Keystone Financial Group holds a diversified book of 567 reported positions worth $1.7B as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Ishrs Sys Alt Act ETF and trimmed Apple Inc. Their largest long position is Apple Inc at 6% of the reported non-option book. Cloning the disclosed picks since 2025 would be +16% (+19.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.3 points over this window.
Growth of $10,000 cloning Keystone Financial Group's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~29 days for the latest filing, with 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
+5 sectors below the cut, 3% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Keystone Financial Group
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 11 / 80 | $4.5B |
| Swiss Re Ltd | 24 / 80 | $1.0B |
| Mirae Asset Global Investments Co., Ltd. | 51 / 80 | $279.8B |
| Prospect Hill Management, LLC | 8 / 80 | $236.8M |
| Hoffman, Alan N Investment Management | 8 / 80 | $154.1M |
| Draper Asset Management, LLC | 9 / 80 | $172.3M |
| MKP Capital Management, L.L.C. | 9 / 80 | $3.2B |
| H&H International Investment, LLC | 8 / 80 | $16.3B |
Ranked by the share of each fund's own book sitting in the names it shares with Keystone Financial Group: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Keystone Financial Group's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.