Keystone Financial Group, Inc.

RIA/Wealth

Keystone Financial Group, Inc. is a RIA/Wealth based in Hendersonville, TN led by Timothy S Jenkins, reporting $1.9B in AUM as of Q3 2025 with 81% ETF concentration, 68% concentrated in top 10 holdings, 17% allocation to DFAU, and minimal technology exposure.

PartnerTimothy S Jenkins

Portfolio Value: $167.8M
Positions: 125
Top Holding: DFAU at 17.01%
Last Reported: Q3 2025

Address181 East Main St. Suite #7, Hendersonville, TN, 37075, United States

Top Holdings

Largest long holdings in Keystone Financial Group, Inc.'s portfolio (67.9% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Dimensional US Core Equity Market DFAU	ETF ETF	$28.5M	17.01%	-$573.9K Sold	— 623.5K shares	Q4 2024 Held for 11 months
2 iShares 0-3 Month Treasury Bond SGOV	ETF ETF	$18.2M	10.85%	-$50.1K Sold	— 180.7K shares	Q4 2024 Held for 11 months
3 VPLS Vanguard Core Plus Bond VPLS	ETF ETF	$12.7M	7.59%	+$2.9M Bought	— 162.0K shares	Q4 2024 Held for 11 months
4 Schwab US Dividend Equity SCHD	ETF ETF	$9.8M	5.83%	+$68.1K Bought	— 358.2K shares	Q4 2024 Held for 11 months
5 Vanguard Dividend Appreciation VIG	Unknown Unknown	$9.6M	5.71%	+$832.9K Bought	— 44.2K shares	Q4 2024 Held for 11 months
6 FB Financial FBK	Banks - Regional Financial Services	$9.3M	5.55%	+$6.5M Bought	0.31% 167.2K shares	Q2 2025 Held for 5 months
7 Vanguard International Dividend Appreciation VIGI	ETF ETF	$9.3M	5.55%	+$162.7K Bought	— 103.9K shares	Q4 2024 Held for 11 months
8 BlackRock Intermediate Muni Income Bond INMU	ETF ETF	$5.9M	3.54%	+$43.1K Bought	— 247.9K shares	Q4 2024 Held for 11 months
9 DFSD Dimensional Short-Duration Fixed Income DFSD	ETF ETF	$5.6M	3.34%	+$436.8K Bought	— 116.4K shares	Q4 2024 Held for 11 months
10 Dimensional World ex U.S. Core Equity 2 DFAX	ETF ETF	$5.0M	2.95%	+$634.9K Bought	— 157.9K shares	Q4 2024 Held for 11 months

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Keystone Financial Group, Inc.'s latest filing

See all changes

GthenC

Market Value

$167.8M

Prior: $156.1M

Q/Q Change

+7.45%

+$11.6M

Net Flows % of MV

+3.86%

Turnover Ratio

6.27%

New Purchases

2 stocks

$202.9K

Added To

54 stocks

+$13.7M

Sold Out Of

23 stocks

$3.0M

Reduced Holdings

30 stocks

-$4.4M

Increased Positions

Position	Shares Δ	Change
1 Avantis Moderate Allocation AVMA	New	0 → 2.5K +$163.8K
2 Alerian Energy Infrastructure ENFR	New	0 → 1.2K +$39.1K
3 BlackRock High Yield Muni Income Bond HYMU	+273.09%	2.7K → 10.1K +$165.0K
4 FB Financial FBK	+229.73%	50.7K → 167.2K +$6.5M
5 Dimensional World Equity DFAW	+47.8%	14.4K → 21.3K +$494.8K

Decreased Positions

Position	Shares Δ	Change
1 iShares Core MSCI Total International Stock IXUS	Sold	26.7K → 0 −$2.1M
2 iShares Core Total USD Bond Market IUSB	Sold	4.4K → 0 −$200.5K
3 iShares National Muni Bond MUB	Sold	1.1K → 0 −$113.1K
4 Becton, Dickinson and Company BDX	Sold	623.0 → 0 −$111.5K
5 Utilities Select Sector SPDR Fund XLU	Sold	1.2K → 0 −$100.8K