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Latest Keystone Wealth Services, LLC Stock Portfolio

$538Million | No. of Holdings #326

Keystone Wealth Services, LLC Performance

2026 Q2+9.82%
YTD+8.64%
2025+13.40%

About Keystone Wealth Services, LLC and 13F Hedge Fund Stock Holdings

On 2026-08-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, Keystone Wealth Services, LLC reported an equity portfolio of $538.6 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Keystone Wealth Services, LLC are IJR, AAPL, QQQ. The fund has invested 5.8% of it's portfolio in ISHARES TR and 4% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off BLACKROCK ETF TRUST II (HYMU), FIRST TR EXCHNG TRADED FD VI (BUFD) and INTUIT (INTU) stocks. They significantly reduced their stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), SELECT SECTOR SPDR TR (XLB) and GOLDMAN SACHS ETF TR (GBIL). Keystone Wealth Services, LLC opened new stock positions in SPACE EXPLORATION TECHN CORP, ISHARES TR (AMPS) and APPLIED MATLS INC (AMAT). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and VANGUARD WORLD FD (EDV).
Keystone Wealth Services, LLC Equity Portfolio Value
Last Reported on: 05 Aug, 2026
$538Million
  as of Aug 05, 2026

Keystone Wealth Services, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Keystone Wealth Services, LLC made a return of 9.82% in the last quarter. In trailing 12 months, it's portfolio return was 18.01%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
space exploration techn corp671,651
sandisk corp557,519
innovator etfs trust543,118
ishares tr491,875
applied matls inc463,517
bloom energy corp417,917
ge vernova inc344,629
crowdstrike hldgs inc341,078
New stocks bought by Keystone Wealth Services, LLC

Additions

Ticker% Inc.
vanguard world fd700
vanguard index fds476
vanguard world fd399
vanguard index fds314
ishares tr293
invesco exchange traded fd t229
first tr exchng traded fd vi170
select sector spdr tr119
Additions to existing portfolio by Keystone Wealth Services, LLC

Reductions

Ticker% Reduced
j p morgan exchange traded f-79.87
select sector spdr tr-68.01
goldman sachs etf tr-58.93
vaneck etf trust-56.65
innovator etfs trust-43.61
pimco dynamic income fd-43.49
ishares gold trust micro-43.42
highland opps & income fd-31.06
Keystone Wealth Services, LLC reduced stake in above stock

Sold off

Ticker$ Sold
first tr exchng traded fd vi-1,358,080
first tr exchng traded fd vi-1,235,370
blackrock etf trust ii-1,604,510
bp plc-247,190
abrdn silver etf trust-258,584
intuit-317,373
spdr gold tr-219,448
Keystone Wealth Services, LLC got rid off the above stocks

Sector Distribution

Keystone Wealth Services, LLC has about 70.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Energy
  • Consumer Cyclical
  • Consumer Defensive
  • Industrials
  • Financial Services
  • Communication Services
Sector%
Others70.3
Technology14.9
Energy4.1
Consumer Cyclical2.3
Consumer Defensive2
Industrials1.9
Financial Services1.6
Communication Services1.2

Market Cap. Distribution

Keystone Wealth Services, LLC has about 29.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED70.3
MEGA-CAP21.9
LARGE-CAP7.5

Stocks belong to which Index?

About 27.7% of the stocks held by Keystone Wealth Services, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others71.5
S&P 50027.7
Top 5 Winners (%)%
MU
micron technology inc
231.8 %
AMD
advanced micro devices inc
174.4 %
STX
seagate technology hldngs pl
132.8 %
INTC
intel corp
106.0 %
LRCX
lam research corp
91.4 %
Top 5 Winners ($)$
STX
seagate technology hldngs pl
7.1 M
AMD
advanced micro devices inc
4.0 M
IJR
ishares tr
3.9 M
QQQ
invesco qqq tr
3.5 M
MU
micron technology inc
3.0 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
VB
vanguard index fds
-70.5 %
EDV
vanguard world fd
-65.6 %
VB
vanguard index fds
-61.4 %
IJR
ishares tr
-60.4 %
Top 5 Losers ($)$
VB
vanguard index fds
-2.1 M
IJR
ishares tr
-2.0 M
VB
vanguard index fds
-1.9 M
CVX
chevron corporation
-1.7 M
COP
conocophillips
-1.5 M

Keystone Wealth Services, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Keystone Wealth Services, LLC

Keystone Wealth Services, LLC has 326 stocks in it's portfolio. About 27.2% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. STX was the most profitable stock for Keystone Wealth Services, LLC last quarter.

$538.23MTotal Value
333Positions
05 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Keystone Wealth Services, LLC, last reported on 05 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Keystone Wealth Services, LLC's holding in Ishares Tr over time
0.41%17,540
$2.18M
0.41%
increased 3.26 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Keystone Wealth Services, LLC's holding in Ishares Tr over time
0.32%16,198
$1.74M
0.32%
decreased 2.23 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Keystone Wealth Services, LLC's holding in Ishares Tr over time
0.19%10,731
$1.03M
0.19%
increased 5.92 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Keystone Wealth Services, LLC's holding in Ishares Tr over time
0.16%11,081
$848.3K
0.16%
decreased 12.62 percentreduced
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Keystone Wealth Services, LLC's holding in Etf Ser Solutions over time
0.04%2,125
$202.0K
0.04%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
Keystone Wealth Services, LLC's holding in Ishares Tr over time
0.2%23,112
$1.07M
0.2%
decreased 10.57 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Keystone Wealth Services, LLC's holding in Vaneck Etf Trust over time
0.12%2,560
$654.8K
0.12%
decreased 10.8 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Keystone Wealth Services, LLC's holding in Vaneck Etf Trust over time
0.05%2,478
$287.4K
0.05%
decreased 56.65 percentreduced
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Keystone Wealth Services, LLC's holding in First Tr Exchng Traded Fd Vi over time
1.97%176,510
$10.58M
1.97%
decreased 0.48 percentreduced
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Keystone Wealth Services, LLC's holding in First Tr Exchng Traded Fd Vi over time
1.73%166,081
$9.33M
1.73%
decreased 0.26 percentreduced
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Keystone Wealth Services, LLC's holding in First Tr Exchng Traded Fd Vi over time
1.06%109,667
$5.73M
1.06%
increased 2.49 percentadded
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Keystone Wealth Services, LLC's holding in First Tr Exchng Traded Fd Vi over time
1.01%149,548
$5.46M
1.01%
increased 18.16 percentadded
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Keystone Wealth Services, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.88%108,343
$4.72M
0.88%
increased 4.93 percentadded
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Keystone Wealth Services, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.75%66,104
$4.03M
0.75%
decreased 0.46 percentreduced
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Keystone Wealth Services, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.54%53,052
$2.92M
0.54%
decreased 2.25 percentreduced
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Keystone Wealth Services, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.53%50,759
$2.87M
0.53%
decreased 1.07 percentreduced