Keystone Global Partners, LLC

Q2 2026 13F-HR Holdings

Location
Denver, CO
Holdings as of
6/30/2026
Date filed
7/16/2026
Form type
13F-HR
Num holdings
57
Total value ($000)
$264,547
Net value change ($000)
+39,241 (17.4%)
New positions
6
Sold out positions
3
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
XLK 11,010 65.4%
URTH 5,208 57.4%
SCHG 4,110 27.7%
SMH 3,909 220.1%
XLF 2,862 16.0%
XLI 2,797 33.6%
VEA 2,731 17.1%
XLV 2,353 24.4%
VLUE 1,956 71.8%
BDYN 1,704 9.8%
Top Reduces (Value $000, Stocks/ETFs)
VTEB -4,750 -50.7%
SCHR -1,864 -24.2%
VMBS -1,458 -37.2%
JQUA -1,008 -100.0%
EMB -968 -100.0%
RING -753 -18.5%
LQD -619 -9.9%
XLE -458 -11.0%
EFA -235 -100.0%
GBTC -73 -13.6%
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