Keystone Financial Group, Inc.

CIK 0002053642 · Q2 2026

13F Equity AUM

$190.5M

-1.0% QoQ

Positions

120

-11 QoQ

AUM Rank

#8,266

Top 66%

Skill Alpha (FF)

—

Building track record (6q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 47.0%Top 10: 69.1%Top 20: 87.7%

DFAU16.9%

VPLS11.9%

SCHD6.3%

VIG6.1%

VSDM5.7%

DFAX5.2%

VIGI5.2%

VCRM4.4%

FBK3.9%

DFAC3.6%

Others (110)30.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services85.2%

Fund12.5%

Other2.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 120Median: 0.08%Avg: 0.83%

0–0.5%

94(8.5%)

0.5–1%

7(4.7%)

1–3%

7(11.1%)

3–5%

5(18.4%)

5%+

7(57.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 120vs 20 funds

0%Low

120

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New4Increased54Decreased29Exited16

New Positions

HONEYWELL AEROSPACE …0.0%

+345

HONEYWELL INTL INC0.0%

+345

HTZ0.0%

+8K

MYNZ0.0%

+5K

Increased

VCRM4.4%

+49K(+83%)

DFAX5.2%

+33K(+14%)

VSDM5.7%

+30K(+27%)

VPLS11.9%

+20K(+7%)

DFAU16.9%

+15K(+2%)

VSDB2.4%

+12K(+25%)

VUG0.3%

+6K(+491%)

VIGI5.2%

+2K(+2%)

USRT1.5%

+2K(+5%)

DFAC3.6%

+1K(+1%)

Decreased

SGOV1.2%

-157,280(-87%)

INMU3.1%

-37,676(-13%)

SHV0.0%

-33,151(-100%)

MEAR0.5%

-26,083(-59%)

DFSD3.5%

-21,164(-13%)

SCHD6.3%

-11,162(-3%)

SLV0.0%

-6,750(-89%)

SCHY0.2%

-5,964(-31%)

JAJL0.1%

-3,618(-42%)

VTIP0.0%

-2,907(-82%)

Exited

-3,366

-687

-1,826

-271

-470

-2,000

-150

-23

-45

-4

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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