Keystone Financial Planning, Inc.

Q4 2025 13F Holdings

  • Location
    cleveland, OH
  • Num holdings

    44

  • Value ($000)

    $344,793

  • Date Filed
    01/07/2026
  • Form type
    13F-HR
  • CIK
    0001596906
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$165.62 M
48 %

6,037,750

M
MSFT

MICROSOFT CORP

COM
594918104
$12.99 M
4 %

26,868

P
PM

PHILIP MORRIS INTL INC

COM
718172109
$12.50 M
4 %

77,924

U
USB

US BANCORP DEL

COM NEW
902973304
$11.78 M
3 %

220,850

C
CHV

CHEVRON CORP NEW

COM
166764100
$11.75 M
3 %

77,118

B
BNS

BANK NOVA SCOTIA HALIFAX

COM
064149107
$10.25 M
3 %

139,101

B
BAC

VERIZON COMMUNICATIONS INC

COM
92343V104
$9.68 M
3 %

237,744

B
BMTA

BRITISH AMERN TOB PLC

SPONSORED ADR
110448107
$9.47 M
3 %

167,249

C
CME

CME GROUP INC

COM
12572Q105
$8.75 M
3 %

32,041

B
BMY

BRISTOL-MYERS SQUIBB CO

COM
110122108
$8.60 M
3 %

159,523

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