StockDriftsStockDriftsTop 50 Keystone Financial Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 17.25% | 618.6K | $32.4M | -0.38%(-2.37K) | $40.33(+30.74%) | 2026-09-30 | |
| VPLS | VANGUARD MALVERN FDS | 12.5% | 316.9K | $23.5M | +8.17%(+23.94K) | $77.55(-4.11%) | 2026-09-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 6.87% | 348.4K | $12.9M | +29.25%(+78.84K) | $31.10(+17.21%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 6.67% | 384.7K | $12.5M | +1.13%(+4.31K) | $27.75(+23.39%) | 2026-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 6.09% | 49.0K | $11.4M | -0.92%(-453) | $200.28(+20.35%) | 2026-09-30 | |
| VSDM | VANGUARD MUN BD FDS | 5.9% | 148.9K | $11.1M | +4.71%(+6.69K) | $76.26(-1.56%) | 2026-09-30 | |
| VCRM | VANGUARD MUN BD FDS | 5.29% | 138.8K | $9.9M | +27.18%(+29.66K) | $75.02(-3.31%) | 2026-09-30 | |
| VIGI | VANGUARD WHITEHALL FDS | 4.12% | 81.8K | $7.7M | -22.12%(-23.23K) | $84.38(+14.10%) | 2026-09-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 3.7% | 156.2K | $6.9M | +2.23%(+3.40K) | $35.85(+25.14%) | 2026-09-30 | |
| VSDB | VANGUARD MALVERN FDS | 3.39% | 85.3K | $6.4M | +41.46%(+25.01K) | $76.13(-1.85%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +12.41% |
| Top 20 Holdings Unweighted | — | — | — | — | +15.09% |
Keystone Financial Group INC reports $187.71M in US-listed equity holdings across 117 positions in its most recent 13F filing. Its largest disclosed positions are DFAU (17.3%), VPLS (12.5%) and DFAX (6.9%). The top 20 holdings account for 88.71% of reported assets. Its disclosed equity book has returned +12.41% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Keystone Financial Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2053642). View Keystone Financial Group INC’s 13F filings on SEC