account_balance
Investment manager · 13F filer · SEC CIK 1866189
Keystone Wealth Services, LLC
Reported value$560Mas of Sep 30, 2026
Positions329 16 new, 13 sold out
Top 10 weight28.3%IVV alone is 6%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
5.7%
AAPLApple Inc.
4.4%
NVDANVIDIA Corp
3.2%
QQQInvesco QQQ Tr
3.0%
MSFTMicrosoft Corp
2.3%
FBCGFidelity Covington Trust
2.3%Added +26%
SPYSPDR S&P 500 ETF Trust
2.1%
FJUNFirst Tr Exchng Traded Fd Vi
1.9%
VOOVanguard Index FDS
1.7%Added +4%
STXSeagate Technology Holdings PLC
1.7%Trimmed −6%
FMAYFirst Tr Exchng Traded Fd Vi
1.7%Trimmed −2%
CVXChevron Corp
1.5%
IVViShares Tr
5.7%
AAPLApple Inc.
4.4%
NVDANVIDIA Corp
3.2%
QQQInvesco QQQ Tr
3.0%
MSFTMicrosoft Corp
2.3%
FBCGFidelity Covington Trust
2.3%
SPYSPDR S&P 500 ETF Trust
2.1%
FJUNFirst Tr Exchng Traded Fd Vi
1.9%
VOOVanguard Index FDS
1.7%
FMAY1.7%
CVX1.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 5.7% Held
AAPL Apple Inc. 4.4% HeldNVDA NVIDIA Corp 3.2% HeldQQQ Invesco QQQ Tr 3.0% Held
MSFT Microsoft Corp 2.3% HeldFBCG Fidelity Covington Trust 2.3% Added +26%
SPY SPDR S&P 500 ETF Trust 2.1% HeldFJUN First Tr Exchng Traded Fd Vi 1.9% Held
VOO Vanguard Index FDS 1.7% Added +4%
STX Seagate Technology Holdings PLC 1.7% Trimmed −6%FMAY First Tr Exchng Traded Fd Vi 1.7% Trimmed −2%
CVX Chevron Corp 1.5% HeldWhat changed
Biggest moves since Jun 30, 2026
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