Keystone Global Partners, LLC

CIK 0001764057 • 6 13F filings • May 13, 2025 – Jul 16, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryFinancialsReal EstateOther

Holdings by filing

Portfolio value: $183.6M155 positionsView on SEC.gov

			% of Portfolio
Advanced Micro Devic	Common Stock	$64K	0.0%	454 SH	New
Alphabet Inc Class C	Common Stock	$646K	0.4%Prev: 0.5%	3,640 SH	Decreased
Alphabet Inc. Class A	Common Stock	$5K	0.0%	30 SH	New
Alps Alerian MLP ETF	ETF	$11K	0.0%	226 SH	New
Amazon.Com Inc	Common Stock	$312K	0.2%Prev: 0.1%	1,424 SH	Increased
Apple Inc	Common Stock	$945K	0.5%Prev: 0.5%	4,608 SH	Decreased+8 SH
Asml Holding NV ADR	Common Stock	$16K	0.0%	20 SH	New
Avalonbay CMNTYS Inc REIT	Not SEC Eligible	$43K	0.0%	209 SH	New
Berkshire Hathaway Class B	Common Stock	$28K	0.0%	58 SH	New
Booking Holdings Inc	Common Stock	$41K	0.0%	7 SH	New
Broadcom Inc	Common Stock	$229K	0.1%Prev: 0.1%	831 SH	Decreased
Camden Property TR REIT	Not SEC Eligible	$12K	0.0%	109 SH	New
Charles Schwab US REIT ETF	ETF	$345K	0.2%Prev: 0.2%	16,288 SH	Decreased+3 SH
Cipher MNG Inc	Common Stock	$793	0.0%	166 SH	New
Cloudflare Inc Class A	Common Stock	$110K	0.1%	563 SH	New
Coinbase Global Inc Class A	Common Stock	$18K	0.0%	50 SH	New
Communicat SVS SLCT Sec SPDR ETF IV	ETF	$4.8M	2.6%Prev: 3.2%	43,975 SH	Decreased-21,782 SH
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND	ETF	$92K	0.1%	424 SH	New
Digital Realty Trust REIT	Not SEC Eligible	$54K	0.0%	309 SH	New
Eli Lilly And Co	Common Stock	$9K	0.0%	12 SH	New
Energy Select Sector SPDR ETF	ETF	$554K	0.3%Prev: 1.8%	6,536 SH	Decreased-61,330 SH
Equitable Holdings Inc	Common Stock	$16K	0.0%	281 SH	New
Equity Residential REIT	Not SEC Eligible	$44K	0.0%	655 SH	New
Essex Property TR REIT	Not SEC Eligible	$15K	0.0%	53 SH	New
Fidelity MSCI Cons Discr Indx ETF	ETF	$4.9M	2.7%Prev: 2.4%	52,522 SH	Decreased-6,572 SH
Fidelity MSCI Infor Tech Indx ETF	ETF	$14K	0.0%	70 SH	New
First TR Small Cap Valu Alphadex ETF	ETF	$3K	0.0%	50 SH	New
First Trust Capital Strength ETF	ETF	$4K	0.0%	45 SH	New
First Trust Internet Index CF ETF	ETF	$26K	0.0%	97 SH	New
First Trust Nasdaq CYBRSCRTY ETF	ETF	$7K	0.0%	96 SH	New
First Trust Smid Cap Rising Divi ETF	ETF	$3K	0.0%	92 SH	New
Gamestop Corp Class A	Common Stock	$97	0.0%	4 SH	New
Gladstone Land Corpo REIT	Not SEC Eligible	$11K	0.0%	1,076 SH	New
Go Daddy Group Inc Class A	Common Stock	$11K	0.0%	60 SH	New
Grayscale Bitcoin Mini Trust ETF	ETF	$97K	0.1%	2,029 SH	New
Grayscale Bitcoin TR BTC	Fund	$861K	0.5%Prev: 0.2%	10,147 SH	Increased
Health Care Select SPDR	ETF	$5.3M	2.9%Prev: 4.3%	39,541 SH	Decreased-26,182 SH
Hims & Hers Health Inc Class A	Common Stock	$16K	0.0%	315 SH	New
INDUSTRIAL SELECT SECTOR SPDR FUND	ETF	$3.6M	2.0%Prev: 3.7%	24,551 SH	Decreased-26,866 SH
Innovator US Equity Power Buffer ETF	ETF	$177K	0.1%	4,697 SH	New
Intel Corp	Common Stock	$89	0.0%	4 SH	New
Intuitive Surgical	Common Stock	$12K	0.0%	23 SH	New
Invesco S And P 500 Garp ETF	ETF	$3K	0.0%	30 SH	New
Invesco S&P 500 Equal Weight ETF	ETF	$2.9M	1.6%Prev: 1.5%	16,078 SH	Decreased-1,970 SH
Invesco Solar ETF	ETF	$13K	0.0%	381 SH	New
Invesco Water Resources ETF	ETF	$23K	0.0%	332 SH	New
Invsc Actvly MNG Optm YD DVRS ETF	ETF	$3K	0.0%	203 SH	New
Invsc QQQ Trust SRS 1 ETF	ETF	$1.7M	0.9%Prev: 0.8%	3,125 SH	Decreased+98 SH
ISHARES 20 PLS YEAR TREASURY BND ETF	Bonds	$3K	0.0%	32,000 PRN	New
iShares 3-7 Year Treasury Bond ETF	ETF	$11K	0.0%	95 SH	New
iShares BRD Usd Inv GRD Corp BD ETF	ETF	$8K	0.0%	158 SH	New
iShares Broad Usd HG YLD CRP BND ETF	ETF	$271K	0.1%	7,228 SH	New
iShares California Muni Bond ETF	ETF	$953K	0.5%Prev: 0.6%	17,106 SH	Decreased-5,997 SH
iShares Core Dividend Growth ETF	ETF	$30K	0.0%	461 SH	New
iShares Core High Dividend ETF	Mutual Fund	$1K	0.0%	11 SH	New
iShares Core MSCI EAFE ETF	ETF	$3.2M	1.8%Prev: 1.1%	38,746 SH	Increased+10,601 SH
ISHARES CORE MSCI EUROPE ETF	ETF	$31K	0.0%	469 SH	New
iShares Core S&P 500 ETF	ETF	$8.1M	4.4%Prev: 3.5%	13,010 SH	Increased+771 SH
iShares Core US Aggregate Bond ETF	ETF	$51K	0.0%	509 SH	New
iShares Esg Aware MSCI EAFE ETF	ETF	$178	0.0%	2 SH	New
iShares Esg Aware MSCI USA ETF IV	ETF	$20K	0.0%	149 SH	New
iShares Expanded Tech Sector ETF	ETF	$3.4M	1.9%Prev: 1.5%	30,431 SH	Increased+2,428 SH
iShares Global Clean Energy ETF	ETF	$39K	0.0%	2,967 SH	New
iShares Global Consumer Discretionar	ETF	$2K	0.0%	8 SH	New
iShares Global Healthcare ETF	ETF	$258	0.0%	2 SH	New
iShares Global Tech ETF	ETF	$92	0.0%	1 SH	New
iShares GNMA Bond ETF	ETF	$219	0.0%	4 SH	New
iShares iBoxx Invt Grade Bond ETF	ETF	$7.2M	3.9%Prev: 2.8%	65,469 SH	Increased+8,385 SH
iShares Inc MSCI Japan ETF	ETF	$2.6M	1.4%Prev: 2.5%	34,287 SH	Decreased-33,743 SH
ISHARES MBS ETF	ETF	$103K	0.1%	1,094 SH	New
iShares MSCI Acwi Ex US ETF	ETF	$25K	0.0%	413 SH	New
iShares MSCI EAFE ETF	ETF	$304K	0.2%Prev: 0.1%	3,403 SH	Increased+982 SH
iShares MSCI Eurozone ETF	ETF	$4K	0.0%	58 SH	New
iShares MSCI Glo Gold Miners ETF	ETF	$2.1M	1.1%Prev: 1.8%	46,892 SH	Decreased-4,540 SH
ISHARES MSCI GLOBAL MIN VOL FACTOR ETF	ETF	$45K	0.0%	381 SH	New
iShares MSCI USA QLTY Fact ETF	ETF	$56K	0.0%	304 SH	New
iShares MSCI World ETF	ETF	$21K	0.0%Prev: 4.0%	124 SH	Decreased-50,298 SH
iShares National Muni Bond ETF	ETF	$2K	0.0%	15 SH	New
iShares New York Muni Bond ETF	ETF	$272K	0.1%Prev: 0.2%	5,225 SH	Decreased-2,613 SH
iShares Russell Mid Cap ETF	ETF	$5K	0.0%	49 SH	New
iShares Russell Top 200 Growth ETF	ETF	$2K	0.0%	6 SH	New
ISHARES TR BARCLAYS 1-3YR CR	Bonds	$27K	0.0%	520,705 PRN	New
iShares U.S. Healthcare ETF	ETF	$20K	0.0%	347 SH	New
iShares U.S. Infrastructure ETF	Mutual Fund	$6K	0.0%	131 SH	New
iShares U.S. Treasury Bond ETF	ETF	$4.9M	2.7%	214,064 SH	New
iShares US Industrials ETF	ETF	$9K	0.0%	61 SH	New
JPMorgan U.S. Quality Factor ETF	ETF	$7.1M	3.9%Prev: 0.4%	117,713 SH	Increased+101,275 SH
JPMorgan Ultra Short Income ETF	ETF	$92K	0.0%	1,807 SH	New
Kimco Realty Corp REIT	Not SEC Eligible	$29K	0.0%	1,392 SH	New
LXP Industrial Trust REIT	Not SEC Eligible	$11K	0.0%	1,355 SH	New
Mastercard Inc Class A	Common Stock	$31K	0.0%	56 SH	New
Meta Platforms Inc	Common Stock	$291K	0.2%Prev: 0.1%	394 SH	Increased
Microsoft Corp	Common Stock	$992K	0.5%Prev: 0.3%	1,994 SH	Increased-1 SH
Netflix Inc	Common Stock	$80K	0.0%	60 SH	New
Nuveen Esg Large Cap Growth ETF	ETF	$57K	0.0%	607 SH	New
Nvidia Corp	Common Stock	$2.2M	1.2%Prev: 1.0%	14,166 SH	Increased+1,369 SH
NXP Semiconductors NV	Common Stock	$23K	0.0%	104 SH	New
Paypal Holdings Incorpor	Common Stock	$68K	0.0%	912 SH	New
Penn Entmt Inc	Common Stock	$6K	0.0%	331 SH	New
PIMCO Active Bond ETF	ETF	$15K	0.0%	162 SH	New
PIMCO Enhanced Short Maturity Active Esg ETF	ETF	$2K	0.0%	21 SH	New
Prologis Inc. REIT	Not SEC Eligible	$79K	0.0%	747 SH	New
ProShares Ultra S&P 500 ETF	ETF	$33K	0.0%	335 SH	New
Public Storage REIT	Not SEC Eligible	$23K	0.0%	79 SH	New
Realty Income Corp Disco REIT	Not SEC Eligible	$26K	0.0%	449 SH	New
Roblox Corp Class A	Common Stock	$29K	0.0%	280 SH	New
Schwab Intermediate Term US TRS ETF	ETF	$1.7M	0.9%Prev: 3.4%	65,947 SH	Decreased-242,921 SH
Schwab Long Term US Treasury ETF	ETF	$2.2M	1.2%Prev: 0.2%	70,351 SH	Increased+59,245 SH
Schwab US Aggregate Bond ETF	ETF	$205K	0.1%	8,806 SH	New
Schwab US Large Cap Growth ETF	ETF	$14.8M	8.1%Prev: 6.6%	507,648 SH	Decreased-2,122 SH
Schwab US Large Cap Value ETF	ETF	$5K	0.0%	174 SH	New
Select STR Financial Select SPDR ETF	ETF	$12.5M	6.8%Prev: 7.9%	239,185 SH	Decreased-122,390 SH
Shopify Inc F Class A	Common Stock	$408K	0.2%Prev: 0.2%	3,540 SH	Decreased
Snap Inc Class A	Common Stock	$869	0.0%	100 SH	New
SPDR Blackstone Senior Loan ETF	ETF	$564K	0.3%	13,567 SH	New
SPDR Euro Stoxx 50 ETF	ETF	$1K	0.0%	18 SH	New
SPDR Gold Shares ETF	ETF	$304K	0.2%Prev: 0.2%	998 SH	Decreased
SPDR Nuveen BLMG HG YL MP BND ETF	ETF	$4.5M	2.5%	182,140 SH	New
SPDR Nuveen Blombg MNPL BND ETF	ETF	$145K	0.1%	3,240 SH	New
SPDR S&P 500 ETF	ETF	$794K	0.4%Prev: 0.4%	1,284 SH	Decreased
SPDR S&P Aerospace & Defense ETF	ETF	$3.1M	1.7%Prev: 1.2%	14,683 SH	Increased+4,428 SH
SPDR S&P Dividend ETF	ETF	$3K	0.0%	23 SH	New
SPDR S&P Midcap 400 ETF	ETF	$480K	0.3%	848 SH	New
Stag Industrial Inc REIT	Not SEC Eligible	$42K	0.0%	1,148 SH	New
Taiwan Semiconductr F Sponsored ADR	Common Stock	$76K	0.0%	334 SH	New
Technology Select Sector SPDR ETF	ETF	$8.3M	4.5%Prev: 7.5%	32,920 SH	Decreased-93,682 SH
Tesla Inc	Common Stock	$728K	0.4%Prev: 0.4%	2,292 SH	Decreased
Trex Co Inc	Common Stock	$4K	0.0%	65 SH	New
Trinseo PLC	Common Stock	$62	0.0%	20 SH	New
Vaneck Gold Miners ETF	ETF	$54K	0.0%	1,045 SH	New
Vaneck High Yield Muni ETF	ETF	$853	0.0%	16 SH	New
Vaneck Long Muni ETF	ETF	$743	0.0%	43 SH	New
Vaneck Morningstar Wide Moat ETF	ETF	$28K	0.0%	302 SH	New
Vaneck Semiconductor ETF	Mutual Fund	$2K	0.0%Prev: 0.8%	6 SH	Decreased-4,626 SH
Vaneck Short Muni ETF	ETF	$58K	0.0%	3,354 SH	New
Vanguard Dividend Appreciation ETF	ETF	$1.4M	0.8%Prev: 0.5%	6,928 SH	Increased+1,320 SH
Vanguard Esg International Stock ETF	ETF	$59K	0.0%	903 SH	New
Vanguard Esg U.S. Stock ETF	ETF	$27K	0.0%	246 SH	New
Vanguard FTSE Developed Markets ETF	ETF	$14.2M	7.8%Prev: 7.1%	249,553 SH	Decreased+931 SH
Vanguard FTSE Europe ETF	ETF	$7.5M	4.1%Prev: 5.0%	96,227 SH	Decreased-41,032 SH
Vanguard Glbal Ex US Real Estate ETF	ETF	$36K	0.0%	786 SH	New
Vanguard Health Care ETF	ETF	$2K	0.0%	10 SH	New
Vanguard High Dividend Yield ETF	ETF	$513K	0.3%Prev: 0.3%	3,848 SH	Decreased+35 SH
Vanguard Mid Cap ETF	ETF	$2.0M	1.1%	7,060 SH	New
Vanguard Mortgage Backed Sec ETF	ETF	$8.4M	4.6%Prev: 1.7%	180,737 SH	Increased+97,340 SH
Vanguard Muni BND Tax Exempt ETF	ETF	$18.2M	9.9%Prev: 4.2%	371,980 SH	Increased+184,117 SH
Vanguard Russell 2000 Growth ETF	ETF	$2.6M	1.4%Prev: 0.8%	12,235 SH	Increased+4,325 SH
Vanguard S&P 500 ETF	ETF	$3.4M	1.8%Prev: 1.4%	5,930 SH	Increased+563 SH
Vanguard Total Bond Market ETF	ETF	$881K	0.5%Prev: 0.2%	11,969 SH	Increased+5,642 SH
Vanguard Total International BND ETF	ETF	$3K	0.0%	62 SH	New
Visa Inc	Common Stock	$26K	0.0%	74 SH	New
Walt Disney Co	Common Stock	$623	0.0%	5 SH	New
Weyerhaeuser Co REIT	Not SEC Eligible	$13K	0.0%	520 SH	New
WR Berkley Corp	Common Stock	$43K	0.0%	582 SH	New
Xometry Inc Class A	Common Stock	$77K	0.0%	2,269 SH	New

Sold (vs prior filing)

BlackRock iShares Dynamic Equity Active — $17.3M
ISHARES 7-10 YEAR TREASURY BOND ETF — $263K
iShares Core MSCI Emerging ETF — $1.4M
ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF — $957K
iShares JPMorgan Usd MTS Bond ETF — $968K
iShares MSCI USA Value Factor ETF — $2.7M
SCHWAB SHORT-TERM US TREASURY ETF — $420K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001764057-26-000006	—	View
Jan 14, 2026	Q4 2025	13F-HR	0001764057-26-000001	$227.4M	View
Oct 20, 2025	Q3 2025