Keystone Financial Planning, Inc. — 13F holdings

Keystone Financial Planning, Inc. reported 39 holdings worth $404M in its 13F filing for Q3 2026, filed October 8, 2026.

Largest positions

  1. SCHD SCHWAB STRATEGIC TR — $204M (50.6%)
  2. CVX CHEVRON CORP NEW — $16.6M (4.1%)
  3. MSFT MICROSOFT CORP — $14.1M (3.5%)
  4. USB US BANCORP DEL — $13.0M (3.2%)
  5. BNS BANK NOVA SCOTIA HALIFAX — $12.3M (3.0%)
  6. CME CME GROUP INC — $11.3M (2.8%)
  7. VZ VERIZON COMMUNICATIONS INC — $10.7M (2.6%)
  8. GSK GSK PLC — $10.2M (2.5%)
  9. SPYD SPDR SERIES TRUST — $9.95M (2.5%)
  10. UL UNILEVER PLC — $9.73M (2.4%)