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Andrew J. Gilbert

Keystone Financial Group, Inc.

Assets Managed
$192.399M
Holdings
134
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
0.76%(2Q avg: 4.2%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Keystone Financial Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 134 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 192.399M in assets, with a quarterly growth rate of 0.76% and a 2-quarter average growth rate of 4.2%. The portfolio is managed by Andrew J. Gilbert, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAU
Dimensional Us Core Equity M
Recent Activity
Decreased -4.41%
14.22%
$27.358M
606,337 shares@ $45.12 avg price
VPLS
Vanguard Core-plus Bond Etf
Recent Activity
Increased 50.37%
11.01%
$21.174M
272,896 shares@ $77.59 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Decreased -4.88%
9.43%
$18.143M
180,238 shares@ $100.66 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 1.68%
6.25%
$12.014M
391,577 shares@ $30.68 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 1.94%
5.42%
$10.422M
48,461 shares@ $215.07 avg price
VIGI
Vanguard Int Div App Indx Fd
Recent Activity
Increased 0.44%
4.73%
$9.088M
102,741 shares@ $88.47 avg price
VSDM
Vanguard Short Tax-ex Bond
Recent Activity
Increased 25.38%
4.45%
$8.554M
112,123 shares@ $76.3 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Increased 20.28%
4.18%
$8.039M
236,652 shares@ $33.97 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 36.12%
4.01%
$7.708M
160,987 shares@ $47.89 avg price
FBK
Fb Financial Corp
Recent Activity
Decreased -16.64%
3.63%
$6.968M
134,150 shares@ $51.94 avg price

1-10 of 134