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Keystone Global Partners

Latest statistics and disclosures from Keystone Global Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are Blackrock Etf Trust, SCHG, XLF, VEA, VGK, and represent 39.19% of Keystone Global Partners's stock portfolio.
Added to shares of these 10 stocks: Blackrock Etf Trust (+$19M), URTH, VGK, MTUM, XLC, SCHG, XLI, XLF, XLE, XLV.
Started 3 new stock positions in KBWB, MTUM, Blackrock Etf Trust.
Reduced shares in these 10 stocks: VTEB (-$11M), , , JQUA, EWJ, RSP, VMBS, VEA, FDIS, SCHQ.
Sold out of its positions in AMLP, AMD, GOOGL, AVB, WRB, BRK.B, BKNG, CPT, CIFR, NET.
Keystone Global Partners was a net buyer of stock by $1.7M.
Keystone Global Partners has $196M in assets under management (AUM), dropping by 6.94%.
Central Index Key (CIK): 0001764057

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Positions held by Keystone Global Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Keystone Global Partners

Keystone Global Partners holds 51 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
BlackRock iShares Dynamic Equity Active Etf	9.6	$19M	NEW	745k	25.31	View chart
Schwab US Large Cap Growth ETF Etf (SCHG)	9.3	$18M	+13%	574k	31.91	View chart
Select STR Financial Select SPDR ETF Etf (XLF)	7.3	$14M	+11%	268k	53.87	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	7.2	$14M	-5%	235k	59.92	View chart
Vanguard FTSE Europe ETF Etf (VGK)	5.7	$11M	+46%	141k	79.80	View chart
Technology Select Sector SPDR ETF Etf (XLK)	4.6	$9.0M	-2%	32k	281.86	View chart
iShares Core S&P 500 ETF Etf (IVV)	4.3	$8.5M	-2%	13k	669.28	View chart
Vanguard Muni BND Tax Exempt ETF Etf (VTEB)	4.2	$8.2M	-56%	163k	50.07	View chart
Communicat SVS SLCT Sec SPDR ETF IV Etf (XLC)	4.1	$8.0M	+53%	67k	118.37	View chart
Vanguard Mortgage Backed Sec ETF Etf (VMBS)	3.9	$7.6M	-9%	163k	46.96	View chart
iShares iBoxx Invt Grade Bond ETF Etf (LQD)	3.6	$7.1M	-2%	64k	111.47	View chart
Health Care Select SPDR Etf (XLV)	3.1	$6.0M	+9%	43k	139.17	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	2.7	$5.4M	+42%	35k	154.23	View chart
Fidelity MSCI Cons Discr Indx ETF Etf (FDIS)	2.4	$4.8M	-11%	46k	102.87	View chart
JPMorgan U.S. Quality Factor ETF Etf (JQUA)	2.2	$4.3M	-41%	68k	62.91	View chart
iShares MSCI World ETF Etf (URTH)	2.0	$3.9M	+17264%	22k	181.56	View chart
iShares Expanded Tech Sector ETF Etf (IGM)	1.8	$3.6M	-6%	29k	125.95	View chart
Vanguard S&P 500 ETF Etf (VOO)	1.8	$3.5M	-2%	5.8k	612.40	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	1.6	$3.2M	-4%	37k	87.31	View chart
SPDR S&P Aerospace & Defense ETF Etf (XAR)	1.5	$3.0M	-13%	13k	234.97	View chart
iShares MSCI Glo Gold Miners ETF Etf (RING)	1.5	$3.0M	-2%	46k	64.71	View chart
Ishares Msci Usa Momentum Factor Etf Common Stock (MTUM)	1.5	$3.0M	NEW	12k	256.45	View chart
Nvidia Corp Common Stock (NVDA)	1.3	$2.6M		14k	186.57	View chart
Vanguard Russell 2000 Growth ETF Etf (VTWG)	1.3	$2.5M	-12%	11k	233.78	View chart
Energy Select Sector SPDR ETF Etf (XLE)	1.0	$2.1M	+251%	23k	89.34	View chart
Invsc QQQ Trust SRS 1 ETF Etf (QQQ)	1.0	$1.9M		3.1k	600.37	View chart
Vanguard Mid Cap ETF Etf (VO)	0.9	$1.8M	-15%	6.0k	293.74	View chart
Schwab Long Term US Treasury ETF Etf (SCHQ)	0.8	$1.6M	-27%	51k	32.31	View chart
Invesco S&P 500 Equal Weight ETF Etf (RSP)	0.7	$1.5M	-51%	7.7k	189.69	View chart
Schwab Intermediate Term US TRS ETF Etf (SCHR)	0.7	$1.4M	-18%	54k	25.13	View chart
Vanguard Dividend Appreciation ETF Etf (VIG)	0.6	$1.3M	-15%	5.8k	215.79	View chart
Apple Common Stock (AAPL)	0.6	$1.2M		4.6k	254.63	View chart
Microsoft Corp Common Stock (MSFT)	0.5	$1.0M		2.0k	517.89	View chart
Tesla Common Stock (TSLA)	0.5	$1.0M		2.3k	444.72	View chart
Grayscale Bitcoin TR BTC Fund (GBTC)	0.5	$911k		10k	89.77	View chart
Alphabet Inc Class C Common Stock (GOOG)	0.5	$887k		3.6k	243.55	View chart
Spdr S&p 500 Etf Etf (SPY)	0.4	$855k		1.3k	666.06	View chart
iShares California Muni Bond ETF Etf (CMF)	0.3	$547k	-43%	9.6k	57.04	View chart
Vanguard High Dividend Yield ETF Etf (VYM)	0.3	$537k		3.8k	140.95	View chart
Shopify Inc F Class A Common Stock (SHOP)	0.3	$526k		3.5k	148.61	View chart
Vanguard Total Bond Market ETF Etf (BND)	0.2	$489k	-45%	6.6k	74.37	View chart
iShares New York Muni Bond ETF Etf (NYF)	0.2	$427k	+53%	8.0k	53.35	View chart
SPDR Gold Shares ETF Etf (GLD)	0.2	$355k		998.00	355.47	View chart
Charles Schwab US REIT ETF Etf (SCHH)	0.2	$351k		16k	21.57	View chart
iShares MSCI EAFE ETF Etf (EFA)	0.2	$315k		3.4k	93.37	View chart
Amazon.Com Common Stock (AMZN)	0.2	$313k		1.4k	219.57	View chart
Invesco KBW Bank ETF Etf (KBWB)	0.2	$307k	NEW	3.9k	78.21	View chart
Meta Platforms Common Stock (META)	0.1	$289k		394.00	734.38	View chart
Broadcom Common Stock (AVGO)	0.1	$274k		831.00	329.97	View chart
SPDR S&P Midcap 400 ETF Etf (MDY)	0.1	$202k	-60%	339.00	596.03	View chart
Ishares 20 Pls Year Treasury Bnd Etf Bonds (Principal) (TLT)	0.0	$5.0k	+75%	56k	0.09	View chart

Past Filings by Keystone Global Partners

SEC 13F filings are viewable for Keystone Global Partners going back to 2025

Keystone Global Partners 2025 Q3 filed Oct. 20, 2025
Keystone Global Partners 2025 Q2 filed July 17, 2025
Keystone Global Partners 2025 Q1 filed May 13, 2025

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