Keystone Wealth Services, LLC

Est. AUM

$467.1M

13F long equity, this entity only

Positions

293

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$26.9M	41109	5.75%	SOLE
2	APPLE INC	COM	$19.1M	75070	4.08%	SOLE
3	NVIDIA CORPORATION	COM	$13.0M	74713	2.79%	SOLE
4	INVESCO QQQ TR	UNIT SER 1	$12.7M	22065	2.73%	SOLE
5	STATE STR SPDR S&P 500 ETF T	TR UNIT	$10.4M	16010	2.23%	SOLE
6	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$10.0M	177353	2.15%	SOLE
7	MICROSOFT CORP	COM	$9.4M	25411	2.01%	SOLE
8	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$8.8M	166508	1.88%	SOLE
9	CHEVRON CORPORATION	COM	$8.6M	41629	1.84%	SOLE
10	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$8.1M	177897	1.74%	SOLE
11	COSTCO WHOLESALE CORPORATION	COM	$7.7M	7759	1.66%	SOLE
12	EXXON MOBIL CORP	COM	$7.6M	44893	1.63%	SOLE
13	VANGUARD INDEX FDS	S&P 500 ETF SHS	$7.6M	12669	1.62%	SOLE
14	FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$7.2M	143238	1.54%	SOLE
15	CONOCOPHILLIPS	COM	$7.1M	54107	1.53%	SOLE
16	BLACKROCK ETF TRUST	ISHARES US EQUIT	$5.6M	95625	1.19%	SOLE
17	SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$5.4M	13718	1.15%	SOLE
18	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$5.2M	107002	1.11%	SOLE
19	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.7M	22062	1.02%	SOLE
20	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$4.7M	94282	1.02%	SOLE
21	FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$4.5M	103251	0.96%	SOLE
22	ISHARES TR	ESG AWR MSCI USA	$4.3M	30558	0.93%	SOLE
23	AMAZON COM INC	COM	$4.3M	20705	0.92%	SOLE
24	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$4.3M	126565	0.92%	SOLE
25	ISHARES TR	INVESTMENT GRADE	$3.9M	86604	0.84%	SOLE
26	FIDELITY COVINGTON TRUST	QLTY FCTOR ETF	$3.8M	51742	0.80%	SOLE
27	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$3.7M	66411	0.79%	SOLE
28	ISHARES TR	S&P 500 GRWT ETF	$3.7M	32393	0.78%	SOLE
29	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$3.6M	66211	0.78%	SOLE
30	VANGUARD INSTL INDEX FD	ULTRA-SHORT TREA	$3.5M	46535	0.75%	SOLE
31	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$3.5M	71385	0.75%	SOLE
32	SCHWAB STRATEGIC TR	US AGGREGATE B	$3.2M	139835	0.70%	SOLE
33	FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	$3.1M	62327	0.66%	SOLE
34	ISHARES TR	MSCI USA QLT FCT	$3.0M	15736	0.65%	SOLE
35	WELLS FARGO & CO	COM	$2.9M	36483	0.62%	SOLE
36	J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$2.9M	34121	0.62%	SOLE
37	PHILLIPS 66	COM	$2.9M	15820	0.62%	SOLE
38	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$2.7M	54272	0.59%	SOLE
39	INNOVATOR ETFS TRUST	US EQTY PWR BF	$2.7M	63833	0.58%	SOLE
40	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$2.7M	51310	0.57%	SOLE
41	TESLA INC	COM	$2.6M	7004	0.56%	SOLE
42	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$2.5M	10697	0.54%	SOLE
43	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$2.5M	53160	0.54%	SOLE
44	FIRST TR EXCHANGE-TRADED ALP	COM SHS	$2.5M	20181	0.53%	SOLE
45	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.4M	5110	0.52%	SOLE
46	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$2.4M	45467	0.52%	SOLE
47	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$2.4M	59390	0.52%	SOLE
48	FIRST TR EXCHNG TRADED FD VI	FT VEST NAS	$2.4M	78888	0.52%	SOLE
49	JPMORGAN CHASE & CO	COM	$2.4M	8167	0.51%	SOLE
50	FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$2.3M	38421	0.49%	SOLE

1–50 of 293

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.