Keystone Financial Planning, Inc.
RIA/Wealth
Keystone Financial Planning, Inc. is a RIA/Wealth based in Hendersonville, TN led by Keith L. Sechler, reporting $377.5M in AUM as of Q3 2025 with 53% ETF concentration, 76% concentrated in top 10 holdings, and 49% allocation to SCHD.
CEOKeith L. Sechler
- Portfolio Value
- $344.1M
- Positions
- 46
- Top Holding
- SCHD at 48.8%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Keystone Financial Planning, Inc.'s portfolio (75.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $167.9M | 48.80% | -$5.2M Sold | — 6.2M shares | |
Software - Infrastructure Technology | $13.9M | 4.05% | — | 0.00% 26.9K shares | |
Oil & Gas Integrated Energy | $12.2M | 3.54% | +$8.4M Bought | 0.00% 78.6K shares | |
Banks - Regional Financial Services | $11.0M | 3.20% | -$63.6K Sold | 0.01% 227.5K shares | |
Telecommunications Services Communication Services | $10.7M | 3.12% | -$58.4K Sold | 0.01% 244.5K shares | |
Unknown Unknown | $9.8M | 2.85% | -$71.6K Sold | — 227.5K shares | |
Unknown Unknown | $9.1M | 2.64% | -$29.9K Sold | — 171.1K shares | |
Banks - Diversified Financial Services | $9.0M | 2.61% | -$65.2K Sold | 0.01% 138.9K shares | |
ETF ETF | $8.5M | 2.47% | -$161.6K Sold | — 193.3K shares | |
Unknown Unknown | $8.3M | 2.41% | +$8.3M Bought | — 87.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Keystone Financial Planning, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+217.02% | |
+1.09% | |
+0.31% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-96.55% | |
-26.08% | |
-14.65% | |
-7.75% | |
-5.31% |
Analytics
Portfolio insights and performance metrics for Keystone Financial Planning, Inc.
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