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Keystone Financial Planning, Inc.
Keystone Financial Planning, Inc. is an independent registered investment adviser based in Westlake, Ohio. Founded in 2000, it provides comprehensive financial planning and investment advisory services to individuals, families, and institutions. The firm is registered with the SEC and staffed by a small team of experienced professionals focused on personalized wealth management for clients.
Investment Strategy
Keystone Financial Planning, Inc. employs a disciplined, long-term investment approach tailored to each client's goals and risk tolerance. The firm constructs diversified portfolios using a mix of equities, fixed income, and alternative investments, emphasizing asset allocation, risk management, and tax efficiency. They aim to help clients grow and preserve wealth through prudent investment selection and ongoing portfolio monitoring.
Latest 13F Filing Activity
Keystone Financial Planning, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 46 equity positions with a total 13F market value of $344M. The fund increased holdings in Chevron Corp. New, Diageo PLC, Bank Nova Scotia Halifax among other positions. Keystone Financial Planning, Inc. reduced exposure to Toronto Dominion BK Ont, United Parcel Service Inc., Philip Morris Intl Inc. among others.
Top Holdings
Equity Positions (46)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHD | SCHWAB STRATEGIC TR | 48.80% | $167.9M | 6,150,754 | $22.51 | $27.30 | -$163.8K |
M MSFT | MICROSOFT CORP | 4.05% | $13.9M | 26,882 | $44.71 | $517.95 | +$552.2K |
C CVX | CHEVRON CORP NEW | 3.54% | $12.2M | 78,550 | $137.52 | $155.29 | +$8.7M |
U USB | US BANCORP DEL | 3.20% | $11.0M | 227,520 | $42.09 | $48.33 | +$641.3K |
V VZ | VERIZON COMMUNICATIONS INC | 3.12% | $10.7M | 244,489 | $50.42 | $43.95 | +$108.8K |
Industry Allocation
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