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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 IVV, AAPL, QQQ, NVDA, SPY, and represent 17.88% of Keystone Wealth Services's stock portfolio.
Added to shares of these 10 stocks: PSI, CGBL, BUFQ, QQQM, FBCG, BUFY, IWF, VO, BUFR, VUG.
Started 40 new stock positions in SPCX, INDA, MGV, NBFR, MS, WDC, SCHF, SCMB, IALT, AGG.
Reduced shares in these 10 stocks: STX, JCPB, BINC, BUFD, BUFZ, NAPR, XLE, BBUS, NLR, CIBR.
Sold out of its positions in SIVR, BP, BINC, BUFD, BUFZ, INTU, GLD.
Keystone Wealth Services was a net buyer of stock by $17M.
Keystone Wealth Services has $539M in assets under management (AUM), dropping by 15.16%.
Central Index Key (CIK): 0001866189

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Portfolio Holdings for Keystone Wealth Services

Keystone Wealth Services holds 326 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	5.8	$31M		41k	748.89	View chart
Apple (AAPL)	4.1	$22M		76k	289.36	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.1	$17M		23k	736.40	View chart
NVIDIA Corporation (NVDA)	2.8	$15M	+2%	76k	200.09	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.2	$12M	-2%	16k	746.75	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	2.0	$11M	-18%	11k	965.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	2.0	$11M		177k	59.95	View chart
Microsoft Corporation (MSFT)	1.9	$10M	+5%	27k	373.02	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	1.8	$9.9M	+11%	160k	62.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	1.7	$9.3M		166k	56.20	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.7	$9.2M	+5%	13k	686.81	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.5	$8.3M	+2%	183k	45.49	View chart
Costco Wholesale Corporation (COST)	1.3	$7.2M		7.7k	935.41	View chart
Chevron Corporation (CVX)	1.3	$6.9M		42k	165.76	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.2	$6.7M	+2%	98k	68.01	View chart
Advanced Micro Devices (AMD)	1.2	$6.3M		11k	580.92	View chart
Exxon Mobil Corporation (XOM)	1.1	$6.1M		45k	136.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	1.1	$5.7M	+2%	110k	52.26	View chart
ConocoPhillips (COP)	1.0	$5.6M		54k	103.96	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	1.0	$5.5M	+18%	150k	36.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.0	$5.4M	+2%	23k	236.62	View chart
Amazon (AMZN)	1.0	$5.3M	+6%	22k	238.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	1.0	$5.1M		94k	55.08	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.9	$5.0M		30k	163.67	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.9	$4.7M	+4%	108k	43.61	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$4.7M	+5%	34k	137.53	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.8	$4.4M	+36%	15k	302.97	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.8	$4.4M	+4%	54k	81.36	View chart
Micron Technology (MU)	0.8	$4.2M	+2%	3.7k	1154.21	View chart
Ishares Tr Invt Grad Sy Etf (IGEB)	0.8	$4.1M	+5%	91k	45.11	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.7	$4.0M	+7%	77k	52.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.7	$4.0M		66k	60.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.7	$3.6M	-7%	61k	59.54	View chart
Capital Group Core Balanced SHS (CGBL)	0.7	$3.6M	+98%	95k	37.96	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.7	$3.5M	+9%	153k	23.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)	0.6	$3.4M	+83%	88k	39.27	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$3.4M		16k	219.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.6	$3.2M	-5%	59k	54.47	View chart
Vanguard Instl Index Ultr Shor Tr Etf (VGUS)	0.6	$3.2M	-8%	43k	75.66	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.6	$3.0M	-9%	31k	98.59	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$3.0M		12k	252.23	View chart
Wells Fargo & Company (WFC)	0.6	$3.0M		36k	82.64	View chart
Invesco Exchange Traded Fd T Semiconductors (PSI)	0.5	$3.0M	+229%	16k	187.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.5	$2.9M	-2%	53k	55.09	View chart
Tesla Motors (TSLA)	0.5	$2.9M		6.9k	420.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.5	$2.9M		51k	56.51	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$2.8M	+10%	8.0k	357.36	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.5	$2.8M		20k	139.87	View chart
JPMorgan Chase & Co. (JPM)	0.5	$2.8M	+3%	8.4k	327.33	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.5	$2.7M	-5%	60k	45.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.5	$2.7M		79k	34.84	View chart
Phillips 66 (PSX)	0.5	$2.7M		16k	169.05	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$2.7M	+4%	32k	82.84	View chart
Cloudflare Cl A Com (NET)	0.5	$2.7M	+14%	11k	245.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.5	$2.6M	-2%	45k	58.49	View chart
Trane Technologies SHS (TT)	0.5	$2.6M		5.2k	491.16	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$2.5M		5.0k	500.41	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.4	$2.4M	-8%	55k	44.35	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.4	$2.4M	+11%	45k	52.72	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.4	$2.2M	-2%	37k	59.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.4	$2.2M	+2%	66k	33.79	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$2.2M	+3%	18k	124.42	View chart
Ishares Tr Expanded Tech (IGV)	0.4	$2.1M		23k	90.60	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.4	$2.1M		11k	193.78	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.4	$2.0M	-6%	25k	81.06	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$2.0M	-2%	9.4k	212.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Intl Etf (BUFY)	0.4	$2.0M	+99%	85k	23.41	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$2.0M		6.6k	300.46	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.3	$1.8M	+6%	39k	46.74	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.8M	-4%	8.2k	217.94	View chart
Caterpillar (CAT)	0.3	$1.8M	+30%	1.6k	1064.78	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$1.7M	-2%	16k	107.62	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.3	$1.7M		20k	87.88	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.3	$1.7M	+3%	14k	121.74	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.3	$1.7M	-18%	13k	134.72	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.3	$1.7M		25k	67.56	View chart
Capital Group International SHS (CGIC)	0.3	$1.7M		46k	36.39	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.3	$1.7M	+2%	33k	50.49	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$1.7M	-7%	6.8k	242.42	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.3	$1.7M	-7%	36k	46.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.3	$1.6M		37k	44.24	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.3	$1.6M		34k	47.77	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$1.6M		22k	73.41	View chart
Starbucks Corporation (SBUX)	0.3	$1.6M		16k	102.19	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.3	$1.6M		31k	50.39	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.3	$1.5M	-2%	31k	48.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.3	$1.5M	-5%	43k	35.61	View chart
Broadcom (AVGO)	0.3	$1.5M	+3%	4.0k	377.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.3	$1.5M	+15%	41k	37.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.3	$1.5M		36k	41.19	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.5M		4.0k	370.07	View chart
Intel Corporation (INTC)	0.3	$1.4M	+98%	10k	139.63	View chart
Palantir Technologies Cl A (PLTR)	0.3	$1.4M	+11%	12k	116.67	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$1.4M		23k	61.23	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$1.4M		15k	93.92	View chart
Ishares Tr Global Tech Etf (IXN)	0.3	$1.4M		9.4k	144.48	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$1.4M	-7%	22k	61.46	View chart
Meta Platforms Cl A (META)	0.3	$1.3M		2.4k	563.28	View chart
Ishares Tr Top 20 U S Etf (TOPT)	0.2	$1.3M	+4%	40k	32.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.2	$1.3M	-10%	30k	44.03	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.3M	+293%	11k	124.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.2	$1.3M	-3%	25k	51.35	View chart
Parker-Hannifin Corporation (PH)	0.2	$1.2M		1.3k	977.76	View chart
Cameco Corporation (CCJ)	0.2	$1.2M		12k	101.86	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$1.2M		7.4k	164.28	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$1.2M		12k	103.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.2	$1.2M		23k	52.29	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$1.2M	-2%	16k	75.51	View chart
Philip Morris International (PM)	0.2	$1.2M		6.6k	180.92	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.2	$1.2M		8.1k	146.34	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.2M	+314%	15k	80.57	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$1.2M		6.6k	176.66	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$1.1M	-3%	12k	96.46	View chart
Home Depot (HD)	0.2	$1.1M	+15%	3.1k	352.66	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.1M		37k	29.43	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$1.1M		5.5k	199.82	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.1M	+5%	3.1k	353.28	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$1.1M	-10%	23k	46.15	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$1.1M	+2%	2.2k	477.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.2	$1.1M	-4%	25k	43.04	View chart
First Tr Exchng Traded Fd Vi Vest Lad Cap Etf (BUFS)	0.2	$1.1M	+170%	42k	25.09	View chart
Lam Research Corp Com New (LRCX)	0.2	$1.0M	+13%	2.4k	433.38	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$1.0M		21k	49.78	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$1.0M	+5%	11k	96.44	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.2	$1.0M		8.6k	119.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.2	$1.0M	-15%	25k	41.67	View chart
First Tr Exchange-traded SHS (QTEC)	0.2	$1.0M		3.1k	334.70	View chart
Spdr Series Trust ST STR SP1500VT (VLU)	0.2	$991k	-5%	4.2k	238.22	View chart
Spdr Series Trust St Str Corpo Etf (SPBO)	0.2	$988k		34k	29.04	View chart
Visa Com Cl A (V)	0.2	$988k	-2%	2.9k	343.13	View chart
Johnson & Johnson (JNJ)	0.2	$982k	+2%	3.9k	253.95	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$957k		22k	43.06	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.2	$934k		45k	20.86	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$918k		12k	77.11	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.2	$895k	-43%	15k	59.20	View chart
Delta Air Lines Com New (DAL)	0.2	$895k	+3%	9.6k	93.66	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$877k	+476%	10k	86.14	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.2	$873k	+42%	19k	45.77	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.2	$869k	-3%	34k	25.52	View chart
Abbvie (ABBV)	0.2	$855k	+8%	3.4k	251.66	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.2	$850k	-6%	8.8k	96.80	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.2	$849k	-30%	9.5k	89.85	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$848k	-12%	11k	76.55	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$834k	+14%	26k	31.71	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$832k		17k	49.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.2	$823k	-4%	18k	45.52	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.2	$813k	+28%	11k	76.16	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$810k		7.1k	114.18	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$801k	+16%	16k	50.57	View chart
Amgen (AMGN)	0.1	$767k		2.1k	362.14	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$763k		2.2k	343.90	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.1	$760k		32k	23.44	View chart
First Tr Exch Traded Fd Iii Rivr Frnt Dyn (RFEM)	0.1	$749k	+6%	8.0k	93.91	View chart
Altria (MO)	0.1	$749k		10k	71.95	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$749k		1.00	748850.00	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.1	$740k		5.1k	144.30	View chart
Wal-Mart Stores (WMT)	0.1	$737k		6.5k	113.27	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.1	$735k		7.5k	98.57	View chart
Raytheon Technologies Corp (RTX)	0.1	$725k	+35%	3.8k	189.71	View chart
Ishares Tr High Yld Systm B (HYDB)	0.1	$724k	+4%	16k	46.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.1	$711k		16k	45.02	View chart
Fidelity Covington Trust Enhanced Sml Cap (FESM)	0.1	$710k	-2%	15k	48.29	View chart
Belpointe Prep Unit Rp Ltd Lb A (OZ)	0.1	$705k		16k	45.29	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$691k		4.4k	156.29	View chart
Cardinal Health (CAH)	0.1	$691k		2.9k	237.57	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$686k		4.3k	158.02	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Mdcp (AFMC)	0.1	$685k	+101%	17k	40.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.1	$672k		16k	40.96	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$672k	NEW	3.9k	170.86	View chart
Walt Disney Company (DIS)	0.1	$665k		6.9k	96.26	View chart
Ingersoll Rand (IR)	0.1	$661k		8.1k	81.99	View chart
Vaneck Etf Trust Retail Etf (RTH)	0.1	$655k	-10%	2.6k	255.77	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$651k	-2%	2.9k	227.08	View chart
Cenovus Energy (CVE)	0.1	$645k		26k	24.81	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$644k		12k	53.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.1	$643k		15k	43.49	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$638k	-14%	11k	56.48	View chart
American Express Company (AXP)	0.1	$637k		1.9k	338.19	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$637k		10k	63.85	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.1	$628k		3.9k	159.60	View chart
Cummins (CMI)	0.1	$622k	-4%	872.00	712.85	View chart
Eli Lilly & Co. (LLY)	0.1	$621k	+8%	518.00	1199.26	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.1	$618k	+119%	14k	44.03	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$617k	+5%	4.2k	148.30	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$610k		15k	42.08	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$590k		1.1k	522.48	View chart
McDonald's Corporation (MCD)	0.1	$589k	+37%	2.2k	270.33	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$583k		12k	50.58	View chart
Southern California Bancorp (BCAL)	0.1	$580k		28k	20.84	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$563k		13k	44.36	View chart
Sandisk Corp (SNDK)	0.1	$558k	NEW	245.00	2275.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Small (SFEB)	0.1	$550k		21k	26.24	View chart
Innovator Etfs Trust Nasdaq 100 Manag (NBFR)	0.1	$543k	NEW	20k	27.25	View chart
Marriott Intl Cl A (MAR)	0.1	$530k		1.4k	370.66	View chart
Oracle Corporation (ORCL)	0.1	$521k	+4%	3.6k	146.55	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$512k		9.6k	53.61	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$506k	-9%	11k	48.18	View chart
Independence Realty Trust In (IRT)	0.1	$504k		30k	16.69	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$502k	-79%	11k	46.94	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$502k		8.0k	63.04	View chart
Enterprise Products Partners (EPD)	0.1	$497k		14k	36.76	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$494k	+700%	4.1k	119.52	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$492k	NEW	10k	49.39	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$472k		6.1k	77.43	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$472k		1.2k	394.10	View chart
Charles Schwab Corporation (SCHW)	0.1	$470k	+71%	5.1k	92.28	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$467k	-8%	11k	42.20	View chart
Lockheed Martin Corporation (LMT)	0.1	$466k		915.00	509.20	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.1	$465k		4.2k	110.85	View chart
Innovator Etfs Trust Equi Du Di Octo (DDFO)	0.1	$465k		21k	22.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.1	$464k		9.9k	46.68	View chart
Applied Materials (AMAT)	0.1	$464k	NEW	641.00	723.12	View chart
Netflix (NFLX)	0.1	$463k		6.5k	71.40	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.1	$441k		7.5k	59.02	View chart
Keysight Technologies (KEYS)	0.1	$440k	+4%	1.3k	350.07	View chart
Suncor Energy (SU)	0.1	$437k		8.1k	53.68	View chart
First Tr Exchange-traded Inter Grade Etf (FIIG)	0.1	$435k		21k	20.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.1	$431k		10k	41.42	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.1	$425k	-25%	4.2k	100.60	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$424k		1.0k	409.47	View chart
Bloom Energy Corp Com Cl A (BE)	0.1	$418k	NEW	1.4k	302.62	View chart
Qualcomm (QCOM)	0.1	$413k	-10%	2.2k	184.75	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$405k		11k	36.13	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$402k		3.9k	102.15	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.1	$398k		4.1k	96.90	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	0.1	$397k		9.6k	41.54	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.1	$394k	+7%	2.1k	190.95	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.1	$391k		4.1k	96.36	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.1	$388k		7.4k	52.64	View chart
Coreweave Com Cl A (CRWV)	0.1	$382k	+8%	3.8k	99.55	View chart
Innovator Etfs Trust Growth 100 Pwr B (NNOV)	0.1	$377k		12k	31.45	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$372k	-12%	10k	36.87	View chart
Bristol Myers Squibb (BMY)	0.1	$369k	-3%	6.4k	57.62	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$364k		2.7k	136.68	View chart
Innovator Etfs Trust Equity Defined (AAPR)	0.1	$361k		12k	29.49	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.1	$351k		3.7k	94.68	View chart
Lowe's Companies (LOW)	0.1	$347k		1.6k	220.45	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$346k	+399%	3.9k	87.92	View chart
Ge Vernova (GEV)	0.1	$345k	NEW	293.00	1176.21	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$341k	NEW	447.00	763.04	View chart
Oklo Com Cl A (OKLO)	0.1	$341k		6.5k	52.33	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.1	$337k		7.9k	42.84	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.1	$330k		17k	19.99	View chart
Marvell Technology (MRVL)	0.1	$330k	NEW	1.1k	297.99	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$328k		3.0k	109.08	View chart
Innovator Etfs Trust Equi Du Di Janu (DDFJ)	0.1	$327k		17k	19.77	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$321k		1.2k	264.72	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$321k	NEW	2.0k	161.52	View chart
Ionq Inc Pipe (IONQ)	0.1	$320k	NEW	6.0k	53.26	View chart
Innovator Etfs Trust Equity Managd 10 (XBFR)	0.1	$316k	NEW	12k	26.62	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$315k		3.4k	92.21	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$312k	+8%	909.00	342.95	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$312k		7.5k	41.30	View chart
Palo Alto Networks (PANW)	0.1	$297k	NEW	871.00	340.89	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$291k		5.3k	54.69	View chart
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN)	0.1	$290k		4.9k	59.15	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	0.1	$287k	-56%	2.5k	115.97	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$286k	-3%	8.5k	33.84	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$282k		1.3k	221.20	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.1	$281k	NEW	11k	25.82	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$280k		4.9k	57.63	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$276k	-13%	6.1k	45.34	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.1	$274k	NEW	7.5k	36.60	View chart
Global X Fds Lithium Btry Etf (LIT)	0.1	$271k		3.5k	78.28	View chart
Realty Income (O)	0.1	$270k	-2%	4.4k	61.96	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.1	$270k		25k	10.99	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$269k	-5%	5.3k	51.05	View chart
Procter & Gamble Company (PG)	0.0	$268k	-2%	1.8k	146.67	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$267k	-4%	5.7k	46.41	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$265k	NEW	9.6k	27.70	View chart
Abbott Laboratories (ABT)	0.0	$265k	-27%	2.9k	90.73	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$263k	-2%	10k	25.25	View chart
Western Digital (WDC)	0.0	$261k	NEW	408.00	639.26	View chart
Agilent Technologies Inc C ommon (A)	0.0	$260k		2.0k	132.82	View chart
Coinbase Global Com Cl A (COIN)	0.0	$259k	-5%	1.8k	146.19	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$259k	NEW	773.00	334.69	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)	0.0	$259k		9.8k	26.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equty	0.0	$257k	NEW	8.6k	29.89	View chart
First Tr Exchange-traded Bloomberg Ai Etf (FAI)	0.0	$257k	NEW	4.7k	54.40	View chart
Coca-Cola Company (KO)	0.0	$250k	+2%	3.1k	81.27	View chart
General Dynamics Corporation (GD)	0.0	$247k		697.00	354.49	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$247k	NEW	864.00	285.62	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$243k		2.1k	114.61	View chart
Cisco Systems (CSCO)	0.0	$242k	NEW	2.1k	117.43	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.0	$241k	NEW	1.1k	217.22	View chart
Innovator Etfs Trust Equi Dual 15 May	0.0	$240k	NEW	12k	20.03	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$237k	-68%	4.5k	53.10	View chart
Johnson Controls Internation SHS (JCI)	0.0	$236k		1.6k	146.11	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$235k		4.1k	57.84	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$231k	NEW	1.7k	132.27	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$228k	NEW	3.5k	65.61	View chart
Goldman Sachs (GS)	0.0	$227k	NEW	224.00	1013.07	View chart
Danaher Corporation (DHR)	0.0	$225k		1.2k	190.49	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.0	$224k		3.8k	58.87	View chart
Ishares Msci Japan Etf (EWJ)	0.0	$224k		2.4k	93.27	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.0	$222k	-4%	3.6k	62.52	View chart
Morgan Stanley Com New (MS)	0.0	$222k	NEW	1.1k	208.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)	0.0	$221k		7.3k	30.38	View chart
Verizon Communications (VZ)	0.0	$221k	-13%	5.2k	42.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.0	$220k		5.3k	41.80	View chart
Pfizer (PFE)	0.0	$219k	-14%	9.1k	24.08	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$219k	-10%	3.3k	67.01	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.0	$217k	NEW	7.7k	28.05	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$214k	NEW	1.1k	190.11	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$214k	NEW	1.3k	163.44	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$213k	-24%	4.0k	53.61	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.0	$212k	NEW	1.6k	134.56	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$211k	NEW	2.1k	98.99	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$210k	NEW	4.6k	45.89	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.0	$210k	-10%	4.6k	45.63	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.0	$210k	-58%	2.1k	100.15	View chart
Celcuity (CELC)	0.0	$209k		2.0k	104.62	View chart
Innovator Etfs Trust Equi Dual 10 Jan (DDTJ)	0.0	$209k		10k	20.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.0	$209k	NEW	4.2k	50.15	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.0	$208k	NEW	4.4k	46.85	View chart
Bigbear Ai Hldgs (BBAI)	0.0	$207k	-2%	56k	3.67	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$206k	-43%	12k	16.70	View chart
Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM)	0.0	$204k	-43%	5.1k	40.01	View chart
Innovator Etfs Trust Innovator Gw 100 (NJUN)	0.0	$202k	-20%	6.2k	32.86	View chart
Etf Ser Solutions Defiance Space A (UFOX)	0.0	$202k	NEW	2.1k	95.04	View chart
First Tr Exchng Traded Fd Vi Ft Ve U.s. Eq Bu (XISE)	0.0	$202k	NEW	6.6k	30.48	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$202k	NEW	1.4k	146.41	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$153k		13k	12.12	View chart
Highland Opps & Income Highland Income (HFRO)	0.0	$105k	-31%	15k	7.13	View chart
Denison Mines Corp (DNN)	0.0	$61k		20k	3.06	View chart
Binah Cap Group (BCG)	0.0	$33k	NEW	21k	1.54	View chart

Past Filings by Keystone Wealth Services

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

Keystone Wealth Services 2026 Q2 filed Aug. 5, 2026
Keystone Wealth Services 2026 Q1 filed May 13, 2026
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

View all past filings

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