Keystone Financial Group holds a diversified book of 567 stocks worth $1.7B as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Ishrs Sys Alt Act ETF and trimmed Apple Inc. Their largest long position is Apple Inc at 6% of the equity book. Cloning the disclosed picks since 2025 would be +11% (+16.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1729299/holdings"
Use Arkolith to show Keystone Financial Group's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Keystone Financial Group's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
43% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Keystone Financial Group
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 76 / 80 | $571.3B |
| COMMONWEALTH EQUITY SERVICES, LLC | 76 / 80 | $23.1B |
| Private Advisor Group, LLC | 76 / 80 | $6.8B |
| WELLS FARGO & COMPANY/MN | 75 / 80 | $178.3B |
| ROYAL BANK OF CANADA | 75 / 80 | $154.4B |
| ENVESTNET ASSET MANAGEMENT INC | 75 / 80 | $118.7B |
| LPL Financial LLC | 75 / 80 | $113.8B |
| Cetera Investment Advisers | 75 / 80 | $29.0B |
Ranked by how many of Keystone Financial Group's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $97.7M | 337.8K | 5.8% | ▼−1.0% Reduced · −3K sh | |
| 2 | State STR SPDR S&P 500 ETF T TR UNIT | $80.5M | 107.8K | 4.8% | ▼−7.0% Reduced · −8K sh | |
| 3 | SPDR Series Trust ST STR P500ETF | $70.2M | 798.9K | 4.2% | ▲+12% Added · +85K sh | |
| 4 | Seagate Technology HLDNGS PL ORD SHS | $61.1M | 63.4K | 3.6% | ▲+1.0% Added · +617 sh | |
| 5 | State Street MF Closed and MF Open | $52.7M | 442.9K | 3.1% | ▲+16% Added · +60K sh | |
| 6 | Victory Portfolios II SHS FR CA FL ETF | $50.9M | 1.11M | 3.0% | ▲+3.1% Added · +33K sh | |
| 7 | Advanced Micro Devices Inc COM | $46.6M | 80.2K | 2.8% | ▲~0% Added · +7 sh | |
| 8 | Vanguard Index FDS TOTAL STK MKT | $45.2M | 122.1K | 2.7% | ▲+0.6% Added · +777 sh | |
| 9 | Nvidia Corporation COM | $40.1M | 200.5K | 2.4% | ▼−7.2% Reduced · −16K sh | |
| 10 | Tesla Inc COM | $39.6M | 94.2K | 2.3% | ▲+0.1% Added · +147 sh | |
| 11 | BlackRock ETF Trust ISHARES US EQUIT | $38.6M | 567.0K | 2.3% | ▲+4.5% Added · +24K sh | |
| 12 | Palantir Technologies Inc CL A | $32.0M | 274.5K | 1.9% | ▲+3.1% Added · +8K sh | |
| 13 | Vanguard Index FDS S&P 500 ETF SHS | $25.1M | 36.6K | 1.5% | ▲+1.6% Added · +585 sh | |
| 14 | Berkshire Hathaway Inc Del CL B NEW | $24.4M | 48.8K | 1.4% | ▲+4.3% Added · +2K sh | |
| 15 | Amazon Com Inc COM | $23.9M | 100.2K | 1.4% | ▲+1.2% Added · +1K sh | |
| 16 | BlackRock ETF Trust ISHARES A I INNO | $19.9M | 377.9K | 1.2% | ▼−9.8% Reduced · −41K sh | |
| 17 | JPMorgan Chase &CO COM | $19.9M | 60.8K | 1.2% | ▲+0.5% Added · +280 sh | |
| 18 | Meta Platforms Inc CL A | $19.4M | 34.4K | 1.2% | ▲+0.4% Added · +150 sh | |
| 19 | Ishares Core Msci CORE MSCI EMKT | $18.9M | 228.0K | 1.1% | ▼−20% Reduced · −58K sh | |
| 20 | Microsoft Corp COM | $17.7M | 47.5K | 1.1% | ▼−4.3% Reduced · −2K sh | |
| 21 | Invesco QQQ TR UNIT SER 1 | $17.1M | 23.2K | 1.0% | ▼−7.1% Reduced · −2K sh | |
| 22 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $16.1M | 439.6K | 1.0% | ▲+9.5% Added · +38K sh | |
| 23 | State Street MF Closed and MF Open | $14.0M | 534.0K | 0.8% | ▲+61% Added · +202K sh | |
| 24 | Vanguard Total Bond UIT EXCHANGE TRADED | $14.0M | 190.4K | 0.8% | ▲+12% Added · +21K sh | |
| 25 | Alphabet Inc Common Stock | $13.2M | 37.3K | 0.8% | ▼−1.3% Reduced · −508 sh | |
| 26 | Vanguard Value Index UIT EXCHANGE TRADED | $12.9M | 59.1K | 0.8% | ▼−0.8% Reduced · −453 sh | |
| 27 | Berkshire Hathaway Common Stock | $12.7M | 17 | 0.8% | —Held | |
| 28 | Johnson & Johnson COM | $12.0M | 47.3K | 0.7% | ▼−3.2% Reduced · −2K sh | |
| 29 | Vanguard Index FDS GROWTH ETF | $11.8M | 136.6K | 0.7% | ▲+536% Added · +115K sh | |
| 30 | Alphabet Inc CAP STK CL A | $11.5M | 32.2K | 0.7% | ▲+2.5% Added · +790 sh | |
| 31 | Ishares Msci USA UIT EXCHANGE TRADED | $11.3M | 32.9K | 0.7% | ▼−21% Reduced · −9K sh | |
| 32 | T Rowe MF Closed and MF Open | $10.4M | 254.1K | 0.6% | ▼−0.1% Reduced · −315 sh | |
| 33 | Ishares TR CORE S&P500 ETF | $9.3M | 12.4K | 0.5% | ▼−20% Reduced · −3K sh | |
| 34 | Vanguard S&P MF Closed and MF Open | $8.6M | 104.6K | 0.5% | ▲+524% Added · +88K sh | |
| 35 | Global X MF Closed and MF Open | $8.3M | 139.4K | 0.5% | ▲+32% Added · +34K sh | |
| 36 | Vanguard Dividend UIT EXCHANGE TRADED | $8.2M | 34.6K | 0.5% | ▲+5.6% Added · +2K sh | |
| 37 | Ishares Systematic MF Closed and MF Open | $7.7M | 274.6K | 0.5% | ▲New New position | |
| 38 | Ishares TR S&P 500 VAL ETF | $7.6M | 33.4K | 0.4% | ▲+20% Added · +6K sh | |
| 39 | Ishares Large MF Closed and MF Open | $7.5M | 149.1K | 0.4% | ▲18× Added · +141K sh | |
| 40 | Vaneck Long Muni ETF UIT EXCHANGE TRADED | $7.4M | 413.4K | 0.4% | ▲+10% Added · +38K sh | |
| 41 | Vanguard S&P MF Closed and MF Open | $7.1M | 32.4K | 0.4% | ▲+8.1% Added · +2K sh | |
| 42 | Ishares TR MSCI USA QLT FCT | $7.0M | 32.1K | 0.4% | ▲+8.9% Added · +3K sh | |
| 43 | Ishares U S MF Closed and MF Open | $6.9M | 160.3K | 0.4% | ▼−32% Reduced · −77K sh | |
| 44 | Vanguard Small MF Closed and MF Open | $6.8M | 22.3K | 0.4% | ▲+5.9% Added · +1K sh | |
| 45 | Vaneck Cef Municipal UIT EXCHANGE TRADED | $6.7M | 302.0K | 0.4% | ▲+12% Added · +32K sh | |
| 46 | Micron Technology Inc COM | $6.7M | 5.8K | 0.4% | ▲+36% Added · +2K sh | |
| 47 | Exxon Mobil Corp COM | $6.5M | 47.9K | 0.4% | ▼−10% Reduced · −5K sh | |
| 48 | State Street SPDR Nuveen UIT EXCHANGE TRADED | $6.5M | 256.3K | 0.4% | ▲+12% Added · +27K sh | |
| 49 | Boeing Co Common Stock | $6.3M | 29.3K | 0.4% | ▲+3.6% Added · +1K sh | |
| 50 | Vanguard Mid MF Closed and MF Open | $6.3M | 78.2K | 0.4% | ▲+331% Added · +60K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.