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Andrew J. Gilbert

Keystone Financial Group, Inc.

Assets Managed
$190.532M
Holdings
122
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
-0.97%(2Q avg: -0.1%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Keystone Financial Group, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 122 positions.

Assets under management

The assets under management (AUM) of Keystone Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 190.532M in assets, with a quarterly growth rate of -0.97% and a 2-quarter average growth rate of -0.1%. The portfolio is managed by Andrew J. Gilbert, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 2.41%
16.85%
$32.097M
620,943 shares@ $51.7 avg price
VPLS
Vanguard Core-plus Bond Etf
Recent Activity
Increased 7.37%
11.93%
$22.729M
292,988 shares@ $77.58 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -2.85%
6.34%
$12.063M
380,415 shares@ $31.72 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 1.97%
6.14%
$11.692M
49,414 shares@ $236.62 avg price
VSDM
Vanguard Short Tax-ex Bond
Recent Activity
Increased 26.83%
5.72%
$10.896M
142,196 shares@ $76.63 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Increased 13.92%
5.22%
$9.931M
269,575 shares@ $36.85 avg price
VIGI
Vanguard Int Div App Indx Fd
Recent Activity
Increased 2.26%
5.15%
$9.81M
105,057 shares@ $93.38 avg price
VCRM
Vanguard Core Tax-ex Bond
Recent Activity
Increased 82.88%
4.38%
$8.336M
109,104 shares@ $76.41 avg price
FBK
Fb Financial Corp
Recent Activity
Decreased -0.66%
3.88%
$7.376M
133,253 shares@ $55.36 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 0.97%
3.56%
$6.779M
152,808 shares@ $44.36 avg price

1-10 of 122