Keystone Global Partners, LLC

CIK

1764057

Location

DENVER, CO

Portfolio Value

Small $211,637,565

Diversification

Diversified

Filing Date

Global Rank

#5,471 / 8,807 ▲ 164 · as of Jun 2026

Top Industry

Semiconductors 29.3%

Period ended 20 days ago

Filed Oct 13, 2026 · 7d

7 quarters · since Mar 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 86.2% of the book (60%+)

Turnover

Medium turnover

41.2% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 5.6 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 90.8%; sector active share 79.2% against the combined 13F book's sector weights.

Over time 6 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

60 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

23.8%

+0.2 pts

Top 5

74.6%

+12.0 pts

Top 10

88.6%

+2.3 pts

HHI

1,386

Diversified+293

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	98.0%	$207,453,436	50
Technology	1.4%	$2,970,219	6
Healthcare	0.3%	$600,840	1
Consumer Cyclical	0.2%	$379,704	1
Industrials	0.1%	$233,366	1
Financial Services	0.0%	$0	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
URTH	iShares MSCI World ETF	+91,911	162,406	$33,492,989
SCHG	Schwab U.S. Large-Cap Growth ETF	+56,657	616,945	$22,166,833
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	+45,212	114,867	$7,064,320
HIMU		+8,285	29,428	$1,344,271
IEMG	iShares Trust	+3,818	29,850	$0
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	+3,698	55,072	$0
IVV	iShares Core S&P 500 ETF	+3,476	15,463	$0
IGM	iShares Expanded Tech Sector ETF	+3,370	31,373	$0
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+3,010	94,396	$4,470,594
CMF	iShares California Muni Bond ETF	+2,823	25,355	$0
EWJ	iShares MSCI Japan ETF	+2,610	79,168	$7,715,713
QQQ	Invesco Qqq Trust, Series 1	+1,954	4,981	$3,684,794
VOO	VANGUARD 500 INDEX FUND	+1,710	7,038	$4,932,652
VLUE	iShares MSCI USA Value Factor ETF	+953	24,373	$0
VTWG	VANGUARD RUSSELL 2000 GROWTH INDEX FUND	+859	7,402	$1,928,813
XAR	State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF	+843	12,173	$2,815,006
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	+273	4,086	$634,147
AMZN	Amazon Com Inc	+100	1,524	$379,704
NYF	iShares New York Muni Bond ETF	+65	6,686	$0
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
BDYN		−114,574	572,234	$15,931,566
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	−75,701	160,723	$3,809,135
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	−60,328	78,604	$6,822,827
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	−52,907	19,337	$2,145,826
XLF	State Street Corp	−41,640	344,726	$0
RING	iShares MSCI Global Gold Miners ETF	−39,104	12,121	$928,589
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	−34,594	40,970	$6,900,167
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	−30,168	22,322	$991,320
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−21,589	124,514	$24,373,615
FDIS	Fidelity MSCI Consumer Discretionary Index ETF	−20,649	45,917	$4,348,799
VEA	Vanguard FTSE Developed Markets ETF	−11,529	250,410	$17,681,450
NVDA	Nvidia Corp	−9,921	2,876	$656,820
AAPL	Apple Inc.	−1,610	2,990	$995,729
MSFT	Microsoft Corp	−1,560	435	$223,111
SMH	VanEck Semiconductor ETF	−1,512	7,155	$4,357,395
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	−870	59,125	$9,872,692
IEFA	iShares Core MSCI EAFE ETF	−695	26,895	$0
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	−669	5,238	$367,445
VIG	Vanguard Specialized Funds	−407	4,993	$1,164,916
RSP	Victory Portfolios II	−316	16,316	$0
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
SPHQ	Invesco S&P 500 Quality ETF	106,321	$8,939,469
EMXC	iShares MSCI Emerging Markets ex China ETF	17,833	$1,766,893
BBJP	JPMorgan BetaBuilders Japan ETF	3,428	$269,098
IBIT	iShares Bitcoin Trust ETF	5,668	$268,323
ACWI	iShares MSCI ACWI ETF	8,704	$0
EMB	iShares J.P. Morgan USD Emerging Markets Bond ETF	7,551	$0
—		45,607	$0
MTUM	iShares MSCI USA Momentum Factor ETF	20,142	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
GOOG	Alphabet Inc.	3,640	$1,286,121
TSLA	Tesla, Inc.	2,292	$964,015
SCHQ	Schwab Long-Term U.S. Treasury ETF	26,006	$813,987
GLD	Spdr Gold Trust	998	$367,643
SPCX	Space Exploration Technologies Corp	1,809	$309,085
META	Meta Platforms, Inc.	394	$221,936
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

60 tracked positions · $211,637,565 total · filing declares 60 positions · $278,457,455 · as of Sep 30, 2026

All sectors Consumer Cyclical Financial Services Healthcare Industrials Technology

Showing 1–50 of 60 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
URTH	iShares MSCI World ETF	Added	162,406	+91,911	$33,492,989	+134.5%	15.83%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	124,514	-21,589	$24,373,615	−12.4%	11.52%
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	616,945	+56,657	$22,166,833	+16.9%	10.47%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	250,410	-11,529	$17,681,450	−5.3%	8.35%
BDYN		Reduced	572,234	-114,574	$15,931,566	−16.4%	7.53%
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	Reduced	59,125	-870	$9,872,692	−11.2%	4.66%
SPHQ	Invesco S&P 500 Quality ETF	NEW	106,321	NEW	$8,939,469	NEW	4.22%
EWJ	iShares MSCI Japan ETF	Added	79,168	+2,610	$7,715,713	+8.1%	3.65%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Added	114,867	+45,212	$7,064,320	+91.0%	3.34%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Reduced	40,970	-34,594	$6,900,167	−42.4%	3.26%
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	Reduced	78,604	-60,328	$6,822,827	−44.5%	3.22%
VOO	VANGUARD 500 INDEX FUND	Added	7,038	+1,710	$4,932,652	+34.8%	2.33%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	94,396	+3,010	$4,470,594	−3.3%	2.11%
SMH	VanEck Semiconductor ETF	Reduced	7,155	-1,512	$4,357,395	−23.3%	2.06%
FDIS	Fidelity MSCI Consumer Discretionary Index ETF	Reduced	45,917	-20,649	$4,348,799	−36.5%	2.05%
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	Reduced	160,723	-75,701	$3,809,135	−34.7%	1.80%
QQQ	Invesco Qqq Trust, Series 1	Added	4,981	+1,954	$3,684,794	+65.3%	1.74%
SCHO	Schwab Short-Term U.S. Treasury ETF	Added	121,561,318	+121,543,505	$2,900,453	+574.5%	1.37%
XAR	State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF	Added	12,173	+843	$2,815,006	−12.5%	1.33%
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	Reduced	19,337	-52,907	$2,145,826	−72.3%	1.01%
VTWG	VANGUARD RUSSELL 2000 GROWTH INDEX FUND	Added	7,402	+859	$1,928,813	+2.5%	0.91%
EMXC	iShares MSCI Emerging Markets ex China ETF	NEW	17,833	NEW	$1,766,893	NEW	0.83%
HIMU		Added	29,428	+8,285	$1,344,271	+27.7%	0.64%
VIG	Vanguard Specialized Funds	Reduced	4,993	-407	$1,164,916	−8.8%	0.55%
AAPL	Apple Inc. Technology	Reduced	2,990	-1,610	$995,729	−25.2%	0.47%
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	Reduced	22,322	-30,168	$991,320	−59.7%	0.47%
SPY	Spdr S&P 500 ETF Trust	Held	1,284	0	$979,216	+2.1%	0.46%
RING	iShares MSCI Global Gold Miners ETF	Reduced	12,121	-39,104	$928,589	−71.9%	0.44%
LEMB	iShares J.P. Morgan EM Local Currency Bond ETF	Added	19,936,815	+19,917,528	$842,330	+2.9%	0.40%
NVDA	Nvidia Corp Technology	Reduced	2,876	-9,921	$656,820	−74.3%	0.31%
GBTC	Grayscale Bitcoin Trust ETF	Held	10,147	0	$655,394	+41.9%	0.31%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Added	4,086	+273	$634,147	+5.2%	0.30%
TMDX	TransMedics Group, Inc. Healthcare	Held	7,200	0	$600,840	+25.6%	0.28%
SHOP	Shopify Inc. Technology	Held	3,540	0	$524,982	+29.9%	0.25%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,524	+100	$379,704	+11.9%	0.18%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Reduced	5,238	-669	$367,445	−15.3%	0.17%
SCHH	Schwab U.S. REIT ETF	Held	16,285	0	$358,921	−6.9%	0.17%
AVGO	Broadcom Inc. Technology	Held	831	0	$291,838	−7.0%	0.14%
ETHA	iShares Ethereum Trust ETF	Held	13,950	0	$280,673	+69.2%	0.13%
AMD	Advanced Micro Devices Inc Technology	Held	454	0	$277,739	+5.3%	0.13%
BBJP	JPMorgan BetaBuilders Japan ETF	NEW	3,428	NEW	$269,098	NEW	0.13%
IBIT	iShares Bitcoin Trust ETF	NEW	5,668	NEW	$268,323	NEW	0.13%
IEF	iShares 7-10 Year Treasury Bond ETF	Added	2,752,000	+2,749,248	$245,781	−5.6%	0.12%
XMTR	Xometry, Inc. Industrials	Held	2,269	0	$233,366	+6.6%	0.11%
MSFT	Microsoft Corp Technology	Reduced	435	-1,560	$223,111	−70.0%	0.11%
TLT	iShares 20+ Year Treasury Bond ETF	NEW	13,000	NEW	$1,011	NEW	0.00%
RSP	Victory Portfolios II	Reduced	16,316	-316	$0	−100.0%	0.00%
		NEW	45,607	NEW	$0	NEW	0.00%
XLF	State Street Corp Financial Services	Reduced	344,726	-41,640	$0	−100.0%	0.00%
ACWI	iShares MSCI ACWI ETF	NEW	8,704	NEW	$0	NEW	0.00%

Showing the top 50 of 60 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.