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Brigitte Palumbo

Keystone Financial Planning, Inc.

Assets Managed
$387.93M
Holdings
39
Last Quarter
2026 - Q2
Filed Date
8d ago
Growth Rate
3.63%(2Q avg: 6.11%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Keystone Financial Planning, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 39 positions.

Assets under management

The assets under management (AUM) of Keystone Financial Planning, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 387.93M in assets, with a quarterly growth rate of 3.63% and a 2-quarter average growth rate of 6.11%. The portfolio is managed by Brigitte Palumbo, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -7.58%
51.1%
$198.199M
6.25M shares@ $31.72 avg price
USB
Us Bancorp
Recent Activity
Increased 0.9%
3.53%
$13.672M
226,360 shares@ $60.41 avg price
CVX
Chevron Corp
Recent Activity
Increased 228.83%
3.5%
$13.566M
81,844 shares@ $165.77 avg price
BNS
Bank Of Nova Scotia
Recent Activity
Decreased -1.87%
3.06%
$11.853M
136,488 shares@ $86.85 avg price
GSK
Gsk Plc-spon Adr
Recent Activity
Increased 3114.83%
2.65%
$10.253M
195,590 shares@ $52.43 avg price
BTI
British American Tob-sp Adr
Recent Activity
Decreased -1.18%
2.64%
$10.207M
165,273 shares@ $61.77 avg price
MSFT
Microsoft Corp
Recent Activity
2.59%
$10.022M
26,868 shares@ $373.02 avg price
VZ
Verizon Communications Inc
Recent Activity
Decreased -1.72%
2.57%
$9.945M
234,873 shares@ $42.34 avg price
MDT
Medtronic Plc
Recent Activity
New Position
2.55%
$9.889M
126,411 shares@ $78.24 avg price
UL
Unilever Plc-sponsored Adr
Recent Activity
Increased 5%
2.49%
$9.651M
160,522 shares@ $60.13 avg price

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