KEYSTONE FINANCIAL GROUP

Filed: 5/13/2026ACC: 0001729299-26-000003

📋 What this filing means

KEYSTONE FINANCIAL GROUP filed this quarterly 13F‑HR report disclosing 524 equity positions with a total reported market value of $1.46B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

524

Positions

$1.46B

Total AUM (reported)

22.76M

Total Shares

Allocation by class

EQUTITIES$1.46B100.0%

Portfolio Concentration

Top 3$221.21M15.1%

4–10$273.06M18.7%

11–25$279.38M19.1%

Rest$687.47M47.1%

Top 3 weight

15.1%

Top 10 weight

33.8%

Voting Authority Distribution

Total shares with voting rights: 22.76M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

22.76M

% of voting shares100.0%

Investment Discretion (by position count)

Sole524

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings524

Rows:

APPLE INC

SOLE

Equtities

Shares341.12K

TypeSH

Market value$87.93M

6.02%

Sole

0.00

Shared

0.00

None

341.12K

STATE STREET SPDR S&P 500 ETF TRUST

SOLE

Equtities

Shares115.95K

TypeSH

Market value$78.62M

5.38%

Sole

0.00

Shared

0.00

None

115.95K

SPDR SERIES TRUST

SOLE

Equtities

Shares714.13K

TypeSH

Market value$54.66M

3.74%

Sole

0.00

Shared

0.00

None

714.13K

VICTORY PORTFOLIOS II

SOLE

Equtities

Shares1.08M

TypeSH

Market value$42.63M

2.92%

Sole

0.00

Shared

0.00

None

1.08M

SEAGATE TECHNOLOGY H F

SOLE

Equtities

Shares62.75K

TypeSH

Market value$40.23M

2.75%

Sole

0.00

Shared

0.00

None

62.75K

NVIDIA CORPORATION

SOLE

Equtities

Shares216.18K

TypeSH

Market value$39.19M

2.68%

Sole

0.00

Shared

0.00

None

216.18K

VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES

SOLE

Equtities

Shares121.28K

TypeSH

Market value$39.11M

2.68%

Sole

0.00

Shared

0.00

None

121.28K

PALANTIR TECHNOLOGIES INCLASS CLASS A

SOLE

Equtities

Shares266.31K

TypeSH

Market value$38.91M

2.66%

Sole

0.00

Shared

0.00

None

266.31K

STATE STREET

SOLE

Equtities

Shares382.64K

TypeSH

Market value$37.46M

2.56%

Sole

0.00

Shared

0.00

None

382.64K

TESLA INC

SOLE

Equtities

Shares94.01K

TypeSH

Market value$35.53M

2.43%

Sole

0.00

Shared

0.00

None

94.01K

BLACKROCK ETF TRUST

SOLE

Equtities

Shares542.49K

TypeSH

Market value$31.56M

2.16%

Sole

0.00

Shared

0.00

None

542.49K

AMAZON.COM INC

SOLE

Equtities

Shares98.94K

TypeSH

Market value$23.71M

1.62%

Sole

0.00

Shared

0.00

None

98.94K

ADVANCED MICRO DEVIC

SOLE

Equtities

Shares80.20K

TypeSH

Market value$23.49M

1.61%

Sole

0.00

Shared

0.00

None

80.20K

BERKSHIRE HATHAWAY INC DEL

SOLE

Equtities

Shares46.78K

TypeSH

Market value$22.39M

1.53%

Sole

0.00

Shared

0.00

None

46.78K

VANGUARD S&P 500 ETF

SOLE

Equtities

Shares36.03K

TypeSH

Market value$21.90M

1.50%

Sole

0.00

Shared

0.00

None

36.03K

META PLATFORMS INC CLASS CLASS A

SOLE

Equtities

Shares34.28K

TypeSH

Market value$20.51M

1.40%

Sole

0.00

Shared

0.00

None

34.28K

ISHARES CORE MSCI EMERGING MARKETS ETF

SOLE

Equtities

Shares286.19K

TypeSH

Market value$19.99M

1.37%

Sole

0.00

Shared

0.00

None

286.19K

MICROSOFT CORP

SOLE

Equtities

Shares49.68K

TypeSH

Market value$18.74M

1.28%

Sole

0.00

Shared

0.00

None

49.68K

JPMORGAN CHASE & CO

SOLE

Equtities

Shares60.52K

TypeSH

Market value$18.57M

1.27%

Sole

0.00

Shared

0.00

None

60.52K

INVESCO QQQ TR

SOLE

Equtities

Shares25.02K

TypeSH

Market value$14.49M

0.99%

Sole

0.00

Shared

0.00

None

25.02K

BLACKROCK ETF TRUST

SOLE

Equtities

Shares418.80K

TypeSH

Market value$13.80M

0.94%

Sole

0.00

Shared

0.00

None

418.80K

FIRST TR EXCHNG TRADED FD VI

SOLE

Equtities

Shares401.47K

TypeSH

Market value$13.56M

0.93%

Sole

0.00

Shared

0.00

None

401.47K

VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES

SOLE

Equtities

Shares169.64K

TypeSH

Market value$12.48M

0.85%

Sole

0.00

Shared

0.00

None

169.64K

BERKSHIRE HATHAWAY INC DCLASS CLASS A

SOLE

Equtities

Shares17.00

TypeSH

Market value$12.15M

0.83%

Sole

0.00

Shared

0.00

None

17.00

JPMORGAN US

SOLE

Equtities

Shares196.29K

TypeSH

Market value$12.04M

0.82%

Sole

0.00

Shared

0.00

None

196.29K

Issuer	Class	Shares	Type	Value / Portfolio %	None
APPLE INCSOLE	Equtities	341.12K	SH	$87.93M 6.02%	341.12K
STATE STREET SPDR S&P 500 ETF TRUSTSOLE	Equtities	115.95K	SH	$78.62M 5.38%	115.95K
SPDR SERIES TRUSTSOLE	Equtities	714.13K	SH	$54.66M 3.74%	714.13K
VICTORY PORTFOLIOS IISOLE	Equtities	1.08M	SH	$42.63M 2.92%	1.08M
SEAGATE TECHNOLOGY H FSOLE	Equtities	62.75K	SH	$40.23M 2.75%	62.75K
NVIDIA CORPORATIONSOLE	Equtities	216.18K	SH	$39.19M 2.68%	216.18K
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARESSOLE	Equtities	121.28K	SH	$39.11M 2.68%	121.28K
PALANTIR TECHNOLOGIES INCLASS CLASS ASOLE	Equtities	266.31K	SH	$38.91M 2.66%	266.31K
STATE STREETSOLE	Equtities	382.64K	SH	$37.46M 2.56%	382.64K
TESLA INCSOLE	Equtities	94.01K	SH	$35.53M 2.43%	94.01K
BLACKROCK ETF TRUSTSOLE	Equtities	542.49K	SH	$31.56M 2.16%	542.49K
AMAZON.COM INCSOLE	Equtities	98.94K	SH	$23.71M 1.62%	98.94K
ADVANCED MICRO DEVICSOLE	Equtities	80.20K	SH	$23.49M 1.61%	80.20K
BERKSHIRE HATHAWAY INC DELSOLE	Equtities	46.78K	SH	$22.39M 1.53%	46.78K
VANGUARD S&P 500 ETFSOLE	Equtities	36.03K	SH	$21.90M 1.50%	36.03K
META PLATFORMS INC CLASS CLASS ASOLE	Equtities	34.28K	SH	$20.51M 1.40%	34.28K
ISHARES CORE MSCI EMERGING MARKETS ETFSOLE	Equtities	286.19K	SH	$19.99M 1.37%	286.19K
MICROSOFT CORPSOLE	Equtities	49.68K	SH	$18.74M 1.28%	49.68K
JPMORGAN CHASE & COSOLE	Equtities	60.52K	SH	$18.57M 1.27%	60.52K
INVESCO QQQ TRSOLE	Equtities	25.02K	SH	$14.49M 0.99%	25.02K
BLACKROCK ETF TRUSTSOLE	Equtities	418.80K	SH	$13.80M 0.94%	418.80K
FIRST TR EXCHNG TRADED FD VISOLE	Equtities	401.47K	SH	$13.56M 0.93%	401.47K
VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARESSOLE	Equtities	169.64K	SH	$12.48M 0.85%	169.64K
BERKSHIRE HATHAWAY INC DCLASS CLASS ASOLE	Equtities	17.00	SH	$12.15M 0.83%	17.00
JPMORGAN USSOLE	Equtities	196.29K	SH	$12.04M 0.82%	196.29K

Page 1 of 21

…