Keystone Financial Group

Q3 2026 13F-HR Holdings

Location
Lexington, KY
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
537
Total value ($000)
$1,763,298
Net value change ($000)
+76,808 (4.6%)
New positions
29
Sold out positions
56
Turnover %
5.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
PLTR 18,939 59.1%
GFLW 18,720 NEW
AAPL 14,611 14.9%
BLCR 9,139 121.7%
XOM 7,763 NEW
MSFT 6,742 38.0%
INRO 6,561 NEW
NVDA 5,966 14.9%
META 5,298 27.3%
BND 4,979 35.6%
Top Reduces (Value $000, Stocks/ETFs)
SPYG -17,363 -32.9%
MTUM -9,149 -81.2%
XOM -6,546 -100.0%
TSLA -5,717 -14.4%
TOTL -5,583 -100.0%
STX -4,608 -7.5%
IEMG -4,181 -22.1%
BAI -4,169 -20.9%
SPMB -3,225 -100.0%
WDC -2,084 -55.3%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type