Keystone Financial Group, Inc. holds a focused book of 121 stocks worth $190.5M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Schwab US DVD Equity ETF. Their largest long position is Dimensional US Core Equity M at 17% of the equity book. Cloning the disclosed picks since 2025 would be +17% (+11.5%/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/2053642/holdings"
Use Arkolith to show Keystone Financial Group, Inc.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Keystone Financial Group, Inc.'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: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
8% 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
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US CORE EQT MKT | $32.1M | 620.9K | 16.8% | ▲+2.4% Added · +15K sh | |
| 2 | Vanguard Malvern FDS CORE-PLUS BD ETF | $22.7M | 293.0K | 11.9% | ▲+7.4% Added · +20K sh | |
| 3 | Schwab Strategic TR US DIVIDEND EQ | $12.1M | 380.4K | 6.3% | ▼−2.9% Reduced · −11K sh | |
| 4 | Vanguard Specialized Funds DIV APP ETF | $11.7M | 49.4K | 6.1% | ▲+2.0% Added · +953 sh | |
| 5 | Vanguard Mun BD FDS SHORT TAX EXEMPT | $10.9M | 142.2K | 5.7% | ▲+27% Added · +30K sh | |
| 6 | Dimensional ETF Trust WORLD EX US CORE | $9.9M | 269.6K | 5.2% | ▲+14% Added · +33K sh | |
| 7 | Vanguard Whitehall FDS INTL DVD ETF | $9.8M | 105.1K | 5.1% | ▲+2.3% Added · +2K sh | |
| 8 | Vanguard Mun BD FDS CORE TAX EXEMPT | $8.3M | 109.1K | 4.4% | ▲+83% Added · +49K sh | |
| 9 | FB Finl Corp COM | $7.4M | 133.3K | 3.9% | ▼−0.7% Reduced · −897 sh | |
| 10 | Dimensional ETF Trust US COR EQU 2 ETF | $6.8M | 152.8K | 3.6% | ▲+1.0% Added · +1K sh | |
| 11 | Dimensional ETF Trust SHOR DUR FIX ETF | $6.7M | 139.8K | 3.5% | ▼−13% Reduced · −21K sh | |
| 12 | BlackRock ETF Trust II ISHAR INTER ETF | $5.9M | 244.2K | 3.1% | ▼−13% Reduced · −38K sh | |
| 13 | Vanguard Malvern FDS SHOR DURA BD ETF | $4.6M | 60.3K | 2.4% | ▲+25% Added · +12K sh | |
| 14 | First TR Exchange-Traded FD NO AMER ENERGY | $3.6M | 82.3K | 1.9% | ▲+0.8% Added · +640 sh | |
| 15 | Dimensional ETF Trust WORLD EQUITY ETF | $3.0M | 35.7K | 1.6% | ▼−2.5% Reduced · −929 sh | |
| 16 | Ishares TR CRE U S REIT ETF | $2.9M | 44.2K | 1.5% | ▲+5.1% Added · +2K sh | |
| 17 | Ishares TR CORE S&P TTL STK | $2.5M | 15.4K | 1.3% | ▼−3.1% Reduced · −499 sh | |
| 18 | Ishares TR 0-3 MTH TREASURY | $2.3M | 23.0K | 1.2% | ▼−87% Reduced · −157K sh | |
| 19 | Ishares TR MSCI USA VALUE | $2.2M | 11.2K | 1.2% | ▲+0.3% Added · +39 sh | |
| 20 | Ishares TR CORE MSCI EAFE | $1.6M | 16.9K | 0.9% | ▲+1.7% Added · +280 sh | |
| 21 | Vanguard Index FDS TOTAL STK MKT | $1.3M | 3.6K | 0.7% | ▼−22% Reduced · −979 sh | |
| 22 | Ishares TR CORE MSCI TOTAL | $1.3M | 13.4K | 0.7% | ▼−0.4% Reduced · −58 sh | |
| 23 | SPDR Series Trust ST STR PR SP1500 | $1.3M | 13.9K | 0.7% | ▼−2.8% Reduced · −393 sh | |
| 24 | Ishares TR CORE S&P SCP ETF | $1.2M | 8.0K | 0.6% | ▼−0.6% Reduced · −49 sh | |
| 25 | Ishares TR CORE 1 5 YR USD | $1.1M | 22.9K | 0.6% | ▼−1.2% Reduced · −280 sh | |
| 26 | Truist Finl Corp COM | $1.1M | 22.0K | 0.6% | ▲+1.0% Added · +227 sh | |
| 27 | Ishares Inc CORE MSCI EMKT | $941K | 11.4K | 0.5% | ▼−2.8% Reduced · −331 sh | |
| 28 | Ishares U S ETF TR SHOR MAT MUN ETF | $898K | 17.8K | 0.5% | ▼−59% Reduced · −26K sh | |
| 29 | Vanguard Index FDS VALUE ETF | $890K | 4.1K | 0.5% | ▼−1.0% Reduced · −40 sh | |
| 30 | Ishares TR MSCI USA MMENTM | $832K | 2.4K | 0.4% | ▲+0.1% Added · +2 sh | |
| 31 | BlackRock ETF Trust II ISHA TOTA RE ETF | $794K | 15.8K | 0.4% | —Held | |
| 32 | Nvidia Corporation COM | $696K | 3.5K | 0.4% | ▲+0.1% Added · +4 sh | |
| 33 | United Cmnty BKS Blairsvle G COM | $645K | 18.2K | 0.3% | ▲+0.8% Added · +144 sh | |
| 34 | Vanguard Index FDS GROWTH ETF | $620K | 7.2K | 0.3% | ▲+491% Added · +6K sh | |
| 35 | Ishares TR MSCI USA MIN ETF | $452K | 4.7K | 0.2% | ▲+0.1% Added · +7 sh | |
| 36 | Schwab Strategic TR INTERNL DIVID | $428K | 13.5K | 0.2% | ▼−31% Reduced · −6K sh | |
| 37 | Johnson & Johnson COM | $409K | 1.6K | 0.2% | ▲+0.3% Added · +5 sh | |
| 38 | Dimensional ETF Trust US SUSTAINABILTY | $399K | 8.6K | 0.2% | ▲+0.2% Added · +20 sh | |
| 39 | Travelers Companies Inc COM | $376K | 1.1K | 0.2% | ▲+0.3% Added · +3 sh | |
| 40 | Berkshire Hathaway Inc Del CL B NEW | $364K | 728 | 0.2% | ▼−3.7% Reduced · −28 sh | |
| 41 | Cisco Sys Inc COM | $358K | 3.0K | 0.2% | ▲+0.4% Added · +13 sh | |
| 42 | Ishares TR ISHS 1-5YR INVS | $336K | 6.4K | 0.2% | ▲+1.1% Added · +73 sh | |
| 43 | Amgen Inc COM | $332K | 916 | 0.2% | ▲+0.4% Added · +4 sh | |
| 44 | Innovator Etfs Trust US EQTY PWR BUF | $312K | 7.3K | 0.2% | ▼−8.8% Reduced · −704 sh | |
| 45 | Microsoft Corp COM | $291K | 780 | 0.2% | ▲+0.1% Added · +1 sh | |
| 46 | Wec Energy Group Inc COM | $284K | 2.4K | 0.1% | ▲+0.4% Added · +10 sh | |
| 47 | Southern Co COM | $275K | 2.9K | 0.1% | —Held | |
| 48 | Ishares TR CORE S&P US GWT | $270K | 1.4K | 0.1% | ▲+0.1% Added · +2 sh | |
| 49 | Abbvie Inc COM | $263K | 1.0K | 0.1% | ▼−8.3% Reduced · −94 sh | |
| 50 | ALPS ETF TR ALERIAN ENERGY | $262K | 6.9K | 0.1% | ▼−1.5% Reduced · −106 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 122 | $190.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 134 | $192.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 136 | $191.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 130 | $177.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 21, 2025 | 148 | $157.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 156 | $142.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 160 | $123.5M | 13F-HR |
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.