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

Currently, Keystone Global Partners, LLC holds 54 types of securities in its portfolio with a total value $225.3M. In the most recent quarter, they have increased their positions in XLK (+52.6K shares, valued at $7.0M), SCHR (+172.9K shares, valued at $4.3M), EWJ (+40.0K shares, valued at $3.4M); decreased their positions in SCHG (-189.1K shares, valued at $5.5M), VTEB (-86.5K shares, valued at $4.3M), RING (-22.4K shares, valued at $1.8M); initiated new positions in VLUE (+19.2K shares, valued at $2.7M), IEMG (+20.7K shares, valued at $1.4M), LEMB (+23.4K shares, valued at $956.8K).

1M P&L

+9.2M+4.01%

3M P&L

+9.9M+4.34%

HY P&L

+21.6M+10.01%

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/A209.7M

97.2%

2Semiconductors2.2M

1.0%

3Consumer Electronics1.2M

0.5%

Top Industries by Stock Count

1N/A42 stocks

85.7%

2Internet Retail1 stocks

2.0%

3Consumer Electronics1 stocks

2.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

XLF Select STR Financial Select SPDR ETF361.6K shares9.97%2026-03-312026-04-24

BDYN BlackRock iShares Dynamic Equity Active713.6K shares-4.14%2026-03-312026-04-24

XLK Technology Select Sector SPDR ETF126.6K shares71.14%2026-03-312026-04-24

VEA Vanguard FTSE Developed Markets ETF248.6K shares-1.14%2026-03-312026-04-24

SCHG Schwab US Large Cap Growth ETF509.8K shares-27.05%2026-03-312026-04-24

VGK Vanguard FTSE Europe ETF137.3K shares0.32%2026-03-312026-04-24

XLV Health Care Select SPDR65.7K shares35.43%2026-03-312026-04-24

VTEB Vanguard Muni BND Tax Exempt ETF187.9K shares-31.53%2026-03-312026-04-24

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URTH iShares MSCI World ETF50.4K shares53.36%2026-03-312026-04-24

XLI INDUSTRIAL SELECT SECTOR SPDR FUND51.4K shares16.85%2026-03-312026-04-24

IVV iShares Core S&P 500 ETF12.2K shares-2.85%2026-03-312026-04-24

SCHR Schwab Intermediate Term US TRS ETF308.9K shares127.13%2026-03-312026-04-24

XLC Communicat SVS SLCT Sec SPDR ETF IV65.8K shares5.54%2026-03-312026-04-24

LQD iShares iBoxx Invt Grade Bond ETF57.1K shares2.32%2026-03-312026-04-24

EWJ iShares Inc MSCI Japan ETF68.0K shares142.55%2026-03-312026-04-24

FDIS Fidelity MSCI Cons Discr Indx ETF59.1K shares3.19%2026-03-312026-04-24

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XLE Energy Select Sector SPDR ETF67.9K shares22.49%2026-03-312026-04-24

RING iShares MSCI Glo Gold Miners ETF51.4K shares-30.37%2026-03-312026-04-24

VMBS Vanguard Mortgage Backed Sec ETF83.4K shares-21.64%2026-03-312026-04-24

Invesco S&P 500 Equal Weight ETF Invesco S&P 500 Equal Weight ETF18.0K shares136.48%2026-03-312026-04-24

IGM iShares Expanded Tech Sector ETF28.0K shares0.00%2026-03-312026-04-24

Vanguard S&P 500 ETF Vanguard S&P 500 ETF5.4K shares-5.09%2026-03-312026-04-24

VLUE iShares MSCI USA Value Factor ETF19.2K sharesnew addition2026-03-312026-04-24

XAR SPDR S&P Aerospace & Defense ETF10.3K shares-25.87%2026-03-312026-04-24

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IEFA iShares Core MSCI EAFE ETF28.1K shares-14.97%2026-03-312026-04-24

NVDA Nvidia Corp12.8K shares0.00%2026-03-312026-04-24

VTWG Vanguard Russell 2000 Growth ETF7.9K shares-21.16%2026-03-312026-04-24

SMH Vaneck Semiconductor ETF4.6K shares19.01%2026-03-312026-04-24

Invsc QQQ Trust SRS 1 ETF Invsc QQQ Trust SRS 1 ETF3.0K shares0.00%2026-03-312026-04-24

IEMG iShares Core MSCI Emerging ETF20.7K sharesnew addition2026-03-312026-04-24

CMF iShares California Muni Bond ETF23.1K shares74.89%2026-03-312026-04-24

VIG Vanguard Dividend Appreciation ETF5.6K shares-1.56%2026-03-312026-04-24

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AAPL Apple Inc4.6K shares0.00%2026-03-312026-04-24

Alphabet Inc Class C Alphabet Inc Class C3.6K shares0.00%2026-03-312026-04-24

JQUA JPMorgan U.S. Quality Factor ETF16.4K shares-21.93%2026-03-312026-04-24

EMB iShares JPMorgan Usd MTS Bond ETF10.3K shares16.25%2026-03-312026-04-24

LEMB ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF23.4K sharesnew addition2026-03-312026-04-24

TSLA Tesla Inc2.3K shares0.00%2026-03-312026-04-24

SPY SPDR S&P 500 ETF1.3K shares0.00%2026-03-312026-04-24

MSFT Microsoft Corp2.0K shares0.00%2026-03-312026-04-24

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VYM Vanguard High Dividend Yield ETF3.8K shares0.00%2026-03-312026-04-24

GBTC Grayscale Bitcoin TR BTC10.1K shares0.00%2026-03-312026-04-24

BND Vanguard Total Bond Market ETF6.3K shares-4.15%2026-03-312026-04-24

GLD SPDR Gold Shares ETF998 shares0.00%2026-03-312026-04-24

SCHO SCHWAB SHORT-TERM US TREASURY ETF17.3K sharesnew addition2026-03-312026-04-24

SHOP Shopify Inc F Class A3.5K shares0.00%2026-03-312026-04-24

NYF iShares New York Muni Bond ETF7.8K shares-4.15%2026-03-312026-04-24

SCHH Charles Schwab US REIT ETF16.3K shares0.00%2026-03-312026-04-24

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SCHQ Schwab Long Term US Treasury ETF11.1K shares-66.82%2026-03-312026-04-24

AMZN Amazon.Com Inc1.4K shares0.00%2026-03-312026-04-24

IEF ISHARES 7-10 YEAR TREASURY BOND ETF2.8K sharesnew addition2026-03-312026-04-24

Broadcom Inc Broadcom Inc831 shares0.00%2026-03-312026-04-24

EFA iShares MSCI EAFE ETF2.4K shares-27.23%2026-03-312026-04-24

META Meta Platforms Inc394 shares0.00%2026-03-312026-04-24

XLF

Select STR Financial Select SPDR ETF

9.97%

Shares361.6K

Event2026-03-31

Filed2026-04-24

BDYN

BlackRock iShares Dynamic Equity Active

-4.14%

Shares713.6K

Event2026-03-31

Filed2026-04-24

XLK

Technology Select Sector SPDR ETF

71.14%

Shares126.6K

Event2026-03-31

Filed2026-04-24

VEA

Vanguard FTSE Developed Markets ETF

-1.14%

Shares248.6K

Event2026-03-31

Filed2026-04-24

SCHG

Schwab US Large Cap Growth ETF

-27.05%

Shares509.8K

Event2026-03-31

Filed2026-04-24

VGK

Vanguard FTSE Europe ETF

0.32%

Shares137.3K

Event2026-03-31

Filed2026-04-24

XLV

Health Care Select SPDR

35.43%

Shares65.7K

Event2026-03-31

Filed2026-04-24

VTEB

Vanguard Muni BND Tax Exempt ETF

-31.53%

Shares187.9K

Event2026-03-31

Filed2026-04-24

URTH

iShares MSCI World ETF

53.36%

Shares50.4K

Event2026-03-31

Filed2026-04-24

XLI

INDUSTRIAL SELECT SECTOR SPDR FUND

16.85%

Shares51.4K

Event2026-03-31

Filed2026-04-24

IVV

iShares Core S&P 500 ETF

-2.85%

Shares12.2K

Event2026-03-31

Filed2026-04-24

SCHR

Schwab Intermediate Term US TRS ETF

127.13%

Shares308.9K

Event2026-03-31

Filed2026-04-24

XLC

Communicat SVS SLCT Sec SPDR ETF IV

5.54%

Shares65.8K

Event2026-03-31

Filed2026-04-24

LQD

iShares iBoxx Invt Grade Bond ETF

2.32%

Shares57.1K

Event2026-03-31

Filed2026-04-24

EWJ

iShares Inc MSCI Japan ETF

142.55%

Shares68.0K

Event2026-03-31

Filed2026-04-24

FDIS

Fidelity MSCI Cons Discr Indx ETF

3.19%

Shares59.1K

Event2026-03-31

Filed2026-04-24

XLE

Energy Select Sector SPDR ETF

22.49%

Shares67.9K

Event2026-03-31

Filed2026-04-24

RING

iShares MSCI Glo Gold Miners ETF

-30.37%

Shares51.4K

Event2026-03-31

Filed2026-04-24

VMBS

Vanguard Mortgage Backed Sec ETF

-21.64%

Shares83.4K

Event2026-03-31

Filed2026-04-24

Invesco S&P 500 Equal Weight ETF

136.48%

Shares18.0K

Event2026-03-31

Filed2026-04-24

IGM

iShares Expanded Tech Sector ETF

0.00%

Shares28.0K

Event2026-03-31

Filed2026-04-24

Vanguard S&P 500 ETF

-5.09%

Shares5.4K

Event2026-03-31

Filed2026-04-24

VLUE

iShares MSCI USA Value Factor ETF

New

Shares19.2K

Event2026-03-31

Filed2026-04-24

XAR

SPDR S&P Aerospace & Defense ETF

-25.87%

Shares10.3K

Event2026-03-31

Filed2026-04-24

IEFA

iShares Core MSCI EAFE ETF

-14.97%

Shares28.1K

Event2026-03-31

Filed2026-04-24

NVDA

Nvidia Corp

0.00%

Shares12.8K

Event2026-03-31

Filed2026-04-24

VTWG

Vanguard Russell 2000 Growth ETF

-21.16%

Shares7.9K

Event2026-03-31

Filed2026-04-24

SMH

Vaneck Semiconductor ETF

19.01%

Shares4.6K

Event2026-03-31

Filed2026-04-24

Invsc QQQ Trust SRS 1 ETF

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-24

IEMG

iShares Core MSCI Emerging ETF

New

Shares20.7K

Event2026-03-31

Filed2026-04-24

CMF

iShares California Muni Bond ETF

74.89%

Shares23.1K

Event2026-03-31

Filed2026-04-24

VIG

Vanguard Dividend Appreciation ETF

-1.56%

Shares5.6K

Event2026-03-31

Filed2026-04-24

AAPL

Apple Inc

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-24

Alphabet Inc Class C

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-24

JQUA

JPMorgan U.S. Quality Factor ETF

-21.93%

Shares16.4K

Event2026-03-31

Filed2026-04-24

EMB

iShares JPMorgan Usd MTS Bond ETF

16.25%

Shares10.3K

Event2026-03-31

Filed2026-04-24

LEMB

ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF

New

Shares23.4K

Event2026-03-31

Filed2026-04-24

TSLA

Tesla Inc

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-24

SPY

SPDR S&P 500 ETF

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-24

MSFT

Microsoft Corp

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-24

VYM

Vanguard High Dividend Yield ETF

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-24

GBTC

Grayscale Bitcoin TR BTC

0.00%

Shares10.1K

Event2026-03-31

Filed2026-04-24

BND

Vanguard Total Bond Market ETF

-4.15%

Shares6.3K

Event2026-03-31

Filed2026-04-24

GLD

SPDR Gold Shares ETF

0.00%

Shares998

Event2026-03-31

Filed2026-04-24

SCHO

SCHWAB SHORT-TERM US TREASURY ETF

New

Shares17.3K

Event2026-03-31

Filed2026-04-24

SHOP

Shopify Inc F Class A

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-24

NYF

iShares New York Muni Bond ETF

-4.15%

Shares7.8K

Event2026-03-31

Filed2026-04-24

SCHH

Charles Schwab US REIT ETF

0.00%

Shares16.3K

Event2026-03-31

Filed2026-04-24

SCHQ

Schwab Long Term US Treasury ETF

-66.82%

Shares11.1K

Event2026-03-31

Filed2026-04-24

AMZN

Amazon.Com Inc

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-24

IEF

ISHARES 7-10 YEAR TREASURY BOND ETF

New

Shares2.8K

Event2026-03-31

Filed2026-04-24

Broadcom Inc

0.00%

Shares831

Event2026-03-31

Filed2026-04-24

EFA

iShares MSCI EAFE ETF

-27.23%

Shares2.4K

Event2026-03-31

Filed2026-04-24