Keystone Financial Group, Inc.
•CIK: 2053642•Filing: Q4 2025
**Keystone Financial Group, Inc.** manages $191M across a diversified portfolio of 135 positions. The fund exhibits significant allocations to fixed income and dividend-focused equities, notably holding DFAU at $29.7M and SGOV at $19.0M. Further concentration is visible in core holdings such as VPLS ($14.2M) and SCHD ($10.6M). This structure suggests a disciplined, income-oriented approach within its current asset allocation.
Total AUM
$191.0M
QoQ Performance
+7.6%
Positions
81
Top 10 Concentration
63.9%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAU
SGOV
VPLS
SCHD
VIG
DFAU15.5%
SGOV10.0%
VPLS7.4%
SCHD5.5%
VIG5.5%
VIGI4.9%
FBK4.7%
VSDM3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other97.9%
Technology0.9%
Healthcare0.5%
Financial0.3%
Industrial0.1%
Utilities0.1%
Consumer0.1%
Energy0.0%
🚪 Exited Positionssold since Q3 2025
—
ASA GOLD AND PRECIOUS MTLS L
SOLD
$8.0K
+1 more exited positions
Changes from Q3 2025
NEW11 new positions
↑68 increased
↓18 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024