Keystone Financial Group, Inc.

Q2 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
122
Total value ($000)
$190,532
Net value change ($000)
-1,867 (-1.0%)
New positions
4
Sold out positions
15
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 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)
DFAU 4,739 17.3%
VCRM 3,853 85.9%
VSDM 2,342 27.4%
DFAX 1,892 23.5%
VPLS 1,555 7.3%
VIG 1,270 12.2%
VSDB 924 25.1%
DFAC 898 15.3%
VIGI 722 7.9%
VLUE 653 41.0%
Top Reduces (Value $000, Stocks/ETFs)
SGOV -15,832 -87.3%
SHV -3,660 -99.6%
MEAR -1,312 -59.4%
DFSD -1,031 -13.4%
INMU -819 -12.2%
SLV -472 -91.7%
VBIL -255 -100.0%
SCHY -188 -30.5%
HON -155 -100.0%
VTIP -145 -81.9%
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