Jennifer Park
Keystone Global Partners, Llc
Assets Managed
$264.547M
Holdings
57
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
17.42%(2Q avg: 8.26%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Keystone Global Partners, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 57 positions.
Assets under management
The assets under management (AUM) of Keystone Global Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 264.547M in assets, with a quarterly growth rate of 17.42% and a 2-quarter average growth rate of 8.26%. The portfolio is managed by Jennifer Park, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
XLK Technology Select Sect Spdr
| 10.53% | $27.835M 146,103 shares@ $190.52 avg price | Increased 15.41% |
XLF Financial Select Sector Spdr
| 7.83% | $20.713M 386,366 shares@ $53.62 avg price | Increased 6.86% |
BDYN Ishares Dyn Act Etf
| 7.21% | $19.052M 686,808 shares@ $27.75 avg price | Decreased -3.75% |
SCHG Schwab Us Large-cap Growth
| 7.17% | $18.96M 560,288 shares@ $33.85 avg price | Increased 9.91% |
VEA Vanguard Ftse Developed Etf
| 7.06% | $18.663M 261,939 shares@ $71.25 avg price | Increased 5.36% |
URTH Ishares Msci World Etf
| 5.4% | $14.285M 70,495 shares@ $202.64 avg price | Increased 39.82% |
VGK Vanguard Ftse Europe Etf
| 4.65% | $12.301M 138,932 shares@ $88.54 avg price | Increased 1.22% |
XLV Health Care Select Sector
| 4.54% | $11.989M 75,564 shares@ $158.66 avg price | Increased 14.98% |
XLI Industrial Select Sect Spdr
| 4.21% | $11.113M 59,995 shares@ $185.23 avg price | Increased 16.69% |
IVV Ishares Core S&p 500 Etf
| 3.4% | $8.977M 11,987 shares@ $748.89 avg price | Decreased -2.05% |
1-10 of 57