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Portfolio (Quarterly) Guide ↗

Keystone Financial Group

· CIK 0001729299
13F Portfolio $1.4B AUM 454 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 454 New
Page 2 of 23  ·  454 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QQQ INVESCO QQQ Financial Services 21,221.0 $13.0M 0.96% NEW $614.31 +14.9%
22 BUFR FIRST TRUST 379,123.0 $13.0M 0.96% NEW $34.26 +5.4%
23 BERKSHIRE HATHAWAY 17.0 $12.8M 0.95% NEW $754800.00
24 GOOG ALPHABET INC Communication Services 39,227.0 $12.3M 0.91% NEW $313.80 +25.3%
25 BND VANGUARD TOTAL 164,617.0 $12.2M 0.90% NEW $74.07 -1.9%
26 BAI ISHARES A I 359,189.0 $12.0M 0.89% NEW $33.30 +36.7%
27 JPMORGAN US 187,038.0 $11.8M 0.87% NEW $63.18
28 VTV VANGUARD VALUE 60,538.0 $11.6M 0.85% NEW $190.99 +8.6%
29 VUG VANGUARD GROWTH 21,021.0 $10.3M 0.76% NEW $487.86 -82.2%
30 JNJ JOHNSON & JOHNSON Healthcare 48,029.0 $9.9M 0.73% NEW $206.95 +9.5%
31 TCAF T ROWE 252,587.0 $9.7M 0.71% NEW $38.22 +4.7%
32 MTUM ISHARES MSCI 37,837.0 $9.5M 0.70% NEW $250.31 +17.6%
33 GOOGL ALPHABET INC Communication Services 29,416.0 $9.2M 0.68% NEW $312.99 +26.8%
34 IVV ISHARES TR 12,424.0 $8.5M 0.63% NEW $684.93 +8.3%
35 THRO ISHARES U S 218,127.0 $8.4M 0.62% NEW $38.56 +9.5%
36 IAU ISHARES GOLD Financial Services 101,644.0 $8.3M 0.61% NEW $81.17 +5.7%
37 VOOG VANGUARD S&P 16,629.0 $7.4M 0.55% NEW $444.59 -81.6%
38 VIG VANGUARD DIVIDEND 32,804.0 $7.2M 0.53% NEW $219.78 +4.9%
39 BIDD ISHARES INTL 246,942.0 $7.1M 0.53% NEW $28.82 +8.2%
40 XOM EXXON MOBIL Energy 52,608.0 $6.3M 0.47% NEW $120.34 +31.2%
Page 2 of 23  ·  454 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 38.4%
Financial Services 23.0%
Consumer Cyclical 13.3%
Communication Services 8.5%
Healthcare 5.2%
Consumer Defensive 3.7%
Industrials 3.3%
Energy 2.5%
Utilities 1.2%
Basic Materials 0.7%