Keystone Financial Group
- SEC CIK
- 0001729299
- Latest filing
- Jul 29, 2026
The latest 13F from Keystone Financial Group covers Q2 2026 (filed Jul 29, 2026): 567 long positions worth $1.69B. The top 10 holdings make up 34.7% of the portfolio, and the largest is Apple Inc. (AAPL) at 5.8%. Livermore has 26 filings on Form 13F from this institution, going back to Q1 2021.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 61
- Est. +$38.8M
- Added
- 259
- Est. +$87.1M
- Reduced
- 174
- Est. −$79.0M
- Sold out
- 18
- Est. −$10.8M
Top 5 holdings
Share of this quarter's portfolio value
Biggest buys
New and added positions, by estimated amount bought
- BlackRock ETF Trust09290C665+$7.70MNew
- State Street SPDR Portfolio S&P 500 ETF78464A854+$7.45MAdded
- State Street SPDR Portfolio S&P 500 Growth ETF78464A409+$7.17MAdded
- BlackRock ETF Trust09290C855+$7.08MAdded
- SPDR Series Trust78464A664+$5.31MAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- J P Morgan Exchange Traded F46641Q761−$10.3MReduced
- SPYSPDR S&P 500 ETF Trust
- Vanguard Information Technology ETF92204A702−$5.34MReducedConverted for a 8-for-1 split
- BlackRock ETF Trust09290C848−$5.19MReduced
- iShares Core MSCI Emerging Markets ETF46434G103−$4.82MReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $1.69B
- +$225.4M (+15.4%) vs. prior quarter
- Positions
- 567
- +43 vs. prior quarter
- Top 10 concentration
- 34.7%
- Top 10 as share of value
- Turnover
- 5.7%
- Q2 2026, one quarter
- Average holding period
- 9.2 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.
13F filings by quarter
21 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $1.69B (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 29, 2026 | 567 | $1.69B | AAPLSPYState Street SPDR Portfolio S&P 500 ETF | vs. Q1 2026 | SEC |
| Q1 2026 | May 13, 2026 | 524 | $1.46B | AAPLSPYState Street SPDR Portfolio S&P 500 ETF | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 6, 2026 | 454 | $1.35B | AAPLSPYPLTR | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 17, 2025Amended | 424 | $1.31B | SPYAAPLPLTR | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 13, 2025 | 430 | $1.11B | SPYAAPLState Street SPDR Portfolio S&P 500 ETF | vs. Q1 2025 | SEC |
| Q1 2025 | May 13, 2025 | 395 | $983.7M | AAPLSPYState Street SPDR Portfolio S&P 500 ETF | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 13, 2025 | 390 | $1.02B | AAPLSPYState Street SPDR Portfolio S&P 500 ETF | vs. Q3 2024 | SEC |
| Q3 2024 | Feb 19, 2025Amended | 373 | $781.4M | SPYAAPLState Street SPDR Portfolio S&P 500 ETF | vs. Q2 2024 | SEC |
| Q2 2024 | Jul 31, 2024 | 169 | $279.2M | AAPLMSFTNVDA | vs. Q1 2024 | SEC |
| Q1 2024 | May 8, 2024 | 347 | $686.5M | SPYState Street SPDR Portfolio S&P 500 ETFAAPL | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 14, 2024Amended | 298 | $575.2M | SPYState Street SPDR Portfolio S&P 500 ETFAAPL | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 6, 2023 | 300 | $597.1M | SPYState Street SPDR Portfolio S&P 500 ETFAAPL | vs. Q2 2023 | SEC |
| Q2 2023 | Aug 7, 2023 | 302 | $588.0M | SPYAAPLFirst Tr Exchange-Traded FD | – | SEC |
| Q4 2022 | Feb 7, 2023 | 285 | $506.5M | SPYAAPLVictory Portfolios II | vs. Q3 2022 | SEC |
| Q3 2022 | Nov 10, 2022 | 284 | $493.2M | SPYAAPLVictory Portfolios II | vs. Q2 2022 | SEC |
| Q2 2022 | Aug 5, 2022 | 291 | $504.6M | SPYAAPLVictory Portfolios II | vs. Q1 2022 | SEC |
| Q1 2022 | May 13, 2022 | 291 | $588.9M | SPYAAPLVictory Portfolios II | vs. Q4 2021 | SEC |
| Q4 2021 | Feb 11, 2022 | 304 | $609.6M | SPYAAPLVictory Portfolios II | vs. Q3 2021 | SEC |
| Q3 2021 | Nov 12, 2021 | 287 | $552.7M | SPYAAPLVictory Portfolios II | vs. Q2 2021 | SEC |
| Q2 2021 | Aug 13, 2021 | 289 | $552.1M | SPYAAPLVictory Portfolios II | vs. Q1 2021 | SEC |
| Q1 2021 | May 11, 2021 | 283 | $513.4M | SPYAAPLVictory Portfolios II | – | SEC |