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
54 檔
33.8%
As reported in its official Q4 2025 Form 13F filing, Keystone Global Partners, LLC's tracked investment portfolio stood at $264.5M with 54 total positions.
Keystone Global Partners, LLC executed strategic sector rebalancing during Q4 2025, establishing 4 new positions while fully exiting 1 holdings and trimming 18 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 10.03% | +0.58% | +21.81% | |
| 2 | BDYN | Ishares Dyn Act ETF | ETF-Other | 8.39% | -0.50% | -0.06% | |
| 3 | XLF | Ss Financial Select Sector | ETF-Other | 7.92% | -0.09% | +22.82% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.91% | -0.02% | +6.81% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 6.07% | -2.41% | +68.48% | |
| 6 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 5.03% | -0.37% | -2.91% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 4.68% | +3.05% | +131.39% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.80% | -0.16% | -0.69% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-Other | 3.30% | +0.25% | +12.01% | |
| 10 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 3.23% | -0.31% | -7.45% | |
| 11 | XLI | Ss Industrial Select Sector | ETF-Other | 3.00% | +0.51% | +26.06% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.70% | -0.64% | -12.48% | |
| 13 | URTH | Ishares Msci World ETF | ETF-Other | 2.69% | +1.37% | +52.70% | |
| 14 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 2.57% | +0.14% | +23.55% | |
| 15 | GARP | Ishares Msci USA Quality Gar | ETF-Other | 2.57% | — | — | |
| 16 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 2.39% | -0.55% | +60.84% | |
| 17 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 2.20% | -0.81% | -34.59% | |
| 18 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.59% | +0.26% | -1.62% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.56% | -0.04% | -1.70% | |
| 20 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.50% | -1.21% | +152.99% | |
| 21 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 1.47% | +0.06% | +9.20% | |
| 22 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.37% | — | +8.29% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.30% | -0.12% | -10.48% | |
| 24 | XLE | Ss Energy Select Sector | ETF-Other | 1.09% | -0.45% | +141.12% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.05% | -0.02% | -9.67% | |
| 26 | VTWG | Vanguard Russell 2000 Growth | ETF-Small Cap | 1.04% | -0.09% | -5.78% | |
| 27 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.00% | +0.15% | — | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.82% | +0.06% | -3.14% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.69% | — | -9.45% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.64% | -0.20% | -1.11% | |
| 31 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.62% | +1.36% | — | |
| 32 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.59% | -0.45% | EXIT | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.55% | -0.06% | -2.13% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.55% | -0.02% | -0.17% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.03% | — | |
| 36 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 0.47% | +0.16% | -34.22% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | -0.02% | — | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.42% | -0.05% | — | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.39% | -0.01% | — | |
| 40 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.38% | -0.43% | EXIT | |
| 41 | CMF | Ishares California Muni Bond | ETF-Other | 0.33% | -0.09% | +37.76% | |
| 42 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.31% | -0.07% | — | |
| 43 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.25% | -0.04% | — | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.24% | -0.02% | — | |
| 45 | BND | Vanguard Total Bond Market | ETF-Other | 0.22% | -0.05% | +0.44% | |
| 46 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.19% | -0.05% | +2.25% | |
| 47 | GLD | Spdr Gold Shares | ETF-Commodities | 0.17% | -0.05% | — | |
| 48 | SCHH | Schwab US Reit ETF | ETF-Other | 0.15% | -0.01% | -0.02% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.14% | — | — | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.14% | -0.10% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTEB | Vanguard Tax-exempt Bond ETF | +1.9% | +68.48% | Add |
| 2 | RING | Ishares Msci Global Gold Min | +0.9% | +60.84% | Add |
| 3 | SCHR | Schwab Intermediate-term US | +0.8% | +152.99% | Add |
| 4 | SCHG | Schwab US Large-cap Growth | +0.7% | +21.81% | Add |
| 5 | URTH | Ishares Msci World ETF | +0.7% | +52.70% | Add |
| 6 | XLF | Ss Financial Select Sector | +0.6% | +22.82% | Add |
| 7 | XLI | Ss Industrial Select Sector | +0.3% | +26.06% | Add |
| 8 | XLV | Ss Health Care Select Sector | +0.2% | +12.01% | Add |
| 9 | FDIS | Fidelity Msci Cons Discr Ind | +0.1% | +23.55% | Add |
| 10 | XLK | Ss Technology Select Sector | +0.1% | +131.39% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 12 | CMF | Ishares California Muni Bond | +0.1% | +37.76% | Add |
| 13 | XLE | Ss Energy Select Sector | 0% | +141.12% | Add |
| 14 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 15 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 16 | SHOP | Shopify Inc - Class A | 0% | — | Unchanged |
| 17 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 18 | EFA | Ishares Msci Eafe ETF | 0% | -1.42% | Trim |
| 19 | SCHH | Schwab US Reit ETF | 0% | -0.02% | Trim |
| 20 | NYF | Ishares New York Muni Bond E | 0% | +2.25% | Add |
| 21 | VYM | Vanguard High Dvd Yield ETF | 0% | — | Unchanged |
| 22 | META | Meta Platforms Inc-class A | 0% | — | Unchanged |
| 23 | XAR | Ss Spdr S&p Aerospace Def | -0.1% | +9.20% | Add |
| 24 | AAPL | Apple Inc | -0.1% | -0.17% | Trim |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | — | Unchanged |
| 26 | TSLA | Tesla Inc | -0.1% | — | Unchanged |
| 27 | MSFT | Microsoft CORP | -0.1% | — | Unchanged |
| 28 | MTUM | Ishares Msci USA Momentum Fa | -0.1% | +8.29% | Add |
| 29 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -3.14% | Trim |
| 30 | GBTC | Grayscale Bitcoin Trust ETF | -0.2% | — | Unchanged |
| 31 | VO | Vanguard Mid-cap ETF | -0.2% | -9.45% | Trim |
| 32 | VTWG | Vanguard Russell 2000 Growth | -0.2% | -5.78% | Trim |
| 33 | VOO | Vanguard S&p 500 ETF | -0.2% | -1.70% | Trim |
| 34 | IGM | Ishares Expanded Tech Sector | -0.2% | -1.62% | Trim |
| 35 | VEA | Vanguard Ftse Developed ETF | -0.3% | +6.81% | Add |
| 36 | NVDA | Nvidia CORP | -0.3% | -9.67% | Trim |
| 37 | IEFA | Ishares Core Msci Eafe ETF | -0.3% | -10.48% | Trim |
| 38 | SCHQ | Schwab Long-term US Treasury | -0.4% | -34.22% | Trim |
| 39 | IVV | Ishares Core S&p 500 ETF | -0.5% | -0.69% | Trim |
| 40 | VGK | Vanguard Ftse Europe ETF | -0.7% | -2.91% | Trim |
| 41 | XLC | Ss Comm Select Sector Spdr | -0.8% | -7.45% | Trim |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.9% | -12.48% | Trim |
| 43 | BDYN | Ishares Dyn Act ETF | -1.2% | -0.06% | Trim |
| 44 | JQUA | Jpmorgan US Quality Factor | -1.6% | -69.24% | Trim |
| 45 | VMBS | Vanguard Mortgage-backed Sec | -1.7% | -34.59% | Trim |
| 46 | GARP | Ishares Msci USA Quality Gar | — | NEW | New buy |
| 47 | EWJ | Ishares Msci Japan ETF | — | NEW | New buy |
| 48 | SMH | Vaneck Semiconductor ETF | — | NEW | New buy |
| 49 | EMB | Ishares Jp Morgan Usd Emergi | — | NEW | New buy |
| 50 | KBWB | Invesco Kbw Bank ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Keystone Global Partners, LLC reported a total U.S. public equity portfolio value of $264.5M across 54 disclosed positions in Q4 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 SCHG, BDYN, XLF) accounted for 33.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
GARP
市值: $5.8M
Top Position Liquidated / Trimmed
KBWB
前期市值: $307.4K
During Q4 2025, Keystone Global Partners, LLC's top holdings by market value included SCHG (10.0%)、BDYN (8.4%)、XLF (7.9%). The largest single position, SCHG, represented 10.0% of total portfolio value.
In Q4 2025, Keystone Global Partners, LLC made 39 total portfolio adjustments, initiating 4 new buys, adding to 16 positions, trimming 18 holdings, and fully liquidating 1 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.