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Keystone Global Partners, LLC — 13F Holdings & Portfolio

CIK 1764057 · latest 13F-HR filed 2026-04-24

Backtest portfolio

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.

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AUM

$225.3M

Long-equity book

Holdings

54

Distinct positions

Period

2026-03-31

Filed 2026-04-24

Q/Q Activity

+5 / −5 / ↑12 / ↓26

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Technology Select Sector SPDR ETF$6.2M +58.0%
  • Schwab Intermediate Term US TRS ETF$4.3M +125.6%
  • iShares Inc MSCI Japan ETF$3.5M +153.7%
  • iShares MSCI World ETF$3.0M +48.6%
  • Health Care Select SPDR$2.1M +28.3%
Show all 12 →

Top Trims

  • Schwab US Large Cap Growth ETF-$7.9M -34.9%
  • Vanguard Muni BND Tax Exempt ETF-$4.4M -32.1%
  • BlackRock iShares Dynamic Equity Active-$1.7M -9.0%
  • iShares MSCI Glo Gold Miners ETF-$1.4M -25.3%
  • Vanguard Mortgage Backed Sec ETF-$1.1M -21.9%
Show all 26 →

New Positions

  • iShares MSCI USA Value Factor ETF$2.7M
  • iShares Core MSCI Emerging ETF$1.4M
  • ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF$956.8K
  • SCHWAB SHORT-TERM US TREASURY ETF$420.4K
  • ISHARES 7-10 YEAR TREASURY BOND ETF$262.7K
Show all 5 →

Exited Positions

  • iShares MSCI USA Quality Garp ETF$5.8M
  • ISHARES MSCI USA MOMENTUM FACTOR ETF$3.1M
  • Vanguard Mid Cap ETF$1.6M
  • SPDR S&P Midcap 400 ETF$204.5K
  • ISHARES 20 PLS YEAR TREASURY BND ETF$2.4K
Show all 5 →
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 Select STR Financial Select SPDR ETF XLF 81369Y605 $17.9M 7.92% 361,575 SH
2 BlackRock iShares Dynamic Equity Active BDYN 09290C723 $17.3M 7.70% 713,598 SH
3 Technology Select Sector SPDR ETF XLK 81369Y803 $16.8M 7.47% 126,602 SH
4 Vanguard FTSE Developed Markets ETF VEA 921943858 $15.9M 7.07% 248,622 SH
5 Schwab US Large Cap Growth ETF SCHG 808524300 $14.8M 6.59% 509,770 SH
6 Vanguard FTSE Europe ETF VGK 922042874 $11.3M 5.02% 137,259 SH
7 Health Care Select SPDR XLV 81369Y209 $9.6M 4.28% 65,723 SH
8 Vanguard Muni BND Tax Exempt ETF VTEB 922907746 $9.4M 4.16% 187,863 SH
9 iShares MSCI World ETF URTH 464286392 $9.1M 4.03% 50,422 SH
10 INDUSTRIAL SELECT SECTOR SPDR FUND XLI 81369Y704 $8.3M 3.69% 51,417 SH
11 iShares Core S&P 500 ETF IVV 464287200 $8.0M 3.55% 12,239 SH
12 Schwab Intermediate Term US TRS ETF SCHR 808524854 $7.7M 3.41% 308,868 SH
13 Communicat SVS SLCT Sec SPDR ETF IV XLC 81369Y852 $7.3M 3.24% 65,757 SH
14 iShares iBoxx Invt Grade Bond ETF LQD 464287242 $6.2M 2.76% 57,084 SH
15 iShares Inc MSCI Japan ETF EWJ 46434G822 $5.7M 2.55% 68,030 SH
16 Fidelity MSCI Cons Discr Indx ETF FDIS 316092204 $5.5M 2.45% 59,094 SH
17 Energy Select Sector SPDR ETF XLE 81369Y506 $4.2M 1.85% 67,866 SH
18 iShares MSCI Glo Gold Miners ETF RING 46434G855 $4.1M 1.80% 51,432 SH
19 Vanguard Mortgage Backed Sec ETF VMBS 92206C771 $3.9M 1.74% 83,397 SH
20 Invesco S&P 500 Equal Weight ETF RSP 46137V357 $3.5M 1.54% 18,048 SH
21 iShares Expanded Tech Sector ETF IGM 464287549 $3.3M 1.47% 28,003 SH
22 Vanguard S&P 500 ETF VOO 922908363 $3.2M 1.42% 5,367 SH
23 iShares MSCI USA Value Factor ETF VLUE 46432F388 $2.7M 1.21% 19,159 SH
24 SPDR S&P Aerospace & Defense ETF XAR 78464A631 $2.6M 1.16% 10,255 SH
25 iShares Core MSCI EAFE ETF IEFA 46432F842 $2.5M 1.13% 28,145 SH
26 Nvidia Corp NVDA 67066G104 $2.2M 0.99% 12,797 SH
27 Vanguard Russell 2000 Growth ETF VTWG 92206C623 $1.8M 0.80% 7,910 SH
28 Vaneck Semiconductor ETF SMH 92189F676 $1.8M 0.79% 4,632 SH
29 Invsc QQQ Trust SRS 1 ETF QQQ 46090E103 $1.7M 0.78% 3,027 SH
30 iShares Core MSCI Emerging ETF IEMG 46434G103 $1.4M 0.64% 20,713 SH
31 iShares California Muni Bond ETF CMF 464288356 $1.3M 0.58% 23,103 SH
32 Vanguard Dividend Appreciation ETF VIG 921908844 $1.2M 0.54% 5,608 SH
33 Apple Inc AAPL 037833100 $1.2M 0.52% 4,600 SH
34 Alphabet Inc Class C GOOG 02079K107 $1.0M 0.46% 3,640 SH
35 JPMorgan U.S. Quality Factor ETF JQUA 46641Q761 $1.0M 0.45% 16,438 SH
36 iShares JPMorgan Usd MTS Bond ETF EMB 464288281 $968.0K 0.43% 10,306 SH
37 ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF LEMB 464286517 $956.8K 0.42% 23,450 PRN
38 Tesla Inc TSLA 88160R101 $852.1K 0.38% 2,292 SH
39 SPDR S&P 500 ETF SPY 78462F103 $834.9K 0.37% 1,284 SH
40 Microsoft Corp MSFT 594918104 $738.4K 0.33% 1,995 SH
41 Vanguard High Dividend Yield ETF VYM 921946406 $564.7K 0.25% 3,813 SH
42 Grayscale Bitcoin TR BTC GBTC 389637109 $535.4K 0.24% 10,147 SH
43 Vanguard Total Bond Market ETF BND 921937835 $465.9K 0.21% 6,327 SH
44 SPDR Gold Shares ETF GLD 78463V107 $429.4K 0.19% 998 SH
45 SCHWAB SHORT-TERM US TREASURY ETF SCHO 808524862 $420.4K 0.19% 17,322 PRN
46 Shopify Inc F Class A SHOP 82509L107 $419.9K 0.19% 3,540 SH
47 iShares New York Muni Bond ETF NYF 464288323 $416.3K 0.18% 7,838 SH
48 Charles Schwab US REIT ETF SCHH 808524847 $350.0K 0.16% 16,285 SH
49 Schwab Long Term US Treasury ETF SCHQ 808524680 $349.0K 0.15% 11,106 SH
50 Amazon.Com Inc AMZN 023135106 $296.6K 0.13% 1,424 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-24 $225.3M 54 0001764057-26-000003
2025-12-31 2026-01-14 $227.4M 54 0001764057-26-000001