Institutional Fund
Keystone Financial Planning, Inc.
Cleveland, OHCIK 15969065 filings on record
Portfolio Value
$374.37M
Q1 2026
Holdings
40
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+8.6%
from $344.79M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr55.4%
- Verizon Communications Inc3.2%
- Us Bancorp Del3.1%
- Microsoft Corp2.7%
- British Amern Tob PLC2.6%
- Bristol-Myers Squibb Co2.6%
- Other30.4%
Portfolio Holdings
40 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 6.76M | $207.51M | 55.4% | +726.0K | Added |
| 2 | Verizon Communications Inc | 239.0K | $12.00M | 3.2% | +1.3K | Added |
| 3 | Us Bancorp Del | 224.3K | $11.67M | 3.1% | +3.5K | Added |
| 4 | Microsoft Corp | 26.9K | $9.95M | 2.7% | 0 | Held |
| 5 | British Amern Tob PLC | 167.2K | $9.78M | 2.6% | 0 | Held |
| 6 | Bristol-Myers Squibb Co | 159.5K | $9.68M | 2.6% | 0 | Held |
| 7 | Bank Nova Scotia Halifax | 139.1K | $9.64M | 2.6% | 0 | Held |
| 8 | Cme Group Inc | 32.0K | $9.46M | 2.5% | −4 | Reduced |
| 9 | Spdr Series Trust | 196.3K | $8.94M | 2.4% | +4.3K | Added |
| 10 | Unilever PLC | 152.9K | $8.71M | 2.3% | +152.9K | New |
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