AI Portfolio Summary
In 2026 Q1, Keystone Global Partners, LLC maintained a portfolio of 59 distinct positions. The most significant new addition to the portfolio was iShares MSCI USA Val, which now represents 1.21% of the total fund value. They heavily accumulated shares in Select STR Financial, increasing their position by 10.0%. The fund also reduced its exposure to Schwab Long Term US by 66.8%.
Total Positions
59
Quarter
2026 Q1
Top Holding
XLF (7.9%)
Top 10 Concentration
57.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 59
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
XLF
Select STR Fina...
|
ETF | 7.92% | 7.92% |
#1
2
Prev: #3
|
7.2 | 32,772 | 10.0% |
P
S
|
361,575 | $17,850,947 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
BDYN
BlackRock iShar...
|
ETF | 7.70% | 8.39% |
#2
Prev: #2
|
5.1 | -30,800 | -4.1% |
P
S
|
713,598 | $17,347,577 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
XLK
Technology Sele...
|
ETF | 7.47% | 4.68% |
#3
4
Prev: #7
|
7.0 | 52,628 | 71.1% |
P
S
|
126,602 | $16,825,366 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VEA
Vanguard FTSE D...
|
ETF | 7.07% | 6.91% |
#4
Prev: #4
|
3.8 | -2,855 | -1.1% |
P
S
|
248,622 | $15,931,714 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SCHG
Schwab US Large...
|
ETF | 6.59% | 10.03% |
#5
4
Prev: #1
|
3.1 | -189,062 | -27.1% |
P
S
|
509,770 | $14,849,609 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VGK
Vanguard FTSE E...
|
ETF | 5.02% | 5.03% |
#6
Prev: #6
|
2.5 | 442 | 0.3% |
P
S
|
137,259 | $11,314,297 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
XLV
Health Care Sel...
|
ETF | 4.28% | 3.30% |
#7
2
Prev: #9
|
4.2 | 17,195 | 35.4% |
P
S
|
65,723 | $9,635,594 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VTEB
Vanguard Muni B...
|
ETF | 4.16% | 6.07% |
#8
3
Prev: #5
|
1.7 | -86,512 | -31.5% |
P
S
|
187,863 | $9,372,482 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
URTH
iShares MSCI Wo...
|
ETF | 4.03% | 2.69% |
#9
4
Prev: #13
|
4.6 | 17,543 | 53.4% |
P
S
|
50,422 | $9,076,968 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
XLI
INDUSTRIAL SELE...
|
ETF | 3.69% | 3.00% |
#10
1
Prev: #11
|
3.5 | 7,414 | 16.8% |
P
S
|
51,417 | $8,315,708 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IVV
iShares Core S&...
|
ETF | 3.55% | 3.80% |
#11
3
Prev: #8
|
1.9 | -359 | -2.8% |
P
S
|
12,239 | $7,994,570 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SCHR
Schwab Intermed...
|
ETF | 3.41% | 1.50% |
#12
8
Prev: #20
|
4.4 | 172,879 | 127.1% |
P
S
|
308,868 | $7,693,898 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
XLC
Communicat SVS ...
|
ETF | 3.24% | 3.23% |
#13
3
Prev: #10
|
3.3 | 3,449 | 5.5% |
P
S
|
65,757 | $7,289,860 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
LQD
iShares iBoxx I...
|
ETF | 2.76% | 2.70% |
#14
2
Prev: #12
|
1.6 | 1,295 | 2.3% |
P
S
|
57,084 | $6,221,585 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
EWJ
iShares Inc MSC...
|
ETF | 2.55% | 1.00% |
#15
12
Prev: #27
|
4.0 | 39,982 | 142.5% |
P
S
|
68,030 | $5,744,453 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
FDIS
Fidelity MSCI C...
|
ETF | 2.45% | 2.57% |
#16
2
Prev: #14
|
1.5 | 1,825 | 3.2% |
P
S
|
59,094 | $5,511,072 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
XLE
Energy Select S...
|
ETF | 1.85% | 1.09% |
#17
7
Prev: #24
|
3.2 | 12,461 | 22.5% |
P
S
|
67,866 | $4,157,471 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
RING
iShares MSCI Gl...
|
ETF | 1.80% | 2.39% |
#18
2
Prev: #16
|
0.7 | -22,435 | -30.4% |
P
S
|
51,432 | $4,062,120 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VMBS
Vanguard Mortga...
|
ETF | 1.74% | 2.20% |
#19
2
Prev: #17
|
0.7 | -23,037 | -21.6% |
P
S
|
83,397 | $3,915,475 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
RSP
Invesco S&P 500...
|
ETF | 1.54% | 0.64% |
#20
10
Prev: #30
|
3.6 | 10,416 | 136.5% |
P
S
|
18,048 | $3,463,727 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IGM
iShares Expande...
|
ETF | 1.47% | 1.59% |
#21
3
Prev: #18
|
1.6 | no change | no change |
P
S
|
28,003 | $3,318,611 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VOO
Vanguard S&P 50...
|
ETF | 1.42% | 1.56% |
#22
3
Prev: #19
|
1.1 | -288 | -5.1% |
P
S
|
5,367 | $3,207,270 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VLUE
iShares MSCI US...
|
ETF | 1.21% | — |
#23
Prev: #—
|
4.0 | 19,159 | no change |
NEW
|
19,159 | $2,724,218 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
XAR
SPDR S&P Aerosp...
|
ETF | 1.16% | 1.47% |
#24
3
Prev: #21
|
0.5 | -3,579 | -25.9% |
P
S
|
10,255 | $2,604,564 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IEFA
iShares Core MS...
|
ETF | 1.13% | 1.30% |
#25
2
Prev: #23
|
1.0 | -4,957 | -15.0% |
P
S
|
28,145 | $2,547,944 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
NVDA
Nvidia Corp
|
Technology | 0.99% | 1.05% |
#26
1
Prev: #25
|
1.4 | no change | no change |
P
S
|
12,797 | $2,231,725 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VTWG
Vanguard Russel...
|
ETF | 0.80% | 1.04% |
#27
1
Prev: #26
|
0.3 | -2,123 | -21.2% |
P
S
|
7,910 | $1,811,691 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SMH
Vaneck Semicond...
|
ETF | 0.79% | 0.62% |
#28
3
Prev: #31
|
2.3 | 740 | 19.0% |
P
S
|
4,632 | $1,775,909 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
QQQ
Invsc QQQ Trust...
|
ETF | 0.78% | 0.82% |
#29
1
Prev: #28
|
1.3 | no change | no change |
P
S
|
3,027 | $1,747,124 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IEMG
iShares Core MS...
|
ETF | 0.64% | — |
#30
Prev: #—
|
3.8 | 20,713 | no change |
NEW
|
20,713 | $1,444,732 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
CMF
iShares Califor...
|
ETF | 0.58% | 0.33% |
#31
10
Prev: #41
|
3.2 | 9,893 | 74.9% |
P
S
|
23,103 | $1,313,637 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VIG
Vanguard Divide...
|
ETF | 0.54% | 0.55% |
#32
1
Prev: #33
|
0.7 | -89 | -1.6% |
P
S
|
5,608 | $1,206,038 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AAPL
Apple Inc
|
Technology | 0.52% | 0.55% |
#33
1
Prev: #34
|
1.2 | no change | no change |
P
S
|
4,600 | $1,167,445 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
GOOG
Alphabet Inc Cl...
|
Communication Services | 0.46% | 0.50% |
#34
1
Prev: #35
|
1.2 | no change | no change |
P
S
|
3,640 | $1,044,170 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
JQUA
JPMorgan U.S. Q...
|
ETF | 0.45% | 0.59% |
#35
3
Prev: #32
|
0.2 | -4,618 | -21.9% |
P
S
|
16,438 | $1,007,974 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
EMB
iShares JPMorga...
|
ETF | 0.43% | 0.38% |
#36
4
Prev: #40
|
2.2 | 1,441 | 16.3% |
P
S
|
10,306 | $968,043 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
LEMB
ISHARES J.P. MO...
|
Bond/Debt | 0.42% | — |
#37
Prev: #—
|
3.7 | 23,450 | no change |
NEW
|
23,450 | $956,760 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
TSLA
Tesla Inc
|
Consumer Cyclical | 0.38% | 0.45% |
#38
1
Prev: #37
|
1.2 | no change | no change |
P
S
|
2,292 | $852,051 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 0.37% | 0.39% |
#39
Prev: #39
|
1.1 | no change | no change |
P
S
|
1,284 | $834,890 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
MSFT
Microsoft Corp
|
Technology | 0.33% | 0.42% |
#40
2
Prev: #38
|
1.1 | no change | no change |
P
S
|
1,995 | $738,406 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VYM
Vanguard High D...
|
ETF | 0.25% | 0.24% |
#41
3
Prev: #44
|
1.1 | no change | no change |
P
S
|
3,813 | $564,705 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
GBTC
Grayscale Bitco...
|
Unknown | 0.24% | 0.31% |
#42
Prev: #42
|
1.1 | no change | no change |
P
S
|
10,147 | $535,356 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
BND
Vanguard Total ...
|
ETF | 0.21% | 0.22% |
#43
2
Prev: #45
|
0.6 | -274 | -4.2% |
P
S
|
6,327 | $465,920 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
GLD
SPDR Gold Share...
|
ETF | 0.19% | 0.17% |
#44
3
Prev: #47
|
1.1 | no change | no change |
P
S
|
998 | $429,429 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SCHO
SCHWAB SHORT-TE...
|
Bond/Debt | 0.19% | — |
#45
Prev: #—
|
3.6 | 17,322 | no change |
NEW
|
17,322 | $420,405 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SHOP
Shopify Inc ...
|
Technology | 0.19% | 0.25% |
#46
3
Prev: #43
|
1.1 | no change | no change |
P
S
|
3,540 | $419,915 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
NYF
iShares New Yor...
|
ETF | 0.18% | 0.19% |
#47
1
Prev: #46
|
0.6 | -339 | -4.1% |
P
S
|
7,838 | $416,346 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SCHH
Charles Schwab ...
|
ETF | 0.16% | 0.15% |
#48
Prev: #48
|
1.1 | no change | no change |
P
S
|
16,285 | $349,965 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SCHQ
Schwab Long Ter...
|
ETF | 0.15% | 0.47% |
#49
13
Prev: #36
|
0.1 | -22,369 | -66.8% |
P
S
|
11,106 | $349,049 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AMZN
Amazon.Com Inc
|
Consumer Cyclical | 0.13% | 0.14% |
#50
1
Prev: #49
|
1.1 | no change | no change |
P
S
|
1,424 | $296,576 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 |
Showing 1-50 of 59 holdings