account_balance
Investment manager · 13F filer · SEC CIK 1596906
Keystone Financial Planning, Inc.
Reported value$404Mas of Sep 30, 2026
Positions39 1 new, 1 sold out
Top 10 weight77.3%SCHD alone is 51%
FiledOct 88 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHDSchwab Strategic Tr
50.6%
CVXChevron Corp
4.1%
MSFTMicrosoft Corp
3.5%Added +2%
USBUS Bancorp
3.2%
BNSBank of Nova Scotia
3.0%
CMECME Group Inc.
2.8%
VZVerizon Communications Inc
2.6%
GSKGSK PLC
2.5%+8%
SPYDSPDR Series Trust
2.5%+11%
ULUnilever PLC
2.4%
BMYBristol Myers Squibb Co
2.4%
PPLPPL Corp
2.3%New
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHD Schwab Strategic Tr 50.6% Held
CVX Chevron Corp 4.1% HeldMSFT Microsoft Corp 3.5% Added +2%USB US Bancorp 3.2% HeldBNS Bank of Nova Scotia 3.0% HeldCME CME Group Inc. 2.8% HeldVZ Verizon Communications Inc 2.6% HeldGSK GSK PLC 2.5% Added +8%SPYD SPDR Series Trust 2.5% Added +11%
UL Unilever PLC 2.4% HeldBMY Bristol Myers Squibb Co 2.4% HeldPPL PPL Corp 2.3% NewWhat changed
Biggest moves since Jun 30, 2026
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