Arkolith/Funds/Keystone Global Partners, LLC

Keystone Global Partners, LLC

CIK 1764057
Holdings as of Jun 30, 2026·disclosed Jul 16, 2026·~16-day 13F lag·13F-HR
Active Filer

Keystone Global Partners, LLC holds a focused book of 57 reported positions worth $264.5M as of Q2 2026 (disclosed Jul 16, 2026, a ~16-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Ishares High Yild Muni A ETF and trimmed Ishares Dyn Act ETF. Their largest long position is SS Technology Select Sector at 11% of the reported non-option book. Cloning the disclosed picks since 2025 would be +24% (+17.7%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+24.4%
+17.7%/yr · since May '25
Their reported book
+25.3%
held from quarter-end
S&P 500
+31.7%
same window
$10K$11K$12K$13K$13KMay '25Aug '25Nov '25Mar '26Jun '26Sep '26
Keystone Global Partners, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Keystone Global Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~16 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
40%
Top 10 holdings
62%
Top 20 holdings
83%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

4% mapped to company sectors

ETFs / funds
86%
No sector on file yet
10%
Information Technology
3%

+4 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Keystone Global Partners, LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC7 / 57$2.9B
Donor Advised Charitable Giving, Inc.5 / 57$4.4B
Dumac, Inc.7 / 57$1.1B
Swiss Re Ltd12 / 57$1.0B
Prospect Hill Management, LLC6 / 57$225.7M
9823 Capital, L.P.7 / 57$125.4M
Attessa Capital LLC15 / 57$185.8M
Hoffman, Alan N Investment Management7 / 57$140.4M

Ranked by the share of each fund's own book sitting in the names it shares with Keystone Global Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

57 positions
#SecurityValueShares% PortLast moveHistory
1Technology Select Sector SPDR ETF
ETF
$27.8M146.1K
10.5%
+15%
Added · +20K sh
2Select STR Financial Select SPDR ETF
ETF
$20.7M386.4K
7.8%
+6.8%
Added · +25K sh
3BlackRock iShares Dynamic Equity Active
ETF
$19.1M686.8K
7.2%
−3.8%
Reduced · −27K sh
4Schwab US Large Cap Growth ETF
ETF
$19.0M560.3K
7.2%
+9.9%
Added · +51K sh
5Vanguard FTSE Developed Markets ETF
ETF
$18.7M261.9K
7.1%
+5.3%
Added · +13K sh
6iShares MSCI World ETF
ETF
$14.3M70.5K
5.4%
+40%
Added · +20K sh
7Vanguard FTSE Europe ETF
ETF
$12.3M138.9K
4.6%
+1.2%
Added · +2K sh
8Health Care Select SPDR
ETF
$12.0M75.6K
4.5%
+15%
Added · +10K sh
9Industrial Select Sector SPDR Fund
ETF
$11.1M60.0K
4.2%
+17%
Added · +9K sh
10iShares Core S&P 500 ETF
ETF
$9.0M12.0K
3.4%
−2.0%
Reduced · −252 sh
11Communicat SVS SLCT Sec SPDR ETF IV
ETF
$7.7M72.2K
2.9%
+9.9%
Added · +6K sh
12iShares Inc MSCI Japan ETF
ETF
$7.1M76.6K
2.7%
+13%
Added · +9K sh
13Fidelity MSCI Cons Discr Indx ETF
ETF
$6.8M66.6K
2.6%
+13%
Added · +7K sh
14Schwab Intermediate Term US TRS ETF
ETF
$5.8M236.4K
2.2%
−23%
Reduced · −72K sh
15Vaneck Semiconductor ETF
Mutual Fund
$5.7M8.7K
2.1%
+87%
Added · +4K sh
16iShares iBoxx Invt Grade Bond ETF
ETF
$5.6M51.4K
2.1%
−10%
Reduced · −6K sh
17iShares MSCI USA Value Factor ETF
ETF
$4.7M23.4K
1.8%
+22%
Added · +4K sh
18Vanguard Muni BND Tax Exempt ETF
ETF
$4.6M91.4K
1.7%
−51%
Reduced · −96K sh
19iShares Expanded Tech Sector ETF
ETF
$4.6M28.0K
1.7%
Held
20Energy Select Sector SPDR ETF
ETF
$3.7M69.7K
1.4%
+2.6%
Added · +2K sh
21Vanguard S&P 500 ETF
ETF
$3.7M5.3K
1.4%
−0.7%
Reduced · −39 sh
22Invesco S&P 500 Equal Weight ETF
ETF
$3.5M16.6K
1.3%
−7.8%
Reduced · −1K sh
23iShares MSCI Glo Gold Miners ETF
ETF
$3.3M51.2K
1.3%
−0.4%
Reduced · −207 sh
24SPDR S&P Aerospace & Defense ETF
ETF
$3.2M11.3K
1.2%
+10%
Added · +1K sh
25iShares Core Msci Eafe ETF
ETF
$2.7M27.6K
1.0%
−2.0%
Reduced · −555 sh
26Nvidia Corp
Common Stock
$2.6M12.8K
1.0%
Held
27Vanguard Mortgage Backed Sec ETF
ETF
$2.5M52.5K
0.9%
−37%
Reduced · −31K sh
28Invsc QQQ Trust SRS 1 ETF
ETF
$2.2M3.0K
0.8%
Held
29iShares Core MSCI Emerging ETF
ETF
$2.2M26.0K
0.8%
+26%
Added · +5K sh
30Vanguard Russell 2000 Growth ETF
ETF
$1.9M6.5K
0.7%
−17%
Reduced · −1K sh
31Apple Inc
Common Stock
$1.3M4.6K
0.5%
Held
32iShares California Muni Bond ETF
ETF
$1.3M22.5K
0.5%
−2.5%
Reduced · −571 sh
33Alphabet Inc Class C
Common Stock
$1.3M3.6K
0.5%
Held
34Vanguard Dividend Appreciation ETF
ETF
$1.3M5.4K
0.5%
−3.7%
Reduced · −208 sh
35iShares High Yield Muni Active ETF
ETF
$1.1M21.1K
0.4%
New
New position
36Tesla Inc
Common Stock
$964K2.3K
0.4%
Held
37SPDR S&P 500 ETF
ETF
$959K1.3K
0.4%
Held
38Ishares J.P. Morgan Em Local Currency Bond ETF
Bonds
$818K19.3K
0.3%
−18%
Reduced · −4K sh
39Schwab Long Term US Treasury ETF
ETF
$814K26.0K
0.3%
+134%
Added · +15K sh
40Microsoft Corp
Common Stock
$744K2.0K
0.3%
Held
41Vanguard High Dividend Yield ETF
ETF
$603K3.8K
0.2%
Held
42Transmedics Group Inc
Common Stock
$478K7.2K
0.2%
New
New position
43Grayscale Bitcoin TR BTC
Fund
$462K10.1K
0.2%
Held
44Vanguard Total Bond Market ETF
ETF
$434K5.9K
0.2%
−6.6%
Reduced · −420 sh
45Schwab Short-Term US Treasury ETF
Bonds
$430K17.8K
0.2%
+2.8%
Added · +491 sh
46Shopify Inc F Class A
Common Stock
$404K3.5K
0.2%
Held
47Charles Schwab US REIT ETF
ETF
$386K16.3K
0.1%
Held
48SPDR Gold Shares ETF
ETF
$368K998
0.1%
Held
49iShares New York Muni Bond ETF
ETF
$357K6.6K
0.1%
−16%
Reduced · −1K sh
50Amazon.Com Inc
Common Stock
$339K1.4K
0.1%
Held
Showing 50 of 57 positions
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Filing history

As-of date vs the date the SEC received each filing

$264.5M · Q2 2026Q1 2025 · $142.6MQ2 2026 · $264.5M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 16, 202616d57$264.5M13F-HR
Q1 2026Mar 31, 2026Apr 24, 202624d54$225.3M13F-HR
Q4 2025Dec 31, 2025Jan 14, 202614d54$227.4M13F-HR
Q3 2025Sep 30, 2025Oct 20, 202520d51$196.3M13F-HR
Q2 2025Jun 30, 2025Jul 17, 202517d155$183.6M13F-HR
Q1 2025Mar 31, 2025May 13, 202543d200$142.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.