Keystone Financial Group
568 holdingsFiling period: 2026-06-30Current AUM: $1.74Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 337.8K | $97.7M | $116.2M | 6.66% | -3,357 | 2026-06-30 |
| 2 | SPY | State Str Spdr S&P 500 ETF T | 107.8K | $80.5M | $82.5M | 4.73% | -8,110 | 2026-06-30 |
| 3 | SPYM | Spdr Series Trust | 798.9K | $70.2M | $71.9M | 4.12% | +84.7K | 2026-06-30 |
| 4 | — | Seagate Technology Hldngs PL | 63.4K | $61.1M | $61.1M | 3.50% | +617 | 2026-06-30 |
| 5 | SPYG | State Street | 442.9K | $52.7M | $52.9M | 3.03% | +60.3K | 2026-06-30 |
| 6 | VFLO | Victory Portfolios II | 1.11M | $50.9M | $60.7M | 3.48% | +33.2K | 2026-06-30 |
| 7 | AMD | Advanced Micro Devices Inc | 80.2K | $46.6M | $42.6M | 2.44% | +7 | 2026-06-30 |
| 8 | VTI | Vanguard Index Fds | 122.1K | $45.2M | $45.8M | 2.63% | +777 | 2026-06-30 |
| 9 | NVDA | NVIDIA Corporation | 200.5K | $40.1M | $43.3M | 2.48% | -15,670 | 2026-06-30 |
| 10 | TSLA | Tesla Inc | 94.2K | $39.6M | $36.9M | 2.11% | +147 | 2026-06-30 |
| 11 | DYNF | BlackRock ETF Trust | 567.0K | $38.6M | $38.9M | 2.23% | +24.5K | 2026-06-30 |
| 12 | PLTR | Palantir Technologies Inc | 274.5K | $32.0M | $54.6M | 3.13% | +8.2K | 2026-06-30 |
| 13 | VOO | Vanguard Index Fds | 36.6K | $25.1M | $25.8M | 1.48% | +585 | 2026-06-30 |
| 14 | BRK-B | Berkshire Hathaway Inc Del | 48.8K | $24.4M | $24.4M | 1.40% | +2.0K | 2026-06-30 |
| 15 | AMZN | Amazon.com Inc | 100.2K | $23.9M | $25.0M | 1.43% | +1.2K | 2026-06-30 |
| 16 | BAI | BlackRock ETF Trust | 377.9K | $19.9M | $15.6M | 0.90% | -40,882 | 2026-06-30 |
| 17 | JPM | JPMorgan Chase &Co | 60.8K | $19.9M | $20.3M | 1.16% | +280 | 2026-06-30 |
| 18 | META | Meta Platforms Inc | 34.4K | $19.4M | $21.7M | 1.24% | +150 | 2026-06-30 |
| 19 | IEMG | iShares Core Msci | 228.0K | $18.9M | $17.2M | 0.98% | -58,203 | 2026-06-30 |
| 20 | MSFT | Microsoft Corp | 47.5K | $17.7M | $25.3M | 1.45% | -2,142 | 2026-06-30 |
| 21 | QQQ | Invesco Qqq TR | 23.2K | $17.1M | $16.6M | 0.95% | -1,771 | 2026-06-30 |
| 22 | BUFR | First TR Exchng Traded FD VI | 439.6K | $16.1M | $16.5M | 0.95% | +38.1K | 2026-06-30 |
| 23 | SPTL | State Street | 534.0K | $14.0M | $13.3M | 0.76% | +202.4K | 2026-06-30 |
| 24 | BND | Vanguard Total Bond | 190.4K | $14.0M | $13.6M | 0.78% | +20.7K | 2026-06-30 |
| 25 | GOOG | Alphabet Inc | 37.3K | $13.2M | $11.7M | 0.67% | -508 | 2026-06-30 |
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