§ 13F · FUND PROFILE
Keystone Financial Planning, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $330.8T (13F)Positions · 45Turnover · — · Q4Filed · Jan 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9.0T 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 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | 6.04M | $165.6T | 48.0% | −2% |
| 2 | MSFT | MICROSOFT CORP | 27K | $13.0T | 3.8% | ±0% |
| 3 | PM | PHILIP MORRIS INTL INC | 78K | $12.5T | 3.6% | +206% |
| 4 | USB | US BANCORP DEL | 221K | $11.8T | 3.4% | −3% |
| 5 | CVX | CHEVRON CORP NEW | 77K | $11.8T | 3.4% | −2% |
| 6 | BNS | BANK NOVA SCOTIA HALIFAX | 139K | $10.3T | 3.0% | ±0% |
| 7 | VZ | VERIZON COMMUNICATIONS INC | 238K | $9.7T | 2.8% | −3% |
| 8 | BTI | BRITISH AMERN TOB PLC | 167K | $9.5T | 2.7% | −2% |
| 9 | CME | CME GROUP INC | 32K | $8.7T | 2.5% | NEW |
| 10 | BMY | BRISTOL-MYERS SQUIBB CO | 160K | $8.6T | 2.5% | −3% |
§ 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 $330788.0 trillion in assets. The fund runs a portfolio of 45 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed