Keystone Financial Group

Q1 2026 13F-HR Holdings

Location
Lexington, KY
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
528
Total value ($000)
$1,461,120
Net value change ($000)
+109,183 (8.1%)
New positions
81
Sold out positions
11
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
STX 22,933 132.6%
SPYM 12,633 30.1%
HEFA 6,107 2394.9%
WMFFX 5,473 NEW
GFFFX 4,985 NEW
AMEFX 3,996 NEW
WGIFX 3,758 NEW
IEMG 3,505 21.3%
AMBFX 3,074 NEW
CAIFX 2,956 NEW
Top Reduces (Value $000, Stocks/ETFs)
XLG -16,328 -95.9%
AMD -11,093 -62.5%
PLTR -5,320 -12.0%
TSLA -5,183 -12.7%
AAPL -4,947 -5.3%
MSFT -4,651 -19.9%
IAU -3,612 -43.8%
DIS -3,324 -83.9%
DYNF -1,908 -5.7%
SPY -1,598 -2.0%
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