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Keystone Financial Planning, Inc.

Q1 2026 13F Holdings

  • Location
    cleveland, OH
  • Num holdings

    40

  • Value ($000)

    $374,373

  • Date Filed
    04/09/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$207.51M
55 %

6,763,707

B
BAC

VERIZON COMMUNICATIONS INC

COM
92343V104
$12M
3 %

238,997

U
USB

US BANCORP

COM NEW
902973304
$11.67M
3 %

224,348

M
MSFT

MICROSOFT CORP

COM
594918104
$9.95M
3 %

26,868

B
BMTA

BRITISH AMERN TOB PLC

SPONSORED ADR
110448107
$9.78M
3 %

167,249

B
BMY

BRISTOL-MYERS SQUIBB CO

COM
110122108
$9.68M
3 %

159,523

B
BNS

BANK NOVA SCOTIA B C

COM
064149107
$9.64M
3 %

139,101

C
CME

CME GROUP INC

COM
12572Q105
$9.46M
3 %

32,037

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78468R788
$8.94M
2 %

196,319

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UNILEVER PLC

SPON ADR NEW
904767803
$8.71M
2 %

152,882

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