Keystone Financial Group, Inc.
Q2 2026 13F Holdings
- Locationatlanta, GA
- Num holdings
122
- Value ($000)
$190,532
- Date Filed 07/21/2026
- Form type13F-HR
- CIK 0002053642
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $32.1M | 17 % | 620,943 | ||
VANGUARD MALVERN FDS | CORE-PLUS BD ETF | 922020755 | $22.73M | 12 % | 292,988 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $12.06M | 6 % | 380,415 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $11.69M | 6 % | 49,414 | ||
VANGUARD MUN BD FDS | SHORT TAX EXEMPT | 922907696 | $10.9M | 6 % | 142,196 | ||
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $9.93M | 5 % | 269,575 | ||
VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $9.81M | 5 % | 105,057 | ||
VANGUARD MUN BD FDS | CORE TAX EXEMPT | 922907712 | $8.34M | 4 % | 109,104 | ||
FB FINL CORP | COM | 30257X104 | $7.38M | 4 % | 133,253 | ||
DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | $6.78M | 4 % | 152,808 |
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