Keystone Financial Group, Inc.

Q3 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
117
Total value ($000)
$187,714
Net value change ($000)
-2,818 (-1.5%)
New positions
2
Sold out positions
7
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 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)
DFAX 2,967 29.9%
ENFR 1,908 728.2%
VSDB 1,766 38.4%
VCRM 1,595 19.1%
VPLS 727 3.2%
SCHD 452 3.7%
DFAU 292 0.9%
DFAW 185 6.3%
VSDM 178 1.6%
DFAC 165 2.4%
Top Reduces (Value $000, Stocks/ETFs)
FBK -2,254 -30.6%
EMLP -2,191 -61.2%
VIGI -2,084 -21.2%
INMU -1,562 -26.4%
SGOV -1,262 -54.6%
ISTB -1,104 -100.0%
BRTR -794 -100.0%
DFSD -509 -7.6%
MEAR -425 -47.3%
IGSB -336 -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.
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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