Keystone Financial Group, Inc.
Q4 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
136
- Value ($000)
$190,953
- Date Filed01/16/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $29.69M | 16 % | 634,346 | ||
ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $19.02M | 10 % | 189,485 | ||
VANGUARD MALVERN FDS | CORE-PLUS BD ETF | 922020755 | $14.18M | 7 % | 181,493 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $10.56M | 6 % | 385,136 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $10.45M | 6 % | 47,539 | ||
VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $9.35M | 5 % | 102,295 | ||
FB FINL CORP | COM | 30257X104 | $8.98M | 5 % | 160,947 | ||
VANGUARD MUN BD FDS | SHORT TAX EXEMPT | 922907696 | $6.84M | 4 % | 89,432 | ||
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $6.44M | 3 % | 196,760 | ||
BLACKROCK ETF TRUST II | ISHARES INTERMED | 092528207 | $6.42M | 3 % | 267,005 |
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