Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Keystone Global Partners

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

Top 5 stock holdings are XLK, XLF, BDYN, SCHG, VEA, and represent 39.78% of Keystone Global Partners's stock portfolio.
Added to shares of these 10 stocks: URTH, XLK, SMH, SCHG, XLI, XLV, XLF, HIMU, VEA, VLUE.
Started 6 new stock positions in ETHA, SPCX, AMD, HIMU, TMDX, XMTR.
Reduced shares in these 10 stocks: VTEB, SCHR, VMBS, JQUA, EMB, BDYN, LQD, VTWG, RSP, EFA.
Sold out of its positions in EFA, EMB, JQUA.
Keystone Global Partners was a net buyer of stock by $12M.
Keystone Global Partners has $265M in assets under management (AUM), dropping by 17.42%.
Central Index Key (CIK): 0001764057

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Keystone Global Partners

Keystone Global Partners holds 57 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Technology Select Sector SPDR ETF Etf (XLK)	10.5	$28M	+15%	146k	190.52	View chart
Select STR Financial Select SPDR ETF Etf (XLF)	7.8	$21M	+6%	386k	53.61	View chart
BlackRock iShares Dynamic Equity Active Etf (BDYN)	7.2	$19M	-3%	687k	27.74	View chart
Schwab US Large Cap Growth ETF Etf (SCHG)	7.2	$19M	+9%	560k	33.84	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	7.1	$19M	+5%	262k	71.25	View chart
iShares MSCI World ETF Etf (URTH)	5.4	$14M	+39%	71k	202.64	View chart
Vanguard FTSE Europe ETF Etf (VGK)	4.6	$12M		139k	88.54	View chart
Health Care Select SPDR Etf (XLV)	4.5	$12M	+14%	76k	158.66	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	4.2	$11M	+16%	60k	185.23	View chart
iShares Core S&P 500 ETF Etf (IVV)	3.4	$9.0M	-2%	12k	748.89	View chart
Communicat SVS SLCT Sec SPDR ETF IV Etf (XLC)	2.9	$7.7M	+9%	72k	107.13	View chart
iShares Inc MSCI Japan ETF Etf (EWJ)	2.7	$7.1M	+12%	77k	93.27	View chart
Fidelity MSCI Cons Discr Indx ETF Etf (FDIS)	2.6	$6.8M	+12%	67k	102.84	View chart
Schwab Intermediate Term US TRS ETF Etf (SCHR)	2.2	$5.8M	-23%	236k	24.66	View chart
Vaneck Semiconductor ETF Mutual Fund (SMH)	2.1	$5.7M	+87%	8.7k	655.89	View chart
iShares iBoxx Invt Grade Bond ETF Etf (LQD)	2.1	$5.6M	-10%	51k	109.07	View chart
iShares MSCI USA Value Factor ETF Etf (VLUE)	1.8	$4.7M	+22%	23k	199.81	View chart
Vanguard Muni BND Tax Exempt ETF Etf (VTEB)	1.7	$4.6M	-51%	91k	50.58	View chart
iShares Expanded Tech Sector ETF Etf (IGM)	1.7	$4.6M		28k	163.58	View chart
Energy Select Sector SPDR ETF Etf (XLE)	1.4	$3.7M	+2%	70k	53.11	View chart
Vanguard S&P 500 ETF Etf (VOO)	1.4	$3.7M		5.3k	686.86	View chart
Invesco S&P 500 Equal Weight ETF Etf (RSP)	1.3	$3.5M	-7%	17k	212.77	View chart
iShares MSCI Glo Gold Miners ETF Etf (RING)	1.3	$3.3M		51k	64.60	View chart
SPDR S&P Aerospace & Defense ETF Etf (XAR)	1.2	$3.2M	+10%	11k	283.79	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	1.0	$2.7M		28k	96.58	View chart
Nvidia Corp Common Stock (NVDA)	1.0	$2.6M		13k	200.08	View chart
Vanguard Mortgage Backed Sec ETF Etf (VMBS)	0.9	$2.5M	-37%	53k	46.81	View chart
Invsc QQQ Trust SRS 1 ETF Etf (QQQ)	0.8	$2.2M		3.0k	736.40	View chart
iShares Core MSCI Emerging ETF Etf (IEMG)	0.8	$2.2M	+25%	26k	82.84	View chart
Vanguard Russell 2000 Growth ETF Etf (VTWG)	0.7	$1.9M	-17%	6.5k	287.68	View chart
Apple Common Stock (AAPL)	0.5	$1.3M		4.6k	289.36	View chart
iShares California Muni Bond ETF Etf (CMF)	0.5	$1.3M	-2%	23k	57.64	View chart
Alphabet Inc Class C Common Stock (GOOG)	0.5	$1.3M		3.6k	353.33	View chart
Vanguard Dividend Appreciation ETF Etf (VIG)	0.5	$1.3M	-3%	5.4k	236.62	View chart
iShares High Yield Muni Active ETF Etf (HIMU)	0.4	$1.1M	NEW	21k	49.80	View chart
Tesla Common Stock (TSLA)	0.4	$964k		2.3k	420.60	View chart
Spdr S&p 500 Etf Etf (SPY)	0.4	$959k		1.3k	746.64	View chart
Ishares J.p. Morgan Em Local Currency Bond Etf Bonds (Principal) (LEMB)	0.3	$818k	-17%	19k	42.43	View chart
Schwab Long Term US Treasury ETF Etf (SCHQ)	0.3	$814k	+134%	26k	31.30	View chart
Microsoft Corp Common Stock (MSFT)	0.3	$744k		2.0k	372.98	View chart
Vanguard High Dividend Yield ETF Etf (VYM)	0.2	$603k		3.8k	158.03	View chart
Transmedics Group Common Stock (TMDX)	0.2	$478k	NEW	7.2k	66.42	View chart
Grayscale Bitcoin TR BTC Fund (GBTC)	0.2	$462k		10k	45.52	View chart
Vanguard Total Bond Market ETF Etf (BND)	0.2	$434k	-6%	5.9k	73.41	View chart
Schwab Short-term Us Treasury Etf Bonds (Principal) (SCHO)	0.2	$430k	+2%	18k	24.14	View chart
Shopify Inc F Class A Common Stock (SHOP)	0.2	$404k		3.5k	114.18	View chart
Charles Schwab US REIT ETF Etf (SCHH)	0.1	$386k		16k	23.68	View chart
SPDR Gold Shares ETF Etf (GLD)	0.1	$368k		998.00	368.38	View chart
iShares New York Muni Bond ETF Etf (NYF)	0.1	$357k	-15%	6.6k	53.90	View chart
Amazon.Com Common Stock (AMZN)	0.1	$339k		1.4k	238.34	View chart
Broadcom Common Stock (AVGO)	0.1	$314k		831.00	377.82	View chart
Space Ex Tech Spacex Class A Common Stock (SPCX)	0.1	$309k	NEW	1.8k	170.86	View chart
Advanced Micro Devic Common Stock (AMD)	0.1	$264k	NEW	454.00	580.91	View chart
Ishares 7-10 Year Treasury Bond Etf Bonds (Principal) (IEF)	0.1	$260k		2.8k	94.57	View chart
Meta Platforms Common Stock (META)	0.1	$222k		394.00	563.29	View chart
Xometry Inc Class A Common Stock (XMTR)	0.1	$219k	NEW	2.3k	96.52	View chart
iShares Ethereum Trust ETF Etf (ETHA)	0.1	$166k	NEW	14k	11.89	View chart

Past Filings by Keystone Global Partners

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

Keystone Global Partners 2026 Q2 filed July 16, 2026
Keystone Global Partners 2026 Q1 filed April 24, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z