Keystone Global Partners, LLC

Q4 2025 13F-HR Holdings

Location
Denver, CO
Holdings as of
12/31/2025
Date filed
1/14/2026
Form type
13F-HR
Num holdings
54
Total value ($000)
$227,355
Net value change ($000)
+31,058 (15.8%)
New positions
4
Sold out positions
1
Turnover %
4.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/20/2025 Next filing: 4/24/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GARP 5,843 NEW
VTEB 5,644 69.2%
SCHG 4,490 24.5%
XLF 3,587 24.9%
RING 2,468 83.0%
EWJ 2,265 NEW
URTH 2,199 56.3%
SCHR 2,060 152.5%
XLK 1,639 18.2%
VEA 1,602 11.4%
Top Reduces (Value $000, Stocks/ETFs)
JQUA -2,976 -69.1%
VMBS -2,630 -34.4%
LQD -959 -13.5%
XLC -634 -8.0%
SCHQ -583 -35.5%
KBWB -307 -100.0%
IEFA -268 -8.3%
NVDA -256 -9.7%
GBTC -217 -23.8%
VO -186 -10.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type