KEYSTONE FINANCIAL PLANNING INC
Q4 2024 Form 13-F
CLEVELAND, OHIO
CIK 0001596906
· CRD 104640
· SEC-registered investment adviser
$322.4M Reported Value Total
KEYSTONE FINANCIAL PLANNING, INC reports 435 total accounts under management (AUM). There are 435 discretionary accounts valued at $377,461,027, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-02-27
Reported value
$322.4M
Quarter over quarter
-33.9%
Holdings
46
Top-10 concentration
70.3%
Key People
Form ADV owners & control persons
Keith L. Sechler
CEO, TREASURER
Linda A. Borowiak
SHAREHOLDER
Brigitte Palumbo
CHIEF COMPLIANCE OFFICER/PRESIDENT/SECRETARY
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Q4 2024 13F record
Q4 2024 13F filing summary
| Period of report | December 31, 2024 |
|---|---|
| Filed | January 13, 2025 |
| Form | 13F-HR |
| Reported value | $322.4M |
| Positions | 46 |
| Change in reported value | -2.4% |
| New positions | 0 |
| Exited positions | 1 |
| Position turnover | 2.1% |
| Top-10 concentration | 70.3% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 8, 2026
|
39 | $403.9M |
|
Q2 2026 13F
Filed Jul 15, 2026
|
39 | $387.9M |
|
Q1 2026 13F
Filed Apr 9, 2026
|
40 | $374.4M |
|
Q4 2025 13F
Filed Jan 7, 2026
|
44 | $344.8M |
|
Q3 2025 13F
Filed Oct 8, 2025
|
46 | $344.1M |
|
Q2 2025 13F
Filed Jul 31, 2025
|
45 | $330.8M |
|
Q1 2025 13F
Filed Apr 9, 2025
|
46 | $335.6M |
|
Q4 2024 13F
Filed Jan 13, 2025
|
46 | $322.4M |
|
Q3 2024 13F
Filed Oct 28, 2024
|
47 | $330.4M |
|
Q2 2024 13F
Filed Jul 10, 2024
|
49 | $302.2M |
|
Q1 2024 13F
Filed Apr 10, 2024
|
49 | $308.4M |
|
Q4 2023 13F
Filed Jan 12, 2024
|
49 | $302.7M |
|
Q3 2023 13F
Filed Oct 10, 2023
|
48 | $286.2M |
|
Q2 2023 13F
Filed Jul 11, 2023
|
47 | $298.7M |
|
Q1 2023 13F
Filed Apr 21, 2023
|
45 | $293.9M |
|
Q4 2022 13F
Filed Jan 30, 2023
|
44 | $296.7M |
|
Q3 2022 13F
Filed Oct 12, 2022
|
44 | $260.2M |
|
Q2 2022 13F
Filed Jul 19, 2022
|
46 | $284.6M |
|
Q1 2022 13F
Filed Apr 28, 2022
|
46 | $298.8M |
|
Q4 2021 13F
Filed Feb 9, 2022
|
46 | $293.6M |
32 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q4 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SCHD SCHWAB STRATEGIC TR | $146.6M | 45.47% |
| 2 | MSFT MICROSOFT CORP | $11.7M | 3.62% |
| 3 | PM PHILIP MORRIS INTL INC | $9.9M | 3.08% |
| 4 | VZ VERIZON COMMUNICATIONS INC | $9.8M | 3.04% |
| 5 | BMY BRISTOL-MYERS SQUIBB CO | $9.0M | 2.79% |
| 6 | SPYD SPDR SER TR | $8.4M | 2.61% |
| 7 | CME CME GROUP INC | $8.4M | 2.59% |
| 8 | TROW PRICE T ROWE GROUP INC | $8.0M | 2.48% |
| 9 | GSK GSK PLC | $7.7M | 2.39% |
| 10 | BNS BANK NOVA SCOTIA HALIFAX | $7.2M | 2.22% |
| 11 | PNW PINNACLE WEST CAP CORP | $7.0M | 2.17% |
| 12 | PFE PFIZER INC | $6.8M | 2.11% |
| 13 | BTI BRITISH AMERN TOB PLC | $6.3M | 1.95% |
| 14 | T AT&T INC | $6.3M | 1.95% |
| 15 | TD TORONTO DOMINION BK ONT | $6.3M | 1.94% |
| 16 | UPS UNITED PARCEL SERVICE INC | $6.0M | 1.85% |
| 17 | MO ALTRIA GROUP INC | $5.7M | 1.78% |
| 18 | XOM EXXON MOBIL CORP | $5.4M | 1.66% |
| 19 | QCOM QUALCOMM INC | $4.1M | 1.27% |
| 20 | CVX CHEVRON CORP NEW | $3.7M | 1.14% |
Values as reported on the Q4 2024 Form 13F. Every position is in the holdings table below.