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, Inc. (CIK 2053642) reported $192.4M across 132 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAU ($27.4M, 14.22%), VPLS ($21.2M, 11.01%), SGOV ($18.1M, 9.43%), SCHD ($12.0M, 6.24%), VIG ($10.4M, 5.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $27.4M | 14.22% | 606,337 | Trimmed |
| 2 | VPLS | VANGUARD MALVERN FDS | $21.2M | 11.01% | 272,896 | Added |
| 3 | SGOV | ISHARES TR | $18.1M | 9.43% | 180,238 | Trimmed |
| 4 | SCHD | SCHWAB STRATEGIC TR | $12.0M | 6.24% | 391,577 | Added |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | $10.4M | 5.42% | 48,461 | Added |
| 6 | VIGI | VANGUARD WHITEHALL FDS | $9.1M | 4.72% | 102,741 | Added |
| 7 | VSDM | VANGUARD MUN BD FDS | $8.6M | 4.45% | 112,123 | Added |
| 8 | DFAX | DIMENSIONAL ETF TRUST | $8.0M | 4.18% | 236,652 | Added |
| 9 | DFSD | DIMENSIONAL ETF TRUST | $7.7M | 4.01% | 160,987 | Added |
| 10 | FBK | FB FINL CORP | $7.0M | 3.62% | 134,150 | Trimmed |
| 11 | INMU | BLACKROCK ETF TRUST II | $6.7M | 3.50% | 281,882 | Added |
| 12 | DFAC | DIMENSIONAL ETF TRUST | $5.9M | 3.06% | 151,343 | Trimmed |
| 13 | VCRM | VANGUARD MUN BD FDS | $4.5M | 2.33% | 59,661 | Added |
| 14 | SHV | ISHARES TR | $3.7M | 1.91% | 33,280 | Added |
| 15 | VSDB | VANGUARD MALVERN FDS | $3.7M | 1.91% | 48,256 | Added |
| 16 | EMLP | FIRST TR EXCHANGE-TRADED FD | $3.6M | 1.85% | 81,674 | Trimmed |
| 17 | DFAW | DIMENSIONAL ETF TRUST | $2.7M | 1.41% | 36,646 | Added |
| 18 | USRT | ISHARES TR | $2.5M | 1.29% | 42,043 | Trimmed |
| 19 | ITOT | ISHARES TR | $2.3M | 1.18% | 15,890 | Trimmed |
| 20 | MEAR | ISHARES U S ETF TR | $2.2M | 1.15% | 43,903 | Trimmed |
| 21 | VLUE | ISHARES TR | $1.6M | 0.83% | 11,195 | Trimmed |
| 22 | IEFA | ISHARES TR | $1.5M | 0.78% | 16,576 | Hold |
| 23 | VTI | VANGUARD INDEX FDS | $1.5M | 0.76% | 4,548 | Added |
| 24 | IXUS | ISHARES TR | $1.2M | 0.61% | 13,447 | Trimmed |
| 25 | SPTM | SPDR SERIES TRUST | $1.1M | 0.59% | 14,256 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31