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Portfolio (Quarterly) Guide ↗

Keystone Financial Group

· CIK 0001729299
13F Portfolio $1.7B AUM 567 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 61 New 230 Added 151 Reduced 18 Exited
Page 3 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLK SELECT SECTOR SPDR TR 21,038.0 $4.0M 0.24% +2K +9.4% $190.52 -2.6%
42 USMV ISHARES MSCI USA MIN VOL 41,029.0 $4.0M 0.23% +890.0 +2.2% $96.46 +4.6%
43 DIS DISNEY WALT CO Communication Services 40,839.0 $3.9M 0.23% +2K +5.9% $96.25 +9.0%
44 VIOO VANGUARD S&P 27,976.0 $3.8M 0.23% +1K +4.6% $137.54 -0.0%
45 DIA STATE STR SPDR DOW JONES IND Financial Services 7,344.0 $3.8M 0.23% +1K +25.5% $522.42 +2.1%
46 TSM TAIWAN SEMICONDUCTOR M F Technology 7,974.0 $3.8M 0.23% +652.0 +8.9% $477.54 -13.3%
47 WDC WESTERN DIGITAL CORP Technology 5,896.0 $3.8M 0.22% +636.0 +12.1% $638.70 -21.9%
48 IVOO VANGUARD S&P 28,637.0 $3.7M 0.22% +220.0 +0.8% $130.40 +0.7%
49 RDVY FIRST TRUST 45,782.0 $3.7M 0.22% +4K +10.6% $81.06 +2.3%
50 PM PHILIP MORRIS INTL INC Consumer Defensive 20,119.0 $3.6M 0.22% +2K +11.9% $180.91 +3.8%
51 IONQ IONQ INC Technology 67,023.0 $3.6M 0.21% +4K +6.8% $53.26 -15.1%
52 VCRB VANGUARD MALVERN FDS 44,625.0 $3.4M 0.20% +19K +73.9% $77.23 -1.7%
53 XLE SELECT SECTOR SPDR TR 63,859.0 $3.4M 0.20% +15K +30.7% $53.11 +19.4%
54 AVGO BROADCOM INC Technology 8,859.0 $3.3M 0.20% +648.0 +7.9% $377.73 +0.8%
55 CAT CATERPILLAR INC Industrials 3,127.0 $3.3M 0.20% +49.0 +1.6% $1064.97 -21.2%
56 IWM ISHARES TR 10,925.0 $3.3M 0.20% +1K +14.6% $300.46 +0.2%
57 CGGR CAPITAL GROUP 69,522.0 $3.3M 0.20% +3K +5.2% $47.20 -1.6%
58 IJH ISHARES CORE S&P MID-CAP 41,435.0 $3.2M 0.19% +18K +76.9% $77.11 +0.6%
59 ITA ISHARES AEROSPACE 13,087.0 $3.2M 0.19% +5K +63.2% $242.42 +3.8%
60 CMG CHIPOTLE MEXICAN GRILL I Consumer Cyclical 91,029.0 $3.1M 0.18% +3K +3.9% $34.00 -0.3%
Page 3 of 12  ·  230 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 44.5%
Financial Services 20.2%
Consumer Cyclical 11.6%
Communication Services 7.3%
Healthcare 5.0%
Industrials 3.6%
Consumer Defensive 3.5%
Energy 2.2%
Utilities 1.3%
Basic Materials 0.6%