ETF Holders

Keystone Financial Planning, Inc. ETF holdings

Cleveland, OH

Reported $210.7M in 4 ETFs in its Form 13F for June 30, 2026.

ETF value
$210.7M
ETFs held
4
Change from prior quarter
-4.1%
With price moves
ETFs as a share of its 13F
54.3%
of $387.9M

Top 4 of 4 ETF holdings

TickerFundValueSharesChange
SCHDSchwab U.S. Dividend Equity ETF$198.2M6,250,349−513,358 shares
SPYDState Street SPDR Portfolio S&P 500 High Dividend ETF$9.4M197,430+1,111 shares
HDViShares Core High Dividend ETF$2.6M94,568+74,038 shares
VNQVanguard Real Estate ETF$477K4,942No change

From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001596906. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Keystone Financial Planning, Inc. own?

Keystone Financial Planning, Inc. reported 4 ETF positions worth $210.7M in its Form 13F for June 30, 2026. The largest was SCHD, at $198.2M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.