Keystone Wealth Services, LLC
Keystone Wealth Services, LLC reported 327 positions worth $538.6M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: IVV (5.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $31.0M | 5.75% | 41,372 | — | — | |
| ▸ 2 | AAPL | SH | $21.8M | 4.05% | 75,463 | — | — | |
| ▸ 3 | QQQ | SH | $16.6M | 3.08% | 22,491 | — | — | |
| ▸ 4 | NVDA | SH | $15.3M | 2.84% | 76,326 | — | — | |
| ▸ 5 | SPY | SH | $11.7M | 2.16% | 15,615 | — | — | |
| ▸ 6 | STX | SH | $10.8M | 2.00% | 11,172 | — | — | |
| ▸ 7 | FJUN | SH | $10.6M | 1.96% | 176,510 | — | — | |
| ▸ 8 | FBCG | SH | $9.9M | 1.84% | 159,708 | — | — | |
| ▸ 9 | MSFT | SH | $9.6M | 1.79% | 25,777 | — | — | |
| ▸ 10 | FMAY | SH | $9.3M | 1.73% | 166,081 | — | — |
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Frequently Asked Questions
What stocks does Keystone Wealth Services, LLC hold as of Q2 2026?
Keystone Wealth Services, LLC reported 327 positions worth $538.6M in its Q2 2026 13F filing. Largest positions: IVV (5.8%), AAPL (4.1%), QQQ (3.1%), NVDA (2.8%) and SPY (2.2%).
What did Keystone Wealth Services, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Keystone Wealth Services, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.