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Keystone Financial Group, Inc.

Q1 2026 13F Holdings

  • Location
    atlanta, GA
  • Num holdings

    134

  • Value ($000)

    $192,399

  • Date Filed
    04/21/2026
  • Form type
    13F-HR
  • CIK
    0002053642
  • 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
D
DFAU

DIMENSIONAL ETF TRUST

US CORE EQT MKT
25434V104
$27.36M
14 %

606,337

V
VPLS

VANGUARD MALVERN FDS

CORE-PLUS BD ETF
922020755
$21.17M
11 %

272,896

S
SGOV

ISHARES TR

0-3 MNTH TREASRY
46436E718
$18.14M
9 %

180,238

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$12.01M
6 %

391,577

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$10.42M
5 %

48,461

V
VIGI

VANGUARD WHITEHALL FDS

INTL DVD ETF
921946810
$9.09M
5 %

102,741

---

VANGUARD MUN BD FDS

SHORT TAX EXEMPT
922907696
$8.55M
4 %

112,123

D
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
25434V880
$8.04M
4 %

236,652

D
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
25434V864
$7.71M
4 %

160,987

F
FBK

FB FINL CORP

COM
30257X104
$6.97M
4 %

134,150

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