Keystone Financial Planning, Inc. - Q42025 Holdings

Keystone Financial Planning, Inc. holds 44 stocks with a total portfolio value of $ 344.79M as of Q42025. In Q42025, Keystone Financial Planning, Inc. added 2 new positions, increased stakes in 7 stocks, reduced 27 holdings, and fully exited 4 positions. The largest holding is Schwab Strategic Tr (SCHD), representing 48.03% of the total portfolio.