Keystone Wealth Services, LLC: 13F holdings
CIK 18661892026Q2
| Positions | 326 |
|---|
| Reported value | $538.6m |
|---|
| Filed | 2026-08-05 |
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Change since last quarter
| Positions | 326 (+33 vs prior quarter) |
|---|
| Reported value | $538.6m (+15.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 41,372 | $31.0m | 5.8% |
| AAPL APPLE INC | 75,463 | $21.8m | 4.1% |
| QQQ INVESCO QQQ TR | 22,491 | $16.6m | 3.1% |
| NVDA NVIDIA CORPORATION | 76,326 | $15.3m | 2.8% |
| SPY STATE STR SPDR S&P 500 ETF T | 15,615 | $11.7m | 2.2% |
| SEAGATE TECHNOLOGY HLDNGS PL | 11,172 | $10.8m | 2.0% |
| FJUN FIRST TR EXCHNG TRADED FD VI | 176,510 | $10.6m | 2.0% |
| FBCG FIDELITY COVINGTON TRUST | 159,708 | $9.9m | 1.8% |
| MSFT MICROSOFT CORP | 25,777 | $9.6m | 1.8% |
| FMAY FIRST TR EXCHNG TRADED FD VI | 166,081 | $9.3m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1866189")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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