Keystone Financial Planning, Inc.: 13F holdings
CIK 15969062026Q2
| Positions | 39 |
|---|---|
| Reported value | $387.9m |
| Filed | 2026-07-15 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHD SCHWAB STRATEGIC TR | 6,250,349 | $198.2m | 51.1% |
| USB US BANCORP | 226,360 | $13.7m | 3.5% |
| CVX CHEVRON CORPORATION | 81,844 | $13.6m | 3.5% |
| BNS BANK NOVA SCOTIA B C | 136,488 | $11.9m | 3.1% |
| GSK GSK PLC | 195,590 | $10.3m | 2.6% |
| BTI BRITISH AMERN TOB PLC | 165,273 | $10.2m | 2.6% |
| MSFT MICROSOFT CORP | 26,868 | $10.0m | 2.6% |
| VZ VERIZON COMMUNICATIONS INC | 234,873 | $9.9m | 2.6% |
| MEDTRONIC PLC | 126,411 | $9.9m | 2.5% |
| UL UNILEVER PLC | 160,522 | $9.7m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1596906")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.