StockDriftsStockDriftsTop 50 Keystone Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 16.85% | 620.9K | $32.1M | +2.41%(+14.61K) | $40.33(+32.80%) | 2026-06-30 | |
| VPLS | VANGUARD MALVERN FDS | 11.93% | 293.0K | $22.7M | +7.36%(+20.09K) | $77.69(-1.67%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 6.33% | 380.4K | $12.1M | -2.85%(-11.16K) | $27.70(+23.77%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 6.14% | 49.4K | $11.7M | +1.97%(+953) | $200.28(+23.13%) | 2026-06-30 | |
| VSDM | VANGUARD MUN BD FDS | 5.72% | 142.2K | $10.9M | +26.82%(+30.07K) | $76.30(-0.13%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 5.21% | 269.6K | $9.9M | +13.91%(+32.92K) | $29.39(+28.81%) | 2026-06-30 | |
| VIGI | VANGUARD WHITEHALL FDS | 5.15% | 105.1K | $9.8M | +2.25%(+2.32K) | $84.38(+17.97%) | 2026-06-30 | |
| VCRM | VANGUARD MUN BD FDS | 4.37% | 109.1K | $8.3M | +82.87%(+49.44K) | $75.30(-0.11%) | 2026-06-30 | |
| FBK | FB FINL CORP | 3.87% | 133.3K | $7.4M | -0.67%(-897) | $49.20(+23.72%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 3.56% | 152.8K | $6.8M | +0.97%(+1.47K) | $35.66(+28.95%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +14.10% |
| Top 20 Holdings Unweighted | — | — | — | — | +16.92% |
Keystone Financial Group, Inc. reports $190.53M in US-listed equity holdings across 122 positions in its most recent 13F filing. Its largest disclosed positions are DFAU (16.9%), VPLS (11.9%) and SCHD (6.3%). The top 20 holdings account for 87.7% of reported assets. Its disclosed equity book has returned +14.10% cumulatively over 6 quarters. Figures reflect the Q2 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