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Andy Armstrong

Keystone Financial Group

Assets Managed
$1.461B
Holdings
524
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
8.08%(2Q avg: 5.7%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Keystone Financial Group's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 524 positions.

Assets under management

The assets under management (AUM) of Keystone Financial Group 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 - Q1, they manage 1.461B in assets, with a quarterly growth rate of 8.08% and a 2-quarter average growth rate of 5.7%. The portfolio is managed by Andy Armstrong, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.14%
6.02%
$87.928M
341,115 shares@ $257.77 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -1.44%
5.39%
$78.625M
115,948 shares@ $678.11 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 36.32%
3.75%
$54.66M
714,132 shares@ $76.55 avg price
VFLO
Victoryshares Free Cash Flow
Recent Activity
Increased 3.09%
2.92%
$42.626M
1.08M shares@ $39.48 avg price
STX
Seagate Technology Holdings
Recent Activity
Decreased -0.1%
2.76%
$40.232M
62,749 shares@ $641.17 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.46%
2.69%
$39.188M
216,175 shares@ $181.29 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 1.27%
2.68%
$39.107M
121,278 shares@ $322.47 avg price
PLTR
Palantir Technologies Inc-a
Recent Activity
Increased 7.03%
2.67%
$38.909M
266,312 shares@ $146.11 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 9.42%
2.57%
$37.464M
382,639 shares@ $97.92 avg price
TSLA
Tesla Inc
Recent Activity
Increased 3.84%
2.44%
$35.534M
94,007 shares@ $378.0 avg price

1-10 of 524