Keystone Wealth Services, LLC - Portfolio Stock Holdings
Keystone Wealth Services, LLC disclosed 331 stock positions in a recent SEC 13F filing. $462,640,383 of stock holdings were filed, with the largest holdings including IVV, AAPL, and NVDA. This filing represented positions held on March 31, 2026, and was filed on May 13, 2026.We estimate the fund has a total AUM of $860,654,038 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
331Est. Stock Holding Value:
$462,640,383Top Stock Holdings By Sector
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Portfolio Stock Holdings - Keystone Wealth Services, LLC
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Portfolio Options Holdings - Keystone Wealth Services, LLC
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