§ 13F · FUND PROFILE
Keystone Financial Planning, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $344M (13F)Positions · 46Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9M 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 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | 6.76M | $208M | 55.4% | +12% |
| 2 | VZ | VERIZON COMMUNICATIONS INC | 239K | $12M | 3.2% | +1% |
| 3 | USB | US BANCORP | 224K | $12M | 3.1% | +2% |
| 4 | MSFT | MICROSOFT CORP | 27K | $10M | 2.7% | ±0% |
| 5 | BTI | BRITISH AMERN TOB PLC | 167K | $10M | 2.6% | ±0% |
| 6 | BMY | BRISTOL-MYERS SQUIBB CO | 160K | $10M | 2.6% | ±0% |
| 7 | BNS | BANK NOVA SCOTIA B C | 139K | $10M | 2.6% | ±0% |
| 8 | CME | CME GROUP INC | 32K | $9M | 2.5% | ±0% |
| 9 | SPYD | SPDR SERIES TRUST | 196K | $9M | 2.4% | +2% |
| 10 | UL | UNILEVER PLC | 153K | $9M | 2.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KEYSTONE SIGNAL
AC read
Keystone Financial Planning, Inc. is a Other fund managing $344 million in assets. The fund runs a portfolio of 46 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed