account_balance

Investment manager · 13F filer · SEC CIK 1729299

Keystone Financial Group

Reported value$1.76Bas of Sep 30, 2026
Positions537 28 new, 58 sold out
Top 10 weight34.4%AAPL alone is 6%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
AAPL Apple Inc. 6.4% HeldSPY SPDR S&P 500 ETF Trust 4.6% Held
SPYM State Street 3.9% Trimmed −3%
STX Seagate Technology Holdings PLC 3.2% Trimmed −3%
VFLO Victory Portfolios II 3.1% Trimmed −3%
PLTR Palantir Technologies Inc. 2.9% HeldAMD Advanced Micro Devices Inc 2.7% Held
VTI Vanguard Index FDS 2.6% Added +2%
NVDA NVIDIA Corp 2.6% Held
DYNF BlackRock ETF Trust 2.3% Held
SPYG State Street 2.0% Trimmed −35%
TSLA Tesla, Inc. 1.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Jul 29, 2026 filing
add_circleNew
  • GFLW $18.7M
  • INRO $6.56M
  • HPE $4.32M
  • FEMR $3.13M
arrow_upwardAdded
arrow_downwardTrimmed
  • SPYG −35%
  • QUAL −30%
  • IVE −25%
  • IEMG −21%
remove_circleSold out
  • TOTL $5.58M
  • SPMB $3.22M
  • EFA $1.9M
  • IJJ $1.4M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist