Filed: 7/16/2026ACC: 0001764057-26-000004
π What this filing means
KEYSTONE GLOBAL PARTNERS, LLC filed this quarterly 13FβHR report disclosing 57 equity positions with a total reported market value of $264.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
57
Positions
$264.55M
Total AUM (reported)
3.54M
Total Shares
Allocation by class
ETF$247.46M93.5%
COMMON STOCK$9.44M3.6%
MUTUAL FUND$5.68M2.1%
BONDS$1.51M0.6%
FUND$461.9K0.2%
Portfolio Concentration
Top 3$67.60M25.6%
4β10$96.29M36.4%
11β25$72.81M27.5%
Rest$27.85M10.5%
Top 3 weight
25.6%
Top 10 weight
62.0%
Voting Authority Distribution
Total shares with voting rights: 3.54M
Sole
Full voting authority
3.54M
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)
Sole57
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings57
Rows:
Technology Select Sector SPDR ETF
SOLEShares146.10K
TypeSH
Market value$27.84M
10.52%
Sole
146.10K
Shared
0.00
None
0.00
Select STR Financial Select SPDR ETF
SOLEShares386.37K
TypeSH
Market value$20.71M
7.83%
Sole
386.37K
Shared
0.00
None
0.00
BlackRock iShares Dynamic Equity Active
SOLEShares686.81K
TypeSH
Market value$19.05M
7.20%
Sole
686.81K
Shared
0.00
None
0.00
Schwab US Large Cap Growth ETF
SOLEShares560.29K
TypeSH
Market value$18.96M
7.17%
Sole
560.29K
Shared
0.00
None
0.00
Vanguard FTSE Developed Markets ETF
SOLEShares261.94K
TypeSH
Market value$18.66M
7.05%
Sole
261.94K
Shared
0.00
None
0.00
iShares MSCI World ETF
SOLEShares70.50K
TypeSH
Market value$14.29M
5.40%
Sole
70.50K
Shared
0.00
None
0.00
Vanguard FTSE Europe ETF
SOLEShares138.93K
TypeSH
Market value$12.30M
4.65%
Sole
138.93K
Shared
0.00
None
0.00
Health Care Select SPDR
SOLEShares75.56K
TypeSH
Market value$11.99M
4.53%
Sole
75.56K
Shared
0.00
None
0.00
INDUSTRIAL SELECT SECTOR SPDR FUND
SOLEShares59.99K
TypeSH
Market value$11.11M
4.20%
Sole
59.99K
Shared
0.00
None
0.00
iShares Core S&P 500 ETF
SOLEShares11.99K
TypeSH
Market value$8.98M
3.39%
Sole
11.99K
Shared
0.00
None
0.00
Communicat SVS SLCT Sec SPDR ETF IV
SOLEShares72.24K
TypeSH
Market value$7.74M
2.93%
Sole
72.24K
Shared
0.00
None
0.00
iShares Inc MSCI Japan ETF
SOLEShares76.56K
TypeSH
Market value$7.14M
2.70%
Sole
76.56K
Shared
0.00
None
0.00
Fidelity MSCI Cons Discr Indx ETF
SOLEShares66.57K
TypeSH
Market value$6.85M
2.59%
Sole
66.57K
Shared
0.00
None
0.00
Schwab Intermediate Term US TRS ETF
SOLEShares236.42K
TypeSH
Market value$5.83M
2.20%
Sole
236.42K
Shared
0.00
None
0.00
Vaneck Semiconductor ETF
SOLEShares8.67K
TypeSH
Market value$5.68M
2.15%
Sole
8.67K
Shared
0.00
None
0.00
iShares iBoxx Invt Grade Bond ETF
SOLEShares51.37K
TypeSH
Market value$5.60M
2.12%
Sole
51.37K
Shared
0.00
None
0.00
iShares MSCI USA Value Factor ETF
SOLEShares23.42K
TypeSH
Market value$4.68M
1.77%
Sole
23.42K
Shared
0.00
None
0.00
Vanguard Muni BND Tax Exempt ETF
SOLEShares91.39K
TypeSH
Market value$4.62M
1.75%
Sole
91.39K
Shared
0.00
None
0.00
iShares Expanded Tech Sector ETF
SOLEShares28K
TypeSH
Market value$4.58M
1.73%
Sole
28K
Shared
0.00
None
0.00
Energy Select Sector SPDR ETF
SOLEShares69.66K
TypeSH
Market value$3.70M
1.40%
Sole
69.66K
Shared
0.00
None
0.00
Vanguard S&P 500 ETF
SOLEShares5.33K
TypeSH
Market value$3.66M
1.38%
Sole
5.33K
Shared
0.00
None
0.00
Invesco S&P 500 Equal Weight ETF
SOLEShares16.63K
TypeSH
Market value$3.54M
1.34%
Sole
16.63K
Shared
0.00
None
0.00
iShares MSCI Glo Gold Miners ETF
SOLEShares51.23K
TypeSH
Market value$3.31M
1.25%
Sole
51.23K
Shared
0.00
None
0.00
SPDR S&P Aerospace & Defense ETF
SOLEShares11.33K
TypeSH
Market value$3.22M
1.22%
Sole
11.33K
Shared
0.00
None
0.00
iShares Core MSCI EAFE ETF
SOLEShares27.59K
TypeSH
Market value$2.66M
1.01%
Sole
27.59K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Technology Select Sector SPDR ETFSOLE | ETF | 146.10K | SH | $27.84M 10.52% | 146.10K | 0.00 | 0.00 |
Select STR Financial Select SPDR ETFSOLE | ETF | 386.37K | SH | $20.71M 7.83% | 386.37K | 0.00 | 0.00 |
BlackRock iShares Dynamic Equity ActiveSOLE | ETF | 686.81K | SH | $19.05M 7.20% | 686.81K | 0.00 | 0.00 |
Schwab US Large Cap Growth ETFSOLE | ETF | 560.29K | SH | $18.96M 7.17% | 560.29K | 0.00 | 0.00 |
Vanguard FTSE Developed Markets ETFSOLE | ETF | 261.94K | SH | $18.66M 7.05% | 261.94K | 0.00 | 0.00 |
iShares MSCI World ETFSOLE | ETF | 70.50K | SH | $14.29M 5.40% | 70.50K | 0.00 | 0.00 |
Vanguard FTSE Europe ETFSOLE | ETF | 138.93K | SH | $12.30M 4.65% | 138.93K | 0.00 | 0.00 |
Health Care Select SPDRSOLE | ETF | 75.56K | SH | $11.99M 4.53% | 75.56K | 0.00 | 0.00 |
INDUSTRIAL SELECT SECTOR SPDR FUNDSOLE | ETF | 59.99K | SH | $11.11M 4.20% | 59.99K | 0.00 | 0.00 |
iShares Core S&P 500 ETFSOLE | ETF | 11.99K | SH | $8.98M 3.39% | 11.99K | 0.00 | 0.00 |
Communicat SVS SLCT Sec SPDR ETF IVSOLE | ETF | 72.24K | SH | $7.74M 2.93% | 72.24K | 0.00 | 0.00 |
iShares Inc MSCI Japan ETFSOLE | ETF | 76.56K | SH | $7.14M 2.70% | 76.56K | 0.00 | 0.00 |
Fidelity MSCI Cons Discr Indx ETFSOLE | ETF | 66.57K | SH | $6.85M 2.59% | 66.57K | 0.00 | 0.00 |
Schwab Intermediate Term US TRS ETFSOLE | ETF | 236.42K | SH | $5.83M 2.20% | 236.42K | 0.00 | 0.00 |
Vaneck Semiconductor ETFSOLE | Mutual Fund | 8.67K | SH | $5.68M 2.15% | 8.67K | 0.00 | 0.00 |
iShares iBoxx Invt Grade Bond ETFSOLE | ETF | 51.37K | SH | $5.60M 2.12% | 51.37K | 0.00 | 0.00 |
iShares MSCI USA Value Factor ETFSOLE | ETF | 23.42K | SH | $4.68M 1.77% | 23.42K | 0.00 | 0.00 |
Vanguard Muni BND Tax Exempt ETFSOLE | ETF | 91.39K | SH | $4.62M 1.75% | 91.39K | 0.00 | 0.00 |
iShares Expanded Tech Sector ETFSOLE | ETF | 28K | SH | $4.58M 1.73% | 28K | 0.00 | 0.00 |
Energy Select Sector SPDR ETFSOLE | ETF | 69.66K | SH | $3.70M 1.40% | 69.66K | 0.00 | 0.00 |
Vanguard S&P 500 ETFSOLE | ETF | 5.33K | SH | $3.66M 1.38% | 5.33K | 0.00 | 0.00 |
Invesco S&P 500 Equal Weight ETFSOLE | ETF | 16.63K | SH | $3.54M 1.34% | 16.63K | 0.00 | 0.00 |
iShares MSCI Glo Gold Miners ETFSOLE | ETF | 51.23K | SH | $3.31M 1.25% | 51.23K | 0.00 | 0.00 |
SPDR S&P Aerospace & Defense ETFSOLE | ETF | 11.33K | SH | $3.22M 1.22% | 11.33K | 0.00 | 0.00 |
iShares Core MSCI EAFE ETFSOLE | ETF | 27.59K | SH | $2.66M 1.01% | 27.59K | 0.00 | 0.00 |
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