Keystone Wealth Services, LLC
Q3 2025 13F Holdings
- Locationpalm desert, CA
- Num holdings
294
- Value ($000)
$458,365
- Date Filed10/22/2025
- Form type13F-HR
- CIK0001866189
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $27.75 M | 6 % | 41,468 | ||
AAPL APPLE INC | COM | 037833100 | $18.94 M | 4 % | 74,368 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $13.79 M | 3 % | 22,972 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $13.41 M | 3 % | 71,846 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $12.92 M | 3 % | 24,937 | ||
FJUN FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F722 | $11.38 M | 3 % | 203,388 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $10.46 M | 2 % | 15,702 | ||
FMAY FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F748 | $9.29 M | 2 % | 177,793 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $8.23 M | 2 % | 177,944 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $8.11 M | 2 % | 8,757 |
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