Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Keystone Financial Group (CIK 1729299) reported $1.46B across 506 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($87.9M, 6.02%), SPY ($78.6M, 5.38%), SPLG ($54.7M, 3.74%), VFLO ($42.6M, 2.92%), STX ($40.2M, 2.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $87.9M | 6.02% | 341,115 | Trimmed |
| 2 | SPY | STATE STREET SPDR S&P 500 ETF TRUST | $78.6M | 5.38% | 115,948 | Trimmed |
| 3 | SPLG | SPDR SERIES TRUST | $54.7M | 3.74% | 714,132 | Added |
| 4 | VFLO | VICTORY PORTFOLIOS II | $42.6M | 2.92% | 1.1M | Added |
| 5 | STX | SEAGATE TECHNOLOGY H F | $40.2M | 2.75% | 62,749 | Trimmed |
| 6 | VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $39.1M | 2.68% | 121,278 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $39.2M | 2.68% | 216,175 | Added |
| 8 | PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | $38.9M | 2.66% | 266,312 | Added |
| 9 | SPYG | STATE STREET | $37.5M | 2.56% | 382,639 | Added |
| 10 | TSLA | TESLA INC | $35.5M | 2.43% | 94,007 | Added |
| 11 | DYNF | BLACKROCK ETF TRUST | $31.6M | 2.16% | 542,488 | Trimmed |
| 12 | AMZN | AMAZON.COM INC | $23.7M | 1.62% | 98,937 | Added |
| 13 | AMD | ADVANCED MICRO DEVIC | $23.5M | 1.61% | 80,199 | Trimmed |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $22.4M | 1.53% | 46,784 | Added |
| 15 | VOO | VANGUARD S&P 500 ETF | $21.9M | 1.50% | 36,033 | Added |
| 16 | META | META PLATFORMS INC CLASS CLASS A | $20.5M | 1.40% | 34,282 | Added |
| 17 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $20.0M | 1.37% | 286,188 | Added |
| 18 | MSFT | MICROSOFT CORP | $18.7M | 1.28% | 49,683 | Added |
| 19 | JPM | JPMORGAN CHASE & CO | $18.6M | 1.27% | 60,520 | Added |
| 20 | QQQ | INVESCO QQQ TR | $14.5M | 0.99% | 25,017 | Added |
| 21 | BAI | BLACKROCK ETF TRUST | $13.8M | 0.94% | 418,803 | Added |
| 22 | BUFR | FIRST TR EXCHNG TRADED FD VI | $13.6M | 0.93% | 401,470 | Added |
| 23 | BND | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | $12.5M | 0.85% | 169,636 | Added |
| 24 | BRK/A | BERKSHIRE HATHAWAY INC DCLASS CLASS A | $12.2M | 0.83% | 17 | Hold |
| 25 | JQUA | JPMORGAN US | $12.0M | 0.82% | 196,293 | Added |
Source: SEC Form 13F filings · as of 2026-03-31