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Livermore
Livermore
ZHEN

Keystone Global Partners, LLC

SEC CIK
0001764057
Latest filing
Jul 16, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Jul 17, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
155
−45 vs. Q1 2025
Portfolio value
$183.6M
+$41.0M (+28.7%) vs. Q1 2025
Filed
Jul 17, 2025
SEC
Holdings of Keystone Global Partners, LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD371,980$18.2M9.9%+95,376+34.5%Added–
Schwab U.S. Large-Cap Growth ETF808524300ETF507,648$14.8M8.1%+84,863+20.1%Added–
Vanguard Ftse Developed Markets ETF921943858ETF249,553$14.2M7.8%+5,283+2.2%Added–
State Street Financial Select Sector SPDR ETF81369Y605ETF239,185$12.5M6.8%+86,739+56.9%Added–
Vanguard Mortgage-Backed Securities ETF92206C771ETF180,737$8.38M4.6%+40,078+28.5%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF32,920$8.34M4.5%+5,720+21.0%Added–
iShares Core S&P 500 ETF464287200ETF13,010$8.08M4.4%−476−3.5%Reduced–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF96,227$7.46M4.1%+45,607+90.1%Added–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF65,469$7.18M3.9%+14,391+28.2%Added–
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR117,713$7.07M3.9%+51,468+77.7%Added–
State Street Health Care Select Sector SPDR ETF81369Y209ETF39,541$5.33M2.9%+4,759+13.7%Added–
Fidelity Covington Trust316092204MSCI CONSM DIS52,522$4.94M2.7%−1,280−2.4%Reduced–
iShares U.S. Treasury Bond ETF46429B267ETF214,064$4.92M2.7%+83,805+64.3%Added–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF43,975$4.77M2.6%+35,982+450.2%Added–
SPDR Series Trust78464A284ST NUVE HIGH ETF182,140$4.51M2.5%+36,548+25.1%Added–
State Street Industrial Select Sector SPDR ETF81369Y704ETF24,551$3.62M2.0%−4,133−14.4%Reduced–
iShares Tr464287549EXPND TEC SC ETF30,431$3.42M1.9%−869−2.8%Reduced–
Vanguard S&P 500 ETF922908363ETF5,930$3.37M1.8%−537−8.3%Reduced–
iShares Core MSCI Eafe ETF46432F842ETF38,746$3.23M1.8%−11,421−22.8%Reduced–
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF14,683$3.10M1.7%+7,379+101.0%Added–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT16,078$2.92M1.6%+4,443+38.2%Added–
iShares Inc46434G822MSCI JAPAN ETF34,287$2.57M1.4%−17,848−34.2%Reduced–
Vanguard Scottsdale FDS92206C623VNG RUS2000GRW12,235$2.55M1.4%−845−6.5%Reduced–
Schwab Strategic Tr808524680LONG TERM US70,351$2.24M1.2%+21,365+43.6%Added–
NVDANVIDIA CorpStock14,166$2.24M1.2%+34+0.2%AddedHistory
iShares Inc46434G855MSCI GBL GOLD MN46,892$2.05M1.1%+30,727+190.1%Added–
Vanguard Morningstar Mid-Cap ETF922908629ETF7,060$1.98M1.1%−34−0.5%Reduced–
Invesco QQQ Trust Series I46090E103ETF3,125$1.72M0.9%−470−13.1%Reduced–
Schwab Intermediate-Term US Treasury ETF808524854ETF65,947$1.65M0.9%−130−0.2%Reduced–
Vanguard Dividend Appreciation ETF921908844ETF6,928$1.42M0.8%+4,119+146.6%Added–
MSFTMicrosoft CorpStock1,994$992.2K0.5%00.0%UnchangedHistory
iShares Tr464288356CALIF MUN BD ETF17,106$953.5K0.5%−105−0.6%Reduced–
AAPLApple Inc.Stock4,608$945.4K0.5%00.0%UnchangedHistory
Vanguard Total Bond Market ETF921937835ETF11,969$881.3K0.5%−134−1.1%Reduced–
GBTCGrayscale Bitcoin Trust ETFETF10,147$860.8K0.5%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF1,284$793.8K0.4%−2−0.2%ReducedHistory
TSLATesla, Inc.Stock2,292$728.1K0.4%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock3,640$645.7K0.4%00.0%UnchangedHistory
Ssga Active ETF Tr78467V608ST STR BL LN ETF13,567$564.3K0.3%−2,436−15.2%Reduced–
State Street Energy Select Sector SPDR ETF81369Y506ETF6,536$554.3K0.3%−11,304−63.4%Reduced–
Vanguard High Dividend Yield Index ETF921946406ETF3,848$513.0K0.3%+13+0.3%Added–
MDYSPDR S&P Midcap 400 ETF TrustETF848$480.4K0.3%−219−20.5%ReducedHistory
SHOPShopify Inc.Stock3,540$408.3K0.2%00.0%UnchangedHistory
Schwab U.S. REIT ETF808524847ETF16,288$344.7K0.2%−10.0%Reduced–
AMZNAmazon Com IncStock1,424$312.4K0.2%00.0%UnchangedHistory
iShares MSCI Eafe ETF464287465ETF3,403$304.3K0.2%−329−8.8%Reduced–
GLDSPDR Gold TrustETF998$304.2K0.2%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock394$290.8K0.2%+286+264.8%AddedHistory
iShares Tr464288323NEW YORK MUN ETF5,225$272.5K0.1%+889+20.5%Added–
iShares Tr46435U853BROAD USD HIGH7,228$271.1K0.1%−18,556−72.0%Reduced–
AVGOBroadcom Inc.Stock831$229.1K0.1%00.0%UnchangedHistory
Schwab US Aggregate Bond ETF808524839ETF8,806$204.7K0.1%−3,116−26.1%Reduced–
Innovator ETFs Trust45782C318US EQTY PWR BUF4,697$177.5K0.1%00.0%Unchanged–
SPDR Series Trust78468R721STATE STREET SPD3,240$144.7K0.1%−245−7.0%Reduced–
NETCloudflare, Inc.CL A COM563$110.3K0.1%00.0%UnchangedHistory
iShares Tr464288588MBS ETF1,094$102.8K0.1%+616+128.9%Added–
BTCGrayscale Bitcoin Mini Trust ETFETF2,029$96.9K0.1%00.0%UnchangedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF424$92.1K0.1%−434−50.6%Reduced–
JPMorgan Ultra-Short Income ETF46641Q837ETF1,807$91.6K<0.1%−230−11.3%Reduced–
NFLXNetflix IncStock60$80.3K<0.1%00.0%UnchangedHistory
PLDPrologis, Inc.REIT747$78.6K<0.1%00.0%UnchangedHistory
XMTRXometry, Inc.CLASS A COM2,269$76.7K<0.1%00.0%UnchangedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR334$75.6K<0.1%+36+12.1%AddedHistory
PYPLPayPal Holdings, Inc.Stock912$67.8K<0.1%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock454$64.4K<0.1%00.0%UnchangedHistory
Vanguard World FD921910725ESG INTL STK ETF903$59.1K<0.1%+92+11.3%Added–
VanEck ETF Trust92189F528VANECK SHRT MUNI3,354$57.9K<0.1%−11,668−77.7%Reduced–
Nushares ETF Tr67092P201NUVEEN ESG LRGCP607$57.0K<0.1%−18−2.9%Reduced–
iShares MSCI USA Quality Factor ETF46432F339ETF304$55.8K<0.1%+32+11.8%Added–
VanEck ETF Trust92189F106GOLD MINERS ETF1,045$54.4K<0.1%00.0%Unchanged–
DLRDigital Realty Trust, Inc.COM309$54.0K<0.1%00.0%UnchangedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF509$50.6K<0.1%−211−29.3%Reduced–
iShares Inc464286525MSCI GBL MIN VOL381$45.3K<0.1%+368+2,830.8%Added–
VMRKVivmark ResidentialSH BEN INT655$44.2K<0.1%00.0%UnchangedHistory
WRBBerkley W R CorpCOM582$42.8K<0.1%00.0%UnchangedHistory
AVBAvalonbay Communities IncCOM209$42.6K<0.1%00.0%UnchangedHistory
STAGSTAG Industrial, Inc.COM1,148$41.7K<0.1%00.0%UnchangedHistory
BKNGBooking Holdings Inc.Stock7$40.5K<0.1%00.0%UnchangedHistory
iShares Global Clean Energy ETF464288224ETF2,967$38.9K<0.1%−457−13.3%Reduced–
Vanguard Intl Equity Index F922042676GLB EX US ETF786$36.3K<0.1%00.0%Unchanged–
ProShares Tr74347R107PSHS ULT S&P 500335$32.7K<0.1%00.0%Unchanged–
MAMastercard IncStock56$31.5K<0.1%00.0%UnchangedHistory
iShares Core MSCI Europe ETF46434V738ETF469$31.1K<0.1%+103+28.1%Added–
iShares Core Dividend Growth ETF46434V621ETF461$29.5K<0.1%+461New–
RBLXRoblox CorpStock280$29.5K<0.1%00.0%UnchangedHistory
KIMKimco Realty CorpCOM1,392$29.3K<0.1%00.0%UnchangedHistory
VanEck Morningstar Wide Moat ETF92189F643ETF302$28.3K<0.1%+302New–
BRK.BBerkshire Hathaway IncStock58$28.2K<0.1%00.0%UnchangedHistory
iShares Tr464288646ISHS 1-5YR INVS–$27.5K<0.1%–––
Vanguard World FD921910733ESG US STK ETF246$27.0K<0.1%−33−11.8%Reduced–
VVisa Inc.Stock74$26.3K<0.1%00.0%UnchangedHistory
First Trust Dow Jones Internet Index Fund33733E302ETF97$26.1K<0.1%+97New–
ORealty Income CorpREIT449$25.9K<0.1%00.0%UnchangedHistory
iShares MSCI Acwi Ex U.S. ETF464288240ETF413$25.2K<0.1%00.0%Unchanged–
Invesco Exchange Traded FD T46137V142WATER RES ETF332$23.2K<0.1%−1−0.3%Reduced–
PSAPublic StorageCOM79$23.2K<0.1%00.0%UnchangedHistory
NXPINXP Semiconductors N.V.COM104$22.7K<0.1%00.0%UnchangedHistory
iShares Inc464286392MSCI WORLD ETF124$21.2K<0.1%+82+195.2%Added–
iShares Tr46435G425ESG AWR MSCI USA149$20.2K<0.1%+22+17.3%Added–
iShares Tr464287762US HLTHCARE ETF347$19.6K<0.1%00.0%Unchanged–

Sold out since Q1 2025 (63)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Keystone Global Partners, LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
Schwab US Dividend Equity ETF808524797ETF1,992$55.7K<0.1%–
VanEck ETF Trust92189H201INTRMDT MUNI ETF1,027$46.7K<0.1%–
PRPermian Resources CorpCLASS A COM2,611$36.2K<0.1%History
TMOThermo Fisher Scientific Inc.Stock62$30.9K<0.1%History
LOWLowes Companies IncStock93$21.7K<0.1%History
iShares Tr464288513IBOXX HI YD ETF234$18.5K<0.1%–
SAPSAP SEADR68$18.3K<0.1%History
Exchange Traded Concepts Tru301505475RANG NUCL RE ETF300$11.4K<0.1%–
iShares Flexible Income Active ETF092528603ETF196$10.3K<0.1%–
UBERUber Technologies, IncStock131$9.54K<0.1%History
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS115$6.75K<0.1%–
INTUIntuit Inc.Stock10$6.14K<0.1%History
CRHCRH Public Ltd CoORD66$5.81K<0.1%History
iShares Tr464288638ISHS 5-10YR INVT56$2.94K<0.1%–
iShares Tr46428865310-20 YR TRS ETF16$1.66K<0.1%–
SPDR Series Trust78468R606ST PORT HIGH ETF43$1.01K<0.1%–
Vanguard Information Technology ETF92204A702ETF1$544<0.1%–
Vanguard Morningstar Large-Cap ETF922908637ETF1$258<0.1%–
iShares Russell 2000 Growth ETF464287648ETF1$256<0.1%–
iShares Russell 1000 Value ETF464287598ETF1$188<0.1%–
Vanguard Financials ETF92204A405ETF1$120<0.1%–
iShares Core S&P Mid-Cap ETF464287507ETF2$116<0.1%–
iShares Tr464288802ESG OPTIMIZED1$114<0.1%–
iShares Tr46432F388MSCI USA VALUE1$106<0.1%–
iShares Core S&P Small Cap ETF464287804ETF1$105<0.1%–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF1$103<0.1%–
iShares Tr464288570ESG MSCI KLD ETF1$102<0.1%–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF1$95<0.1%–
Vanguard Real Estate ETF922908553ETF1$92<0.1%–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX1$81<0.1%–
USCIUnited States Commodity Index Funds TrustCOMM IDX FND1$72<0.1%History
Fidelity MSCI Financials Index ETF316092501ETF1$70<0.1%–
iShares Tr46435G326CORE MSCI INTL1$70<0.1%–
iShares Tr464288521CRE U S REIT ETF1$58<0.1%–
iShares Core MSCI Emerging Markets ETF46434G103ETF1$54<0.1%–
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF1$51<0.1%–
iShares Tr46435G672CORE INTL AGGR1$49<0.1%–
First Tr Exch Traded FD III33739P863CALIF MUN INCM1$49<0.1%–
Dimensional ETF Trust25434V849NATL MUN BD ETF1$48<0.1%–
First Tr Exchange-Traded FD33738D309SENIOR LN FD1$47<0.1%–
Vanguard Ftse Emerging Markets ETF922042858ETF1$45<0.1%–
iShares Inc464286251JP MRG EM CRP BD1$45<0.1%–
Nushares ETF Tr67092P409NUVEEN ESG MIDCP1$42<0.1%–
Nushares ETF Tr67092P300NUVEEN ESG LRGVL1$40<0.1%–
iShares Inc464286285JP MRGN EM HI BD1$38<0.1%–
iShares Tr46435U663ESG AWARE MSCI1$38<0.1%–
DBX ETF Tr233051432XTRACK USD HIGH1$37<0.1%–
iShares Inc464286517JP MORGAN EM ETF–$37<0.1%–
iShares Inc46434G863ESG AWR MSCI EM1$34<0.1%–
Abrdn ETFs003261203BBRG ALL COMMDY1$34<0.1%–
Nushares ETF Tr67092P888NUVEEN ESG EMRGN1$29<0.1%–
SPDR Series Trust78464A144ST STR CORPO ETF1$29<0.1%–
DBX ETF Tr233051192XTKR EMGRIN MKTS1$29<0.1%–
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF1$29<0.1%–
Schwab Emerging Markets Equity ETF808524706ETF1$27<0.1%–
Invesco Exch Traded FD Tr II46138E206CALIF AMT MUN1$24<0.1%–
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI1$23<0.1%–
DBCInvesco DB Commodity Index Tracking FundUNIT1$22<0.1%History
Invesco Exch Traded FD Tr II46138G508SR LN ETF1$22<0.1%–
Abrdn ETFs003261104BBRG ALL COMD K11$21<0.1%–
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF1$20<0.1%–
Franklin Templeton ETF Tr35473P611LIBERTY INTL1$20<0.1%–
VanEck ETF Trust92189F353EMERGING MRKT HI1$19<0.1%–