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CIK: 0001764057
Total reported value
$264.5M
$264.5M
200 檔
19.6%
During the Q1 2025 filing period, Keystone Global Partners, LLC (CIK: 0001764057) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $264.5M across 200 reported positions.
During Q1 2025, Keystone Global Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 9.62% | -2.41% | — | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.71% | -0.02% | — | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 7.42% | +0.58% | — | |
| 4 | XLF | Ss Financial Select Sector | ETF-Other | 5.32% | -0.09% | — | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.31% | -0.16% | — | |
| 6 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.57% | -0.81% | — | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 3.94% | +3.05% | — | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 3.89% | -0.64% | — | |
| 9 | XLV | Ss Health Care Select Sector | ETF-Other | 3.56% | +0.25% | — | |
| 10 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 3.19% | +0.14% | — | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.66% | -0.12% | — | |
| 12 | XLI | Ss Industrial Select Sector | ETF-Other | 2.64% | +0.51% | — | |
| 13 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 2.62% | -0.45% | EXIT | |
| 14 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 2.57% | — | — | |
| 15 | EWJ | Ishares Msci Japan ETF | ETF-Other | 2.51% | +0.15% | — | |
| 16 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.49% | -0.37% | — | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.33% | -0.04% | — | |
| 18 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.10% | — | — | |
| 19 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.99% | +0.26% | — | |
| 20 | VTWG | Vanguard Russell 2000 Growth | ETF-Small Cap | 1.71% | -0.09% | — | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.41% | -0.20% | — | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.29% | — | — | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.18% | +0.06% | — | |
| 24 | XLE | Ss Energy Select Sector | ETF-Other | 1.17% | -0.45% | — | |
| 25 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.15% | -1.21% | — | |
| 26 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 1.13% | +0.16% | — | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 1.07% | -0.02% | — | |
| 28 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.82% | +0.06% | — | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.72% | -0.02% | — | |
| 30 | CMF | Ishares California Muni Bond | ETF-Other | 0.68% | -0.09% | — | |
| 31 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.67% | — | — | |
| 32 | BND | Vanguard Total Bond Market | ETF-Other | 0.62% | -0.05% | — | |
| 33 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.54% | -0.31% | — | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.53% | -0.05% | — | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | -0.01% | — | |
| 36 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.46% | -0.07% | — | |
| 37 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.46% | — | — | |
| 38 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 0.43% | -0.55% | — | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.42% | -0.02% | — | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.40% | — | — | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.40% | +0.03% | — | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.38% | -0.06% | — | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.35% | -0.02% | — | |
| 44 | SCHH | Schwab US Reit ETF | ETF-Other | 0.25% | -0.01% | — | |
| 45 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.24% | -0.04% | — | |
| 46 | AMLP | Alerian Mlp ETF | ETF-Other | 0.24% | — | — | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.21% | -0.10% | EXIT | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.20% | -0.05% | — | |
| 49 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.19% | — | — | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.19% | — | — |
According to official SEC Form 13F filings, Keystone Global Partners, LLC reported a total U.S. public equity portfolio value of $264.5M across 200 disclosed positions in Q1 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTEB, VEA, SCHG) accounted for 19.6% of total reported equity market value during Q1 2025.
During Q1 2025, Keystone Global Partners, LLC's top holdings by market value included VTEB (9.6%)、VEA (8.7%)、SCHG (7.4%). The largest single position, VTEB, represented 9.6% of total portfolio value.
In Q1 2025, Keystone Global Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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