Keystone Financial Group, Inc.
Q3 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
130
- Value ($000)
$177,417
- Date Filed10/20/2025
- Form type13F-HR
- CIK0002053642
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $28.53 M | 16 % | 623,534 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $18.19 M | 10 % | 180,670 | ||
VPLS VANGUARD MALVERN FDS | CORE-PLUS BD ETF | 922020755 | $12.74 M | 7 % | 162,001 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $9.78 M | 6 % | 358,233 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $9.58 M | 5 % | 44,243 | ||
FBK FB FINL CORP | COM | 30257X104 | $9.32 M | 5 % | 167,152 | ||
VIGI VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $9.31 M | 5 % | 103,929 | ||
INMU BLACKROCK ETF TRUST II | ISHARES INTERMED | 092528207 | $5.93 M | 3 % | 247,921 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $5.61 M | 3 % | 116,362 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $4.96 M | 3 % | 157,910 |
Rows Per Page
10
- 10
- 50
- 100