Keystone Global Partners, LLC
- SEC CIK
- 0001764057
- Latest filing
- Jul 16, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 14, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 54
- +3 vs. Q3 2025
- Portfolio value
- $227.4M
- +$31.1M (+15.8%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 698,832 | $22.8M | 10.0% | +125,144+21.8% | Added | – |
| BlackRock ETF Trust09290C723 | DYNAMIC EQTY ACT | 744,398 | $19.1M | 8.4% | −449−0.1% | Reduced | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 328,803 | $18.0M | 7.9% | +61,090+22.8% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 251,477 | $15.7M | 6.9% | +16,028+6.8% | Added | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 274,375 | $13.8M | 6.1% | +111,518+68.5% | Added | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 136,817 | $11.4M | 5.0% | −4,103−2.9% | Reduced | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 73,974 | $10.7M | 4.7% | +10,034+15.7% | AddedConverted for a 2-for-1 split | – |
| iShares Core S&P 500 ETF464287200 | ETF | 12,598 | $8.63M | 3.8% | −87−0.7% | Reduced | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 48,528 | $7.51M | 3.3% | +5,203+12.0% | Added | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 62,308 | $7.33M | 3.2% | −5,018−7.5% | Reduced | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 44,003 | $6.83M | 3.0% | +9,096+26.1% | Added | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 55,789 | $6.15M | 2.7% | −7,957−12.5% | Reduced | – |
| iShares Inc464286392 | MSCI WORLD ETF | 32,879 | $6.11M | 2.7% | +11,347+52.7% | Added | – |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 57,269 | $5.85M | 2.6% | +10,918+23.6% | Added | – |
| iShares Tr46436E403 | MSCI US GARP ETF | 85,805 | $5.84M | 2.6% | +85,805 | New | – |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 73,867 | $5.44M | 2.4% | +27,942+60.8% | Added | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 106,434 | $5.01M | 2.2% | −56,272−34.6% | Reduced | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 28,003 | $3.62M | 1.6% | −460−1.6% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 5,655 | $3.55M | 1.6% | −98−1.7% | Reduced | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 135,989 | $3.41M | 1.5% | +82,236+153.0% | Added | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 13,834 | $3.34M | 1.5% | +1,166+9.2% | Added | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 12,481 | $3.12M | 1.4% | +955+8.3% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 33,102 | $2.96M | 1.3% | −3,877−10.5% | Reduced | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 55,405 | $2.48M | 1.1% | +9,449+20.6% | AddedConverted for a 2-for-1 split | – |
| NVDANVIDIA Corp | Stock | 12,797 | $2.39M | 1.0% | −1,370−9.7% | Reduced | History |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 10,033 | $2.37M | 1.0% | −616−5.8% | Reduced | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 28,048 | $2.26M | 1.0% | +28,048 | New | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,027 | $1.86M | 0.8% | −98−3.1% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,431 | $1.58M | 0.7% | −567−9.5% | Reduced | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 7,632 | $1.46M | 0.6% | −86−1.1% | Reduced | – |
| VanEck Semiconductor ETF92189F676 | ETF | 3,892 | $1.40M | 0.6% | +3,892 | New | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 21,056 | $1.33M | 0.6% | −47,386−69.2% | Reduced | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,697 | $1.25M | 0.6% | −124−2.1% | Reduced | – |
| AAPLApple Inc. | Stock | 4,600 | $1.25M | 0.6% | −8−0.2% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 3,640 | $1.14M | 0.5% | 00.0% | Unchanged | History |
| Schwab Strategic Tr808524680 | LONG TERM US | 33,475 | $1.06M | 0.5% | −17,412−34.2% | Reduced | – |
| TSLATesla, Inc. | Stock | 2,292 | $1.03M | 0.5% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 1,995 | $964.7K | 0.4% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,284 | $875.4K | 0.4% | 00.0% | Unchanged | History |
| iShares Tr464288281 | JPMORGAN USD EMG | 8,865 | $853.5K | 0.4% | +8,865 | New | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 13,210 | $759.0K | 0.3% | +3,621+37.8% | Added | – |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 10,147 | $693.6K | 0.3% | 00.0% | Unchanged | History |
| SHOPShopify Inc. | Stock | 3,540 | $569.8K | 0.3% | 00.0% | Unchanged | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,813 | $547.2K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 6,601 | $488.9K | 0.2% | +29+0.4% | Added | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 8,177 | $437.5K | 0.2% | +180+2.3% | Added | – |
| GLDSPDR Gold Trust | ETF | 998 | $395.5K | 0.2% | 00.0% | Unchanged | History |
| Schwab U.S. REIT ETF808524847 | ETF | 16,285 | $340.2K | 0.1% | −30.0% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 1,424 | $328.7K | 0.1% | 00.0% | Unchanged | History |
| iShares MSCI Eafe ETF464287465 | ETF | 3,327 | $319.5K | 0.1% | −48−1.4% | Reduced | – |
| AVGOBroadcom Inc. | Stock | 831 | $287.7K | 0.1% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 394 | $260.1K | 0.1% | 00.0% | Unchanged | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 339 | $204.5K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464287432 | 20 YR TR BD ETF | – | $2.44K | <0.1% | – | – | – |
Sold out since Q3 2025 (1)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| Invesco Exch Traded FD Tr II46138E628 | KBW BK ETF | 3,930 | $307.4K | 0.2% | – |