Keystone Financial Group
Keystone Financial Group reported 567 stocks worth $1.7B in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are AAPL (5.8%), SPY (4.8%) and SPYM (4.2%). Compared with Q1 2026, the fund opened new positions in IALT and ICSH, added to SPYM, STX and SPYG, trimmed AAPL, SPY and NVDA and sold out of SGUXX, ET and EPD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $97.7M | 5.8% | 338K | −3,357 (−1%) | 8 of 8 | |
| 2 |  SPY Spdr S&P 500 ETF TR | $80.5M | 4.8% | 108K | −8,110 (−7%) | 8 of 8 | |
| 3 |  SPYM Spdr Series Trust | $70.2M | 4.2% | 799K | +85K (+12%) | 8 of 8 | |
| 4 |  STX Seagate Technology Hldngs PL | $61.1M | 3.6% | 63K | +617 (+1%) | 8 of 8 | |
| 5 |  SPYG Spdr Series Trust | $52.7M | 3.1% | 443K | +60K (+16%) | 8 of 8 | |
| 6 |  VFLO Victory Portfolios II | $50.9M | 3.0% | 1.1M | +33K (+3%) | 8 of 8 | |
| 7 |  AMD Advanced Micro Devices Inc | $46.6M | 2.8% | 80K | No change | 8 of 8 | |
| 8 |  VTI Vanguard Total Stock Market ETF | $45.2M | 2.7% | 122K | +777 (+1%) | 8 of 8 | |
| 9 |  NVDA Nvidia Corporation | $40.1M | 2.4% | 201K | −16K (−7%) | 8 of 8 | |
| 10 |  TSLA Tesla Inc | $39.6M | 2.4% | 94K | +147 (+0%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SGUXX Schwab Government Money Ultra | $2.3M | 2.3M |
 ET Energy Transfer L P LP | $2.1M | 106K |
 EPD Enterprise Products | $1.7M | 45K |
 TER Teradyne Inc | $1.4M | 4,684 |
 QLTA Ishares TR | $581K | 12K |
🔒 Free account: see all 18.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 29, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Keystone Financial Group 13F FAQ
What does Keystone Financial Group own?
Keystone Financial Group reported 567 stocks worth $1.7B in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are AAPL (5.8%), SPY (4.8%) and SPYM (4.2%). The table above lists every position in the filing (the top 10 without an account).
What did Keystone Financial Group buy and sell in Q2 2026?
Compared with Q1 2026: 61 new positions, 252 added to, 167 trimmed and 18 sold out. New positions include IALT and ICSH. It sold all of SGUXX, ET and EPD.
When will Keystone Financial Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Keystone Financial Group's portfolio worth?
The Q2 2026 filing reports $1.7B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.