EdgeMarket › What Keystone Financial Group reported owning
What Keystone Financial Group reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.5BPositions
524Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 87.9M | 6.0% | 341.1K | 309.35 | +36.9% |
| SPY SPDR S&P 500 ETF TRUST | 78.6M | 5.4% | 115.9K | 765.72 | +20.0% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 54.7M | 3.7% | 714.1K | 90.13 | +20.1% |
| VFLO VictoryShares Free Cash Flow ETF | 42.6M | 2.9% | 1.1M | 55.45 | +53.9% |
| STX Seagate Technology Holdings plc | 40.2M | 2.8% | 62.7K | 850.00 | +436.6% |
| NVDA NVIDIA CORP | 39.2M | 2.7% | 216.2K | 214.72 | +22.4% |
| VTI Vanguard Morningstar Total Stock Market ETF | 39.1M | 2.7% | 121.3K | 378.24 | +20.5% |
| PLTR Palantir Technologies Inc. | 38.9M | 2.7% | 266.3K | 179.94 | +15.3% |
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 37.5M | 2.6% | 382.6K | 120.21 | +22.2% |
| TSLA Tesla, Inc. | 35.5M | 2.4% | 94.0K | 362.86 | +12.0% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 31.6M | 2.2% | 542.5K | 69.08 | +22.3% |
| AMZN AMAZON COM INC | 23.7M | 1.6% | 98.9K | 258.63 | +15.6% |
| AMD ADVANCED MICRO DEVICES INC | 23.5M | 1.6% | 80.2K | 473.25 | +186.5% |
| unmapped CUSIP 084670702 | 22.4M | 1.5% | 46.8K | — | — |
| VOO Vanguard S&P 500 ETF | 21.9M | 1.5% | 36.0K | 703.71 | +20.0% |
| META Meta Platforms, Inc. | 20.5M | 1.4% | 34.3K | 549.90 | -26.5% |
| IEMG iShares Core MSCI Emerging Markets ETF | 20.0M | 1.4% | 286.2K | 81.57 | +31.9% |
| MSFT MICROSOFT CORP | 18.7M | 1.3% | 49.7K | 483.24 | -4.4% |
| JPM JPMORGAN CHASE & CO | 18.6M | 1.3% | 60.5K | 351.58 | +20.3% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 14.5M | 1.0% | 25.0K | 713.44 | +26.1% |
| BAI iShares A.I. Innovation and Tech Active ETF | 13.8M | 0.9% | 418.8K | 44.30 | +46.6% |
| BUFR FT Vest Laddered Buffer ETF | 13.6M | 0.9% | 401.5K | 37.30 | +14.5% |
| BND Vanguard Total Bond Market ETF | 12.5M | 0.9% | 169.6K | 72.23 | -1.8% |
| unmapped CUSIP 084670108 | 12.2M | 0.8% | 17 | — | — |
| JQUA JPMorgan U.S. Quality Factor ETF | 12.0M | 0.8% | 196.3K | 74.75 | +22.0% |
| VTV Vanguard Morningstar Value ETF | 11.7M | 0.8% | 59.6K | 226.40 | +24.6% |
| JNJ JOHNSON & JOHNSON | 11.6M | 0.8% | 48.9K | 270.24 | +51.1% |
| GOOG Alphabet Inc. | 11.5M | 0.8% | 37.8K | 341.75 | +70.7% |
| IVV iShares Core S&P 500 ETF | 10.1M | 0.7% | 15.4K | 769.31 | +20.0% |
| MTUM iShares MSCI USA Momentum Factor ETF | 10.1M | 0.7% | 41.6K | 305.17 | +25.7% |
| GOOGL Alphabet Inc. | 9.8M | 0.7% | 31.4K | 344.82 | +73.0% |
| VUG Vanguard Morningstar Growth ETF | 9.4M | 0.6% | 21.5K | 87.50 | +15.9% |
| TCAF T. Rowe Price Capital Appreciation Equity ETF | 9.1M | 0.6% | 254.5K | 42.46 | +15.8% |
| XOM ExxonMobil Holdings Corp | 9.0M | 0.6% | 53.2K | 165.11 | +52.1% |
| SPTL State Street SPDR Portfolio Long Term Treasury | 8.7M | 0.6% | 331.6K | 25.09 | -4.4% |
| THRO iShares U.S. Thematic Rotation Active ETF | 8.6M | 0.6% | 237.3K | 43.61 | +19.9% |
| BIDD iShares International Dividend Active ETF | 8.1M | 0.6% | 285.1K | 31.00 | +13.4% |
| SHLD Global X Defense Tech ETF | 7.5M | 0.5% | 105.4K | 67.09 | +11.1% |
| VIG Vanguard Div Appreciation ETF | 7.1M | 0.5% | 32.8K | 243.91 | +16.2% |
| VOOG Vanguard S&P 500 Growth ETF | 6.8M | 0.5% | 16.8K | 83.46 | +22.2% |
| T AT&T INC. | 6.6M | 0.5% | 248.7K | 25.29 | -13.6% |
| MLN VanEck Long Muni ETF | 6.6M | 0.5% | 375.3K | 17.32 | +3.3% |
| MCD MCDONALDS CORP | 6.5M | 0.4% | 21.9K | 270.95 | -13.5% |
| HEFA iShares Currency Hedged MSCI EAFE ETF | 6.4M | 0.4% | 149.7K | 47.25 | +20.3% |
| BA BOEING CO | 6.3M | 0.4% | 28.3K | 214.20 | -5.1% |
| LOW LOWES COMPANIES INC | 6.2M | 0.4% | 26.3K | 216.09 | -16.0% |
| VOOV Vanguard S&P 500 Value ETF | 6.1M | 0.4% | 30.0K | 229.03 | +17.6% |
| CVX CHEVRON CORP | 6.1M | 0.4% | 29.3K | 205.27 | +34.0% |
| XMPT VanEck CEF Muni Income ETF | 5.9M | 0.4% | 270.1K | 21.47 | +3.4% |
| IVE iShares S&P 500 Value ETF | 5.9M | 0.4% | 27.7K | 237.24 | +17.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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