13F HOLDINGS REPORT
Keystone Financial Group, Inc.
Quarter ended Q4 2025 · Filed January 16, 2026 · Accession 0002053642-26-000001
Total Value
$191.0M
Positions
136
Other Managers
0
Confidential Omitted
No
Holdings (136)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V104 | 634,346 | $29.7M | 15.55% |
| 2 | ISHARES TR | 46436E718 | 189,485 | $19.0M | 9.96% |
| 3 | VANGUARD MALVERN FDS | 922020755 | 181,493 | $14.2M | 7.42% |
| 4 | SCHWAB STRATEGIC TR | 808524797 | 385,136 | $10.6M | 5.53% |
| 5 | VANGUARD SPECIALIZED FUNDS | 921908844 | 47,539 | $10.4M | 5.47% |
| 6 | VANGUARD WHITEHALL FDS | 921946810 | 102,295 | $9.4M | 4.90% |
| 7 | FB FINL CORP | 30257X104 | 160,947 | $9.0M | 4.70% |
| 8 | VANGUARD MUN BD FDS | 922907696 | 89,432 | $6.8M | 3.58% |
| 9 | DIMENSIONAL ETF TRUST | 25434V880 | 196,760 | $6.4M | 3.37% |
| 10 | BLACKROCK ETF TRUST II | BLK | 267,005 | $6.4M | 3.36% |
| 11 | DIMENSIONAL ETF TRUST | 25434V708 | 159,383 | $6.3M | 3.30% |
| 12 | DIMENSIONAL ETF TRUST | 25434V864 | 118,269 | $5.7M | 2.97% |
| 13 | ISHARES U S ETF TR | 46431W838 | 79,758 | $4.0M | 2.10% |
| 14 | BLACKROCK ETF TRUST II | BLK | 74,625 | $3.8M | 1.98% |
| 15 | ISHARES TR | 464288679 | 33,149 | $3.7M | 1.91% |
| 16 | FIRST TR EXCHANGE-TRADED FD | 33738D101 | 82,482 | $3.1M | 1.64% |
| 17 | ISHARES U S ETF TR | 46431W507 | 58,051 | $3.0M | 1.55% |
| 18 | ISHARES TR | 464287150 | 18,146 | $2.7M | 1.41% |
| 19 | VANGUARD MALVERN FDS | 922020730 | 33,710 | $2.6M | 1.35% |
| 20 | VANGUARD MUN BD FDS | 922907712 | 31,990 | $2.4M | 1.27% |
| 21 | ISHARES TR | 464288521 | 42,279 | $2.4M | 1.26% |
| 22 | ISHARES TR | 46432F834 | 23,606 | $2.0M | 1.05% |
| 23 | DIMENSIONAL ETF TRUST | 25434V617 | 25,202 | $1.9M | 0.98% |
| 24 | INNOVATOR ETFS TRUST | INHD | 63,317 | $1.8M | 0.96% |
| 25 | ISHARES TR | 46432F388 | 11,525 | $1.6M | 0.83% |
| 26 | ISHARES TR | 46432F842 | 16,576 | $1.5M | 0.78% |
| 27 | SPDR SERIES TRUST | 78464A805 | 14,831 | $1.2M | 0.64% |
| 28 | ISHARES TR | 46432F859 | 22,202 | $1.1M | 0.57% |
| 29 | TRUIST FINL CORP | 89832Q109 | 21,739 | $1.1M | 0.56% |
| 30 | ISHARES TR | 464287804 | 8,631 | $1.0M | 0.54% |
| 31 | ISHARES INC | 46434G103 | 11,792 | $792,681 | 0.42% |
| 32 | VANGUARD INDEX FDS | 922908744 | 4,112 | $785,344 | 0.41% |
| 33 | VANGUARD INDEX FDS | 922908769 | 1,981 | $664,108 | 0.35% |
| 34 | NVIDIA CORPORATION | NVDA | 3,478 | $648,610 | 0.34% |
| 35 | SCHWAB STRATEGIC TR | 808524672 | 20,981 | $625,668 | 0.33% |
| 36 | ISHARES TR | 46432F396 | 2,462 | $616,300 | 0.32% |
| 37 | VANGUARD INDEX FDS | 922908736 | 1,216 | $593,446 | 0.31% |
| 38 | UNITED CMNTY BKS BLAIRSVLE G | UNTCW | 18,322 | $576,589 | 0.30% |
| 39 | INNOVATOR ETFS TRUST | INHD | 13,046 | $531,219 | 0.28% |
| 40 | ISHARES TR | 46429B697 | 5,607 | $527,997 | 0.28% |
| 41 | INNOVATOR ETFS TRUST | INHD | 9,826 | $426,252 | 0.22% |
| 42 | INNOVATOR ETFS TRUST | INHD | 12,771 | $410,855 | 0.22% |
| 43 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 756 | $380,003 | 0.20% |
| 44 | MICROSOFT CORP | MSFT | 779 | $376,579 | 0.20% |
| 45 | DIMENSIONAL ETF TRUST | 25434V716 | 8,432 | $366,202 | 0.19% |
| 46 | ISHARES TR | 464288646 | 6,284 | $332,284 | 0.17% |
| 47 | JOHNSON & JOHNSON | JNJ | 1,598 | $330,706 | 0.17% |
| 48 | TRAVELERS COMPANIES INC | TRV | 1,133 | $328,771 | 0.17% |
| 49 | AMGEN INC | AMGN | 908 | $297,075 | 0.16% |
| 50 | ISHARES SILVER TR | SLV | 4,455 | $286,991 | 0.15% |
| 51 | CISCO SYS INC | CSCO | 3,417 | $263,177 | 0.14% |
| 52 | ABBVIE INC | ABBV | 1,136 | $259,658 | 0.14% |
| 53 | APPLE INC | AAPL | 950 | $258,133 | 0.14% |
| 54 | VANGUARD MALVERN FDS | 922020805 | 5,205 | $257,442 | 0.13% |
| 55 | WEC ENERGY GROUP INC | WEC | 2,414 | $254,566 | 0.13% |
| 56 | SOUTHERN CO | SOMN | 2,862 | $249,600 | 0.13% |
| 57 | VANGUARD BD INDEX FDS | 921937827 | 3,157 | $248,795 | 0.13% |
| 58 | ISHARES TR | 464287671 | 1,433 | $240,574 | 0.13% |
| 59 | INNOVATOR ETFS TRUST | INHD | 6,648 | $222,774 | 0.12% |
| 60 | ISHARES TR | 464287614 | 452 | $213,852 | 0.11% |
| 61 | GOLDMAN SACHS GROUP INC | GSCE | 233 | $204,953 | 0.11% |
| 62 | ALPS ETF TR | 00162Q676 | 6,266 | $197,097 | 0.10% |
| 63 | ATMOS ENERGY CORP | ATO | 1,130 | $189,390 | 0.10% |
| 64 | ISHARES TR | 464287663 | 1,744 | $178,848 | 0.09% |
| 65 | 3M CO | MMM | 905 | $144,896 | 0.08% |
| 66 | ISHARES TR | 464287507 | 2,158 | $142,405 | 0.07% |
| 67 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 874 | $141,542 | 0.07% |
| 68 | FIRST TR EXCHANGE-TRADED FD | 33736M103 | 1,885 | $140,796 | 0.07% |
| 69 | AMERICAN CENTY ETF TR | 025072182 | 2,047 | $135,737 | 0.07% |
| 70 | VANGUARD INDEX FDS | 922908553 | 1,510 | $133,642 | 0.07% |
| 71 | HONEYWELL INTL INC | 438516106 | 683 | $133,273 | 0.07% |
| 72 | ISHARES TR | 46435U218 | 1,054 | $127,815 | 0.07% |
| 73 | ISHARES TR | 46435G250 | 2,272 | $107,576 | 0.06% |
| 74 | TEXAS INSTRS INC | 882508104 | 618 | $107,280 | 0.06% |
| 75 | DIMENSIONAL ETF TRUST | 25434V732 | 2,706 | $89,510 | 0.05% |
| 76 | EMERSON ELEC CO | EMR | 673 | $89,384 | 0.05% |
| 77 | BLACKROCK ETF TRUST II | BLK | 3,830 | $85,103 | 0.04% |
| 78 | MEDTRONIC PLC | MDT | 741 | $71,707 | 0.04% |
| 79 | DIMENSIONAL ETF TRUST | 25434V682 | 1,645 | $68,219 | 0.04% |
| 80 | PROCTER AND GAMBLE CO | 742718109 | 474 | $67,929 | 0.04% |
| 81 | ISHARES TR | 46436E270 | 2,531 | $67,592 | 0.04% |
| 82 | WISDOMTREE TR | WT | 743 | $66,424 | 0.03% |
| 83 | PEPSICO INC | PEP | 453 | $65,801 | 0.03% |
| 84 | SPDR GOLD TR | GLD | 163 | $64,599 | 0.03% |
| 85 | VANGUARD INDEX FDS | 922908751 | 236 | $60,876 | 0.03% |
| 86 | PROSHARES TR | 74347X831 | 1,103 | $58,137 | 0.03% |
| 87 | SELECT SECTOR SPDR TR | 81369Y209 | 370 | $57,317 | 0.03% |
| 88 | HOME DEPOT INC | HD | 144 | $49,581 | 0.03% |
| 89 | KIMBERLY-CLARK CORP | KMB | 437 | $44,640 | 0.02% |
| 90 | RIGETTI COMPUTING INC | RGTIW | 2,000 | $44,300 | 0.02% |
| 91 | LIFE360 INC | LIFX | 688 | $44,128 | 0.02% |
| 92 | VANGUARD WORLD FD | 921910725 | 600 | $42,972 | 0.02% |
| 93 | DIMENSIONAL ETF TRUST | 25434V799 | 1,234 | $42,513 | 0.02% |
| 94 | VANGUARD TAX-MANAGED FDS | 921943858 | 676 | $42,230 | 0.02% |
| 95 | EXXON MOBIL CORP | XOM | 350 | $42,077 | 0.02% |
| 96 | NRG ENERGY INC | NRG | 242 | $38,524 | 0.02% |
| 97 | INNOVATOR ETFS TRUST | INHD | 900 | $37,602 | 0.02% |
| 98 | TESLA INC | TSLA | 75 | $33,729 | 0.02% |
| 99 | NORFOLK SOUTHN CORP | 655844108 | 110 | $31,888 | 0.02% |
| 100 | GRAYSCALE BITCOIN MINI TR ET | 389930207 | 816 | $31,604 | 0.02% |
| 101 | DIMENSIONAL ETF TRUST | 25434V690 | 695 | $29,785 | 0.02% |
| 102 | WALMART INC | WMT | 242 | $27,018 | 0.01% |
| 103 | SYNOVUS FINL CORP | 87161C501 | 530 | $26,527 | 0.01% |
| 104 | EOG RES INC | EOG | 229 | $24,048 | 0.01% |
| 105 | SCHWAB STRATEGIC TR | 808524607 | 786 | $22,397 | 0.01% |
| 106 | SAMSARA INC | IOT | 600 | $21,270 | 0.01% |
| 107 | ISHARES TR | 46434V621 | 305 | $21,173 | 0.01% |
| 108 | AT&T INC | T-PC | 717 | $17,810 | 0.01% |
| 109 | BLACKROCK ETF TRUST | BLK | 515 | $17,150 | 0.01% |
| 110 | VANECK ETF TRUST | 92189F643 | 150 | $15,534 | 0.01% |
| 111 | MERCK & CO INC | MRK | 131 | $13,859 | 0.01% |
| 112 | VANGUARD MUN BD FDS | 922907746 | 269 | $13,531 | 0.01% |
| 113 | INVESCO QQQ TR | IVZ | 15 | $9,275 | 0.00% |
| 114 | VANECK ETF TRUST | 92189F676 | 25 | $9,030 | 0.00% |
| 115 | ISHARES TR | 46435U713 | 168 | $8,837 | 0.00% |
| 116 | ISHARES BITCOIN TRUST ETF | IBIT | 173 | $8,589 | 0.00% |
| 117 | SOLSTICE ADVANCED MATLS INC | 83443Q103 | 169 | $8,210 | 0.00% |
| 118 | PFIZER INC | PFE | 308 | $7,662 | 0.00% |
| 119 | WARNER BROS DISCOVERY INC | WBD | 173 | $4,986 | 0.00% |
| 120 | COUPANG INC | CPNG | 200 | $4,718 | 0.00% |
| 121 | FIRST TR EXCHANGE-TRADED FD | 336920103 | 21 | $3,435 | 0.00% |
| 122 | GLOBAL X FDS | 37954Y855 | 50 | $3,253 | 0.00% |
| 123 | ISHARES TR | 464288307 | 40 | $3,186 | 0.00% |
| 124 | DARDEN RESTAURANTS INC | DRI | 15 | $2,760 | 0.00% |
| 125 | FIRST TR EXCHANGE TRADED FD | 33738R811 | 16 | $2,132 | 0.00% |
| 126 | ACADIAN ASSET MANAGEMENT INC | AAMI | 45 | $2,115 | 0.00% |
| 127 | ISHARES TR | 464289859 | 16 | $1,433 | 0.00% |
| 128 | GE AEROSPACE | 369604301 | 4 | $1,234 | 0.00% |
| 129 | GAMESTOP CORP NEW | GME-WT | 60 | $1,205 | 0.00% |
| 130 | LOGITECH INTL S A | H50430232 | 5 | $501 | 0.00% |
| 131 | NIKE INC | NKE | 4 | $274 | 0.00% |
| 132 | ENTREPRENEURSHARES SERIES TR | 293828877 | 11 | $222 | 0.00% |
| 133 | LUCID GROUP INC | LCID | 8 | $85 | 0.00% |
| 134 | NXP SEMICONDUCTORS N V | NXPI | 0 | $76 | 0.00% |
| 135 | SCHWAB STRATEGIC TR | 808524839 | 1 | $24 | 0.00% |
| 136 | GAMESTOP CORP NEW | GME-WT | 6 | $18 | 0.00% |