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CIK: 0001866189
Total reported value
$538.6M
$538.6M
294 檔
16.1%
As reported in its official Q3 2025 Form 13F filing, Keystone Wealth Services, LLC's tracked investment portfolio stood at $538.6M with 294 total positions.
In Q3 2025, Keystone Wealth Services, LLC displayed an active expansion posture, initiating 10 new positions and adding to 30 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 294 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.06% | +0.01% | -20.55% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.13% | -0.02% | +0.70% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.01% | +0.36% | +8.68% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.92% | +0.05% | +4.73% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.82% | -0.16% | +0.59% | |
| 6 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-Other | 2.48% | -0.18% | -0.50% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.28% | -0.07% | +2.49% | |
| 8 | FMAY | Ft Vest US Equity Buffer ETF | ETF-Other | 2.03% | -0.15% | -0.38% | |
| 9 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.80% | -0.20% | +3.71% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.77% | -0.32% | +0.85% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.69% | +0.08% | +2.07% | |
| 12 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 1.45% | +0.30% | +31.19% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 1.40% | -0.56% | +2819.53% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.32% | -0.49% | +0.12% | |
| 15 | FMAR | Ft Vest US Equity Buffer ETF | ETF-Other | 1.21% | -0.05% | -5.14% | |
| 16 | FSEP | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.15% | -0.05% | -2.07% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.15% | +0.06% | +4.57% | |
| 18 | COP | Conocophillips | Stock-Energy | 1.14% | -0.49% | -0.01% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.01% | -0.01% | +18.98% | |
| 20 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.98% | — | -4.18% | |
| 21 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.97% | -0.08% | +22.14% | |
| 22 | FJUL | Ft Vest US Equity Buffer ETF | ETF-Other | 0.92% | -0.10% | -5.72% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.86% | +0.10% | +85.32% | |
| 24 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.84% | -0.06% | +230.58% | |
| 25 | FQAL | Fidelity Quality Factor ETF | ETF-Other | 0.83% | +0.01% | +804.66% | |
| 26 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.81% | -0.04% | -0.01% | |
| 27 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.78% | +0.05% | +4.65% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.77% | -0.02% | +1.90% | |
| 29 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.74% | +0.85% | -6.50% | |
| 30 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.72% | -0.07% | -4.93% | |
| 31 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.68% | -0.03% | — | |
| 32 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.68% | -0.06% | -5.74% | |
| 33 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.67% | +0.10% | +14.37% | |
| 34 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.66% | -0.02% | -48.40% | |
| 35 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.66% | -0.05% | +50.63% | |
| 36 | WFC | Wells Fargo & Co | Stock-Financials | 0.66% | -0.06% | -0.02% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.65% | — | +4.80% | |
| 38 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.64% | +0.28% | +23.47% | |
| 39 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.64% | — | +193.04% | |
| 40 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.63% | -0.07% | -6.89% | |
| 41 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.62% | -0.04% | +4.78% | |
| 42 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.61% | -0.04% | -6.04% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.60% | -0.03% | -2.90% | |
| 44 | QSPT | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 0.58% | -0.01% | -3.79% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | -0.05% | +0.04% | |
| 46 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.57% | -0.04% | -0.37% | |
| 47 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.56% | +0.10% | -7.05% | |
| 48 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.55% | -0.01% | -1.58% | |
| 49 | TT | Trane Technologies plc | Stock-Industrials | 0.51% | +0.01% | -6.15% | |
| 50 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.51% | +0.07% | +6.91% |
According to official SEC Form 13F filings, Keystone Wealth Services, LLC reported a total U.S. public equity portfolio value of $538.6M across 294 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, QQQ) accounted for 16.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
SCHZ
市值: $3.1M
Top Position Liquidated / Trimmed
HEFA
前期市值: $1.1M
During Q3 2025, Keystone Wealth Services, LLC's top holdings by market value included IVV (6.1%)、AAPL (4.1%)、QQQ (3.0%). The largest single position, IVV, represented 6.1% of total portfolio value.
In Q3 2025, Keystone Wealth Services, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 30 positions, trimming 9 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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