§ 13F · FUND PROFILE
Keystone Financial Group, Inc..
AUM · $191M (13F)Positions · 122Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$179K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 621K | $32M | 16.8% | +2% |
| 2 | VPLS | VANGUARD MALVERN FDS | 293K | $23M | 11.9% | +7% |
| 3 | SCHD | SCHWAB STRATEGIC TR | 380K | $12M | 6.3% | −3% |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | 49K | $12M | 6.1% | +2% |
| 5 | VSDM | VANGUARD MUN BD FDS | 142K | $11M | 5.7% | +27% |
| 6 | DFAX | DIMENSIONAL ETF TRUST | 270K | $10M | 5.2% | +14% |
| 7 | VIGI | VANGUARD WHITEHALL FDS | 105K | $10M | 5.1% | +2% |
| 8 | VCRM | VANGUARD MUN BD FDS | 109K | $8M | 4.4% | +83% |
| 9 | FBK | FB FINL CORP | 133K | $7M | 3.9% | −1% |
| 10 | DFAC | DIMENSIONAL ETF TRUST | 153K | $7M | 3.6% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KEYSTONE SIGNAL
AC read
Keystone Financial Group, Inc. is a Other fund managing $191 million in assets. The fund runs a portfolio of 122 positions.
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