13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001764057
Total reported value
$264.5M
$264.5M
51 檔
29.1%
The Q3 2025 SEC filing reveals that Keystone Global Partners, LLC held a total portfolio value of $264.5M, covering 51 public equity positions.
Keystone Global Partners, LLC executed strategic sector rebalancing during Q3 2025, establishing 3 new positions while fully exiting 11 holdings and trimming 13 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BDYN | Ishares Dyn Act ETF | ETF-Other | 9.60% | -0.50% | — | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 9.33% | +0.58% | +13.01% | |
| 3 | XLF | Ss Financial Select Sector | ETF-Other | 7.35% | -0.09% | +11.93% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.19% | -0.02% | -5.65% | |
| 5 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 5.73% | -0.37% | +46.45% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 4.59% | +3.05% | -2.89% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.32% | -0.16% | -2.50% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.15% | -2.41% | -56.22% | |
| 9 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 4.06% | -0.31% | +53.10% | |
| 10 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 3.89% | -0.81% | -9.98% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 3.62% | -0.64% | -2.63% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-Other | 3.07% | +0.25% | +9.57% | |
| 13 | XLI | Ss Industrial Select Sector | ETF-Other | 2.74% | +0.51% | +42.18% | |
| 14 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 2.43% | +0.14% | -11.75% | |
| 15 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 2.19% | -0.45% | EXIT | |
| 16 | URTH | Ishares Msci World ETF | ETF-Other | 1.99% | +1.37% | +17264.52% | |
| 17 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.83% | +0.26% | -6.47% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.79% | -0.04% | -2.98% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.64% | -0.12% | -4.56% | |
| 20 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 1.52% | +0.06% | -13.72% | |
| 21 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 1.51% | -0.55% | -2.06% | |
| 22 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.51% | — | — | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.35% | -0.02% | +0.01% | |
| 24 | VTWG | Vanguard Russell 2000 Growth | ETF-Small Cap | 1.27% | -0.09% | -12.96% | |
| 25 | XLE | Ss Energy Select Sector | ETF-Other | 1.05% | -0.45% | +251.56% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.96% | +0.06% | — | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.90% | — | -15.04% | |
| 28 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 0.84% | +0.16% | -27.67% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.75% | -0.20% | -52.00% | |
| 30 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.69% | -1.21% | -18.49% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.64% | -0.06% | -15.98% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.60% | -0.02% | — | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.53% | -0.05% | +0.05% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.52% | -0.02% | — | |
| 35 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.46% | -0.07% | — | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | +0.03% | — | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | -0.01% | — | |
| 38 | CMF | Ishares California Muni Bond | ETF-Other | 0.28% | -0.09% | -43.94% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.27% | -0.02% | -0.91% | |
| 40 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.27% | -0.04% | — | |
| 41 | BND | Vanguard Total Bond Market | ETF-Other | 0.25% | -0.05% | -45.09% | |
| 42 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.22% | -0.05% | +53.05% | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.18% | -0.05% | — | |
| 44 | SCHH | Schwab US Reit ETF | ETF-Other | 0.18% | -0.01% | — | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.16% | -0.10% | EXIT | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.16% | — | — | |
| 47 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 0.16% | — | — | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.15% | -0.02% | — | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.14% | +0.01% | — | |
| 50 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.10% | — | -60.02% |
According to official SEC Form 13F filings, Keystone Global Partners, LLC reported a total U.S. public equity portfolio value of $264.5M across 51 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 BDYN, SCHG, XLF) accounted for 29.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
BDYN
市值: $18.9M
Top Position Liquidated / Trimmed
HYMB
前期市值: $3.7M
During Q3 2025, Keystone Global Partners, LLC's top holdings by market value included BDYN (9.6%)、SCHG (9.3%)、XLF (7.3%). The largest single position, BDYN, represented 9.6% of total portfolio value.
In Q3 2025, Keystone Global Partners, LLC made 46 total portfolio adjustments, initiating 3 new buys, adding to 19 positions, trimming 13 holdings, and fully liquidating 11 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.