Institutional Fund
Keystone Financial Group, Inc.
Atlanta, GACIK 20536425 filings on record
Portfolio Value
$192.40M
Q1 2026
Holdings
134
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+0.8%
from $190.95M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust14.2%
- Vanguard Malvern Fds11.0%
- Ishares Tr9.4%
- Schwab Strategic Tr6.2%
- Vanguard Specialized Funds5.4%
- Vanguard Whitehall Fds4.7%
- Other49.0%
Portfolio Holdings
134 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 606.3K | $27.36M | 14.2% | −28.0K | Reduced |
| 2 | Vanguard Malvern Fds | 272.9K | $21.17M | 11.0% | +91.4K | Added |
| 3 | Ishares Tr | 180.2K | $18.14M | 9.4% | −9.2K | Reduced |
| 4 | Schwab Strategic Tr | 391.6K | $12.01M | 6.2% | +6.4K | Added |
| 5 | Vanguard Specialized Funds | 48.5K | $10.42M | 5.4% | +922 | Added |
| 6 | Vanguard Whitehall Fds | 102.7K | $9.09M | 4.7% | +446 | Added |
| 7 | Vanguard Mun Bd Fds | 112.1K | $8.55M | 4.4% | +22.7K | Added |
| 8 | Dimensional ETF Trust | 236.7K | $8.04M | 4.2% | +39.9K | Added |
| 9 | Dimensional ETF Trust | 161.0K | $7.71M | 4.0% | +42.7K | Added |
| 10 | Fb Finl Corp | 134.2K | $6.97M | 3.6% | −26.8K | Reduced |
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