Keystone Wealth Services, LLC
CIK 1866189
13F filing for Q2 2026・No. 3,722
- Holdings
- US$538.6M
- Quarter change
- +US$70.92M
- Entries
- 327
- Net bought (estimate)
- +US$13.78M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 40
- Sold out 7
- Cut 118
- Added 117
- Corporate actions 0
- Unchanged 51
Largest holdings
326 stocks worth US$538.23M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 41,372 | US$30.98M | 5.76% |
| AAPLAppleCOM | Added | 75,463 | US$21.84M | 4.06% |
| QQQInvesco QQQUNIT SER 1 | Added | 22,491 | US$16.56M | 3.08% |
| NVDANvidiaCOM | Added | 76,326 | US$15.27M | 2.84% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 15,615 | US$11.66M | 2.17% |
| STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS | Cut | 11,172 | US$10.78M | 2.00% |
| FIRST TR EXCHNG TRADED FD VIFT VEST US EQT | Cut | 176,510 | US$10.58M | 1.97% |
| FIDELITY COVINGTON TRUSTBLUE CHIP GRWTH | Added | 159,708 | US$9.92M | 1.84% |
| MSFTMicrosoftCOM | Added | 25,777 | US$9.62M | 1.79% |
| FIRST TR EXCHNG TRADED FD VIFT VEST US EQT | Cut | 166,081 | US$9.33M | 1.73% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 5, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.