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 total holdings, with the top positions including Microsoft Corporation, PPL Corporation, and Pfizer Inc.
The firm’s largest holding is Microsoft Corporation, with 14,098,536 shares. PPL Corporation follows with 9,299,417 shares, while Pfizer Inc. is held in the amount of 6,841,533 shares. Other significant positions in the portfolio include United Parcel Service Inc. Class B, with 4,152,997 shares, and Verizon Communications Inc., with 10,679,265 shares.
The filing also lists a number of exchange-traded funds (ETFs) within the portfolio. The Schwab Strategic Trust US Dividend Equity ETF is the largest ETF holding, with 6,279,518 shares. Other ETFs held include the iShares Core High Dividend ETF, the SPDR Series Trust S&P 500 Dividend ETF, and the Vanguard Index Funds Real Estate ETF.
The report lists Brigitte Palumbo as the President and COO of the firm. The filing was signed on October 8, 2026.
