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 URTH, XLK, SCHG, XLF, VEA, and represent 41.70% of Keystone Global Partners's stock portfolio.
Added to shares of these 10 stocks: URTH (+$19M), SPHQ (+$8.9M), MTUM (+$6.4M), SCHO, XLE, IVV, XLB, SCHG, EMXC, QQQ.
Started 9 new stock positions in BBJP, EMXC, XLB, EMB, TLT, ACWI, IBIT, MTUM, SPHQ.
Reduced shares in these 10 stocks: XLC (-$5.9M), XLV (-$5.8M), VGK (-$5.2M), XLK, BDYN, RING, NVDA, XLF, FDIS, SCHR.
Sold out of its positions in GOOG, META, GLD, SCHQ, SPCX, TSLA.
Keystone Global Partners was a net buyer of stock by $14M.
Keystone Global Partners has $279M in assets under management (AUM), dropping by 5.26%.
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 60 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
iShares MSCI World ETF Etf (URTH)	12.0	$34M	+130%	162k	206.23	View chart
Technology Select Sector SPDR ETF Etf (XLK)	8.8	$24M	-14%	125k	195.75	View chart
Schwab US Large Cap Growth ETF Etf (SCHG)	8.0	$22M	+10%	617k	35.93	View chart
Select STR Financial Select SPDR ETF Etf (XLF)	6.6	$18M	-10%	345k	53.40	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	6.3	$18M	-4%	250k	70.61	View chart
BlackRock iShares Dynamic Equity Active Etf (BDYN)	5.7	$16M	-16%	572k	27.84	View chart
iShares Core S&P 500 ETF Etf (IVV)	4.3	$12M	+28%	16k	765.85	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	3.5	$9.9M		59k	166.98	View chart
Invesco S&P 500 Quality ETF Etf (SPHQ)	3.2	$8.9M	NEW	106k	84.08	View chart
iShares Inc MSCI Japan ETF Etf (EWJ)	2.8	$7.7M	+3%	79k	97.46	View chart
Energy Select Sector SPDR ETF Etf (XLE)	2.5	$7.1M	+64%	115k	61.50	View chart
Health Care Select SPDR Etf (XLV)	2.5	$6.9M	-45%	41k	168.42	View chart
Vanguard FTSE Europe ETF Etf (VGK)	2.5	$6.8M	-43%	79k	86.80	View chart
Ishares Msci Usa Momentum Factor Etf Common Stock (MTUM)	2.3	$6.4M	NEW	20k	317.33	View chart
iShares iBoxx Invt Grade Bond ETF Etf (LQD)	2.0	$5.6M	+7%	55k	102.18	View chart
iShares Expanded Tech Sector ETF Etf (IGM)	1.9	$5.3M	+12%	31k	169.04	View chart
Vanguard S&P 500 ETF Etf (VOO)	1.8	$4.9M	+32%	7.0k	700.91	View chart
iShares MSCI USA Value Factor ETF Etf (VLUE)	1.7	$4.8M	+4%	24k	198.00	View chart
Vanguard Muni BND Tax Exempt ETF Etf (VTEB)	1.6	$4.5M	+3%	94k	47.36	View chart
Vaneck Semiconductor ETF Mutual Fund (SMH)	1.6	$4.4M	-17%	7.2k	609.01	View chart
Fidelity MSCI Cons Discr Indx ETF Etf (FDIS)	1.6	$4.3M	-31%	46k	94.71	View chart
Schwab Intermediate Term US TRS ETF Etf (SCHR)	1.4	$3.8M	-32%	161k	23.70	View chart
Invsc QQQ Trust SRS 1 ETF Etf (QQQ)	1.3	$3.7M	+64%	5.0k	739.77	View chart
Invesco S&P 500 Equal Weight ETF Etf (RSP)	1.2	$3.4M		16k	208.02	View chart
Schwab Short-term Us Treasury Etf Bonds (Principal) (SCHO)	1.0	$2.9M	+682330%	122M	0.02	View chart
SPDR S&P Aerospace & Defense ETF Etf (XAR)	1.0	$2.8M	+7%	12k	231.25	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	0.9	$2.6M	-2%	27k	96.88	View chart
iShares Core MSCI Emerging ETF Etf (IEMG)	0.9	$2.4M	+14%	30k	81.16	View chart
Materials Select Sector Spdr Fund Common Stock (XLB)	0.8	$2.2M	NEW	46k	48.70	View chart
Communicat SVS SLCT Sec SPDR ETF IV Etf (XLC)	0.8	$2.1M	-73%	19k	110.97	View chart
Vanguard Russell 2000 Growth ETF Etf (VTWG)	0.7	$1.9M	+13%	7.4k	260.58	View chart
iShares MSCI Emerging Markets Ex China ETF Etf (EMXC)	0.6	$1.8M	NEW	18k	99.08	View chart
iShares MSCI ACWI ETF Etf (ACWI)	0.5	$1.4M	NEW	8.7k	158.77	View chart
iShares California Muni Bond ETF Etf (CMF)	0.5	$1.4M	+12%	25k	54.12	View chart
iShares High Yield Muni Active ETF Etf (HIMU)	0.5	$1.3M	+39%	29k	45.68	View chart
Vanguard Dividend Appreciation ETF Etf (VIG)	0.4	$1.2M	-7%	5.0k	233.31	View chart
Apple Common Stock (AAPL)	0.4	$996k	-35%	3.0k	332.98	View chart
Vanguard Mortgage Backed Sec ETF Etf (VMBS)	0.4	$991k	-57%	22k	44.41	View chart
Spdr S&p 500 Etf Etf (SPY)	0.4	$979k		1.3k	762.50	View chart
iShares MSCI Glo Gold Miners ETF Etf (RING)	0.3	$929k	-76%	12k	76.61	View chart
Ishares J.p. Morgan Em Local Currency Bond Etf Bonds (Principal) (LEMB)	0.3	$841k	+103269%	20M	0.04	View chart
iShares JPMorgan Usd MTS Bond ETF Etf (EMB)	0.2	$686k	NEW	7.6k	90.84	View chart
Nvidia Corp Common Stock (NVDA)	0.2	$657k	-77%	2.9k	228.40	View chart
Grayscale Bitcoin TR BTC Fund (GBTC)	0.2	$655k		10k	64.59	View chart
Vanguard High Dividend Yield ETF Etf (VYM)	0.2	$634k	+7%	4.1k	155.20	View chart
Transmedics Group Common Stock (TMDX)	0.2	$601k		7.2k	83.45	View chart
Shopify Inc F Class A Common Stock (SHOP)	0.2	$525k		3.5k	148.30	View chart
Amazon.Com Common Stock (AMZN)	0.1	$380k	+7%	1.5k	249.15	View chart
Vanguard Total Bond Market ETF Etf (BND)	0.1	$367k	-11%	5.2k	70.15	View chart
Charles Schwab US REIT ETF Etf (SCHH)	0.1	$359k		16k	22.04	View chart
iShares New York Muni Bond ETF Etf (NYF)	0.1	$338k		6.7k	50.52	View chart
Broadcom Common Stock (AVGO)	0.1	$292k		831.00	351.26	View chart
iShares Ethereum Trust ETF Etf (ETHA)	0.1	$281k		14k	20.12	View chart
Advanced Micro Devic Common Stock (AMD)	0.1	$278k		454.00	611.76	View chart
JPMorgan Betabuilders Japan ETF Mutual Fund (BBJP)	0.1	$269k	NEW	3.4k	78.50	View chart
iShares Bitcoin ETF Etf (IBIT)	0.1	$268k	NEW	5.7k	47.34	View chart
Ishares 7-10 Year Treasury Bond Etf Bonds (Principal) (IEF)	0.1	$246k	+99900%	2.8M	0.09	View chart
Xometry Inc Class A Common Stock (XMTR)	0.1	$233k		2.3k	102.85	View chart
Microsoft Corp Common Stock (MSFT)	0.1	$223k	-78%	435.00	513.04	View chart
Ishares 20 Pls Year Treasury Bnd Etf Bonds (Principal) (TLT)	0.0	$1.0k	NEW	13k	0.08	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 Q3 filed Oct. 13, 2026
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