Keystone Financial Group, Inc.

Q4 2025 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
12/31/2025
Date filed
1/16/2026
Form type
13F-HR
Num holdings
136
Total value ($000)
$190,953
Net value change ($000)
+13,536 (7.6%)
New positions
11
Sold out positions
5
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/20/2025 Next filing: 4/21/2026 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)
VSDM 2,351 52.4%
IXUS 1,998 NEW
DFAC 1,797 39.8%
DFAX 1,485 30.0%
VPLS 1,439 11.3%
DFAU 1,154 4.0%
VSDB 970 60.3%
VIG 864 9.0%
SGOV 827 4.5%
SCHD 784 8.0%
Top Reduces (Value $000, Stocks/ETFs)
IDYN -1,823 -100.0%
FBK -336 -3.6%
SCHZ -222 -100.0%
BALT -155 -41.0%
SHYM -140 -62.2%
SHV -100 -2.7%
MEAR -92 -2.2%
JAJL -73 -3.8%
ZALT -69 -14.4%
LIF -48 -52.2%
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