Keystone Financial Planning, Inc. - Portfolio overview

Keystone Financial Planning, Inc. has 49 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHD - SCHWAB STRATEGIC TR, 53.38%
2. VZ - VERIZON COMMUNICATIONS INC, 3.09%
3. USB - US BANCORP, 3.00%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.