Keystone Financial Group Portfolio Holdings - 13F Filings | 13F Fund Database
Keystone Financial Group 13F Holdings
CIK 0001729299 · LEXINGTON, KY
As of Sep 30, 2025, Keystone Financial Group reported
883 positions worth $2.0B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 280,816 |
|
82.0M9.04% |
| APPLE INC | AAPL | Technology | 717,667 |
68.0M | 8.34% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 505,982 | $80.9M | 4.02% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 1,023,612 | $77.3M | 3.84% |
| NVIDIA CORP | NVDA | Technology | 435,989 | $76.6M | 3.80% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 232,190 | $73.4M | 3.65% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 683,658 | $68.3M | 3.39% |
| TESLA INC | TSLA | Consumer Cyclical | 177,999 | $67.4M | 3.35% |
| VICTORYSHARES FREE CASH FLOW ETF | VFLO | — | 1,576,152 | $57.4M | 2.85% |
| MICROSOFT CORP | MSFT | Technology | 104,291 | $53.0M | 2.63% |
| META PLATFORMS INC | META | Communication Services | 66,881 | $47.1M | 2.34% |
| AMAZON.COM INC | AMZN | Equity | 194,593 | $44.0M | 2.18% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 770,271 | $43.9M | 2.18% |
| VANGUARD 500 INDEX FUND | VOO | — | 69,107 | $41.0M | 2.03% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 81,320 | $40.2M | 1.99% |
| JPMORGAN US QUALITY FACTOR ETF | JQUA | — | 629,971 | $38.7M | 1.92% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 117,289 | $35.7M | 1.77% |
| ADVANCED MICRO DEVICES INC | AMD | Equity | 165,048 | $30.8M | 1.53% |
| SEAGATE TECHNOLOGY HOLDINGS PLC | STX | Technology | 125,951 | $26.8M | 1.33% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 35 | $25.8M | 1.28% |
| INVESCO S&P 500 TOP 50 ETF | XLG | — | 442,993 | $24.6M | 1.22% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 41,591 | $24.0M | 1.19% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 301,324 | $22.3M | 1.11% |
| VANGUARD VALUE INDEX FUND | VTV | — | 119,832 | $21.8M | 1.08% |
| T ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | TCAF | — | 486,915 |
7.8M | 0.88% |