Keystone Wealth Services, LLC Portfolio Holdings
Keystone Wealth Services, LLC
- $424 Million
- Q4 2025
Keystone Wealth Services, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $424 Million distributed in 298 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Series Trust Spdr Nyse Te with a value of $50.4M, Ishares Core S&P 500 ETF with a value of $27.6M, Apple Inc. with a value of $21.3M, Nvidia Corp with a value of $15.4M, and Invesco Qqq Trust, Series 1 with a value of $14M.
Examining the 13F form we can see an increase of $6.1M in the current position value, from $418M to 424M.
Below you can find more details about Keystone Wealth Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$424 Million
ETFs: $268 Million
Technology: $67.1 Million
Energy: $22.3 Million
Financial Services: $13 Million
Consumer Cyclical: $12.7 Million
Consumer Defensive: $12.1 Million
Industrials: $6.7 Million
Communication Services: $6.15 Million
Other: $7.56 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 298
- Current Value $424 Million
- Prior Value $418 Million
- Filing
- Period Q4 2025
- Filing Date January 26, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 27 stocks
- Additional Purchases 117 stocks
- Sold out of 0 stocks
- Reduced holdings in 69 stocks