§ 13F · FUND PROFILE
Keystone Wealth Services, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $414.6T (13F)Positions · 280Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$87.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 41K | $28.0T | 5.9% | −1% |
| 2 | AAPL | APPLE INC | 80K | $21.7T | 4.6% | +7% |
| 3 | NVDA | NVIDIA CORPORATION | 82K | $15.4T | 3.2% | +15% |
| 4 | QQQ | INVESCO QQQ TR | 23K | $14.2T | 3.0% | +1% |
| 5 | MSFT | MICROSOFT CORP | 25K | $12.1T | 2.5% | ±0% |
| 6 | SPY | SPDR S&P 500 ETF TR | 16K | $11.0T | 2.3% | +3% |
| 7 | RSSE | FIRST TR EXCHNG TRADED FD VI | 191K | $10.9T | 2.3% | NEW |
| 8 | RSSE | FIRST TR EXCHNG TRADED FD VI | 170K | $9.1T | 1.9% | NEW |
| 9 | FBND | FIDELITY MERRIMACK STR TR | 180K | $8.3T | 1.7% | +1% |
| 10 | VOO | VANGUARD INDEX FDS | 13K | $8.1T | 1.7% | +2% |
§ 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 $414625.1 trillion in assets. The fund runs a broad portfolio of 280 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed