KG
Keystone Global Partners, LLC 13F Portfolio Snapshot & Holdings (Q3 2026)
Keystone Global Partners, LLCCIK: 0001764057
Diversified strategySector-focusedMomentum follower
Total reported value
$278.5M
Reporting period: 2026-09-30 · Number of holdings: 60
Keystone Global Partners, LLC disclosed 60 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $278.5M and a quarterly turnover rate of 38.1%.
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Personality snowflake
- Concentration
- 20.32
- Portfolio Stability
- 38.05
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 100
- Sizing Uniformity
- 85.57
Keystone Global Partners, LLC's disclosed holdings carry a Herfindahl concentration index of 0.051 — mathematically equivalent to about 20 equally-sized positions, well below its 60 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.44), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 1% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd URTH
+130.4% $19.2M
New buy SPHQ
New buy MTUM
Trim VGK
-43.4% -$5.5M
Trim XLC
-73.2% -$5.6M
Trim XLV
-45.8% -$5.1M
Holdings Map
New buyAddUnchangedTrim
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | URTH | Ishares Msci World ETF | ETF-Other | 12.03% | +6.63% | +130.38% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 8.75% | -1.77% | -14.78% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 7.96% | +0.79% | +10.11% | |
| 4 | XLF | Ss Financial Select Sector | ETF-Other | 6.61% | -1.22% | -10.78% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.35% | -0.70% | -4.40% | |
| 6 | BDYN | Ishares Dyn Act ETF | ETF-Other | 5.72% | -1.48% | -16.68% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.25% | +0.86% | +29.00% | |
| 8 | XLI | Ss Industrial Select Sector | ETF-Other | 3.55% | -0.65% | -1.45% | |
| 9 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 3.21% | +3.21% | NEW | |
| 10 | EWJ | Ishares Msci Japan ETF | ETF-Other | 2.77% | +0.07% | +3.41% | |
| 11 | XLE | Ss Energy Select Sector | ETF-Other | 2.54% | +1.14% | +64.91% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-Other | 2.48% | -2.05% | -45.78% | |
| 13 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.45% | -2.20% | -43.42% | |
| 14 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.30% | +2.30% | NEW | |
| 15 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.02% | -0.10% | +7.20% | |
| 16 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.90% | +0.17% | +12.03% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.77% | +0.39% | +32.09% | |
| 18 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 1.73% | -0.04% | +4.07% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.61% | -0.14% | +3.29% | |
| 20 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.56% | -0.59% | -17.45% | |
| 21 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 1.56% | -1.03% | -31.02% | |
| 22 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.37% | -0.83% | -32.02% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.32% | +0.48% | +64.55% | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.22% | -0.12% | -1.90% | |
| 25 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.04% | +0.88% | +682330.35% | |
| 26 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 1.01% | -0.21% | +7.44% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.94% | -0.07% | -2.52% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.87% | +0.05% | +14.67% | |
| 29 | XLB | Ss Materials Select Sector | ETF-Other | 0.80% | +0.80% | NEW | |
| 30 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.77% | -2.16% | -73.23% | |
| 31 | VTWG | Vanguard Russell 2000 Growth | ETF-Small Cap | 0.69% | -0.02% | +13.13% | |
| 32 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.63% | +0.63% | NEW | |
| 33 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.50% | +0.50% | NEW | |
| 34 | CMF | Ishares California Muni Bond | ETF-Other | 0.49% | — | +12.53% | |
| 35 | HIMU | Ishares High Yild Muni A ETF | ETF-Other | 0.48% | +0.08% | +39.19% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.42% | -0.06% | -7.54% | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.36% | -0.14% | -35.00% | |
| 38 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.36% | -0.57% | -57.47% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.35% | -0.01% | — | |
| 40 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 0.33% | -0.92% | -76.34% | |
| 41 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 0.30% | -0.01% | +103269.19% | |
| 42 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.25% | +0.25% | NEW | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.24% | -0.73% | -77.53% | |
| 44 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.24% | +0.07% | — | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.23% | — | +7.16% | |
| 46 | TMDX | Transmedics Group Inc | Stock-Healthcare | 0.22% | +0.04% | — | |
| 47 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.19% | +0.04% | — | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.14% | +0.01% | +7.02% | |
| 49 | BND | Vanguard Total Bond Market | ETF-Other | 0.13% | -0.03% | -11.33% | |
| 50 | SCHH | Schwab US Reit ETF | ETF-Other | 0.13% | -0.02% | — |
1–50 of 60
Portfolio Performance
Performance for Q4 2026
+3.1%
Performance Last 4 Quarters
+12.4%
- Stdev
- +10.1%
- Beta
- +0.84
- Alpha
- -0.9%
- Max Drawdown
- -5.8%
- Annualized Perf
- +18%
- Batting Avg vs S&P
- +35.3%
- Sortino
- +3.38
- Stutzer
- +0.49
- Treynor
- +0.2
- Sterling
- +1.14
- Calmar
- +3.09
- Information Ratio
- -1.28
- Tracking Error
- +3.5%
- Stdev Down
- +5.1%
- Winning Months %
- +76.5%
- Losing Months %
- +23.5%
- Best 12 Months
- +23.9%
- Worst 12 Months
- +12.4%
- Efficiency Ratio
- +0.65
- Sharpe
- +1.7
- Stdev Sectors
- +29.7%
- Skewness
- -0.25
- Kurtosis
- +1.4
- Upside Potential
- +4.52
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Keystone Global Partners, LLC's most significant position changes for 2026-09-30: New buy: Invesco S&p 500 Quality ETF (SPHQ); New buy: Ishares Msci USA Momentum Fa (MTUM); New buy: Ss Materials Select Sector (XLB); New buy: Ishares Msci Emr Mrk Ex Chna (EMXC); New buy: Ishares Msci Acwi ETF (ACWI).
1–50 of 66
Filing History
FAQ
What is Keystone Global Partners, LLC and what type of investor is it?
Keystone Global Partners, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $278.5M, spread across 60 disclosed positions.
What are Keystone Global Partners, LLC's largest equity positions?
Based on the latest 13F filing, Keystone Global Partners, LLC's top holdings by market value are:
1. Ishares Msci World ETF (URTH) — $33.5M (12.0%)
2. Ss Technology Select Sector (XLK) — $24.4M (8.8%)
3. Schwab US Large-cap Growth (SCHG) — $22.2M (8.0%)
4. Ss Financial Select Sector (XLF) — $18.4M (6.6%)
5. Vanguard Ftse Developed ETF (VEA) — $17.7M (6.3%)
What changes did Keystone Global Partners, LLC make in its most recent portfolio filing?
In the latest reported quarter, Keystone Global Partners, LLC made 57 notable position adjustments: 9 new positions were initiated, 22 existing holdings were added to, 20 positions were partially reduced, and 6 were completely exited. The largest of these moves: New buy: Invesco S&p 500 Quality ETF (SPHQ); New buy: Ishares Msci USA Momentum Fa (MTUM); New buy: Ss Materials Select Sector (XLB); New buy: Ishares Msci Emr Mrk Ex Chna (EMXC); New buy: Ishares Msci Acwi ETF (ACWI)
What sectors does Keystone Global Partners, LLC focus on?
Keystone Global Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 75.2%
• Health Care: 15.2%
• Consumer Discretionary: 9.6%
Investment Profile
Keystone Global Partners, LLC returned an annualized 18.0% over the trailing 17 months — underperforming the S&P 500 by 0.9 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.84 (less volatile than the market) and a 35% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 75.2% of the portfolio concentrated in Information Technology.
Its turnover score has fallen from 53 to 38 over the past 4 quarters — a shift toward longer holding periods.
It has added to its URTH position over the past two quarters (+$24.4M, now $33.5M), while trimming VTEB over the same stretch (-$4.9M, still holding $4.5M).
Peer Institutions
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YW
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Developer Access
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