Keystone Wealth Services, LLC
Q4 2025 13F Holdings
- Locationpalm desert, CA
- Num holdings
246
- Value ($000)
$474,580
- Date Filed01/26/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F185 | $54.68M | 12 % | 1,054,146 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $28.04M | 6 % | 40,943 | ||
APPLE INC | COM | 037833100 | $21.69M | 5 % | 79,774 | ||
NVIDIA CORPORATION | COM | 67066G104 | $15.37M | 3 % | 82,415 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $14.21M | 3 % | 23,127 | ||
MICROSOFT CORP | COM | 594918104 | $12.07M | 3 % | 24,967 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $10.99M | 2 % | 16,123 | ||
INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C318 | $10.6M | 2 % | 243,492 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A102 | $9.41M | 2 % | 183,652 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $8.28M | 2 % | 179,828 |
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