§ 13F · FUND PROFILE
Keystone Financial Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $157M (13F)Positions · 148Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$380K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 606K | $27M | 14.2% | −4% |
| 2 | VPLS | VANGUARD MALVERN FDS | 273K | $21M | 11.0% | +50% |
| 3 | SGOV | ISHARES TR | 180K | $18M | 9.4% | −5% |
| 4 | SCHD | SCHWAB STRATEGIC TR | 392K | $12M | 6.2% | +2% |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | 48K | $10M | 5.4% | +2% |
| 6 | VIGI | VANGUARD WHITEHALL FDS | 103K | $9M | 4.7% | ±0% |
| 7 | VSDM | VANGUARD MUN BD FDS | 112K | $9M | 4.4% | +25% |
| 8 | DFAX | DIMENSIONAL ETF TRUST | 237K | $8M | 4.2% | +20% |
| 9 | DFSD | DIMENSIONAL ETF TRUST | 161K | $8M | 4.0% | +36% |
| 10 | FBK | FB FINL CORP | 134K | $7M | 3.6% | −17% |
§ 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 $157 million in assets. The fund runs a portfolio of 148 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed