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CIK: 0001764057
Total reported value
$264.5M
$264.5M
155 檔
25.8%
As reported in its official Q2 2025 Form 13F filing, Keystone Global Partners, LLC's tracked investment portfolio stood at $264.5M with 155 total positions.
During Q2 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 | 9.94% | -2.41% | +34.48% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 8.08% | +0.58% | +20.07% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.75% | -0.02% | +2.16% | |
| 4 | XLF | Ss Financial Select Sector | ETF-Other | 6.82% | -0.09% | +56.90% | |
| 5 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.56% | -0.81% | +28.49% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 4.54% | +3.05% | +21.03% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.40% | -0.16% | -3.53% | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 4.06% | -0.37% | +90.10% | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 3.91% | -0.64% | +28.17% | |
| 10 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 3.85% | -0.45% | EXIT | |
| 11 | XLV | Ss Health Care Select Sector | ETF-Other | 2.90% | +0.25% | +13.68% | |
| 12 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 2.69% | +0.14% | -2.38% | |
| 13 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.68% | — | +64.34% | |
| 14 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.60% | -0.31% | +450.17% | |
| 15 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 2.46% | — | +25.10% | |
| 16 | XLI | Ss Industrial Select Sector | ETF-Other | 1.97% | +0.51% | -14.41% | |
| 17 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.86% | +0.26% | -2.78% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.84% | -0.04% | -8.30% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.76% | -0.12% | -22.77% | |
| 20 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 1.69% | +0.06% | +101.03% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.59% | -0.20% | +38.19% | |
| 22 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.40% | +0.15% | -34.23% | |
| 23 | VTWG | Vanguard Russell 2000 Growth | ETF-Small Cap | 1.39% | -0.09% | -6.46% | |
| 24 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 1.22% | +0.16% | +43.61% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.22% | -0.02% | +0.24% | |
| 26 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 1.12% | -0.55% | +190.08% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.08% | — | -0.48% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.94% | +0.06% | -13.07% | |
| 29 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.90% | -1.21% | -0.20% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.77% | -0.06% | +146.64% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.54% | -0.05% | — | |
| 32 | CMF | Ishares California Muni Bond | ETF-Other | 0.52% | -0.09% | -0.61% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.52% | -0.02% | — | |
| 34 | BND | Vanguard Total Bond Market | ETF-Other | 0.48% | -0.05% | -1.11% | |
| 35 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.47% | -0.07% | — | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.43% | -0.01% | -0.16% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | -0.02% | — | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.35% | +0.03% | — | |
| 39 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.31% | — | -15.22% | |
| 40 | XLE | Ss Energy Select Sector | ETF-Other | 0.30% | -0.45% | -63.36% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.28% | -0.02% | +0.34% | |
| 42 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.26% | — | -20.52% | |
| 43 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.22% | -0.04% | — | |
| 44 | SCHH | Schwab US Reit ETF | ETF-Other | 0.19% | -0.01% | -0.01% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.17% | — | — | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.17% | -0.10% | EXIT | |
| 47 | GLD | Spdr Gold Shares | ETF-Commodities | 0.17% | -0.05% | — | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.16% | -0.02% | +264.81% | |
| 49 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.15% | -0.05% | +20.50% | |
| 50 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.15% | — | -71.97% |
According to official SEC Form 13F filings, Keystone Global Partners, LLC reported a total U.S. public equity portfolio value of $264.5M across 155 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTEB, SCHG, VEA) accounted for 25.8% of total reported equity market value during Q2 2025.
During Q2 2025, Keystone Global Partners, LLC's top holdings by market value included VTEB (9.9%)、SCHG (8.1%)、VEA (7.8%). The largest single position, VTEB, represented 9.9% of total portfolio value.
In Q2 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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