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Portfolio (Quarterly) Guide ↗

Keystone Financial Group

· CIK 0001729299
13F Portfolio $1.5B AUM 528 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 81 New 253 Added 102 Reduced 11 Exited
Page 6 of 27  ·  524 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VYM VANGUARD WHITEHALL FDS 17,451.0 $2.6M 0.18% +1K +9.0% $148.10 +5.1%
102 LNC LINCOLN NATL CORP IND Financial Services 68,391.0 $2.6M 0.18% +4K +6.0% $37.74 -8.2%
103 AVGO BROADCOM INC Technology 8,211.0 $2.6M 0.17% +244.0 +3.1% $312.17 +34.6%
104 XLK STATE STREET 19,223.0 $2.6M 0.17% -1K -6.9% $132.90 +33.1%
105 GLD SPDR GOLD TR Financial Services 5,659.0 $2.4M 0.17% +561.0 +11.0% $430.29 -2.4%
106 LRCX LAM RESEARCH CORP Technology 11,257.0 $2.4M 0.17% +207.0 +1.9% $215.74 +34.9%
107 AMERICAN FUNDS INVMT CO OF AMER F2 36,823.0 $2.4M 0.17% NEW $65.80
108 CGDV CAPITAL GROUP DIVIDEND VALUE ETF 56,326.0 $2.4M 0.16% +12K +26.9% $42.57 +12.0%
109 AVDE AVANTIS INTL 28,195.0 $2.4M 0.16% NEW $84.84 +6.0%
110 IVW ISHARES S&P 21,111.0 $2.4M 0.16% +17K +451.5% $113.11 +20.7%
111 IEFA ISHARES CORE MSCI EAFE ETF 26,027.0 $2.4M 0.16% +381.0 +1.5% $91.15 +5.2%
112 IWM ISHARES TR 9,535.0 $2.4M 0.16% +9K +1062.8% $248.00 +12.0%
113 XLU SELECT SECTOR SPDR TR 51,403.0 $2.4M 0.16% +4K +7.8% $45.89 -4.1%
114 CDC VICTORYSHARES U S 32,864.0 $2.3M 0.16% +1K +3.5% $71.43 +0.8%
115 SCHWAB GOVERNMENT MONEY ULTRA 2,282,625.0 $2.3M 0.16% NEW $1.00
116 IXN ISHARES GLOBAL TECH ETF 22,044.0 $2.3M 0.15% -751.0 -3.3% $102.31 +29.4%
117 GOVT ISHARES U.S. TREASURY BOND ETF 96,979.0 $2.2M 0.15% +80K +466.4% $22.91 -1.5%
118 SOXX ISHARES SEMICONDUCTOR 6,747.0 $2.2M 0.15% +1K +24.1% $328.66 +55.8%
119 NKE NIKE INC Consumer Cyclical 47,463.0 $2.2M 0.15% +5K +11.3% $46.64 -11.0%
120 SLV ISHARES SILVER TR Financial Services 32,243.0 $2.2M 0.15% -3K -7.3% $68.14 +3.4%
Page 6 of 27  ·  524 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.3%
Financial Services 21.6%
Consumer Cyclical 12.2%
Communication Services 8.0%
Healthcare 5.1%
Consumer Defensive 4.0%
Industrials 3.6%
Energy 3.6%
Utilities 1.4%
Basic Materials 0.8%