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
$1.87 Million 0.45% of portfolio
42,625
Q3 2025 Reduced 7.34%
$342B
$1.83 Million 0.44% of portfolio
10,011
Q3 2025 Added 91.86%
$0
$1.8 Million 0.43% of portfolio
16,896
Q3 2025 Reduced 0.58%
$0
$1.73 Million 0.41% of portfolio
10,780
Q1 2024 Reduced 0.45%
$1.37T
$1.69 Million 0.4% of portfolio
2,297
Q3 2025 Added 3.75%
$0
$1.67 Million 0.4% of portfolio
8,976
Q3 2025 Reduced 2.24%
$0
$1.68 Million 0.4% of portfolio
8,264
Q3 2025 Added 0.13%
$1.65T
$1.57 Million 0.38% of portfolio
6,454
Q3 2025 Added 0.61%
$0
$1.59 Million 0.38% of portfolio
36,515
Q2 2025 Added 20.57%
$0
$1.61 Million 0.38% of portfolio
6,640
Q3 2025 Reduced 0.79%
$0
$1.54 Million 0.37% of portfolio
15,725
Q3 2025 Added 39.01%
$0
$1.53 Million 0.37% of portfolio
26,826
Q3 2025 Reduced 3.53%
$0
$1.5 Million 0.36% of portfolio
27,951
Q3 2025 New
$0
$1.49 Million 0.36% of portfolio
31,966
Q2 2025 Added 22.64%
$0
$1.5 Million 0.36% of portfolio
3,207
Q3 2025 Reduced 0.06%
$65.3B
$1.51 Million 0.36% of portfolio
20,775
Q3 2025 Added 0.71%
$0
$1.4 Million 0.34% of portfolio
14,697
Q3 2025 Added 106.51%
$398B
$1.42 Million 0.34% of portfolio
8,772
Q3 2025 Added 5.62%
$0
$1.41 Million 0.34% of portfolio
14,814
Q3 2025 Added 0.91%
$0
$1.4 Million 0.33% of portfolio
18,790
Q3 2025 Added 0.98%
$0
$1.36 Million 0.33% of portfolio
14,566
Q3 2025 New
$0
$1.33 Million 0.32% of portfolio
13,260
Q3 2025 Added 17.1%
$540B
$1.32 Million 0.32% of portfolio
3,880
Q3 2025 Added 1.17%
$139B
$1.35 Million 0.32% of portfolio
4,105
Q3 2025 Added 1.36%
$97.3B
$1.36 Million 0.32% of portfolio
16,024
Q3 2025 Reduced 0.91%
$0
$1.33 Million 0.32% of portfolio
4,055
Q3 2025 Reduced 2.5%
$0
$1.29 Million 0.31% of portfolio
30,082
Q3 2025 Reduced 3.52%
$0
$1.3 Million 0.31% of portfolio
41,831
Q3 2025 Reduced 0.04%
$0
$1.23 Million 0.3% of portfolio
26,329
Q3 2025 Reduced 3.59%
$0
$1.23 Million 0.29% of portfolio
21,397
Q3 2025 Reduced 6.78%
$0
$1.23 Million 0.29% of portfolio
7,888
Q3 2025 Reduced 25.39%
$241B
$1.2 Million 0.29% of portfolio
7,393
Q3 2025 Reduced 2.31%
$0
$1.18 Million 0.28% of portfolio
15,000
Q2 2025 New
$0
$1.12 Million 0.27% of portfolio
34,935
Q2 2025 Added 8.3%
$0
$1.12 Million 0.27% of portfolio
11,959
Q2 2025 Added 1.17%
$0
$1.08 Million 0.26% of portfolio
7,427
Q3 2025 Added 1.38%
$0
$1.09 Million 0.26% of portfolio
21,815
Q3 2025 Reduced 69.85%
$371B
$1.09 Million 0.26% of portfolio
2,685
Q3 2025 Added 6.17%
$0
$1.08 Million 0.26% of portfolio
3,661
Q3 2025 Added 0.97%
$0
$1.03 Million 0.25% of portfolio
8,187
Q2 2025 Reduced 2.22%
$0
$1.06 Million 0.25% of portfolio
30,510
Q3 2025 Added 40.51%
$207M
$995,000 0.24% of portfolio
15,558
Q4 2023 Added 17.22%
$24.1B
$1.01 Million 0.24% of portfolio
23,895
Q3 2025 Reduced 5.04%
$0
$986,000 0.24% of portfolio
38,173
Q3 2025 Reduced 0.44%
$0
$1.02 Million 0.24% of portfolio
34,406
Q3 2025 Added 0.94%
$411B
$951,000 0.23% of portfolio
4,111
Q3 2025 Reduced 3.86%
$0
$976,000 0.23% of portfolio
3,489
Q3 2025 New
$0
$969,000 0.23% of portfolio
9,393
Q3 2025 Reduced 0.01%
$36.7B
$970,000 0.23% of portfolio
11,567
Q3 2025 Added 17.02%

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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