Filed: 10/20/2025ACC: 0001764057-25-000008
📋 What this filing means
KEYSTONE GLOBAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $196.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$196.30M
Total AUM (reported)
3.13M
Total Shares
Allocation by class
ETF$184.27M93.9%
COMMON STOCK$11.11M5.7%
FUND$910.9K0.5%
BONDS$5.0K0.0%
Portfolio Concentration
Top 3$51.58M26.3%
4–10$66.62M33.9%
11–25$57.93M29.5%
Rest$20.17M10.3%
Top 3 weight
26.3%
Top 10 weight
60.2%
Voting Authority Distribution
Total shares with voting rights: 3.08M
Sole
Full voting authority
3.08M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole51
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings51
Rows:
BlackRock iShares Dynamic Equity Active
SOLEShares744.85K
TypeSH
Market value$18.85M
9.60%
Sole
744.85K
Shared
0.00
None
0.00
Schwab US Large Cap Growth ETF
SOLEShares573.69K
TypeSH
Market value$18.31M
9.33%
Sole
573.69K
Shared
0.00
None
0.00
Select STR Financial Select SPDR ETF
SOLEShares267.71K
TypeSH
Market value$14.42M
7.35%
Sole
267.71K
Shared
0.00
None
0.00
Vanguard FTSE Developed Markets ETF
SOLEShares235.45K
TypeSH
Market value$14.11M
7.19%
Sole
235.45K
Shared
0.00
None
0.00
Vanguard FTSE Europe ETF
SOLEShares140.92K
TypeSH
Market value$11.25M
5.73%
Sole
140.92K
Shared
0.00
None
0.00
Technology Select Sector SPDR ETF
SOLEShares31.97K
TypeSH
Market value$9.01M
4.59%
Sole
31.97K
Shared
0.00
None
0.00
iShares Core S&P 500 ETF
SOLEShares12.69K
TypeSH
Market value$8.49M
4.32%
Sole
12.69K
Shared
0.00
None
0.00
Vanguard Muni BND Tax Exempt ETF
SOLEShares162.86K
TypeSH
Market value$8.15M
4.15%
Sole
162.86K
Shared
0.00
None
0.00
Communicat SVS SLCT Sec SPDR ETF IV
SOLEShares67.33K
TypeSH
Market value$7.97M
4.06%
Sole
67.33K
Shared
0.00
None
0.00
Vanguard Mortgage Backed Sec ETF
SOLEShares162.71K
TypeSH
Market value$7.64M
3.89%
Sole
162.71K
Shared
0.00
None
0.00
iShares iBoxx Invt Grade Bond ETF
SOLEShares63.75K
TypeSH
Market value$7.11M
3.62%
Sole
63.75K
Shared
0.00
None
0.00
Health Care Select SPDR
SOLEShares43.33K
TypeSH
Market value$6.03M
3.07%
Sole
43.33K
Shared
0.00
None
0.00
INDUSTRIAL SELECT SECTOR SPDR FUND
SOLEShares34.91K
TypeSH
Market value$5.38M
2.74%
Sole
34.91K
Shared
0.00
None
0.00
Fidelity MSCI Cons Discr Indx ETF
SOLEShares46.35K
TypeSH
Market value$4.77M
2.43%
Sole
46.35K
Shared
0.00
None
0.00
JPMorgan U.S. Quality Factor ETF
SOLEShares68.44K
TypeSH
Market value$4.31M
2.19%
Sole
68.44K
Shared
0.00
None
0.00
iShares MSCI World ETF
SOLEShares21.53K
TypeSH
Market value$3.91M
1.99%
Sole
21.53K
Shared
0.00
None
0.00
iShares Expanded Tech Sector ETF
SOLEShares28.46K
TypeSH
Market value$3.58M
1.83%
Sole
28.46K
Shared
0.00
None
0.00
Vanguard S&P 500 ETF
SOLEShares5.75K
TypeSH
Market value$3.52M
1.79%
Sole
5.75K
Shared
0.00
None
0.00
iShares Core MSCI EAFE ETF
SOLEShares36.98K
TypeSH
Market value$3.23M
1.64%
Sole
36.98K
Shared
0.00
None
0.00
SPDR S&P Aerospace & Defense ETF
SOLEShares12.67K
TypeSH
Market value$2.98M
1.52%
Sole
12.67K
Shared
0.00
None
0.00
iShares MSCI Glo Gold Miners ETF
SOLEShares45.92K
TypeSH
Market value$2.97M
1.51%
Sole
45.92K
Shared
0.00
None
0.00
ISHARES MSCI USA MOMENTUM FACTOR ETF
SOLEShares11.53K
TypeSH
Market value$2.96M
1.51%
Sole
11.53K
Shared
0.00
None
0.00
Nvidia Corp
SOLEShares14.17K
TypeSH
Market value$2.64M
1.35%
Sole
14.17K
Shared
0.00
None
0.00
Vanguard Russell 2000 Growth ETF
SOLEShares10.65K
TypeSH
Market value$2.49M
1.27%
Sole
10.65K
Shared
0.00
None
0.00
Energy Select Sector SPDR ETF
SOLEShares22.98K
TypeSH
Market value$2.05M
1.05%
Sole
22.98K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BlackRock iShares Dynamic Equity ActiveSOLE | ETF | 744.85K | SH | $18.85M 9.60% | 744.85K | 0.00 | 0.00 |
Schwab US Large Cap Growth ETFSOLE | ETF | 573.69K | SH | $18.31M 9.33% | 573.69K | 0.00 | 0.00 |
Select STR Financial Select SPDR ETFSOLE | ETF | 267.71K | SH | $14.42M 7.35% | 267.71K | 0.00 | 0.00 |
Vanguard FTSE Developed Markets ETFSOLE | ETF | 235.45K | SH | $14.11M 7.19% | 235.45K | 0.00 | 0.00 |
Vanguard FTSE Europe ETFSOLE | ETF | 140.92K | SH | $11.25M 5.73% | 140.92K | 0.00 | 0.00 |
Technology Select Sector SPDR ETFSOLE | ETF | 31.97K | SH | $9.01M 4.59% | 31.97K | 0.00 | 0.00 |
iShares Core S&P 500 ETFSOLE | ETF | 12.69K | SH | $8.49M 4.32% | 12.69K | 0.00 | 0.00 |
Vanguard Muni BND Tax Exempt ETFSOLE | ETF | 162.86K | SH | $8.15M 4.15% | 162.86K | 0.00 | 0.00 |
Communicat SVS SLCT Sec SPDR ETF IVSOLE | ETF | 67.33K | SH | $7.97M 4.06% | 67.33K | 0.00 | 0.00 |
Vanguard Mortgage Backed Sec ETFSOLE | ETF | 162.71K | SH | $7.64M 3.89% | 162.71K | 0.00 | 0.00 |
iShares iBoxx Invt Grade Bond ETFSOLE | ETF | 63.75K | SH | $7.11M 3.62% | 63.75K | 0.00 | 0.00 |
Health Care Select SPDRSOLE | ETF | 43.33K | SH | $6.03M 3.07% | 43.33K | 0.00 | 0.00 |
INDUSTRIAL SELECT SECTOR SPDR FUNDSOLE | ETF | 34.91K | SH | $5.38M 2.74% | 34.91K | 0.00 | 0.00 |
Fidelity MSCI Cons Discr Indx ETFSOLE | ETF | 46.35K | SH | $4.77M 2.43% | 46.35K | 0.00 | 0.00 |
JPMorgan U.S. Quality Factor ETFSOLE | ETF | 68.44K | SH | $4.31M 2.19% | 68.44K | 0.00 | 0.00 |
iShares MSCI World ETFSOLE | ETF | 21.53K | SH | $3.91M 1.99% | 21.53K | 0.00 | 0.00 |
iShares Expanded Tech Sector ETFSOLE | ETF | 28.46K | SH | $3.58M 1.83% | 28.46K | 0.00 | 0.00 |
Vanguard S&P 500 ETFSOLE | ETF | 5.75K | SH | $3.52M 1.79% | 5.75K | 0.00 | 0.00 |
iShares Core MSCI EAFE ETFSOLE | ETF | 36.98K | SH | $3.23M 1.64% | 36.98K | 0.00 | 0.00 |
SPDR S&P Aerospace & Defense ETFSOLE | ETF | 12.67K | SH | $2.98M 1.52% | 12.67K | 0.00 | 0.00 |
iShares MSCI Glo Gold Miners ETFSOLE | ETF | 45.92K | SH | $2.97M 1.51% | 45.92K | 0.00 | 0.00 |
ISHARES MSCI USA MOMENTUM FACTOR ETFSOLE | Common Stock | 11.53K | SH | $2.96M 1.51% | 11.53K | 0.00 | 0.00 |
Nvidia CorpSOLE | Common Stock | 14.17K | SH | $2.64M 1.35% | 14.17K | 0.00 | 0.00 |
Vanguard Russell 2000 Growth ETFSOLE | ETF | 10.65K | SH | $2.49M 1.27% | 10.65K | 0.00 | 0.00 |
Energy Select Sector SPDR ETFSOLE | ETF | 22.98K | SH | $2.05M 1.05% | 22.98K | 0.00 | 0.00 |
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