Keystone Financial Group, Inc. - Portfolio overview

Keystone Financial Group, Inc. has 146 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. DFAU - DIMENSIONAL ETF TRUST, 14.01%
2. VPLS - VANGUARD MALVERN FDS, 10.84%
3. SGOV - ISHARES TR, 9.29%

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

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