Keystone Wealth Services, LLC

Q3 2025 13F Holdings

  • Location
    palm desert, CA
  • Num holdings

    294

  • Value ($000)

    $458,365

  • Date Filed
    10/22/2025
  • Form type
    13F-HR
  • CIK
    0001866189
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$27.75M
6 %

41,468

A
AAPL

APPLE INC

COM
037833100
$18.94M
4 %

74,368

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$13.79M
3 %

22,972

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$13.41M
3 %

71,846

M
MSFT

MICROSOFT CORP

COM
594918104
$12.92M
3 %

24,937

F
FJUN

FIRST TR EXCHNG TRADED FD VI

FT VEST US EQT
33740F722
$11.38M
3 %

203,388

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$10.46M
2 %

15,702

F
FMAY

FIRST TR EXCHNG TRADED FD VI

FT VEST US EQT
33740F748
$9.29M
2 %

177,793

F
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
316188309
$8.23M
2 %

177,944

C
COST

COSTCO WHSL CORP NEW

COM
22160K105
$8.11M
2 %

8,757

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