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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 XLF, BDYN, XLK, VEA, SCHG, and represent 36.75% of Keystone Global Partners's stock portfolio.
Added to shares of these 10 stocks: XLK (+$7.0M), SCHR, EWJ, URTH, VLUE, XLV, RSP, XLF, IEMG, XLI.
Started 5 new stock positions in IEMG, LEMB, SCHO, VLUE, IEF.
Reduced shares in these 10 stocks: GARP (-$5.8M), SCHG (-$5.5M), VTEB, MTUM, RING, VO, VMBS, XAR, BDYN, SCHQ.
Sold out of its positions in TLT, MTUM, GARP, MDY, VO.
Keystone Global Partners was a net buyer of stock by $5.7M.
Keystone Global Partners has $225M in assets under management (AUM), dropping by -0.90%.
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 March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Select STR Financial Select SPDR ETF Etf (XLF)	7.9	$18M	+9%	362k	49.37	View chart
BlackRock iShares Dynamic Equity Active Etf (BDYN)	7.7	$17M	-4%	714k	24.31	View chart
Technology Select Sector SPDR ETF Etf (XLK)	7.5	$17M	+71%	127k	132.90	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	7.1	$16M		249k	64.08	View chart
Schwab US Large Cap Growth ETF Etf (SCHG)	6.6	$15M	-27%	510k	29.13	View chart
Vanguard FTSE Europe ETF Etf (VGK)	5.0	$11M		137k	82.43	View chart
Health Care Select SPDR Etf (XLV)	4.3	$9.6M	+35%	66k	146.61	View chart
Vanguard Muni BND Tax Exempt ETF Etf (VTEB)	4.2	$9.4M	-31%	188k	49.89	View chart
iShares MSCI World ETF Etf (URTH)	4.0	$9.1M	+53%	50k	180.02	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	3.7	$8.3M	+16%	51k	161.73	View chart
iShares Core S&P 500 ETF Etf (IVV)	3.5	$8.0M	-2%	12k	653.20	View chart
Schwab Intermediate Term US TRS ETF Etf (SCHR)	3.4	$7.7M	+127%	309k	24.91	View chart
Communicat SVS SLCT Sec SPDR ETF IV Etf (XLC)	3.2	$7.3M	+5%	66k	110.86	View chart
iShares iBoxx Invt Grade Bond ETF Etf (LQD)	2.8	$6.2M	+2%	57k	108.99	View chart
iShares Inc MSCI Japan ETF Etf (EWJ)	2.5	$5.7M	+142%	68k	84.44	View chart
Fidelity MSCI Cons Discr Indx ETF Etf (FDIS)	2.4	$5.5M	+3%	59k	93.26	View chart
Energy Select Sector SPDR ETF Etf (XLE)	1.8	$4.2M	+22%	68k	61.26	View chart
iShares MSCI Glo Gold Miners ETF Etf (RING)	1.8	$4.1M	-30%	51k	78.98	View chart
Vanguard Mortgage Backed Sec ETF Etf (VMBS)	1.7	$3.9M	-21%	83k	46.95	View chart
Invesco S&P 500 Equal Weight ETF Etf (RSP)	1.5	$3.5M	+136%	18k	191.92	View chart
iShares Expanded Tech Sector ETF Etf (IGM)	1.5	$3.3M		28k	118.51	View chart
Vanguard S&P 500 ETF Etf (VOO)	1.4	$3.2M	-5%	5.4k	597.59	View chart
iShares MSCI USA Value Factor ETF Etf (VLUE)	1.2	$2.7M	NEW	19k	142.19	View chart
SPDR S&P Aerospace & Defense ETF Etf (XAR)	1.2	$2.6M	-25%	10k	253.98	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	1.1	$2.5M	-14%	28k	90.53	View chart
Nvidia Corp Common Stock (NVDA)	1.0	$2.2M		13k	174.39	View chart
Vanguard Russell 2000 Growth ETF Etf (VTWG)	0.8	$1.8M	-21%	7.9k	229.04	View chart
Vaneck Semiconductor ETF Mutual Fund (SMH)	0.8	$1.8M	+19%	4.6k	383.40	View chart
Invsc QQQ Trust SRS 1 ETF Etf (QQQ)	0.8	$1.7M		3.0k	577.18	View chart
iShares Core MSCI Emerging ETF Etf (IEMG)	0.6	$1.4M	NEW	21k	69.75	View chart
iShares California Muni Bond ETF Etf (CMF)	0.6	$1.3M	+74%	23k	56.86	View chart
Vanguard Dividend Appreciation ETF Etf (VIG)	0.5	$1.2M		5.6k	215.06	View chart
Apple Common Stock (AAPL)	0.5	$1.2M		4.6k	253.79	View chart
Alphabet Inc Class C Common Stock (GOOG)	0.5	$1.0M		3.6k	286.86	View chart
JPMorgan U.S. Quality Factor ETF Etf (JQUA)	0.4	$1.0M	-21%	16k	61.32	View chart
iShares JPMorgan Usd MTS Bond ETF Etf (EMB)	0.4	$968k	+16%	10k	93.93	View chart
Ishares J.p. Morgan Em Local Currency Bond Etf Bonds (Principal) (LEMB)	0.4	$957k	NEW	24k	40.80	View chart
Tesla Common Stock (TSLA)	0.4	$852k		2.3k	371.75	View chart
Spdr S&p 500 Etf Etf (SPY)	0.4	$835k		1.3k	650.23	View chart
Microsoft Corp Common Stock (MSFT)	0.3	$738k		2.0k	370.13	View chart
Vanguard High Dividend Yield ETF Etf (VYM)	0.3	$565k		3.8k	148.10	View chart
Grayscale Bitcoin TR BTC Fund (GBTC)	0.2	$535k		10k	52.76	View chart
Vanguard Total Bond Market ETF Etf (BND)	0.2	$466k	-4%	6.3k	73.64	View chart
SPDR Gold Shares ETF Etf (GLD)	0.2	$429k		998.00	430.29	View chart
Schwab Short-term Us Treasury Etf Bonds (Principal) (SCHO)	0.2	$420k	NEW	17k	24.27	View chart
Shopify Inc F Class A Common Stock (SHOP)	0.2	$420k		3.5k	118.62	View chart
iShares New York Muni Bond ETF Etf (NYF)	0.2	$416k	-4%	7.8k	53.12	View chart
Charles Schwab US REIT ETF Etf (SCHH)	0.2	$350k		16k	21.49	View chart
Schwab Long Term US Treasury ETF Etf (SCHQ)	0.2	$349k	-66%	11k	31.43	View chart
Amazon.Com Common Stock (AMZN)	0.1	$297k		1.4k	208.27	View chart
Ishares 7-10 Year Treasury Bond Etf Bonds (Principal) (IEF)	0.1	$263k	NEW	2.8k	95.44	View chart
Broadcom Common Stock (AVGO)	0.1	$257k		831.00	309.57	View chart
iShares MSCI EAFE ETF Etf (EFA)	0.1	$235k	-27%	2.4k	97.12	View chart
Meta Platforms Common Stock (META)	0.1	$225k		394.00	572.13	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 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

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