Keystone Financial Group

Q4 2025 13F-HR Holdings

Location
Lexington, KY
Holdings as of
12/31/2025
Date filed
2/6/2026
Form type
13F-HR
Num holdings
454
Total value ($000)
$1,351,937
Net value change ($000)
+43,284 (3.3%)
New positions
65
Sold out positions
35
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/17/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VFLO 11,310 37.8%
BUFR 9,109 234.8%
IEMG 8,850 115.9%
DYNF 8,692 35.1%
TOTL 5,980 2190.5%
IVE 4,491 496.8%
BAI 2,807 30.7%
MTUM 2,547 36.8%
IAU 2,052 33.1%
BRK-B 2,004 9.6%
Top Reduces (Value $000, Stocks/ETFs)
SPY -29,416 -26.8%
JQUA -7,411 -38.5%
MSFT -4,951 -17.5%
PLTR -3,073 -6.5%
META -1,606 -6.9%
SPMD -1,419 -73.5%
SPTL -1,370 -18.3%
HYMB -1,350 -22.6%
Unilever PLC -1,273 -100.0%
XMPT -1,154 -19.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type