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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 4 of 29  ·  567 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMERICAN FUNDS GROWTH FU 60,732.0 $5.3M 0.32% $87.74
62 IAGG ISHARES CORE 100,426.0 $5.1M 0.30% +18K +21.3% $50.60 -1.6%
63 VYM VANGUARD WHITEHALL FDS 30,136.0 $4.8M 0.28% +13K +72.7% $158.03 +4.8%
64 VONE VANGUARD RUSSELL 14,048.0 $4.8M 0.28% +2K +18.4% $338.72 +3.4%
65 XLF SELECT SECTOR SPDR TR 87,798.0 $4.7M 0.28% -20K -18.8% $53.61 +7.4%
66 CVX CHEVRON CORPORATION Energy 27,951.0 $4.6M 0.28% -1K -4.6% $165.76 +22.3%
67 SOXX ISHARES SEMICONDUCTOR 7,056.0 $4.5M 0.27% +309.0 +4.6% $640.78 -12.7%
68 RSP INVESCO S&P 500 EQUAL 21,232.0 $4.5M 0.27% $212.77 +3.8%
69 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 6,364.0 $4.5M 0.27% $703.36 +1.7%
70 CFO VICTORYSHARES US 54,525.0 $4.4M 0.26% -15K -21.8% $80.08 +3.6%
71 WMT WALMART INC Consumer Defensive 36,764.0 $4.2M 0.25% -341.0 -0.9% $113.26 +0.9%
72 DGRO ISHARES CORE 53,379.0 $4.0M 0.24% +2K +4.4% $75.79 +4.7%
73 XLK SELECT SECTOR SPDR TR 21,038.0 $4.0M 0.24% +2K +9.4% $190.52 -0.1%
74 AMERICAN FUNDS INCOME FU 145,679.0 $4.0M 0.24% $27.28
75 USMV ISHARES MSCI USA MIN VOL 41,029.0 $4.0M 0.23% +890.0 +2.2% $96.46 +4.1%
76 AMERICAN FUNDS CAPITAL W 48,519.0 $4.0M 0.23% $81.56
77 CRWD CROWDSTRIKE HLDGS INC Technology 5,177.0 $4.0M 0.23% -63.0 -1.2% $190.78 +12.1%
78 DIS DISNEY WALT CO Communication Services 40,839.0 $3.9M 0.23% +2K +5.9% $96.25 +7.5%
79 JPMORGAN US 53,620.0 $3.9M 0.23% -143K -72.7% $72.28
80 VIOO VANGUARD S&P 27,976.0 $3.8M 0.23% +1K +4.6% $137.54 +1.0%
Page 4 of 29  ·  567 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%