Keystone Global Partners, LLC
- SEC CIK
- 0001764057
- Latest filing
- Jul 16, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 24, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 54
- 0 vs. Q4 2025
- Portfolio value
- $225.3M
- −$2.05M (−0.9%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 361,575 | $17.9M | 7.9% | +32,772+10.0% | Added | – |
| BlackRock ETF Trust09290C723 | DYNAMIC EQTY ACT | 713,598 | $17.3M | 7.7% | −30,800−4.1% | Reduced | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 126,602 | $16.8M | 7.5% | +52,628+71.1% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 248,622 | $15.9M | 7.1% | −2,855−1.1% | Reduced | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 509,770 | $14.8M | 6.6% | −189,062−27.1% | Reduced | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 137,259 | $11.3M | 5.0% | +442+0.3% | Added | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 65,723 | $9.64M | 4.3% | +17,195+35.4% | Added | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 187,863 | $9.37M | 4.2% | −86,512−31.5% | Reduced | – |
| iShares Inc464286392 | MSCI WORLD ETF | 50,422 | $9.08M | 4.0% | +17,543+53.4% | Added | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 51,417 | $8.32M | 3.7% | +7,414+16.8% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 12,239 | $7.99M | 3.5% | −359−2.8% | Reduced | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 308,868 | $7.69M | 3.4% | +172,879+127.1% | Added | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 65,757 | $7.29M | 3.2% | +3,449+5.5% | Added | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 57,084 | $6.22M | 2.8% | +1,295+2.3% | Added | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 68,030 | $5.74M | 2.5% | +39,982+142.5% | Added | – |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 59,094 | $5.51M | 2.4% | +1,825+3.2% | Added | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 67,866 | $4.16M | 1.8% | +12,461+22.5% | Added | – |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 51,432 | $4.06M | 1.8% | −22,435−30.4% | Reduced | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 83,397 | $3.92M | 1.7% | −23,037−21.6% | Reduced | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 18,048 | $3.46M | 1.5% | +10,416+136.5% | Added | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 28,003 | $3.32M | 1.5% | 00.0% | Unchanged | – |
| Vanguard S&P 500 ETF922908363 | ETF | 5,367 | $3.21M | 1.4% | −288−5.1% | Reduced | – |
| iShares Tr46432F388 | MSCI USA VALUE | 19,159 | $2.72M | 1.2% | +19,159 | New | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 10,255 | $2.60M | 1.2% | −3,579−25.9% | Reduced | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 28,145 | $2.55M | 1.1% | −4,957−15.0% | Reduced | – |
| NVDANVIDIA Corp | Stock | 12,797 | $2.23M | 1.0% | 00.0% | Unchanged | History |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 7,910 | $1.81M | 0.8% | −2,123−21.2% | Reduced | – |
| VanEck Semiconductor ETF92189F676 | ETF | 4,632 | $1.78M | 0.8% | +740+19.0% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,027 | $1.75M | 0.8% | 00.0% | Unchanged | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 20,713 | $1.44M | 0.6% | +20,713 | New | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 23,103 | $1.31M | 0.6% | +9,893+74.9% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,608 | $1.21M | 0.5% | −89−1.6% | Reduced | – |
| AAPLApple Inc. | Stock | 4,600 | $1.17M | 0.5% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 3,640 | $1.04M | 0.5% | 00.0% | Unchanged | History |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 16,438 | $1.01M | 0.4% | −4,618−21.9% | Reduced | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 10,306 | $968.0K | 0.4% | +1,441+16.3% | Added | – |
| iShares Inc464286517 | JP MORGAN EM ETF | – | $956.8K | 0.4% | – | New | – |
| TSLATesla, Inc. | Stock | 2,292 | $852.1K | 0.4% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,284 | $834.9K | 0.4% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 1,995 | $738.4K | 0.3% | 00.0% | Unchanged | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,813 | $564.7K | 0.3% | 00.0% | Unchanged | – |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 10,147 | $535.4K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 6,327 | $465.9K | 0.2% | −274−4.2% | Reduced | – |
| GLDSPDR Gold Trust | ETF | 998 | $429.4K | 0.2% | 00.0% | Unchanged | History |
| Schwab Strategic Tr808524862 | SHT TM US TRES | – | $420.4K | 0.2% | – | New | – |
| SHOPShopify Inc. | Stock | 3,540 | $419.9K | 0.2% | 00.0% | Unchanged | History |
| iShares Tr464288323 | NEW YORK MUN ETF | 7,838 | $416.3K | 0.2% | −339−4.1% | Reduced | – |
| Schwab U.S. REIT ETF808524847 | ETF | 16,285 | $350.0K | 0.2% | 00.0% | Unchanged | – |
| Schwab Strategic Tr808524680 | LONG TERM US | 11,106 | $349.0K | 0.2% | −22,369−66.8% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 1,424 | $296.6K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | – | $262.7K | 0.1% | – | New | – |
| AVGOBroadcom Inc. | Stock | 831 | $257.3K | 0.1% | 00.0% | Unchanged | History |
| iShares MSCI Eafe ETF464287465 | ETF | 2,421 | $235.1K | 0.1% | −906−27.2% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 394 | $225.4K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2025 (5)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| iShares Tr46436E403 | MSCI US GARP ETF | 85,805 | $5.84M | 2.6% | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 12,481 | $3.12M | 1.4% | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,431 | $1.58M | 0.7% | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 339 | $204.5K | 0.1% | History |
| iShares Tr464287432 | 20 YR TR BD ETF | – | $2.44K | <0.1% | – |