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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 SCHG, BDYN, XLF, VEA, VTEB, and represent 39.31% of Keystone Global Partners's stock portfolio.
Added to shares of these 10 stocks: XLK (+$6.0M), GARP (+$5.8M), VTEB (+$5.6M), SCHG, XLF, EWJ, URTH, SCHR, RING, XLE.
Started 4 new stock positions in GARP, SMH, EWJ, EMB.
Reduced shares in these 10 stocks: JQUA, VMBS, LQD, XLC, SCHQ, IEFA, VGK, KBWB, NVDA, VO.
Sold out of its position in KBWB.
Keystone Global Partners was a net buyer of stock by $33M.
Keystone Global Partners has $227M in assets under management (AUM), dropping by 15.82%.
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 54 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab US Large Cap Growth ETF Etf (SCHG)	10.0	$23M	+21%	699k	32.62	View chart
BlackRock iShares Dynamic Equity Active Etf (BDYN)	8.4	$19M		744k	25.61	View chart
Select STR Financial Select SPDR ETF Etf (XLF)	7.9	$18M	+22%	329k	54.77	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	6.9	$16M	+6%	252k	62.47	View chart
Vanguard Muni BND Tax Exempt ETF Etf (VTEB)	6.1	$14M	+68%	274k	50.29	View chart
Vanguard FTSE Europe ETF Etf (VGK)	5.0	$11M	-2%	137k	83.61	View chart
Technology Select Sector SPDR ETF Etf (XLK)	4.7	$11M	+131%	74k	143.97	View chart
iShares Core S&P 500 ETF Etf (IVV)	3.8	$8.6M		13k	684.93	View chart
Health Care Select SPDR Etf (XLV)	3.3	$7.5M	+12%	49k	154.80	View chart
Communicat SVS SLCT Sec SPDR ETF IV Etf (XLC)	3.2	$7.3M	-7%	62k	117.72	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	3.0	$6.8M	+26%	44k	155.12	View chart
iShares iBoxx Invt Grade Bond ETF Etf (LQD)	2.7	$6.1M	-12%	56k	110.19	View chart
iShares MSCI World ETF Etf (URTH)	2.7	$6.1M	+52%	33k	185.77	View chart
Fidelity MSCI Cons Discr Indx ETF Etf (FDIS)	2.6	$5.9M	+23%	57k	102.16	View chart
iShares MSCI USA Quality Garp ETF Etf (GARP)	2.6	$5.8M	NEW	86k	68.10	View chart
iShares MSCI Glo Gold Miners ETF Etf (RING)	2.4	$5.4M	+60%	74k	73.64	View chart
Vanguard Mortgage Backed Sec ETF Etf (VMBS)	2.2	$5.0M	-34%	106k	47.08	View chart
iShares Expanded Tech Sector ETF Etf (IGM)	1.6	$3.6M		28k	129.16	View chart
Vanguard S&P 500 ETF Etf (VOO)	1.6	$3.5M		5.7k	627.17	View chart
Schwab Intermediate Term US TRS ETF Etf (SCHR)	1.5	$3.4M	+152%	136k	25.08	View chart
SPDR S&P Aerospace & Defense ETF Etf (XAR)	1.5	$3.3M	+9%	14k	241.24	View chart
Ishares Msci Usa Momentum Factor Etf Common Stock (MTUM)	1.4	$3.1M	+8%	13k	250.31	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	1.3	$3.0M	-10%	33k	89.46	View chart
Energy Select Sector SPDR ETF Etf (XLE)	1.1	$2.5M	+141%	55k	44.71	View chart
Nvidia Corp Common Stock (NVDA)	1.0	$2.4M	-9%	13k	186.49	View chart
Vanguard Russell 2000 Growth ETF Etf (VTWG)	1.0	$2.4M	-5%	10k	235.99	View chart
iShares Inc MSCI Japan ETF Etf (EWJ)	1.0	$2.3M	NEW	28k	80.74	View chart
Invsc QQQ Trust SRS 1 ETF Etf (QQQ)	0.8	$1.9M	-3%	3.0k	614.31	View chart
Vanguard Mid Cap ETF Etf (VO)	0.7	$1.6M	-9%	5.4k	290.22	View chart
Invesco S&P 500 Equal Weight ETF Etf (RSP)	0.6	$1.5M		7.6k	191.55	View chart
Vaneck Semiconductor ETF Mutual Fund (SMH)	0.6	$1.4M	NEW	3.9k	360.13	View chart
JPMorgan U.S. Quality Factor ETF Etf (JQUA)	0.6	$1.3M	-69%	21k	63.18	View chart
Vanguard Dividend Appreciation ETF Etf (VIG)	0.6	$1.3M	-2%	5.7k	219.78	View chart
Apple Common Stock (AAPL)	0.6	$1.3M		4.6k	271.86	View chart
Alphabet Inc Class C Common Stock (GOOG)	0.5	$1.1M		3.6k	313.80	View chart
Schwab Long Term US Treasury ETF Etf (SCHQ)	0.5	$1.1M	-34%	34k	31.70	View chart
Tesla Common Stock (TSLA)	0.5	$1.0M		2.3k	449.72	View chart
Microsoft Corp Common Stock (MSFT)	0.4	$965k		2.0k	483.57	View chart
Spdr S&p 500 Etf Etf (SPY)	0.4	$875k		1.3k	681.80	View chart
iShares JPMorgan Usd MTS Bond ETF Etf (EMB)	0.4	$854k	NEW	8.9k	96.28	View chart
iShares California Muni Bond ETF Etf (CMF)	0.3	$759k	+37%	13k	57.46	View chart
Grayscale Bitcoin TR BTC Fund (GBTC)	0.3	$694k		10k	68.36	View chart
Shopify Inc F Class A Common Stock (SHOP)	0.3	$570k		3.5k	160.97	View chart
Vanguard High Dividend Yield ETF Etf (VYM)	0.2	$547k		3.8k	143.52	View chart
Vanguard Total Bond Market ETF Etf (BND)	0.2	$489k		6.6k	74.07	View chart
iShares New York Muni Bond ETF Etf (NYF)	0.2	$438k	+2%	8.2k	53.51	View chart
SPDR Gold Shares ETF Etf (GLD)	0.2	$396k		998.00	396.31	View chart
Charles Schwab US REIT ETF Etf (SCHH)	0.1	$340k		16k	20.89	View chart
Amazon.Com Common Stock (AMZN)	0.1	$329k		1.4k	230.82	View chart
iShares MSCI EAFE ETF Etf (EFA)	0.1	$320k		3.3k	96.03	View chart
Broadcom Common Stock (AVGO)	0.1	$288k		831.00	346.17	View chart
Meta Platforms Common Stock (META)	0.1	$260k		394.00	660.09	View chart
SPDR S&P Midcap 400 ETF Etf (MDY)	0.1	$205k		339.00	603.28	View chart
Ishares 20 Pls Year Treasury Bnd Etf Bonds (Principal) (TLT)	0.0	$2.4k	-50%	28k	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 Q4 filed Jan. 14, 2026
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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