§ 13F · FUND PROFILE
Keystone Financial Planning, Inc..
AUM · $388M (13F)Positions · 39Turnover · n/a · Q2Filed · Jul 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$17M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | 6.25M | $198M | 51.1% | −8% |
| 2 | USB | US BANCORP | 226K | $14M | 3.5% | +1% |
| 3 | CVX | CHEVRON CORPORATION | 82K | $14M | 3.5% | +229% |
| 4 | BNS | BANK NOVA SCOTIA B C | 136K | $12M | 3.1% | −2% |
| 5 | GSK | GSK PLC | 196K | $10M | 2.6% | +3115% |
| 6 | BTI | BRITISH AMERN TOB PLC | 165K | $10M | 2.6% | −1% |
| 7 | MSFT | MICROSOFT CORP | 27K | $10M | 2.6% | ±0% |
| 8 | VZ | VERIZON COMMUNICATIONS INC | 235K | $10M | 2.6% | −2% |
| 9 | MDT | MEDTRONIC PLC | 126K | $10M | 2.5% | NEW |
| 10 | UL | UNILEVER PLC | 161K | $10M | 2.5% | +5% |
§ 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 $388 million in assets. The fund runs a portfolio of 39 positions.
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