Filed: 8/13/2025ACC: 0001765380-25-000370
📋 What this filing means
KEYSTONE FINANCIAL GROUP filed this quarterly 13F‑HR report disclosing 430 equity positions with a total reported market value of $1.11B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
430
Positions
$1.11B
Total AUM (reported)
15.39M
Total Shares
Allocation by class
MF CLOSED AND MF OPEN$583.31M52.6%
COMMON STOCK$517.38M46.7%
OIL & GAS, REAL ESTATE AND REIT$3.70M0.3%
MUTUAL FUND$2.22M0.2%
GOVERNMENT MONEY$920.2K0.1%
PREFERRED STOCK$913.3K0.1%
Portfolio Concentration
Top 3$185.17M16.7%
4–10$217.50M19.6%
11–25$220.00M19.8%
Rest$485.78M43.8%
Top 3 weight
16.7%
Top 10 weight
36.3%
Voting Authority Distribution
Total shares with voting rights: 15.39M
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
15.39M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole430
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings430
Rows:
SPDR S&P
SOLEShares120.14K
TypeSH
Market value$74.28M
6.70%
Sole
0.00
Shared
0.00
None
120.14K
APPLE INC
SOLEShares354.16K
TypeSH
Market value$74.03M
6.68%
Sole
0.00
Shared
0.00
None
354.16K
SPDR PORTFOLIO
SOLEShares506.95K
TypeSH
Market value$36.85M
3.32%
Sole
0.00
Shared
0.00
None
506.95K
NVIDIA CORP
SOLEShares216.43K
TypeSH
Market value$35.54M
3.21%
Sole
0.00
Shared
0.00
None
216.43K
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares114.75K
TypeSH
Market value$34.88M
3.15%
Sole
0.00
Shared
0.00
None
114.75K
PALANTIR TECHNOLOGIES
SOLEShares248.77K
TypeSH
Market value$34.01M
3.07%
Sole
0.00
Shared
0.00
None
248.77K
SPDR PORTFOLIO
SOLEShares338.47K
TypeSH
Market value$32.26M
2.91%
Sole
0.00
Shared
0.00
None
338.47K
TESLA INC
SOLEShares86.23K
TypeSH
Market value$28.61M
2.58%
Sole
0.00
Shared
0.00
None
86.23K
VICTORYSHARES FREE
SOLEShares777.88K
TypeSH
Market value$27.50M
2.48%
Sole
0.00
Shared
0.00
None
777.88K
MICROSOFT CORP
SOLEShares49.46K
TypeSH
Market value$24.69M
2.23%
Sole
0.00
Shared
0.00
None
49.46K
META PLATFORMS INC CLASS A
SOLEShares31.58K
TypeSH
Market value$23.82M
2.15%
Sole
0.00
Shared
0.00
None
31.58K
AMAZON COM
SOLEShares93.96K
TypeSH
Market value$20.67M
1.86%
Sole
0.00
Shared
0.00
None
93.96K
VANGUARD S&P 500 ETF
SOLEShares34.40K
TypeSH
Market value$19.63M
1.77%
Sole
0.00
Shared
0.00
None
34.40K
JPMORGAN US
SOLEShares324.33K
TypeSH
Market value$19.48M
1.76%
Sole
0.00
Shared
0.00
None
324.33K
BERKSHIRE HATHAWAY CLASS B
SOLEShares39.77K
TypeSH
Market value$19.26M
1.74%
Sole
0.00
Shared
0.00
None
39.77K
ISHARES U S
SOLEShares351.73K
TypeSH
Market value$19.16M
1.73%
Sole
0.00
Shared
0.00
None
351.73K
JPMORGAN CHASE & CO
SOLEShares54.28K
TypeSH
Market value$15.73M
1.42%
Sole
0.00
Shared
0.00
None
54.28K
BERKSHIRE HATHAWAY INC DCLASS A
SOLEShares17.00
TypeSH
Market value$12.14M
1.10%
Sole
0.00
Shared
0.00
None
17.00
ADVANCED MICRO DEVIC
SOLEShares76.36K
TypeSH
Market value$12.02M
1.08%
Sole
0.00
Shared
0.00
None
76.36K
INVESCO QQQ
SOLEShares20.59K
TypeSH
Market value$11.36M
1.02%
Sole
0.00
Shared
0.00
None
20.59K
VANGUARD VALUE ETF
SOLEShares60.30K
TypeSH
Market value$10.66M
0.96%
Sole
0.00
Shared
0.00
None
60.30K
VANGUARD TOTAL BOND MARKET ETF
SOLEShares137.72K
TypeSH
Market value$10.13M
0.91%
Sole
0.00
Shared
0.00
None
137.72K
SEAGATE TECHNOLOGY H F
SOLEShares58.16K
TypeSH
Market value$8.75M
0.79%
Sole
0.00
Shared
0.00
None
58.16K
INVESCO S&P
SOLEShares167.41K
TypeSH
Market value$8.72M
0.79%
Sole
0.00
Shared
0.00
None
167.41K
T ROWE
SOLEShares240.36K
TypeSH
Market value$8.48M
0.77%
Sole
0.00
Shared
0.00
None
240.36K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&PSOLE | MF Closed and MF Open | 120.14K | SH | $74.28M 6.70% | 0.00 | 0.00 | 120.14K |
APPLE INCSOLE | Common Stock | 354.16K | SH | $74.03M 6.68% | 0.00 | 0.00 | 354.16K |
SPDR PORTFOLIOSOLE | MF Closed and MF Open | 506.95K | SH | $36.85M 3.32% | 0.00 | 0.00 | 506.95K |
NVIDIA CORPSOLE | Common Stock | 216.43K | SH | $35.54M 3.21% | 0.00 | 0.00 | 216.43K |
VANGUARD TOTAL STOCK MARKET ETFSOLE | MF Closed and MF Open | 114.75K | SH | $34.88M 3.15% | 0.00 | 0.00 | 114.75K |
PALANTIR TECHNOLOGIESSOLE | Common Stock | 248.77K | SH | $34.01M 3.07% | 0.00 | 0.00 | 248.77K |
SPDR PORTFOLIOSOLE | MF Closed and MF Open | 338.47K | SH | $32.26M 2.91% | 0.00 | 0.00 | 338.47K |
TESLA INCSOLE | Common Stock | 86.23K | SH | $28.61M 2.58% | 0.00 | 0.00 | 86.23K |
VICTORYSHARES FREESOLE | MF Closed and MF Open | 777.88K | SH | $27.50M 2.48% | 0.00 | 0.00 | 777.88K |
MICROSOFT CORPSOLE | Common Stock | 49.46K | SH | $24.69M 2.23% | 0.00 | 0.00 | 49.46K |
META PLATFORMS INC CLASS ASOLE | Common Stock | 31.58K | SH | $23.82M 2.15% | 0.00 | 0.00 | 31.58K |
AMAZON COMSOLE | Common Stock | 93.96K | SH | $20.67M 1.86% | 0.00 | 0.00 | 93.96K |
VANGUARD S&P 500 ETFSOLE | MF Closed and MF Open | 34.40K | SH | $19.63M 1.77% | 0.00 | 0.00 | 34.40K |
JPMORGAN USSOLE | MF Closed and MF Open | 324.33K | SH | $19.48M 1.76% | 0.00 | 0.00 | 324.33K |
BERKSHIRE HATHAWAY CLASS BSOLE | Common Stock | 39.77K | SH | $19.26M 1.74% | 0.00 | 0.00 | 39.77K |
ISHARES U SSOLE | MF Closed and MF Open | 351.73K | SH | $19.16M 1.73% | 0.00 | 0.00 | 351.73K |
JPMORGAN CHASE & COSOLE | Common Stock | 54.28K | SH | $15.73M 1.42% | 0.00 | 0.00 | 54.28K |
BERKSHIRE HATHAWAY INC DCLASS ASOLE | Common Stock | 17.00 | SH | $12.14M 1.10% | 0.00 | 0.00 | 17.00 |
ADVANCED MICRO DEVICSOLE | Common Stock | 76.36K | SH | $12.02M 1.08% | 0.00 | 0.00 | 76.36K |
INVESCO QQQSOLE | MF Closed and MF Open | 20.59K | SH | $11.36M 1.02% | 0.00 | 0.00 | 20.59K |
VANGUARD VALUE ETFSOLE | MF Closed and MF Open | 60.30K | SH | $10.66M 0.96% | 0.00 | 0.00 | 60.30K |
VANGUARD TOTAL BOND MARKET ETFSOLE | MF Closed and MF Open | 137.72K | SH | $10.13M 0.91% | 0.00 | 0.00 | 137.72K |
SEAGATE TECHNOLOGY H FSOLE | Common Stock | 58.16K | SH | $8.75M 0.79% | 0.00 | 0.00 | 58.16K |
INVESCO S&PSOLE | MF Closed and MF Open | 167.41K | SH | $8.72M 0.79% | 0.00 | 0.00 | 167.41K |
T ROWESOLE | MF Closed and MF Open | 240.36K | SH | $8.48M 0.77% | 0.00 | 0.00 | 240.36K |
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