financial Corp	−897	133,253	$7,375,553
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	−496	3,300	$167,178
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−393	13,863	$1,258,621
HON	Honeywell International Inc	−342	345	$77,245
AFK	VanEck Africa Index ETF	−150	25	$16,397
ACES	ALPS Clean Energy ETF	−106	6,883	$262,242
ABBV	AbbVie Inc.	−94	1,045	$262,963
BRK-B	Berkshire Hathaway Inc	−28	728	$364,283
GLD	Spdr Gold Trust	−5	159	$58,572
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	345	$76,272
HTZ	Hertz Global Holdings, Inc	7,635	$17,293
QUCY	Quantum Cyber N.V.	5,300	$8,321
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
VBIL	Vanguard 0-3 Month Treasury Bill ETF	3,366	$254,637
RGTI	Rigetti Computing, Inc.	2,000	$28,080
LIF	Life360, Inc.	470	$19,185
IBIT	iShares Bitcoin Trust ETF	173	$6,646
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	23	$3,652
DRI	Darden Restaurants Inc	15	$2,940
AAMI	Acadian Asset Management Inc.	45	$2,448
GME	GameStop Corp.	60	$1,382
GE	General Electric Co	4	$1,135
LOGI	Logitech International S.A.	5	$455
NKE	NIKE, Inc.	4	$211
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

77 tracked positions · $190,527,336 total · filing declares 122 positions · $190,532,427 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 77 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DCOR	Dimensional US Core Equity 1 ETF	Added	1,235,037	+28,239	$59,156,551	+13.2%	31.05%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Added	353,947	+29,243	$27,365,605	+9.3%	14.36%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	210,187	-214,713	$19,851,408	—	10.42%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Added	251,300	+79,245	$19,232,024	+47.4%	10.09%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	394,684	-17,124	$12,519,189	−1.1%	6.57%
VIG	Vanguard Dividend Appreciation ETF	Added	50,952	+966	$11,840,649	+12.2%	6.21%
VIGI	Vanguard International Dividend Appreciation ETF	Added	105,057	+2,316	$9,810,222	+7.9%	5.15%
FBK	FB Financial Corp Financial Services	Reduced	133,253	-897	$7,375,553	+5.9%	3.87%
BCLO	iShares BBB-B CLO Active ETF	Reduced	259,974	-37,676	$6,715,519	−10.8%	3.52%
CAAA	First Trust AAA CMBS ETF	Added	82,314	+640	$3,580,659	+0.4%	1.88%
VB	Vanguard Morningstar Small-Cap ETF	Added	15,081	+4,956	$2,901,621	+20.0%	1.52%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	13,863	-393	$1,258,621	+11.7%	0.66%
TFC	Truist Financial Corp Financial Services	Added	22,041	+227	$1,098,082	+9.5%	0.58%
NVDA	Nvidia Corp Technology	Added	3,477	+4	$695,712	+14.9%	0.37%
UCB	United Community Banks Inc Financial Services	Added	18,245	+144	$640,217	+12.3%	0.34%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	Reduced	14,248	-7,437	$529,496	−29.8%	0.28%
JNJ	Johnson & Johnson Healthcare	Added	1,609	+5	$408,637	+4.2%	0.21%
TRV	Travelers Companies, Inc. Financial Services	Added	1,139	+3	$376,006	+13.5%	0.20%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	728	-28	$364,283	+0.6%	0.19%
CSCO	Cisco Systems, Inc. Technology	Added	3,047	+13	$357,900	+52.0%	0.19%
AMGN	Amgen Inc Healthcare	Added	916	+4	$331,701	+3.4%	0.17%
MSFT	Microsoft Corp Technology	Added	780	+1	$290,955	+0.9%	0.15%
WEC	Wec Energy Group, Inc. Utilities	Added	2,432	+10	$283,984	+1.3%	0.15%
SO	Southern Co Utilities	Held	2,875	0	$275,166	−0.8%	0.14%
ABBV	AbbVie Inc. Healthcare	Reduced	1,045	-94	$262,963	+6.2%	0.14%
ACES	ALPS Clean Energy ETF	Reduced	6,883	-106	$262,242	−1.8%	0.14%
GS	Goldman Sachs Group Inc Financial Services	Added	205	+1	$207,330	+20.1%	0.11%
ATO	Atmos Energy Corp Utilities	Added	1,143	+7	$196,904	−6.2%	0.10%
TXN	Texas Instruments Inc Technology	Added	623	+2	$185,697	+54.0%	0.10%
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	Reduced	3,300	-496	$167,178	−13.4%	0.09%
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	Added	1,804	+3	$162,360	+11.1%	0.09%
MMM	3M Co Industrials	Added	914	+4	$147,985	+12.0%	0.08%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	881	+4	$108,459	−21.4%	0.06%
EMR	Emerson Electric Co Industrials	Added	677	+2	$96,912	+9.6%	0.05%
ANEW	ProShares MSCI Transformational Changes ETF	Added	1,107	+2	$89,667	—	0.05%
LIN	Linde PLC Basic Materials	Added	151	+1	$78,359	+5.4%	0.04%
HON	Honeywell International Inc Industrials	Reduced	345	-342	$77,245	−50.3%	0.04%
HONA	Honeywell Aerospace Inc. Industrials	NEW	345	NEW	$76,272	NEW	0.04%
AAPL	Apple Inc. Technology	Added	250	+4	$72,340	+15.9%	0.04%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Added	747	+2	$71,428	+9.2%	0.04%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	474	0	$69,507	+1.5%	0.04%
PEP	Pepsico Inc Consumer Defensive	Held	453	0	$61,336	−12.8%	0.03%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	372	+1	$59,021	+8.5%	0.03%
GLD	Spdr Gold Trust	Reduced	159	-5	$58,572	−17.0%	0.03%
MDT	Medtronic plc Healthcare	Held	741	0	$57,968	−9.7%	0.03%
HD	Home Depot, Inc. Consumer Cyclical	Held	145	0	$51,138	+7.2%	0.03%
EDV	Vanguard World Funds Extended Duration ETF	Held	600	0	$49,404	+14.8%	0.03%
VEA	Vanguard FTSE Developed Markets ETF	Added	681	+4	$48,521	+11.8%	0.03%
XOM	ExxonMobil Holdings Corp Energy	Added	354	+2	$48,398	−19.0%	0.03%
KMB	Kimberly Clark Corp Consumer Defensive	Held	437	0	$47,969	+13.8%	0.03%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.