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Keystone Global Partners, LLC — 13F Holdings & Portfolio

CIK 1764057 · latest 13F-HR filed 2026-07-16

Backtest portfolio

Keystone Global Partners, LLC manages $264.5M in 13F-reported U.S. long-equity assets across 57 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are XLK (10.52%), XLF (7.83%), BDYN (7.20%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions, exited 3, added to 31, and trimmed 11.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
2128 W 32ND AVE, FL 2
DENVER, CO 80211
Phone
(646) 998-8141
Filing Manager
Keystone Global Partners, LLC
DENVER, CO
Signatory
Jennifer Park
Operations Associate
Loading holdings…
AUM

$264.5M

Long-equity book

Holdings

57

Distinct positions

Period

2026-06-30

Filed 2026-07-16

Q/Q Activity

+6 / −3 / ↑31 / ↓11

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Technology Select Sector SPDR ETF$11.0M +65.4%
  • iShares MSCI World ETF$5.2M +57.4%
  • Schwab US Large Cap Growth ETF$4.1M +27.7%
  • Vaneck Semiconductor ETF$3.9M +220.1%
  • Select STR Financial Select SPDR ETF$2.9M +16.0%
Show all 31 →

Top Trims

  • Vanguard Muni BND Tax Exempt ETF-$4.8M -50.7%
  • Schwab Intermediate Term US TRS ETF-$1.9M -24.2%
  • Vanguard Mortgage Backed Sec ETF-$1.5M -37.2%
  • iShares MSCI Glo Gold Miners ETF-$753.0K -18.5%
  • iShares iBoxx Invt Grade Bond ETF-$618.2K -9.9%
Show all 11 →

New Positions

  • iShares High Yield Muni Active ETF$1.1M
  • Transmedics Group Inc$478.2K
  • Space Ex Tech Spacex Class A$309.1K
  • Advanced Micro Devic$263.7K
  • Xometry Inc Class A$219.0K
Show all 6 →

Exited Positions

  • JPMorgan U.S. Quality Factor ETF$1.0M
  • iShares JPMorgan Usd MTS Bond ETF$968.0K
  • iShares MSCI EAFE ETF$235.1K
Show all 3 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Technology Select Sector SPDR ETF XLK 81369Y803 $27.8M 10.52% 146,103 SH
2 Select STR Financial Select SPDR ETF XLF 81369Y605 $20.7M 7.83% 386,366 SH
3 BlackRock iShares Dynamic Equity Active BDYN 09290C723 $19.1M 7.20% 686,808 SH
4 Schwab US Large Cap Growth ETF SCHG 808524300 $19.0M 7.17% 560,288 SH
5 Vanguard FTSE Developed Markets ETF VEA 921943858 $18.7M 7.05% 261,939 SH
6 iShares MSCI World ETF URTH 464286392 $14.3M 5.40% 70,495 SH
7 Vanguard FTSE Europe ETF VGK 922042874 $12.3M 4.65% 138,932 SH
8 Health Care Select SPDR XLV 81369Y209 $12.0M 4.53% 75,564 SH
9 INDUSTRIAL SELECT SECTOR SPDR FUND XLI 81369Y704 $11.1M 4.20% 59,995 SH
10 iShares Core S&P 500 ETF IVV 464287200 $9.0M 3.39% 11,987 SH
11 Communicat SVS SLCT Sec SPDR ETF IV XLC 81369Y852 $7.7M 2.93% 72,244 SH
12 iShares Inc MSCI Japan ETF EWJ 46434G822 $7.1M 2.70% 76,558 SH
13 Fidelity MSCI Cons Discr Indx ETF FDIS 316092204 $6.8M 2.59% 66,566 SH
14 Schwab Intermediate Term US TRS ETF SCHR 808524854 $5.8M 2.20% 236,424 SH
15 Vaneck Semiconductor ETF SMH 92189F676 $5.7M 2.15% 8,667 SH
16 iShares iBoxx Invt Grade Bond ETF LQD 464287242 $5.6M 2.12% 51,374 SH
17 iShares MSCI USA Value Factor ETF VLUE 46432F388 $4.7M 1.77% 23,420 SH
18 Vanguard Muni BND Tax Exempt ETF VTEB 922907746 $4.6M 1.75% 91,386 SH
19 iShares Expanded Tech Sector ETF IGM 464287549 $4.6M 1.73% 28,003 SH
20 Energy Select Sector SPDR ETF XLE 81369Y506 $3.7M 1.40% 69,655 SH
21 Vanguard S&P 500 ETF VOO 922908363 $3.7M 1.38% 5,328 SH
22 Invesco S&P 500 Equal Weight ETF RSP 46137V357 $3.5M 1.34% 16,632 SH
23 iShares MSCI Glo Gold Miners ETF RING 46434G855 $3.3M 1.25% 51,225 SH
24 SPDR S&P Aerospace & Defense ETF XAR 78464A631 $3.2M 1.22% 11,330 SH
25 iShares Core MSCI EAFE ETF IEFA 46432F842 $2.7M 1.01% 27,590 SH
26 Nvidia Corp NVDA 67066G104 $2.6M 0.97% 12,797 SH
27 Vanguard Mortgage Backed Sec ETF VMBS 92206C771 $2.5M 0.93% 52,490 SH
28 Invsc QQQ Trust SRS 1 ETF QQQ 46090E103 $2.2M 0.84% 3,027 SH
29 iShares Core MSCI Emerging ETF IEMG 46434G103 $2.2M 0.82% 26,032 SH
30 Vanguard Russell 2000 Growth ETF VTWG 92206C623 $1.9M 0.71% 6,543 SH
31 Apple Inc AAPL 037833100 $1.3M 0.50% 4,600 SH
32 iShares California Muni Bond ETF CMF 464288356 $1.3M 0.49% 22,532 SH
33 Alphabet Inc Class C GOOG 02079K107 $1.3M 0.49% 3,640 SH
34 Vanguard Dividend Appreciation ETF VIG 921908844 $1.3M 0.48% 5,400 SH
35 iShares High Yield Muni Active ETF HIMU 092528843 $1.1M 0.40% 21,143 SH
36 Tesla Inc TSLA 88160R101 $964.0K 0.36% 2,292 SH
37 SPDR S&P 500 ETF SPY 78462F103 $958.7K 0.36% 1,284 SH
38 ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF LEMB 464286517 $818.3K 0.31% 19,287 PRN
39 Schwab Long Term US Treasury ETF SCHQ 808524680 $814.0K 0.31% 26,006 SH
40 Microsoft Corp MSFT 594918104 $744.1K 0.28% 1,995 SH
41 Vanguard High Dividend Yield ETF VYM 921946406 $602.6K 0.23% 3,813 SH
42 Transmedics Group Inc TMDX 89377M109 $478.2K 0.18% 7,200 SH
43 Grayscale Bitcoin TR BTC GBTC 389637109 $461.9K 0.17% 10,147 SH
44 Vanguard Total Bond Market ETF BND 921937835 $433.6K 0.16% 5,907 SH
45 SCHWAB SHORT-TERM US TREASURY ETF SCHO 808524862 $430.0K 0.16% 17,813 PRN
46 Shopify Inc F Class A SHOP 82509L107 $404.2K 0.15% 3,540 SH
47 Charles Schwab US REIT ETF SCHH 808524847 $385.6K 0.15% 16,285 SH
48 SPDR Gold Shares ETF GLD 78463V107 $367.6K 0.14% 998 SH
49 iShares New York Muni Bond ETF NYF 464288323 $356.9K 0.13% 6,621 SH
50 Amazon.Com Inc AMZN 023135106 $339.4K 0.13% 1,424 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-16 $264.5M 57 0001764057-26-000004
2026-03-31 2026-04-24 $225.3M 54 0001764057-26-000003
2025-12-31 2026-01-14 $227.4M 54 0001764057-26-000001