Keystone Financial Group
Keystone Financial Group reported 117 stocks worth $188M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are DFAU (17.3%), VPLS (12.5%) and DFAX (6.9%). Compared with Q2 2026, the fund opened new positions in JPM and XOM, added to VPLS, DFAX and SCHD, trimmed DFAU, VIG and VIGI and sold out of ISTB, BRTR and IGSB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DFAU Dimensional ETF Trust | $32.4M | 17.3% | 619K | −2,365 (−0%) | 8 of 8 | |
| 2 |  VPLS Vanguard Malvern Fds | $23.5M | 12.5% | 317K | +24K (+8%) | 8 of 8 | |
| 3 |  DFAX Dimensional ETF Trust | $12.9M | 6.9% | 348K | +79K (+29%) | 8 of 8 | |
| 4 |  SCHD Schwab US Dividend Equity ETF | $12.5M | 6.7% | 385K | +4,306 (+1%) | 8 of 8 | |
| 5 |  VIG Vanguard Dividend Appreciation ETF | $11.4M | 6.1% | 49K | −453 (−1%) | 8 of 8 | |
| 6 |  VSDM Vanguard Short Dur Tax | $11.1M | 5.9% | 149K | +6,693 (+5%) | 6 of 8 | |
| 7 |  VCRM Vanguard Mun BD Fds | $9.9M | 5.3% | 139K | +30K (+27%) | 5 of 8 | |
| 8 |  VIGI Vanguard Whitehall Fds | $7.7M | 4.1% | 82K | −23K (−22%) | 8 of 8 | |
| 9 | DIMENSIONAL ETF TRUST | $6.9M | 3.7% | 156K | +3,405 (+2%) | 8 of 8 | |
| 10 |  VSDB Vanguard Malvern Fds | $6.4M | 3.4% | 85K | +25K (+41%) | 5 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ISTB Ishares TR | $1.1M | 23K |
 BRTR Blackrock ETF Trust II | $794K | 16K |
 IGSB Ishares TR | $336K | 6,404 |
 MMM 3M Co | $148K | 914 |
 XOM Exxon Mobil Corp | $48K | 354 |
🔒 Free account: see all 6.
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 Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Keystone Financial Group 13F FAQ
What does Keystone Financial Group own?
Keystone Financial Group reported 117 stocks worth $188M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are DFAU (17.3%), VPLS (12.5%) and DFAX (6.9%). The table above lists every position in the filing (the top 10 without an account).
What did Keystone Financial Group buy and sell in Q3 2026?
Compared with Q2 2026: 2 new positions, 46 added to, 29 trimmed and 6 sold out. New positions include JPM and XOM. It sold all of ISTB, BRTR and IGSB.
When will Keystone Financial Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Keystone Financial Group's portfolio worth?
The Q3 2026 filing reports $188M 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.