Keystone Financial Group, Inc.
Annual return '25
+23.9%
SPY '25
+17.7%
Alpha
+6.2ptsvs SPY
Invested
$192.4M
Holdings
134
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAU
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
14.2%
02
$VPLS
VANGUARD MALVERN FDS
Held since at least Q1 2024
11.0%
03
$SGOV
ISHARES TR
Held since at least Q1 2024
9.4%
04
$SCHD
SCHWAB STRATEGIC TR
Held since at least Q1 2024
6.2%
05
$VIG
VANGUARD SPECIALIZED FUNDS
Held since at least Q1 2024
5.4%
06
$VIGI
VANGUARD WHITEHALL FDS
Held since at least Q1 2024
4.7%
07
$VSDM
VANGUARD MUN BD FDS
Held since at least Q1 2024
4.4%
08
$DFAX
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
4.2%
09
$DFSD
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
4.0%
10
$FBK
FB FINL CORP
Held since at least Q1 2024
3.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:37 UTC.