Keystone Financial Group, Inc.

ATLANTA, GA · CIK 2053642 · 13F filing filed 2026-07-21

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyAtlanta, GA

$190.5m reported value -1.0% vs Q1 2026

122positions

69.1%in top 10

4 new 53 added 30 reduced 16 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	620,943	$32.1m16.85%	16.85%	Added +14.6k	+14,606 2.4%
2	VANGUARD MALVERN FDS CORE-PLUS BD ETF VPLS	VPLS	292,988	$22.7m11.93%	11.93%	Added +20.1k	+20,092 7.4%
3	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	380,415	$12.1m6.33%	6.33%	Reduced -11.2k	-11,162 -2.9%
4	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	49,414	$11.7m6.14%	6.14%	Added +953	+953 2.0%
5	VANGUARD MUN BD FDS SHORT TAX EXEMPT VSDM	VSDM	142,196	$10.9m5.72%	5.72%	Added +30.1k	+30,073 26.8%
6	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	269,575	$9.9m5.21%	5.21%	Added +32.9k	+32,923 13.9%
7	VANGUARD WHITEHALL FDS INTL DVD ETF VIGI	VIGI	105,057	$9.8m5.15%	5.15%	Added +2.3k	+2,316 2.2%
8	VANGUARD MUN BD FDS CORE TAX EXEMPT VCRM	VCRM	109,104	$8.3m4.37%	4.37%	Added +49.4k	+49,443 82.9%
9	FB FINL CORP COM FBK	FBK	133,253	$7.4m3.87%	3.87%	Reduced -897	-897 -0.7%
10	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	152,808	$6.8m3.56%	3.56%	Added +1.5k	+1,465 1.0%
11	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	139,823	$6.7m3.50%	3.50%	Reduced -21.2k	-21,164 -13.2%
12	BLACKROCK ETF TRUST II ISHARES INTERMED INMU	INMU	244,206	$5.9m3.11%	3.11%	Reduced -37.7k	-37,676 -13.4%
13	VANGUARD MALVERN FDS SHOR DURA BD ETF VSDB	VSDB	60,314	$4.6m2.42%	2.42%	Added +12.1k	+12,058 25.0%
14	FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY EMLP	EMLP	82,314	$3.6m1.88%	1.88%	Added +640	+640 0.8%
15	DIMENSIONAL ETF TRUST WORLD EQUITY ETF DFAW	DFAW	35,717	$3.0m1.55%	1.55%	Reduced -929	-929 -2.5%
16	ISHARES TR CRE U S REIT ETF USRT	USRT	44,189	$2.9m1.54%	1.54%	Added +2.1k	+2,146 5.1%
17	ISHARES TR CORE S&P TTL STK ITOT	ITOT	15,391	$2.5m1.33%	1.33%	Reduced -499	-499 -3.1%
18	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	22,958	$2.3m1.21%	1.21%	Reduced -157.3k	-157,280 -87.3%
19	ISHARES TR MSCI USA VALUE VLUE	VLUE	11,234	$2.2m1.18%	1.18%	Added +39	+39 0.3%
20	ISHARES TR CORE MSCI EAFE IEFA	IEFA	16,856	$1.6m0.85%	0.85%	Added +280	+280 1.7%
21	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	3,569	$1.3m0.69%	0.69%	Reduced -979	-979 -21.5%
22	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	13,389	$1.3m0.67%	0.67%	Reduced -58	-58 -0.4%
23	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	13,863	$1.3m0.66%	0.66%	Reduced -393	-393 -2.8%
24	ISHARES TR CORE S&P SCP ETF IJR	IJR	7,977	$1.2m0.62%	0.62%	Reduced -49	-49 -0.6%
25	ISHARES TR CORE 1 5 YR USD ISTB	ISTB	22,874	$1.1m0.58%	0.58%	Reduced -280	-280 -1.2%
26	TRUIST FINL CORP COM TFC	TFC	22,041	$1.1m0.58%	0.58%	Added +227	+227 1.0%
27	ISHARES INC CORE MSCI EMKT IEMG	IEMG	11,359	$941.0k0.49%	0.49%	Reduced -331	-331 -2.8%
28	ISHARES U S ETF TR SHORT MATURITY M MEAR	MEAR	17,820	$897.8k0.47%	0.47%	Reduced -26.1k	-26,083 -59.4%
29	VANGUARD INDEX FDS VALUE ETF VTV	VTV	4,083	$889.8k0.47%	0.47%	Reduced -40	-40 -1.0%
30	ISHARES TR MSCI USA MMENTM MTUM	MTUM	2,426	$831.8k0.44%	0.44%	Added +2	+2 0.1%
31	BLACKROCK ETF TRUST II ISHARES TOTAL RE BRTR	BRTR	15,768	$793.5k0.42%	0.42%	Unchanged
32	NVIDIA CORPORATION COM NVDA	NVDA	3,477	$695.8k0.37%	0.37%	Added +4	+4 0.1%
33	UNITED CMNTY BKS BLAIRSVLE G COM UCB	UCB	18,245	$644.8k0.34%	0.34%	Added +144	+144 0.8%
34	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	7,193	$619.6k0.33%	0.33%	Reduced -115	-115 -1.6%
35	ISHARES TR MSCI USA MIN VOL USMV	USMV	4,689	$452.3k0.24%	0.24%	Added +7	+7 0.1%
36	SCHWAB STRATEGIC TR INTERNL DIVID SCHY	SCHY	13,479	$427.7k0.22%	0.22%	Reduced -6.0k	-5,964 -30.7%
37	JOHNSON & JOHNSON COM JNJ	JNJ	1,609	$408.7k0.21%	0.21%	Added +5	+5 0.3%
38	DIMENSIONAL ETF TRUST US SUSTAINABILTY DFSU	DFSU	8,563	$399.3k0.21%	0.21%	Added +20	+20 0.2%
39	TRAVELERS COMPANIES INC COM TRV	TRV	1,139	$376.0k0.20%	0.20%	Added +3	+3 0.3%
40	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	728	$364.3k0.19%	0.19%	Reduced -28	-28 -3.7%
41	CISCO SYS INC COM CSCO	CSCO	3,047	$357.8k0.19%	0.19%	Added +13	+13 0.4%
42	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	6,404	$335.6k0.18%	0.18%	Added +73	+73 1.1%
43	AMGEN INC COM AMGN	AMGN	916	$331.8k0.17%	0.17%	Added +4	+4 0.4%
44	INNOVATOR ETFS TRUST US EQTY PWR BUF PFEB	PFEB	7,256	$312.4k0.16%	0.16%	Reduced -704	-704 -8.8%
45	MICROSOFT CORP COM MSFT	MSFT	780	$290.9k0.15%	0.15%	Added +1	+1 0.1%
46	WEC ENERGY GROUP INC COM WEC	WEC	2,432	$283.9k0.15%	0.15%	Added +10	+10 0.4%
47	SOUTHERN CO COM SO	SO	2,875	$275.1k0.14%	0.14%	Unchanged
48	ISHARES TR CORE S&P US GWT IUSG	IUSG	1,436	$270.1k0.14%	0.14%	Added +2	+2 0.1%
49	ABBVIE INC COM ABBV	ABBV	1,045	$262.9k0.14%	0.14%	Reduced -94	-94 -8.2%
50	ALPS ETF TR ALERIAN ENERGY ENFR	ENFR	6,883	$262.2k0.14%	0.14%	Reduced -106	-106 -1.5%
51	ISHARES TR RUS 1000 GRW ETF IWF	IWF	1,810	$224.7k0.12%	0.12%	Added +2	+2 0.1%
52	GOLDMAN SACHS GROUP INC COM GS	GS	205	$207.5k0.11%	0.11%	Added +1	+1 0.5%
53	ATMOS ENERGY CORP COM ATO	ATO	1,143	$196.9k0.10%	0.10%	Added +7	+7 0.6%
54	ISHARES TR CORE S&P US VLU IUSV	IUSV	1,758	$193.7k0.10%	0.10%	Added +7	+7 0.4%
55	TEXAS INSTRS INC COM TXN	TXN	623	$185.6k0.10%	0.10%	Added +2	+2 0.3%
56	ISHARES U S ETF TR SHORT DURATION B NEAR	NEAR	3,300	$167.2k0.09%	0.09%	Reduced -496	-496 -13.1%
57	ISHARES TR CORE S&P MCP ETF IJH	IJH	2,158	$166.4k0.09%	0.09%	Unchanged
58	FIRST TR EXCHANGE-TRADED FD ALERIAN US NXTGN RBLD	RBLD	1,804	$162.4k0.09%	0.09%	Added +3	+3 0.2%
59	INNOVATOR ETFS TRUST EQUITY DEFINED P JAJL	JAJL	4,991	$149.3k0.08%	0.08%	Reduced -3.6k	-3,618 -42.0%
60	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	1,538	$148.3k0.08%	0.08%	Added +13	+13 0.8%
61	3M CO COM MMM	MMM	914	$148.0k0.08%	0.08%	Added +4	+4 0.4%
62	ISHARES TR ESG MSCI LEADR SUSL	SUSL	1,054	$139.9k0.07%	0.07%	Unchanged
63	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	2,725	$110.8k0.06%	0.06%	Added +15	+15 0.6%
64	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	881	$108.4k0.06%	0.06%	Added +4	+4 0.5%
65	EMERSON ELEC CO COM EMR	EMR	677	$96.9k0.05%	0.05%	Added +2	+2 0.3%
66	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	2,522	$94.0k0.05%	0.05%	Added +1.3k	+1,286 104.0%
67	PROSHARES TR ULTRAPRO QQQ TQQQ	TQQQ	1,107	$89.7k0.05%	0.05%	Added +2	+2 0.2%
68	DIMENSIONAL ETF TRUST EMERGING MARKETS DFSE	DFSE	1,656	$80.9k0.04%	0.04%	Added +9	+9 0.6%
69	LINDE PLC SHS LIN	LIN	151	$78.3k0.04%	0.04%	Added +1	+1 0.7%
70	HONEYWELL INTL INC COM HON	HON	345	$77.2k0.04%	0.04%	New
71	HONEYWELL AEROSPACE INC COM HONA	HONA	345	$76.3k0.04%	0.04%	New
72	ISHARES TR ENVIR AWR RL EST ERET	ERET	2,599	$75.1k0.04%	0.04%	Unchanged
73	APPLE INC COM AAPL	AAPL	250	$72.3k0.04%	0.04%	Added +4	+4 1.6%
74	VANGUARD INDEX FDS SMALL CP ETF VB	VB	236	$71.5k0.04%	0.04%	Unchanged
75	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	747	$71.4k0.04%	0.04%	Added +2	+2 0.3%
76	PROCTER AND GAMBLE CO COM PG	PG	474	$69.5k0.04%	0.04%	Unchanged
77	INNOVATOR ETFS TRUST U S EQ 10 BUFFER ZALT	ZALT	2,001	$67.8k0.04%	0.04%	Reduced -1.3k	-1,289 -39.2%
78	PEPSICO INC COM PEP	PEP	453	$61.3k0.03%	0.03%	Unchanged
79	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	372	$59.0k0.03%	0.03%	Added +1	+1 0.3%
80	SPDR GOLD TR GOLD SHS GLD	GLD	159	$58.6k0.03%	0.03%	Reduced -5	-5 -3.0%
81	MEDTRONIC PLC SHS MDT	MDT	741	$58.5k0.03%	0.03%	Unchanged
82	ISHARES TR HIGH YLD SYSTM B HYDB	HYDB	1,144	$53.5k0.03%	0.03%	Reduced -896	-896 -43.9%
83	HOME DEPOT INC COM HD	HD	145	$51.2k0.03%	0.03%	Unchanged
84	VANGUARD WORLD FD ESG INTL STK ETF VSGX	VSGX	600	$49.4k0.03%	0.03%	Unchanged
85	KIMBERLY-CLARK CORP COM KMB	KMB	437	$48.5k0.03%	0.03%	Unchanged
86	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	681	$48.5k0.03%	0.03%	Added +4	+4 0.6%
87	EXXON MOBIL CORP COM XOM	XOM	354	$48.5k0.03%	0.03%	Added +2	+2 0.6%
88	ISHARES SILVER TR ISHARES SLV	SLV	810	$43.3k0.02%	0.02%	Reduced -6.8k	-6,750 -89.3%
89	NRG ENERGY INC COM NEW NRG	NRG	243	$35.6k0.02%	0.02%	Unchanged
90	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	669	$35.3k0.02%	0.02%	Added +68	+68 11.3%
91	NORFOLK SOUTHN CORP COM NSC	NSC	110	$34.7k0.02%	0.02%	Unchanged
92	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	645	$32.4k0.02%	0.02%	Reduced -2.9k	-2,907 -81.8%
93	DIMENSIONAL ETF TRUST INTERNATIONAL DFSI	DFSI	705	$31.8k0.02%	0.02%	Added +8	+8 1.1%
94	TESLA INC COM TSLA	TSLA	75	$31.5k0.02%	0.02%	Unchanged
95	EOG RES INC COM EOG	EOG	233	$30.2k0.02%	0.02%	Added +2	+2 0.9%
96	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	790	$28.5k0.01%	0.01%	Added +3	+3 0.4%
97	PINNACLE FINL PARTNERS INC COM PNFP	PNFP	277	$27.9k0.01%	0.01%	Unchanged
98	WALMART INC COM WMT	WMT	242	$27.4k0.01%	0.01%	Unchanged
99	ISHARES TR CORE DIV GRWTH DGRO	DGRO	305	$23.1k0.01%	0.01%	Unchanged
100	GRAYSCALE BITCOIN MINI TR ET SHS NEW BTC	BTC	816	$21.2k0.01%	0.01%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
VANGUARD INSTL INDEX FD VBIL	VBIL	3,366	$254.6k3.4k shares
HONEYWELL INTL INC		344	$155.2k344 shares
INNOVATOR ETFS TRUST PDEC	PDEC	1,826	$77.6k1.8k shares
RIGETTI COMPUTING INC RGTI	RGTI	2,000	$28.1k2.0k shares
LIFE360 INC LIF	LIF	470	$19.2k470 shares
VANECK ETF TRUST MOAT	MOAT	150	$14.5k150 shares
VANGUARD MUN BD FDS VTEB	VTEB	271	$13.5k271 shares
ISHARES BITCOIN TRUST ETF IBIT	IBIT	173	$6.6k173 shares
FIRST TR EXCHANGE-TRADED FD FPX	FPX	23	$3.7k23 shares
DARDEN RESTAURANTS INC DRI	DRI	15	$2.9k15 shares
ACADIAN ASSET MANAGEMENT INC AAMI	AAMI	45	$2.5k45 shares
GAMESTOP CORP NEW GME	GME	60	$1.4k60 shares
GE AEROSPACE GE	GE	4	$1.1k4 shares
LOGITECH INTL S A LOGI	LOGI	5	$4565 shares
SCHWAB STRATEGIC TR SCHZ	SCHZ	1	$241 shares
GAMESTOP CORP NEW GME.WS	GME.WS	6	$236 shares