Keystone Global Partners, LLC

RIA/Wealth

Keystone Global Partners, LLC is a RIA/Wealth based in Hendersonville, TN led by James Peyton Carr, reporting $445.6M in AUM as of Q3 2025 with 94% ETF concentration and 60% concentrated in top 10 holdings.

Managing PartnerJames Peyton Carr

Portfolio Value: $177.4M
Positions: 50
Top Holding: SCHG at 10.32%
Last Reported: Q3 2025

Address181 East Main St. Suite #7, Hendersonville, TN, 37075, United States

Top Holdings

Largest long holdings in Keystone Global Partners, LLC's portfolio (60% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Schwab U.S. Large-Cap Growth SCHG	ETF ETF	$18.3M	10.32%	+$2.1M Bought	— 573.7K shares	Q1 2025 Held for 8 months
2 Financial Select Sector SPDR Fund XLF	ETF ETF	$14.4M	8.13%	+$1.5M Bought	— 267.7K shares	Q1 2025 Held for 8 months
3 Vanguard FTSE Developed Markets VEA	ETF ETF	$14.1M	7.95%	-$845.1K Sold	— 235.4K shares	Q1 2025 Held for 8 months
4 Vanguard FTSE Europe VGK	ETF ETF	$11.2M	6.34%	+$3.6M Bought	— 140.9K shares	Q1 2025 Held for 8 months
5 Technology Select Sector SPDR Fund XLK	ETF ETF	$9.0M	5.08%	-$267.8K Sold	— 32.0K shares	Q1 2025 Held for 8 months
6 iShares Core S&P 500 ETF IVV	ETF ETF	$8.5M	4.78%	-$217.5K Sold	— 12.7K shares	Q1 2025 Held for 8 months
7 Vanguard Tax-Exempt Bond Index Fund VTEB	ETF ETF	$8.2M	4.60%	-$10.5M Sold	— 162.9K shares	Q1 2025 Held for 8 months
8 Communication Services Select Sector SPDR Fund XLC	ETF ETF	$8.0M	4.49%	+$2.8M Bought	— 67.3K shares	Q1 2025 Held for 8 months
9 Vanguard Mortgage-Backed Securities VMBS	ETF ETF	$7.6M	4.31%	-$846.7K Sold	— 162.7K shares	Q1 2025 Held for 8 months
10 iShares iBoxx $ Investment Grade Corporate Bond LQD	ETF ETF	$7.1M	4.00%	-$192.1K Sold	— 63.7K shares	Q1 2025 Held for 8 months

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Keystone Global Partners, LLC's latest filing

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GthenC

Market Value

$177.4M

Prior: $183.6M

Q/Q Change

-3.33%

-$6.1M

Net Flows % of MV

-9.69%

Turnover Ratio

16.6%

New Purchases

2 stocks

$3.3M

Added To

12 stocks

+$17.6M

Sold Out Of

107 stocks

$15.9M

Reduced Holdings

24 stocks

-$22.2M

Increased Positions

Position	Shares Δ	Change
1 iShares MSCI USA Momentum Factor MTUM	New	0 → 11.5K +$3.0M
2 Invesco KBW Bank ETF KBWB	New	0 → 3.9K +$307.4K
3 iShares MSCI World URTH	+17,264.52%	124.0 → 21.5K +$3.9M
4 Energy Select Sector SPDR Fund XLE	+251.56%	6.5K → 23.0K +$1.5M
5 iShares 20+ Year Treasury Bond TLT	+75.01%	32.0 → 56.0 +$2.1K

Decreased Positions

Position	Shares Δ	Change
1 iShares U.S. Treasury Bond GOVT	Sold	214.1K → 0 −$4.9M
2 SPDR Nuveen Bloomberg High Yield Municipal Bond HYMB	Sold	182.1K → 0 −$4.5M
3 iShares MSCI Japan EWJ	Sold	34.3K → 0 −$2.6M
4 SPDR Blackstone Senior Loan SRLN	Sold	13.6K → 0 −$564.3K
5 iShares Broad USD High Yield Corporate Bond USHY	Sold	7.2K → 0 −$271.1K