Keystone Financial Group, Inc. has filed its Form 13F-HR for the reporting period ending September 30, 2026. The filing, signed by Chief Investment Officer Andrew J. Gilbert, details the firm’s equity portfolio holdings as of the specified date.
The report lists a total of 117 separate equity positions held by the firm. The filings indicate that the firm holds significant exposure to exchange-traded funds (ETFs), with a large portion of the portfolio allocated to various market-cap and sector-specific funds. Notable ETF holdings include the Schwab Strategic Trust US Dividend Equity fund, which is listed with 384,672 shares, and the Vanguard Malvern Funds Core-Plus Bond ETF, which holds 316,905 shares.
In terms of individual stocks, the portfolio includes major technology and healthcare companies. The filing lists NVIDIA Corporation with 3,470 shares and Microsoft Corporation with 780 shares. Healthcare holdings include Medtronic PLC with 741 shares and Johnson & Johnson with 1,615 shares. The filing also includes positions in consumer staples such as Procter & Gamble and PepsiCo, as well as financial services firms like Truist Financial Corporation and JPMorgan Chase & Co.
