§ 13F · FUND PROFILE
Keystone Wealth Services, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $458M (13F)Positions · 294Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$120M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 41K | $27M | 5.7% | ±0% |
| 2 | AAPL | APPLE INC | 75K | $19M | 4.1% | −6% |
| 3 | NVDA | NVIDIA CORPORATION | 75K | $13M | 2.8% | −9% |
| 4 | QQQ | INVESCO QQQ TR | 22K | $13M | 2.7% | −5% |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | 16K | $10M | 2.2% | −1% |
| 6 | FJUN | FIRST TR EXCHNG TRADED FD VI | 177K | $10M | 2.1% | NEW |
| 7 | MSFT | MICROSOFT CORP | 25K | $9M | 2.0% | +2% |
| 8 | FMAY | FIRST TR EXCHNG TRADED FD VI | 167K | $9M | 1.9% | NEW |
| 9 | CVX | CHEVRON CORPORATION | 42K | $9M | 1.8% | −2% |
| 10 | FBND | FIDELITY MERRIMACK STR TR | 178K | $8M | 1.7% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KEYSTONE SIGNAL
AC read
Keystone Wealth Services, LLC is a Other fund managing $458 million in assets. The fund runs a broad portfolio of 294 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed