Keystone Financial Group
525 holdingsFiling period: 2026-03-31Current AUM: $1.65Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 341.1K | $87.9M | $107.0M | 6.48% | -512 | 2026-03-31 |
| 2 | SPY | STATE STREET SPDR S&P 500 ETF TRUST | 115.9K | $78.6M | $90.3M | 5.47% | -1,695 | 2026-03-31 |
| 3 | SPYM | SPDR SERIES TRUST | 714.1K | $54.7M | $62.8M | 3.80% | +190.2K | 2026-03-31 |
| 4 | VFLO | VICTORY PORTFOLIOS II | 1.08M | $42.6M | $53.7M | 3.25% | +32.3K | 2026-03-31 |
| 5 | — | SEAGATE TECHNOLOGY H F | 62.7K | $40.2M | $40.2M | 2.44% | -68 | 2026-03-31 |
| 6 | NVDA | NVIDIA CORPORATION | 216.2K | $39.2M | $45.1M | 2.73% | +974 | 2026-03-31 |
| 7 | VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | 121.3K | $39.1M | $44.9M | 2.72% | +1.5K | 2026-03-31 |
| 8 | PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | 266.3K | $38.9M | $32.7M | 1.98% | +17.5K | 2026-03-31 |
| 9 | SPYG | STATE STREET | 382.6K | $37.5M | $44.8M | 2.71% | +32.9K | 2026-03-31 |
| 10 | TSLA | TESLA INC | 94.0K | $35.5M | $29.7M | 1.80% | +3.5K | 2026-03-31 |
| 11 | DYNF | BLACKROCK ETF TRUST | 542.5K | $31.6M | $36.6M | 2.22% | -7,914 | 2026-03-31 |
| 12 | AMZN | AMAZON.COM INC | 98.9K | $23.7M | $30.9M | 1.87% | +2.8K | 2026-03-31 |
| 13 | AMD | ADVANCED MICRO DEVIC | 80.2K | $23.5M | $55.0M | 3.33% | -2,650 | 2026-03-31 |
| 14 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 46.8K | $22.4M | $22.4M | 1.36% | +1.2K | 2026-03-31 |
| 15 | VOO | VANGUARD S&P 500 ETF | 36.0K | $21.9M | $25.2M | 1.52% | +13 | 2026-03-31 |
| 16 | META | META PLATFORMS INC CLASS CLASS A | 34.3K | $20.5M | $20.0M | 1.21% | +1.4K | 2026-03-31 |
| 17 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 286.2K | $20.0M | $22.2M | 1.35% | +40.9K | 2026-03-31 |
| 18 | MSFT | MICROSOFT CORP | 49.7K | $18.7M | $23.5M | 1.42% | +1.3K | 2026-03-31 |
| 19 | JPM | JPMORGAN CHASE & CO | 60.5K | $18.6M | $22.2M | 1.35% | +1.6K | 2026-03-31 |
| 20 | QQQ | INVESCO QQQ TR | 25.0K | $14.5M | $17.3M | 1.05% | +3.8K | 2026-03-31 |
| 21 | BAI | BLACKROCK ETF TRUST | 418.8K | $13.8M | $17.3M | 1.05% | +59.6K | 2026-03-31 |
| 22 | BUFR | FIRST TR EXCHNG TRADED FD VI | 401.5K | $13.6M | $14.8M | 0.89% | +22.3K | 2026-03-31 |
| 23 | BND | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | 169.6K | $12.5M | $12.2M | 0.74% | +5.0K | 2026-03-31 |
| 24 | BRK-A | BERKSHIRE HATHAWAY INC DCLASS CLASS A | 17 | $12.2M | $12.2M | 0.74% | -- | 2026-03-31 |
| 25 | JQUA | JPMORGAN US | 196.3K | $12.0M | $14.2M | 0.86% | +9.3K | 2026-03-31 |
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