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Keystone Financial Planning, Inc.

Q2 2026 13F Holdings

  • Location
    cleveland, OH
  • Num holdings

    39

  • Value ($000)

    $387,930

  • Date Filed
    07/15/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$198.2M
51 %

6,250,349

U
USB

US BANCORP

COM NEW
902973304
$13.67M
4 %

226,360

C
CHV

CHEVRON CORPORATION

COM
166764100
$13.57M
4 %

81,844

B
BNS

BANK NOVA SCOTIA B C

COM
064149107
$11.85M
3 %

136,488

G
GSK

GSK PLC

SPONSORED ADR
37733W204
$10.25M
3 %

195,590

B
BMTA

BRITISH AMERN TOB PLC

SPONSORED ADR
110448107
$10.21M
3 %

165,273

M
MSFT

MICROSOFT CORP

COM
594918104
$10.02M
3 %

26,868

B
BAC

VERIZON COMMUNICATIONS INC

COM
92343V104
$9.94M
3 %

234,873

M
MDT

MEDTRONIC PLC

SHS
G5960L103
$9.89M
3 %

126,411

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UNILEVER PLC

SPON ADR NEW
904767803
$9.65M
3 %

160,522

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