Keystone Global Partners, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $184 Billion distributed in 155 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mun Bd Fds Tax Exempt with a value of $18.2B, Schwab Strategic Tr Us Large C with a value of $14.8B, Vanguard Ftse Developed Market with a value of $14.2B, Financial Sector Spdr with a value of $12.5B, and Vanguard Mortg Backed Sec ETF with a value of $8.38B.

Examining the 13F form we can see an increase of $41B in the current position value, from $143B to 184B.

Keystone Global Partners, LLC is based out at Denver, CO

Below you can find more details about Keystone Global Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $184 Billion
ETFs: $175 Billion
Technology: $5.13 Billion
Consumer Cyclical: $1.09 Billion
Communication Services: $1.05 Billion
Real Estate: $403 Million
Financial Services: $213 Million
Industrials: $80.2 Million
Healthcare: $21.9 Million
Other: $15.8 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 155
  • Current Value $184 Billion
  • Prior Value $143 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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