Keystone Financial Group, Inc.

Q1 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
134
Total value ($000)
$192,399
Net value change ($000)
+1,446 (0.8%)
New positions
7
Sold out positions
8
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/16/2026 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)
VPLS 6,997 49.4%
VCRM 2,066 85.5%
DFSD 2,037 35.9%
VSDM 1,717 25.1%
DFAX 1,599 24.8%
SCHD 1,450 13.7%
VSDB 1,102 42.7%
DFAW 840 45.1%
VTI 795 119.7%
EMLP 442 14.1%
Top Reduces (Value $000, Stocks/ETFs)
BRTR -2,998 -79.1%
NEAR -2,773 -93.5%
DFAU -2,329 -7.8%
FBK -2,013 -22.4%
MEAR -1,803 -44.9%
JAJL -1,590 -86.4%
SGOV -877 -4.6%
IXUS -833 -41.7%
ITOT -435 -16.1%
DFAC -429 -6.8%
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