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The Analysis of Keystone Global Partners, LLC's Holdings & P&L

Currently, Keystone Global Partners, LLC holds 57 types of securities in its portfolio with a total value $264.5M. In the most recent quarter, they have increased their positions in URTH (+20.1K shares, valued at $4.1M), XLK (+19.5K shares, valued at $3.7M), SMH (+4.0K shares, valued at $2.6M); decreased their positions in VTEB (-96.5K shares, valued at $4.9M), SCHR (-72.4K shares, valued at $1.8M), VMBS (-30.9K shares, valued at $1.4M); initiated new positions in HIMU (+21.1K shares, valued at $1.1M), N/A (+7.2K shares, valued at $478.2K), N/A (+1.8K shares, valued at $309.1K).

1M P&L

+2.0M+0.80%

3M P&L

+12.0M+4.92%

HY P&L

+28.0M+12.28%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A242.5M

96.8%

2Semiconductors2.8M

1.1%

3Consumer Electronics1.3M

0.5%

Top Industries by Stock Count

1N/A41 stocks

83.7%

2Semiconductors2 stocks

4.1%

3Internet Retail1 stocks

2.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

XLK Technology Select Sector SPDR ETF146.1K shares15.40%2026-06-302026-07-16

XLF Select STR Financial Select SPDR ETF386.4K shares6.86%2026-06-302026-07-16

BDYN BlackRock iShares Dynamic Equity Active686.8K shares-3.75%2026-06-302026-07-16

SCHG Schwab US Large Cap Growth ETF560.3K shares9.91%2026-06-302026-07-16

VEA Vanguard FTSE Developed Markets ETF261.9K shares5.36%2026-06-302026-07-16

URTH iShares MSCI World ETF70.5K shares39.81%2026-06-302026-07-16

VGK Vanguard FTSE Europe ETF138.9K shares1.22%2026-06-302026-07-16

XLV Health Care Select SPDR75.6K shares14.97%2026-06-302026-07-16

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XLI INDUSTRIAL SELECT SECTOR SPDR FUND60.0K shares16.68%2026-06-302026-07-16

iShares Core S&P 500 ETF iShares Core S&P 500 ETF12.0K shares-2.06%2026-06-302026-07-16

XLC Communicat SVS SLCT Sec SPDR ETF IV72.2K shares9.87%2026-06-302026-07-16

EWJ iShares Inc MSCI Japan ETF76.6K shares12.54%2026-06-302026-07-16

FDIS Fidelity MSCI Cons Discr Indx ETF66.6K shares12.64%2026-06-302026-07-16

SCHR Schwab Intermediate Term US TRS ETF236.4K shares-23.45%2026-06-302026-07-16

SMH Vaneck Semiconductor ETF8.7K shares87.11%2026-06-302026-07-16

LQD iShares iBoxx Invt Grade Bond ETF51.4K shares-10.00%2026-06-302026-07-16

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VLUE iShares MSCI USA Value Factor ETF23.4K shares22.24%2026-06-302026-07-16

VTEB Vanguard Muni BND Tax Exempt ETF91.4K shares-51.35%2026-06-302026-07-16

IGM iShares Expanded Tech Sector ETF28.0K shares0.00%2026-06-302026-07-16

XLE Energy Select Sector SPDR ETF69.7K shares2.64%2026-06-302026-07-16

VOO Vanguard S&P 500 ETF5.3K shares-0.73%2026-06-302026-07-16

RSP Invesco S&P 500 Equal Weight ETF16.6K shares-7.85%2026-06-302026-07-16

RING iShares MSCI Glo Gold Miners ETF51.2K shares-0.40%2026-06-302026-07-16

XAR SPDR S&P Aerospace & Defense ETF11.3K shares10.48%2026-06-302026-07-16

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iShares Core MSCI EAFE ETF iShares Core MSCI EAFE ETF27.6K shares-1.97%2026-06-302026-07-16

NVDA Nvidia Corp12.8K shares0.00%2026-06-302026-07-16

VMBS Vanguard Mortgage Backed Sec ETF52.5K shares-37.06%2026-06-302026-07-16

QQQ Invsc QQQ Trust SRS 1 ETF3.0K shares0.00%2026-06-302026-07-16

IEMG iShares Core MSCI Emerging ETF26.0K shares25.68%2026-06-302026-07-16

VTWG Vanguard Russell 2000 Growth ETF6.5K shares-17.28%2026-06-302026-07-16

AAPL Apple Inc4.6K shares0.00%2026-06-302026-07-16

CMF iShares California Muni Bond ETF22.5K shares-2.47%2026-06-302026-07-16

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GOOG Alphabet Inc Class C3.6K shares0.00%2026-06-302026-07-16

VIG Vanguard Dividend Appreciation ETF5.4K shares-3.71%2026-06-302026-07-16

HIMU iShares High Yield Muni Active ETF21.1K sharesnew addition2026-06-302026-07-16

TSLA Tesla Inc2.3K shares0.00%2026-06-302026-07-16

SPDR S&P 500 ETF SPDR S&P 500 ETF1.3K shares0.00%2026-06-302026-07-16

LEMB ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF19.3K shares-17.75%2026-06-302026-07-16

SCHQ Schwab Long Term US Treasury ETF26.0K shares134.16%2026-06-302026-07-16

MSFT Microsoft Corp2.0K shares0.00%2026-06-302026-07-16

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VYM Vanguard High Dividend Yield ETF3.8K shares0.00%2026-06-302026-07-16

Transmedics Group Inc Transmedics Group Inc7.2K sharesnew addition2026-06-302026-07-16

GBTC Grayscale Bitcoin TR BTC10.1K shares0.00%2026-06-302026-07-16

BND Vanguard Total Bond Market ETF5.9K shares-6.64%2026-06-302026-07-16

SCHO SCHWAB SHORT-TERM US TREASURY ETF17.8K shares2.83%2026-06-302026-07-16

SHOP Shopify Inc F Class A3.5K shares0.00%2026-06-302026-07-16

SCHH Charles Schwab US REIT ETF16.3K shares0.00%2026-06-302026-07-16

GLD SPDR Gold Shares ETF998 shares0.00%2026-06-302026-07-16

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NYF iShares New York Muni Bond ETF6.6K shares-15.53%2026-06-302026-07-16

AMZN Amazon.Com Inc1.4K shares0.00%2026-06-302026-07-16

Broadcom Inc Broadcom Inc831 shares0.00%2026-06-302026-07-16

Space Ex Tech Spacex Class A Space Ex Tech Spacex Class A1.8K sharesnew addition2026-06-302026-07-16

AMD Advanced Micro Devic454 sharesnew addition2026-06-302026-07-16

IEF ISHARES 7-10 YEAR TREASURY BOND ETF2.8K shares0.00%2026-06-302026-07-16

Meta Platforms Inc Meta Platforms Inc394 shares0.00%2026-06-302026-07-16

Xometry Inc Class A Xometry Inc Class A2.3K sharesnew addition2026-06-302026-07-16

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ETHA iShares Ethereum Trust ETF13.9K sharesnew addition2026-06-302026-07-16

XLK

Technology Select Sector SPDR ETF

15.40%

Shares146.1K

Event2026-06-30

Filed2026-07-16

XLF

Select STR Financial Select SPDR ETF

6.86%

Shares386.4K

Event2026-06-30

Filed2026-07-16

BDYN

BlackRock iShares Dynamic Equity Active

-3.75%

Shares686.8K

Event2026-06-30

Filed2026-07-16

SCHG

Schwab US Large Cap Growth ETF

9.91%

Shares560.3K

Event2026-06-30

Filed2026-07-16

VEA

Vanguard FTSE Developed Markets ETF

5.36%

Shares261.9K

Event2026-06-30

Filed2026-07-16

URTH

iShares MSCI World ETF

39.81%

Shares70.5K

Event2026-06-30

Filed2026-07-16

VGK

Vanguard FTSE Europe ETF

1.22%

Shares138.9K

Event2026-06-30

Filed2026-07-16

XLV

Health Care Select SPDR

14.97%

Shares75.6K

Event2026-06-30

Filed2026-07-16

XLI

INDUSTRIAL SELECT SECTOR SPDR FUND

16.68%

Shares60.0K

Event2026-06-30

Filed2026-07-16

iShares Core S&P 500 ETF

-2.06%

Shares12.0K

Event2026-06-30

Filed2026-07-16

XLC

Communicat SVS SLCT Sec SPDR ETF IV

9.87%

Shares72.2K

Event2026-06-30

Filed2026-07-16

EWJ

iShares Inc MSCI Japan ETF

12.54%

Shares76.6K

Event2026-06-30

Filed2026-07-16

FDIS

Fidelity MSCI Cons Discr Indx ETF

12.64%

Shares66.6K

Event2026-06-30

Filed2026-07-16

SCHR

Schwab Intermediate Term US TRS ETF

-23.45%

Shares236.4K

Event2026-06-30

Filed2026-07-16

SMH

Vaneck Semiconductor ETF

87.11%

Shares8.7K

Event2026-06-30

Filed2026-07-16

LQD

iShares iBoxx Invt Grade Bond ETF

-10.00%

Shares51.4K

Event2026-06-30

Filed2026-07-16

VLUE

iShares MSCI USA Value Factor ETF

22.24%

Shares23.4K

Event2026-06-30

Filed2026-07-16

VTEB

Vanguard Muni BND Tax Exempt ETF

-51.35%

Shares91.4K

Event2026-06-30

Filed2026-07-16

IGM

iShares Expanded Tech Sector ETF

0.00%

Shares28.0K

Event2026-06-30

Filed2026-07-16

XLE

Energy Select Sector SPDR ETF

2.64%

Shares69.7K

Event2026-06-30

Filed2026-07-16

VOO

Vanguard S&P 500 ETF

-0.73%

Shares5.3K

Event2026-06-30

Filed2026-07-16

RSP

Invesco S&P 500 Equal Weight ETF

-7.85%

Shares16.6K

Event2026-06-30

Filed2026-07-16

RING

iShares MSCI Glo Gold Miners ETF

-0.40%

Shares51.2K

Event2026-06-30

Filed2026-07-16

XAR

SPDR S&P Aerospace & Defense ETF

10.48%

Shares11.3K

Event2026-06-30

Filed2026-07-16

iShares Core MSCI EAFE ETF

-1.97%

Shares27.6K

Event2026-06-30

Filed2026-07-16

NVDA

Nvidia Corp

0.00%

Shares12.8K

Event2026-06-30

Filed2026-07-16

VMBS

Vanguard Mortgage Backed Sec ETF

-37.06%

Shares52.5K

Event2026-06-30

Filed2026-07-16

QQQ

Invsc QQQ Trust SRS 1 ETF

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-16

IEMG

iShares Core MSCI Emerging ETF

25.68%

Shares26.0K

Event2026-06-30

Filed2026-07-16

VTWG

Vanguard Russell 2000 Growth ETF

-17.28%

Shares6.5K

Event2026-06-30

Filed2026-07-16

AAPL

Apple Inc

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-16

CMF

iShares California Muni Bond ETF

-2.47%

Shares22.5K

Event2026-06-30

Filed2026-07-16

GOOG

Alphabet Inc Class C

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-16

VIG

Vanguard Dividend Appreciation ETF

-3.71%

Shares5.4K

Event2026-06-30

Filed2026-07-16

HIMU

iShares High Yield Muni Active ETF

New

Shares21.1K

Event2026-06-30

Filed2026-07-16

TSLA

Tesla Inc

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-16

SPDR S&P 500 ETF

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-16

LEMB

ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF

-17.75%

Shares19.3K

Event2026-06-30

Filed2026-07-16

SCHQ

Schwab Long Term US Treasury ETF

134.16%

Shares26.0K

Event2026-06-30

Filed2026-07-16

MSFT

Microsoft Corp

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-16

VYM

Vanguard High Dividend Yield ETF

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-16

Transmedics Group Inc

New

Shares7.2K

Event2026-06-30

Filed2026-07-16

GBTC

Grayscale Bitcoin TR BTC

0.00%

Shares10.1K

Event2026-06-30

Filed2026-07-16

BND

Vanguard Total Bond Market ETF

-6.64%

Shares5.9K

Event2026-06-30

Filed2026-07-16

SCHO

SCHWAB SHORT-TERM US TREASURY ETF

2.83%

Shares17.8K

Event2026-06-30

Filed2026-07-16

SHOP

Shopify Inc F Class A

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-16

SCHH

Charles Schwab US REIT ETF

0.00%

Shares16.3K

Event2026-06-30

Filed2026-07-16

GLD

SPDR Gold Shares ETF

0.00%

Shares998

Event2026-06-30

Filed2026-07-16

NYF

iShares New York Muni Bond ETF

-15.53%

Shares6.6K

Event2026-06-30

Filed2026-07-16

AMZN

Amazon.Com Inc

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-16

Broadcom Inc

0.00%

Shares831

Event2026-06-30

Filed2026-07-16

Space Ex Tech Spacex Class A

New

Shares1.8K

Event2026-06-30

Filed2026-07-16

AMD

Advanced Micro Devic

New

Shares454

Event2026-06-30

Filed2026-07-16

IEF

ISHARES 7-10 YEAR TREASURY BOND ETF

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-16

Meta Platforms Inc

0.00%

Shares394

Event2026-06-30

Filed2026-07-16

Xometry Inc Class A

New

Shares2.3K

Event2026-06-30

Filed2026-07-16

ETHA

iShares Ethereum Trust ETF

New

Shares13.9K

Event2026-06-30

Filed2026-07-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available