Keystone Financial Planning, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 39 separate positions held by the firm, managed under the authority of Brigitte Palumbo, who is identified as the President and COO.
The portfolio includes a mix of large-cap domestic and international companies, as well as exchange-traded funds. Notable holdings include Microsoft Corporation, with 27,488 shares, and Altria Group Inc., with 105,453 shares. The filing also lists significant positions in Pfizer Inc., with 239,885 shares, and Procter & Gamble Co., with 9,021 shares.
International exposure is represented by companies such as Unilever PLC Sponsored ADR New, with 160,199 shares, and Novo-Nordisk A S ADR, with 7,014 shares. The portfolio also includes several exchange-traded funds, including the Schwab Strategic Trust US Dividend Equity ETF, with 6,279,518 shares, and the iShares TR Core High Div ETF, with 156,554 shares.
