§ 13F · FUND PROFILE
Keystone Financial Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $157.0T (13F)Positions · 148Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$191.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 634K | $29.7T | 15.5% | NEW |
| 2 | SGOV | ISHARES TR | 189K | $19.0T | 10.0% | NEW |
| 3 | VPLS | VANGUARD MALVERN FDS | 181K | $14.2T | 7.4% | NEW |
| 4 | SCHD | SCHWAB STRATEGIC TR | 385K | $10.6T | 5.5% | NEW |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | 48K | $10.4T | 5.5% | NEW |
| 6 | VIGI | VANGUARD WHITEHALL FDS | 102K | $9.4T | 4.9% | NEW |
| 7 | FBK | FB FINL CORP | 161K | $9.0T | 4.7% | NEW |
| 8 | VSDM | VANGUARD MUN BD FDS | 89K | $6.8T | 3.6% | NEW |
| 9 | DFAX | DIMENSIONAL ETF TRUST | 197K | $6.4T | 3.4% | NEW |
| 10 | INMU | BLACKROCK ETF TRUST II | 267K | $6.4T | 3.4% | NEW |
§ 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 $157020.8 trillion in assets. The fund runs a portfolio of 148 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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