Keystone Financial Group
569 holdingsFiling period: 2026-06-30Current AUM: $1.73Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 337.8K | $97.7M | $111.9M | 6.48% | -3,357 | 2026-06-30 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 107.8K | $80.5M | $81.7M | 4.73% | -8,110 | 2026-06-30 |
| 3 | SPYM | SPDR SERIES TRUST | 798.9K | $70.2M | $71.0M | 4.11% | +84.7K | 2026-06-30 |
| 4 | — | SEAGATE TECHNOLOGY HLDNGS PL | 63.4K | $61.1M | $61.1M | 3.54% | +617 | 2026-06-30 |
| 5 | SPYG | STATE STREET | 442.9K | $52.7M | $52.8M | 3.06% | +60.3K | 2026-06-30 |
| 6 | VFLO | VICTORY PORTFOLIOS II | 1.11M | $50.9M | $60.5M | 3.51% | +33.2K | 2026-06-30 |
| 7 | AMD | ADVANCED MICRO DEVICES INC | 80.2K | $46.6M | $40.4M | 2.34% | +7 | 2026-06-30 |
| 8 | VTI | VANGUARD INDEX FDS | 122.1K | $45.2M | $45.5M | 2.64% | +777 | 2026-06-30 |
| 9 | NVDA | NVIDIA CORPORATION | 200.5K | $40.1M | $42.5M | 2.46% | -15,670 | 2026-06-30 |
| 10 | TSLA | TESLA INC | 94.2K | $39.6M | $33.6M | 1.94% | +147 | 2026-06-30 |
| 11 | DYNF | BLACKROCK ETF TRUST | 567.0K | $38.6M | $39.0M | 2.26% | +24.5K | 2026-06-30 |
| 12 | PLTR | PALANTIR TECHNOLOGIES INC | 274.5K | $32.0M | $47.4M | 2.74% | +8.2K | 2026-06-30 |
| 13 | VOO | VANGUARD INDEX FDS | 36.6K | $25.1M | $25.5M | 1.48% | +585 | 2026-06-30 |
| 14 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 48.8K | $24.4M | $24.4M | 1.41% | +2.0K | 2026-06-30 |
| 15 | AMZN | AMAZON COM INC | 100.2K | $23.9M | $24.9M | 1.44% | +1.2K | 2026-06-30 |
| 16 | BAI | BLACKROCK ETF TRUST | 377.9K | $19.9M | $16.1M | 0.93% | -40,882 | 2026-06-30 |
| 17 | JPM | JPMORGAN CHASE &CO | 60.8K | $19.9M | $21.4M | 1.24% | +280 | 2026-06-30 |
| 18 | META | META PLATFORMS INC | 34.4K | $19.4M | $23.1M | 1.34% | +150 | 2026-06-30 |
| 19 | IEMG | ISHARES CORE MSCI | 228.0K | $18.9M | $18.3M | 1.06% | -58,203 | 2026-06-30 |
| 20 | MSFT | MICROSOFT CORP | 47.5K | $17.7M | $23.6M | 1.37% | -2,142 | 2026-06-30 |
| 21 | QQQ | INVESCO QQQ TR | 23.2K | $17.1M | $16.4M | 0.95% | -1,771 | 2026-06-30 |
| 22 | BUFR | FIRST TR EXCHNG TRADED FD VI | 439.6K | $16.1M | $16.4M | 0.95% | +38.1K | 2026-06-30 |
| 23 | SPTL | STATE STREET | 534.0K | $14.0M | $13.2M | 0.76% | +202.4K | 2026-06-30 |
| 24 | BND | VANGUARD TOTAL BOND | 190.4K | $14.0M | $13.5M | 0.78% | +20.7K | 2026-06-30 |
| 25 | GOOG | ALPHABET INC | 37.3K | $13.2M | $12.7M | 0.74% | -508 | 2026-06-30 |
← Scroll →
Page 1 of 23