Keystone Financial Planning, Inc.
•CIK: 1596906•Filing: Q4 2025
**Keystone Financial Planning, Inc.** manages $345M across a diversified portfolio of 44 positions. The fund exhibits a significant overweight to dividend-focused equities, highlighted by the top holding in SCHD at $165.6M. Further allocations include substantial positions in technology and consumer staples, notably MSFT ($13.0M) and USB ($11.8M). This structure suggests a core strategy emphasizing stable income generation alongside selective growth exposure.
Total AUM
$344.8M
QoQ Performance
+0.2%
Positions
44
Top 10 Concentration
75.8%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHD
SCHD48.0%
MSFT3.8%
4I13.6%
USB3.4%
CHV3.4%
BNS3.0%
BAC2.8%
BMTA2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other78.0%
Technology7.0%
Healthcare5.0%
Financial2.9%
Consumer Staples2.5%
Energy1.7%
Industrial1.6%
Consumer0.8%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑7 increased
↓27 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023