Keystone Financial Planning, Inc.

Q3 2025 13F Holdings

  • Location
    cleveland, OH
  • Num holdings

    46

  • Value ($000)

    $344,117

  • Date Filed
    10/08/2025
  • Form type
    13F-HR
  • CIK
    0001596906
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$167.92M
49 %

6,150,754

M
MSFT

MICROSOFT CORP

COM
594918104
$13.92M
4 %

26,882

C
CHV

CHEVRON CORP NEW

COM
166764100
$12.20M
4 %

78,550

U
USB

US BANCORP DEL

COM NEW
902973304
$11.00M
3 %

227,520

B
BAC

VERIZON COMMUNICATIONS INC

COM
92343V104
$10.75M
3 %

244,489

G
GSK

GSK PLC

SPONSORED ADR
37733W204
$9.82M
3 %

227,456

B
BMTA

BRITISH AMERN TOB PLC

SPONSORED ADR
110448107
$9.08M
3 %

171,055

B
BNS

BANK NOVA SCOTIA HALIFAX

COM
064149107
$8.98M
3 %

138,938

K
KRE

SPDR SERIES TRUST

PRTFLO S&P500 HI
78468R788
$8.50M
3 %

193,264

D
DGE

DIAGEO PLC

SPON ADR NEW
25243Q205
$8.31M
2 %

87,055

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