Keystone Financial Planning, Inc. - Q32026 Holdings

Keystone Financial Planning, Inc. holds 39 stocks with a total portfolio value of $ 403.85M as of Q32026. In Q32026, Keystone Financial Planning, Inc. added 1 new position, increased stakes in 7 stocks, reduced 22 holdings, and fully exited 1 position. The largest holding is Schwab Strategic Tr (SCHD), representing 50.58% of the total portfolio.