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Keystone Wealth Services, LLC

Q1 2026 13F Holdings

  • Location
    palm desert, CA
  • Num holdings

    294

  • Value ($000)

    $467,687

  • Date Filed
    05/13/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$26.85M
6 %

41,109

A
AAPL

APPLE INC

COM
037833100
$19.05M
4 %

75,070

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$13.03M
3 %

74,713

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$12.74M
3 %

22,065

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$10.41M
2 %

16,010

F
FJUN

FIRST TR EXCHNG TRADED FD VI

FT VEST US EQT
33740F722
$10.02M
2 %

177,353

M
MSFT

MICROSOFT CORP

COM
594918104
$9.41M
2 %

25,411

F
FMAY

FIRST TR EXCHNG TRADED FD VI

FT VEST US EQT
33740F748
$8.79M
2 %

166,508

C
CHV

CHEVRON CORPORATION

COM
166764100
$8.61M
2 %

41,629

F
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
316188309
$8.12M
2 %

177,897

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