Keystone Financial Planning, Inc. - Q12026 Holdings

Keystone Financial Planning, Inc. holds 40 stocks with a total portfolio value of $ 374.37M as of Q12026. In Q12026, Keystone Financial Planning, Inc. added 1 new position, increased stakes in 10 stocks, reduced 7 holdings, and fully exited 5 positions. The largest holding is Schwab Strategic Tr (SCHD), representing 55.43% of the total portfolio.