Keystone Wealth Services, LLC Portfolio Holdings

Keystone Wealth Services, LLC

  • $418 Million
  • Q3 2025

Keystone Wealth Services, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $418 Million distributed in 294 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $27.8M, Apple Inc. with a value of $18.9M, Invesco Qqq Trust, Series 1 with a value of $13.8M, Nvidia Corp with a value of $13.4M, and Microsoft Corp with a value of $12.9M.

Examining the 13F form we can see an increase of $38.2M in the current position value, from $379M to 418M.

Below you can find more details about Keystone Wealth Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $418 Million
ETFs: $242 Million
Technology: $61.1 Million
Energy: $22.2 Million
Financial Services: $13.2 Million
Consumer Cyclical: $13 Million
Consumer Defensive: $12.2 Million
Industrials: $6.66 Million
Communication Services: $5.67 Million
Other: $7.14 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27.8 Million 6.65% of portfolio
41,468
Q3 2025 Reduced 20.55%
$4.42T
$18.9 Million 4.53% of portfolio
74,368
Q3 2025 Added 0.7%
$0
$13.8 Million 3.3% of portfolio
22,972
Q3 2025 Added 8.68%
$481B
$13.4 Million 3.21% of portfolio
71,846
Q3 2025 Added 4.73%
$3.79T
$12.9 Million 3.09% of portfolio
24,937
Q3 2025 Added 0.59%
$0
$11.4 Million 2.73% of portfolio
203,388
Q3 2025 Reduced 0.5%
$0
$10.5 Million 2.5% of portfolio
15,702
Q3 2025 Added 2.49%
$0
$9.29 Million 2.22% of portfolio
177,793
Q3 2025 Reduced 0.38%
$0
$8.23 Million 1.97% of portfolio
177,944
Q3 2025 Added 3.71%
$404B
$8.11 Million 1.94% of portfolio
8,757
Q3 2025 Added 0.85%
$0
$7.73 Million 1.85% of portfolio
12,621
Q3 2025 Added 2.07%
$0
$6.64 Million 1.59% of portfolio
123,820
Q3 2025 Added 31.19%
$306B
$6.43 Million 1.54% of portfolio
41,399
Q3 2025 Added 2,819.53%
$499B
$6.07 Million 1.45% of portfolio
53,804
Q3 2025 Added 0.12%
$0
$5.57 Million 1.33% of portfolio
120,002
Q3 2025 Reduced 5.14%
$0
$5.26 Million 1.26% of portfolio
104,114
Q3 2025 Reduced 2.07%
$115B
$5.2 Million 1.25% of portfolio
55,001
Q3 2025 Reduced 0.01%
$0
$4.5 Million 1.08% of portfolio
30,916
Q3 2025 Reduced 4.18%
$0
$4.47 Million 1.07% of portfolio
100,565
Q3 2025 Added 22.14%
$0
$4.24 Million 1.01% of portfolio
77,420
Q3 2025 Reduced 5.72%
$0
$3.91 Million 0.94% of portfolio
21,458
Q3 2025 Added 18.98%
$0
$3.94 Million 0.94% of portfolio
32,615
Q3 2025 Added 85.32%
$0
$3.86 Million 0.92% of portfolio
83,760
Q3 2025 Added 230.58%
$0
$3.78 Million 0.91% of portfolio
50,652
Q3 2025 Added 804.66%
$0
$3.57 Million 0.86% of portfolio
60,369
Q3 2025 Added 4.65%
$1.39T
$3.53 Million 0.85% of portfolio
7,946
Q3 2025 Added 1.9%
$59.5B
$3.4 Million 0.81% of portfolio
14,386
Q3 2025 Reduced 6.5%
$0
$3.28 Million 0.79% of portfolio
77,218
Q3 2025 Reduced 4.93%
$0
$3.12 Million 0.75% of portfolio
133,123
Q3 2025 New
$0
$3.09 Million 0.74% of portfolio
92,500
Q3 2025 Added 14.37%
$0
$3.09 Million 0.74% of portfolio
62,842
Q3 2025 Reduced 5.74%
$0
$3.03 Million 0.73% of portfolio
15,576
Q3 2025 Reduced 48.4%
$327B
$3.02 Million 0.72% of portfolio
35,972
Q3 2025 Reduced 0.02%
$0
$2.95 Million 0.71% of portfolio
11,942
Q3 2025 Added 23.47%
$926B
$2.98 Million 0.71% of portfolio
9,462
Q3 2025 Added 4.8%
$0
$2.94 Million 0.7% of portfolio
68,427
Q3 2025 Added 193.04%
$0
$2.84 Million 0.68% of portfolio
54,647
Q3 2025 Added 4.78%
$0
$2.74 Million 0.66% of portfolio
14,427
Q3 2025 Reduced 2.9%
$0
$2.68 Million 0.64% of portfolio
86,193
Q3 2025 Reduced 3.79%
$647B
$2.62 Million 0.63% of portfolio
5,208
Q3 2025 Added 0.04%
$0
$2.59 Million 0.62% of portfolio
49,016
Q3 2025 Reduced 0.37%
$0
$2.54 Million 0.61% of portfolio
21,751
Q3 2025 Reduced 1.58%
$0
$2.57 Million 0.61% of portfolio
13,104
Q3 2025 Reduced 7.05%
$66.5B
$2.32 Million 0.56% of portfolio
10,829
Q3 2025 Added 6.91%
$97.7B
$2.34 Million 0.56% of portfolio
5,553
Q3 2025 Reduced 6.15%
$0
$2.29 Million 0.55% of portfolio
38,249
Q3 2025 Added 6.72%
$67.8B
$2.18 Million 0.52% of portfolio
16,008
Q3 2025 Reduced 0.68%
$0
$2.11 Million 0.5% of portfolio
67,707
Q3 2025 Added 0.89%
$0
$1.95 Million 0.47% of portfolio
17,134
Q3 2025 Added 17.41%

Summary

  • Portfolio
  • No. of Stocks 294
  • Current Value $418 Million
  • Prior Value $379 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 31 stocks
  • Additional Purchases 99 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 105 stocks
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