Keystone Financial Group, Inc.

Q3 2025 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
9/30/2025
Date filed
10/20/2025
Form type
13F-HR
Num holdings
130
Total value ($000)
$177,417
Net value change ($000)
+20,396 (13.0%)
New positions
6
Sold out positions
24
Turnover %
4.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2025 Next filing: 1/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
FBK 6,844 276.7%
VSDM 3,586 398.4%
VPLS 3,143 32.8%
IDYN 1,823 NEW
VCRM 1,746 NEW
VSDB 1,608 NEW
VIG 1,258 15.1%
DFAU 1,112 4.1%
DFAX 896 22.1%
DFAW 551 56.3%
Top Reduces (Value $000, Stocks/ETFs)
IXUS -2,068 -100.0%
ISTB -1,084 -50.0%
JAJL -751 -28.2%
SHV -574 -13.3%
VTIP -242 -47.1%
VTEB -201 -93.9%
IUSB -201 -100.0%
MUB -113 -100.0%
BDX -112 -100.0%
XLU -101 -100.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type