Filed: 7/29/2026ACC: 0001729299-26-000004
📋 What this filing means
KEYSTONE FINANCIAL GROUP filed this quarterly 13F‑HR report disclosing 567 equity positions with a total reported market value of $1.69B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
567
Positions
$1.69B
Total AUM (reported)
21.69M
Total Shares
Allocation by class
COM$384.00M22.8%
MF CLOSED AND MF OPEN$310.21M18.4%
COMMON STOCK$162.25M9.6%
UIT EXCHANGE TRADED$112.59M6.7%
TR UNIT$80.53M4.8%
ST STR P500ETF$70.20M4.2%
ORD SHS$61.15M3.6%
Portfolio Concentration
Top 3$248.47M14.7%
4–10$336.24M19.9%
11–25$314.20M18.6%
Rest$787.57M46.7%
Top 3 weight
14.7%
Top 10 weight
34.7%
Voting Authority Distribution
Total shares with voting rights: 21.69M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
21.69M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole567
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings567
Rows:
APPLE INC
SOLEShares337.76K
TypeSH
Market value$97.73M
5.80%
Sole
0.00
Shared
0.00
None
337.76K
STATE STR SPDR S&P 500 ETF T
SOLEShares107.84K
TypeSH
Market value$80.53M
4.78%
Sole
0.00
Shared
0.00
None
107.84K
SPDR SERIES TRUST
SOLEShares798.87K
TypeSH
Market value$70.20M
4.16%
Sole
0.00
Shared
0.00
None
798.87K
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares63.37K
TypeSH
Market value$61.15M
3.63%
Sole
0.00
Shared
0.00
None
63.37K
STATE STREET
SOLEShares442.92K
TypeSH
Market value$52.70M
3.13%
Sole
0.00
Shared
0.00
None
442.92K
VICTORY PORTFOLIOS II
SOLEShares1.11M
TypeSH
Market value$50.91M
3.02%
Sole
0.00
Shared
0.00
None
1.11M
ADVANCED MICRO DEVICES INC
SOLEShares80.21K
TypeSH
Market value$46.59M
2.76%
Sole
0.00
Shared
0.00
None
80.21K
VANGUARD INDEX FDS
SOLEShares122.06K
TypeSH
Market value$45.17M
2.68%
Sole
0.00
Shared
0.00
None
122.06K
NVIDIA CORPORATION
SOLEShares200.50K
TypeSH
Market value$40.12M
2.38%
Sole
0.00
Shared
0.00
None
200.50K
TESLA INC
SOLEShares94.15K
TypeSH
Market value$39.60M
2.35%
Sole
0.00
Shared
0.00
None
94.15K
BLACKROCK ETF TRUST
SOLEShares566.97K
TypeSH
Market value$38.56M
2.29%
Sole
0.00
Shared
0.00
None
566.97K
PALANTIR TECHNOLOGIES INC
SOLEShares274.47K
TypeSH
Market value$32.02M
1.90%
Sole
0.00
Shared
0.00
None
274.47K
VANGUARD INDEX FDS
SOLEShares36.62K
TypeSH
Market value$25.15M
1.49%
Sole
0.00
Shared
0.00
None
36.62K
BERKSHIRE HATHAWAY INC DEL
SOLEShares48.82K
TypeSH
Market value$24.43M
1.45%
Sole
0.00
Shared
0.00
None
48.82K
AMAZON COM INC
SOLEShares100.17K
TypeSH
Market value$23.88M
1.42%
Sole
0.00
Shared
0.00
None
100.17K
BLACKROCK ETF TRUST
SOLEShares377.92K
TypeSH
Market value$19.92M
1.18%
Sole
0.00
Shared
0.00
None
377.92K
JPMORGAN CHASE &CO
SOLEShares60.80K
TypeSH
Market value$19.90M
1.18%
Sole
0.00
Shared
0.00
None
60.80K
META PLATFORMS INC
SOLEShares34.43K
TypeSH
Market value$19.40M
1.15%
Sole
0.00
Shared
0.00
None
34.43K
ISHARES CORE MSCI
SOLEShares227.99K
TypeSH
Market value$18.89M
1.12%
Sole
0.00
Shared
0.00
None
227.99K
MICROSOFT CORP
SOLEShares47.54K
TypeSH
Market value$17.73M
1.05%
Sole
0.00
Shared
0.00
None
47.54K
INVESCO QQQ TR
SOLEShares23.25K
TypeSH
Market value$17.12M
1.02%
Sole
0.00
Shared
0.00
None
23.25K
FIRST TR EXCHNG TRADED FD VI
SOLEShares439.58K
TypeSH
Market value$16.06M
0.95%
Sole
0.00
Shared
0.00
None
439.58K
STATE STREET
SOLEShares533.95K
TypeSH
Market value$14.01M
0.83%
Sole
0.00
Shared
0.00
None
533.95K
VANGUARD TOTAL BOND
SOLEShares190.37K
TypeSH
Market value$13.98M
0.83%
Sole
0.00
Shared
0.00
None
190.37K
ALPHABET INC
SOLEShares37.28K
TypeSH
Market value$13.17M
0.78%
Sole
0.00
Shared
0.00
None
37.28K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 337.76K | SH | $97.73M 5.80% | 0.00 | 0.00 | 337.76K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 107.84K | SH | $80.53M 4.78% | 0.00 | 0.00 | 107.84K |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 798.87K | SH | $70.20M 4.16% | 0.00 | 0.00 | 798.87K |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 63.37K | SH | $61.15M 3.63% | 0.00 | 0.00 | 63.37K |
STATE STREETSOLE | MF Closed and MF Open | 442.92K | SH | $52.70M 3.13% | 0.00 | 0.00 | 442.92K |
VICTORY PORTFOLIOS IISOLE | SHS FR CA FL ETF | 1.11M | SH | $50.91M 3.02% | 0.00 | 0.00 | 1.11M |
ADVANCED MICRO DEVICES INCSOLE | COM | 80.21K | SH | $46.59M 2.76% | 0.00 | 0.00 | 80.21K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 122.06K | SH | $45.17M 2.68% | 0.00 | 0.00 | 122.06K |
NVIDIA CORPORATIONSOLE | COM | 200.50K | SH | $40.12M 2.38% | 0.00 | 0.00 | 200.50K |
TESLA INCSOLE | COM | 94.15K | SH | $39.60M 2.35% | 0.00 | 0.00 | 94.15K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 566.97K | SH | $38.56M 2.29% | 0.00 | 0.00 | 566.97K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 274.47K | SH | $32.02M 1.90% | 0.00 | 0.00 | 274.47K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 36.62K | SH | $25.15M 1.49% | 0.00 | 0.00 | 36.62K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 48.82K | SH | $24.43M 1.45% | 0.00 | 0.00 | 48.82K |
AMAZON COM INCSOLE | COM | 100.17K | SH | $23.88M 1.42% | 0.00 | 0.00 | 100.17K |
BLACKROCK ETF TRUSTSOLE | ISHARES A I INNO | 377.92K | SH | $19.92M 1.18% | 0.00 | 0.00 | 377.92K |
JPMORGAN CHASE &COSOLE | COM | 60.80K | SH | $19.90M 1.18% | 0.00 | 0.00 | 60.80K |
META PLATFORMS INCSOLE | CL A | 34.43K | SH | $19.40M 1.15% | 0.00 | 0.00 | 34.43K |
ISHARES CORE MSCISOLE | CORE MSCI EMKT | 227.99K | SH | $18.89M 1.12% | 0.00 | 0.00 | 227.99K |
MICROSOFT CORPSOLE | COM | 47.54K | SH | $17.73M 1.05% | 0.00 | 0.00 | 47.54K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 23.25K | SH | $17.12M 1.02% | 0.00 | 0.00 | 23.25K |
FIRST TR EXCHNG TRADED FD VISOLE | FT LADD BUFF ETF | 439.58K | SH | $16.06M 0.95% | 0.00 | 0.00 | 439.58K |
STATE STREETSOLE | MF Closed and MF Open | 533.95K | SH | $14.01M 0.83% | 0.00 | 0.00 | 533.95K |
VANGUARD TOTAL BONDSOLE | UIT EXCHANGE TRADED | 190.37K | SH | $13.98M 0.83% | 0.00 | 0.00 | 190.37K |
ALPHABET INCSOLE | Common Stock | 37.28K | SH | $13.17M 0.78% | 0.00 | 0.00 | 37.28K |
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