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Keystone Wealth Services, LLC
Updated 2 days agoManaged by Keystone Wealth Services, Llc • Latest filing Q3 2026
Portfolio value
$559.8M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $474.6M |
| Q1 2026 | $467.7M |
| Q2 2026 | $538.6M |
| Q3 2026 | $559.8M |
Top holdings
329 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $31.7M | 41.4K | 5.67% | — | |
| 2 | $24.6M | 74.8K | 4.40% | — | |
| 3 | $17.6M | 77.6K | 3.15% | — | |
| 4 | $16.6M | 22.4K | 2.96% | — | |
| 5 | $13.1M | 25.8K | 2.35% | — | |
| 6 | $12.7M | 200.8K | 2.27% | — | |
| 7 | $11.8M | 15.5K | 2.11% | — | |
| 8 | $10.6M | 173.4K | 1.90% | — | |
| 9 | $9.8M | 13.9K | 1.75% | — | |
| 10 | $9.6M | 10.5K | 1.71% | — | |
| 11 | ? N/A FIRST TR EXCHNG TRADED FD VI | $9.3M | 162.1K | 1.66% | — |
| 12 | $8.6M | 41.8K | 1.53% | — | |
| 13 | $7.9M | 182.9K | 1.42% | — | |
| 14 | $6.9M | 7.5K | 1.24% | — | |
| 15 | $6.9M | 99.5K | 1.23% | — | |
| 16 | $6.7M | 11.1K | 1.21% | — | |
| 17 | $6.5M | 52.1K | 1.17% | — | |
| 18 | $5.8M | 155.8K | 1.04% | — | |
| 19 | $5.8M | 35.8K | 1.03% | — | |
| 20 | $5.7M | 24.4K | 1.03% | — |