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Keystone Wealth Services

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

Top 5 stock holdings are RSSE, IVV, AAPL, XNTK, NVDA, and represent 26.59% of Keystone Wealth Services's stock portfolio.
Added to shares of these 10 stocks: RSSE (+$44M), XNTK (+$17M), PMAY (+$11M), FAD (+$6.8M), QJUN, BUFY, GJUN, FDL, FNDC, DOCT.
Started 27 new stock positions in XLE, CELC, XLUI, FDL, FPE, KO, ESGV, DNN, XNTK, UUP.
Reduced shares in these 10 stocks: FJUN (-$11M), FMAY (-$9.3M), FMAR (-$5.6M), FSEP (-$5.3M), FJUL, FFEB, FDEC, BUFR, FNDF, PNOV.
Sold out of its positions in AMLP, BP, BCG, CRWV, FBTC, QTEC, FVD, FEX, FYX, FNX.
Keystone Wealth Services was a net buyer of stock by $8.3M.
Keystone Wealth Services has $474M in assets under management (AUM), dropping by 3.35%.
Central Index Key (CIK): 0001866189

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Portfolio Holdings for Keystone Wealth Services

Keystone Wealth Services holds 246 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (RSSE)	9.2	$44M	NEW	1.1M	41.33	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.9	$28M		41k	684.94	View chart
Apple (AAPL)	4.6	$22M	+7%	80k	271.86	View chart
Spdr Series Trust State Street Spd (XNTK)	3.7	$17M	NEW	184k	94.19	View chart
NVIDIA Corporation (NVDA)	3.2	$15M	+14%	82k	186.50	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.0	$14M		23k	614.31	View chart
Microsoft Corporation (MSFT)	2.5	$12M		25k	483.63	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	2.4	$11M	+3126%	244k	46.43	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.3	$11M	+2%	16k	681.93	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.7	$8.3M		180k	46.04	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.7	$8.1M	+2%	13k	627.14	View chart
Costco Wholesale Corporation (COST)	1.6	$7.5M		8.7k	862.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	1.5	$7.1M	+233%	226k	31.68	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	1.5	$6.9M		126k	54.84	View chart
First Tr Exchange-traded A Com Shs (FAD)	1.4	$6.8M	NEW	54k	125.98	View chart
Exxon Mobil Corporation (XOM)	1.4	$6.5M		54k	120.34	View chart
Chevron Corporation (CVX)	1.4	$6.5M	+2%	42k	152.41	View chart
Amazon (AMZN)	1.2	$5.8M	+4%	25k	230.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	1.1	$5.2M	+269%	135k	38.74	View chart
ConocoPhillips (COP)	1.1	$5.1M		55k	93.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFY)	1.0	$4.9M	NEW	136k	35.84	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.0	$4.8M	+2%	22k	219.78	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.0	$4.6M		31k	148.98	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	1.0	$4.6M	+2%	103k	44.32	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$4.1M		33k	123.26	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.8	$4.0M		14k	275.39	View chart
Ishares Tr Investment Grade (IGEB)	0.8	$3.9M	+2%	86k	45.66	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.8	$3.9M		52k	75.59	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.8	$3.8M	+3%	62k	60.81	View chart
Tesla Motors (TSLA)	0.7	$3.5M		7.8k	449.71	View chart
First Tr Exchange-traded SHS (FDL)	0.7	$3.4M	NEW	15k	230.21	View chart
Wells Fargo & Company (WFC)	0.7	$3.4M		36k	93.20	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.7	$3.2M	+4%	139k	23.37	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.7	$3.2M	-3%	75k	43.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.7	$3.2M	+889%	73k	44.29	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.7	$3.2M	+6%	34k	92.80	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.7	$3.2M	NEW	70k	45.21	View chart
JPMorgan Chase & Co. (JPM)	0.7	$3.1M	+2%	9.7k	322.21	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$3.0M		15k	198.62	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$2.7M	-12%	11k	252.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$2.6M	-2%	5.1k	502.65	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.5	$2.5M	-3%	13k	199.68	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$2.5M	-8%	13k	191.56	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.5	$2.4M	+3%	40k	59.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.5	$2.3M	+184%	49k	47.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$2.2M	+11%	7.2k	313.00	View chart
Cloudflare Cl A Com (NET)	0.5	$2.2M	+3%	11k	197.15	View chart
Vanguard Instl Index Ultra-short Trea (VGUS)	0.5	$2.2M	+37%	29k	75.46	View chart
Trane Technologies SHS (TT)	0.4	$2.1M	-4%	5.3k	389.20	View chart
Phillips 66 (PSX)	0.4	$2.0M		16k	129.04	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$2.0M	+6%	30k	67.22	View chart
Palantir Technologies Cl A (PLTR)	0.4	$2.0M	+12%	11k	177.75	View chart
Advanced Micro Devices (AMD)	0.4	$2.0M	+4%	9.2k	214.16	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$1.9M	-3%	17k	113.92	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.4	$1.9M	+27%	34k	54.92	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$1.8M	+7%	22k	81.17	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$1.8M	+3%	8.6k	210.33	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$1.7M	-4%	16k	107.11	View chart
Capital Group Core Balanced SHS (CGBL)	0.4	$1.7M	+19%	48k	35.33	View chart
Meta Platforms Cl A (META)	0.4	$1.7M	+9%	2.5k	660.14	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.6M	-4%	8.5k	190.98	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$1.6M		6.5k	246.17	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.5M		3.2k	473.37	View chart
Axt (AXTI)	0.3	$1.5M	-3%	90k	16.35	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$1.5M	+4%	20k	74.07	View chart
Broadcom (AVGO)	0.3	$1.5M	+2%	4.2k	346.14	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$1.5M	+2%	15k	96.28	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$1.4M		15k	94.16	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.3	$1.4M	+8%	41k	33.30	View chart
Visa Com Cl A (V)	0.3	$1.4M		3.9k	350.74	View chart
Ishares Tr Top 20 U S Stock (TOPT)	0.3	$1.4M	+5%	44k	31.23	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.3	$1.3M	+8%	8.6k	156.64	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$1.3M		15k	92.51	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.3	$1.3M	+2%	14k	98.50	View chart
Starbucks Corporation (SBUX)	0.3	$1.3M	-2%	16k	84.21	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.3	$1.3M	-2%	29k	44.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.3M	-4%	3.9k	335.29	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$1.2M	-2%	21k	59.28	View chart
Philip Morris International (PM)	0.3	$1.2M		7.4k	160.40	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$1.2M	+6%	23k	49.99	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$1.2M		12k	96.03	View chart
Parker-Hannifin Corporation (PH)	0.2	$1.1M		1.3k	878.80	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$1.1M		7.4k	148.69	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$1.1M	+216%	9.7k	110.19	View chart
Cameco Corporation (CCJ)	0.2	$1.1M		12k	91.49	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$1.1M	+18%	6.6k	160.97	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$1.0M	+12%	22k	46.54	View chart
Micron Technology (MU)	0.2	$1.0M	+2%	3.6k	285.41	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.0M	-4%	3.5k	290.23	View chart
Belpointe Prep Unit Rp Ltd Lb A (OZ)	0.2	$1.0M		16k	65.03	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.0M	+7%	37k	26.91	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$988k		9.4k	105.00	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$956k	+6%	3.0k	313.79	View chart
Abbvie (ABBV)	0.2	$949k		4.2k	228.47	View chart
Home Depot (HD)	0.2	$933k		2.7k	344.06	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.2	$926k	+10%	44k	21.23	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$912k	-2%	3.4k	269.18	View chart
Vaneck Etf Trust Retail Etf (RTH)	0.2	$910k	+13%	3.6k	249.47	View chart
Walt Disney Company (DIS)	0.2	$895k		7.9k	113.77	View chart
Caterpillar (CAT)	0.2	$848k		1.5k	572.80	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$818k	+3%	12k	66.00	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$814k	NEW	4.8k	168.77	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.2	$805k	-8%	26k	30.45	View chart
Johnson & Johnson (JNJ)	0.2	$799k		3.9k	206.93	View chart
Altria (MO)	0.2	$793k		14k	57.66	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$792k		11k	69.47	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$783k		14k	58.12	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$777k	+27%	11k	71.41	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$755k		1.00	754800.00	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$752k	-4%	1.5k	487.75	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$751k	+3%	2.4k	314.85	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$750k		5.5k	136.73	View chart
Amgen (AMGN)	0.2	$712k		2.2k	327.31	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$708k	+212%	9.1k	77.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)	0.1	$702k	+141%	17k	40.92	View chart
American Express Company (AXP)	0.1	$695k	-4%	1.9k	369.85	View chart
Ishares Tr High Yld Systm B (HYDB)	0.1	$694k	+3%	15k	47.35	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$685k	+7%	2.3k	303.89	View chart
Wal-Mart Stores (WMT)	0.1	$682k		6.1k	111.41	View chart
Ishares Tr Micro-cap Etf (IWC)	0.1	$671k	-10%	4.3k	157.71	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$645k		4.6k	141.15	View chart
Ingersoll Rand (IR)	0.1	$637k	-7%	8.0k	79.22	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$637k		9.2k	69.40	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$629k	+27%	1.3k	480.62	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$627k	-5%	4.4k	143.52	View chart
Invesco Db Us Dlr Index Tr Bullish Fd (UUP)	0.1	$621k	NEW	23k	27.03	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$621k	+8%	19k	33.51	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.1	$619k	+9%	7.4k	83.96	View chart
Cardinal Health (CAH)	0.1	$596k		2.9k	205.52	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAY)	0.1	$581k	NEW	15k	39.92	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$580k	-4%	12k	47.98	View chart
Netflix (NFLX)	0.1	$580k	+1081%	6.2k	93.76	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$572k	-17%	11k	50.29	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$571k	NEW	31k	18.22	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.1	$569k		5.7k	100.26	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$568k	+60%	9.8k	57.92	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$563k	+15%	21k	27.43	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$559k	-29%	11k	52.77	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.1	$559k	-13%	3.9k	142.13	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.1	$550k	-8%	15k	37.78	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$543k	+46%	9.9k	54.77	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$529k	+6%	14k	39.12	View chart
Independence Realty Trust In (IRT)	0.1	$527k		30k	17.48	View chart
Southern California Bancorp (BCAL)	0.1	$520k		28k	18.67	View chart
Eli Lilly & Co. (LLY)	0.1	$512k		477.00	1074.29	View chart
McDonald's Corporation (MCD)	0.1	$511k	+8%	1.7k	305.61	View chart
Abbott Laboratories (ABT)	0.1	$507k		4.0k	125.28	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$503k		13k	39.59	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$498k	+8%	7.0k	71.45	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$496k	+2%	4.1k	120.18	View chart
Intuit (INTU)	0.1	$486k		734.00	662.43	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$484k	-7%	7.2k	67.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Small (SFEB)	0.1	$483k		21k	23.50	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$478k		9.6k	50.04	View chart
Marriott Intl Cl A (MAR)	0.1	$474k		1.5k	310.30	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$466k		10k	46.67	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$466k	NEW	2.2k	212.07	View chart
Cummins (CMI)	0.1	$463k		907.00	510.67	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$447k	-8%	1.1k	396.31	View chart
Innovator Etfs Trust Equity Dual Dire (DDFD)	0.1	$447k	NEW	21k	21.62	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.1	$445k		21k	21.20	View chart
Lockheed Martin Corporation (LMT)	0.1	$432k		894.00	483.47	View chart
Coinbase Global Com Cl A (COIN)	0.1	$426k	-22%	1.9k	226.14	View chart
Enterprise Products Partners (EPD)	0.1	$425k		13k	32.06	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.1	$422k	NEW	20k	21.66	View chart
Raytheon Technologies Corp (RTX)	0.1	$419k	+4%	2.3k	183.38	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$417k		18k	23.65	View chart
Cenovus Energy (CVE)	0.1	$413k		24k	16.92	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$411k	-12%	5.3k	77.89	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$410k	+59%	7.8k	52.62	View chart
Select Sector Spdr Tr State Street Uti (XLUI)	0.1	$406k	NEW	9.5k	42.69	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$403k	-6%	3.9k	102.38	View chart
Lam Research Corp Com New (LRCX)	0.1	$402k	-2%	2.3k	171.16	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.1	$401k		4.1k	97.85	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.1	$399k	NEW	15k	25.82	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.1	$398k	-6%	8.3k	48.18	View chart
Oracle Corporation (ORCL)	0.1	$395k		2.0k	194.93	View chart
Bristol Myers Squibb (BMY)	0.1	$394k	-2%	7.3k	53.94	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$389k	+4%	516.00	753.81	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$387k		1.2k	323.12	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$386k		1.0k	373.30	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.1	$383k		4.2k	91.19	View chart
Lowe's Companies (LOW)	0.1	$378k	+24%	1.6k	241.14	View chart
Ionq Inc Pipe (IONQ)	0.1	$376k	-14%	8.4k	44.87	View chart
Innovator Etfs Trust Growth 100 Pwr B (NAUG)	0.1	$373k	NEW	13k	28.70	View chart
Qualcomm (QCOM)	0.1	$363k		2.1k	171.09	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.1	$362k	-3%	9.8k	36.86	View chart
Suncor Energy (SU)	0.1	$361k		8.1k	44.36	View chart
Realty Income (O)	0.1	$357k	+2%	6.3k	56.37	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$357k	+41%	11k	32.62	View chart
Innovator Etfs Trust Equity Defined (AAPR)	0.1	$348k		12k	28.41	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$348k		3.1k	113.72	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$347k		12k	30.07	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$336k	+4%	3.6k	93.08	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.1	$336k		6.9k	48.67	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.1	$331k		17k	20.05	View chart
Pepsi (PEP)	0.1	$325k		2.3k	143.50	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$300k	-10%	5.9k	50.86	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$298k	+18%	721.00	412.76	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$297k	+11%	10k	28.48	View chart
Charles Schwab Corporation (SCHW)	0.1	$296k	-9%	3.0k	99.93	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.1	$292k	+6%	3.7k	79.45	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$287k	+6%	5.6k	50.86	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$276k	-4%	11k	25.46	View chart
Danaher Corporation (DHR)	0.1	$271k		1.2k	228.93	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.1	$268k		1.7k	153.26	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.1	$268k	NEW	3.4k	78.11	View chart
Pfizer (PFE)	0.1	$265k	+11%	11k	24.90	View chart
Procter & Gamble Company (PG)	0.1	$264k	-2%	1.8k	143.31	View chart
Agilent Technologies Inc C ommon (A)	0.1	$264k		1.9k	136.06	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$261k	-30%	2.6k	99.93	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.1	$260k		25k	10.60	View chart
SYSCO Corporation (SYY)	0.1	$260k		3.5k	73.69	View chart
Iron Mountain (IRM)	0.1	$259k		3.1k	82.95	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$258k		4.9k	53.05	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$253k		4.7k	53.83	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$249k	+19%	2.5k	100.39	View chart
Global X Fds Lithium Btry Etf (LIT)	0.1	$249k		3.8k	64.86	View chart
Celcuity (CELC)	0.1	$247k	NEW	2.5k	99.74	View chart
Verizon Communications (VZ)	0.1	$246k	+28%	6.0k	40.73	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)	0.1	$245k		9.8k	25.04	View chart
Innovator Etfs Trust Innovator Gw 100 (NJUN)	0.1	$244k		7.8k	31.52	View chart
Keysight Technologies (KEYS)	0.1	$244k		1.2k	203.19	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$242k	-46%	10k	24.04	View chart
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN)	0.1	$241k		4.9k	49.12	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$239k		1.3k	181.21	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$237k		3.6k	65.10	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$236k	NEW	4.7k	50.59	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$235k		5.3k	44.17	View chart
General Dynamics Corporation (GD)	0.0	$232k		689.00	336.69	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$230k		2.1k	108.36	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$225k	NEW	657.00	343.11	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$225k	NEW	898.00	250.42	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$222k	NEW	5.0k	44.71	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$219k		3.5k	62.15	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.0	$214k	NEW	5.2k	41.42	View chart
Mastercard Incorporated Cl A (MA)	0.0	$213k		374.00	570.49	View chart
Coca-Cola Company (KO)	0.0	$213k	NEW	3.0k	69.91	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$211k	NEW	1.7k	120.96	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$207k		1.7k	121.65	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$206k	-25%	6.6k	30.96	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.0	$205k		1.6k	130.08	View chart
Bigbear Ai Hldgs (BBAI)	0.0	$196k	NEW	36k	5.40	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$152k		13k	12.02	View chart
Highland Opps & Income Highland Income (HFRO)	0.0	$125k		21k	5.98	View chart
Denison Mines Corp (DNN)	0.0	$55k	NEW	21k	2.66	View chart

Past Filings by Keystone Wealth Services

SEC 13F filings are viewable for Keystone Wealth Services going back to 2021

Keystone Wealth Services 2025 Q4 filed Jan. 26, 2026
Keystone Wealth Services 2025 Q3 filed Oct. 22, 2025
Keystone Wealth Services 2025 Q2 filed July 9, 2025
Keystone Wealth Services 2025 Q1 filed April 17, 2025
Keystone Wealth Services 2024 Q4 filed Feb. 6, 2025
Keystone Wealth Services 2024 Q3 filed Oct. 15, 2024
Keystone Wealth Services 2024 Q2 filed July 12, 2024
Keystone Wealth Services 2024 Q1 filed April 12, 2024
Keystone Wealth Services 2023 Q4 filed Jan. 17, 2024
Keystone Wealth Services 2023 Q3 filed Oct. 5, 2023
Keystone Wealth Services 2023 Q2 filed July 20, 2023
Keystone Wealth Services 2023 Q1 filed April 7, 2023
Keystone Wealth Services 2022 Q4 filed Feb. 10, 2023
Keystone Wealth Services 2022 Q3 filed Nov. 1, 2022
Keystone Wealth Services 2022 Q2 filed July 13, 2022
Keystone Wealth Services 2022 Q1 filed April 21, 2022

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