Keystone Wealth Partners

Latest statistics and disclosures from Keystone Wealth Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VGSH, IVV, IJJ, SCHP, STIP, and represent 60.78% of Keystone Wealth Partners's stock portfolio.
  • Added to shares of these 10 stocks: VGSH (+$7.6M), SCHP, VCSH, STIP, IVV, VO, VEA, AAPL, IJJ, VGIT.
  • Started 2 new stock positions in FAST, DIS.
  • Reduced shares in these 10 stocks: MPC, HD, SPTS, TSLA, VTI, BSV, SHOP, BND, IJR, FTSSF.
  • Sold out of its positions in FTSSF, GPHOF, BSV.
  • Keystone Wealth Partners was a net buyer of stock by $16M.
  • Keystone Wealth Partners has $149M in assets under management (AUM), dropping by 17.76%.
  • Central Index Key (CIK): 0001845980

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Portfolio Holdings for Keystone Wealth Partners

Companies in the Keystone Wealth Partners portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH) 20.2 $30M +33% 489k 61.52
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV) 12.7 $19M +8% 47k 397.82
Ishares S&p Midcap 400 Va S&p Mc 400vl Etf (IJJ) 9.4 $14M +4% 137k 101.93
Schwab US TIPS ETF Us Tips Etf (SCHP) 9.2 $14M +27% 224k 61.16
iShares 0-5 Year TIPS Bond ETF 0-5 Yr Tips Etf (STIP) 9.2 $14M +23% 129k 105.72
Vanguard Short Term Corp Shrt Trm Corp Bd (VCSH) 9.2 $14M +26% 165k 82.50
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 8.7 $13M +7% 264k 49.11
Vanguard Mid-Cap VIPERs Mid Cap Etf (VO) 8.7 $13M +8% 58k 221.34
Ishares Tr Core S&p Small S&p 100 Etf (IJR) 4.9 $7.2M -2% 67k 108.53
Vanguard Intmdt-Term Trs ETF Inter Term Treas (VGIT) 1.7 $2.6M +21% 38k 67.23
Vanguard Total Stock Mark Total Stk Mkt (VTI) 1.0 $1.4M -27% 6.9k 206.76
Vanguard Ttl Bd Mkt Total Bnd Mrkt (BND) 1.0 $1.4M -12% 17k 84.71
Home Depot (HD) 0.7 $981k -44% 3.2k 305.13
Apple (AAPL) 0.7 $978k +133% 8.0k 122.11

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Marathon Petroleum Corp (MPC) 0.6 $883k -58% 17k 53.50
Tesla Motors (TSLA) 0.4 $661k -50% 989.00 668.35
Microsoft Corporation (MSFT) 0.3 $468k +49% 2.0k 235.77
McDonald's Corporation (MCD) 0.2 $338k 1.5k 224.29
SPDR Portfolio Short Term Treasury ETF Portfolio Sh Tsr (SPTS) 0.2 $280k -71% 9.1k 30.64
Johnson & Johnson (JNJ) 0.2 $265k +8% 1.6k 164.19
iSHARES TR DOW JONES SELE S&p 100 Etf (DVY) 0.2 $248k 2.2k 114.13
Amazon (AMZN) 0.2 $226k +8% 73.00 3095.89
Shopify Cl A (SHOP) 0.1 $222k -49% 201.00 1104.48
Walt Disney Company (DIS) 0.1 $209k NEW 1.1k 184.96
Fastenal Company (FAST) 0.1 $201k NEW 4.0k 50.25
Anavex Life Sciences Corp Com New (AVXL) 0.1 $159k -5% 11k 14.93

Past Filings by Keystone Wealth Partners

SEC 13F filings are viewable for Keystone Wealth Partners going back to 2020