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Keystone Financial Group, Inc.

Keystone Financial Group, Inc. is an Investment Adviser institutional filer with the SEC under CIK 2053642, reporting 117 portfolio positions, with 7 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: GA
  • Filing type: 13F-HR
  • Latest reporting period: 2026-09-30
  • Last filed: 2026-10-13

Top 10 portfolio positions

The largest reported holdings in Keystone Financial Group, Inc.'s most recent 13F filing, ranked by reported market value.

  1. DIMENSIONAL ETF TRUST (DFAU)
  2. VANGUARD MALVERN FDS (VPLS)
  3. DIMENSIONAL ETF TRUST (DFAX)
  4. SCHWAB STRATEGIC TR (SCHD)
  5. VANGUARD SPECIALIZED FUNDS (VIG)
  6. VANGUARD MUN BD FDS (VSDM)
  7. VANGUARD MUN BD FDS (VCRM)
  8. VANGUARD WHITEHALL FDS (VIGI)
  9. DIMENSIONAL ETF TRUST (DFAC)
  10. VANGUARD MALVERN FDS (VSDB)
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