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Keystone Financial Group, Inc.

Q3 2025 13F Holdings

  • Location
    atlanta, GA
  • Num holdings

    130

  • Value ($000)

    $177,417

  • Date Filed
    10/20/2025
  • Form type
    13F-HR
  • CIK
    0002053642
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAU

DIMENSIONAL ETF TRUST

US CORE EQT MKT
25434V104
$28.53M
16 %

623,534

S
SGOV

ISHARES TR

0-3 MNTH TREASRY
46436E718
$18.19M
10 %

180,670

V
VPLS

VANGUARD MALVERN FDS

CORE-PLUS BD ETF
922020755
$12.74M
7 %

162,001

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$9.78M
6 %

358,233

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$9.58M
5 %

44,243

F
FBK

FB FINL CORP

COM
30257X104
$9.32M
5 %

167,152

V
VIGI

VANGUARD WHITEHALL FDS

INTL DVD ETF
921946810
$9.31M
5 %

103,929

I
INMU

BLACKROCK ETF TRUST II

ISHARES INTERMED
092528207
$5.93M
3 %

247,921

D
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
25434V864
$5.61M
3 %

116,362

D
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
25434V880
$4.96M
3 %

157,910

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