Keystone Wealth Services, LLC

13F filer · CIK 0001866189

Reported Aug 5, 2026

Net buyer this quarter

13F portfolio value$539MU.S. long equity reported on 13F

Positions11918 new · 4 closed

Net flow last quarter+$6.62MBuys minus sells

Top 10 positions weight20.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 5, 2026119 positions
AAPLApple Inc.	$21.8M	4.05%	0.00%	+0.5%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$16.6M	3.08%	Not reported	+1.9%	Q4 2021
NVDANvidia Corp	$15.3M	2.84%	0.00%	+2.2%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$11.7M	2.16%	Not reported	-2.5%	Q4 2021
STXSeagate Technology Holdings plc	$10.8M	2.00%	0.01%	-18.6%	Q1 2023
MSFTMicrosoft Corp	$9.62M	1.79%	0.00%	+1.4%	Q4 2021
COSTCostco Wholesale Corp	$7.18M	1.33%	0.00%	-1.1%	Q4 2021
CVXChevron Corp	$6.88M	1.28%	0.00%	-0.3%	Q1 2022
AMDAdvanced Micro Devices Inc	$6.34M	1.18%	0.00%	+4.6%	Q2 2023
XOMExxonMobil Holdings Corp	$6.15M	1.14%	0.00%	+0.1%	Q4 2021
FMARCapital Trust Holdings Inc.	$5.73M	1.06%	0.56%	+2.5%	Q1 2022
COPConocophillips	$5.63M	1.04%	0.00%	0.0%	Q4 2021
AMZNAmazon Com Inc	$5.25M	0.98%	0.00%	+6.5%	Q4 2021
MUMicron Technology Inc	$4.23M	0.78%	0.00%	+2.5%	Q2 2024
FNDFSchwab Strategic Trust	$4.03M	0.75%	Not reported	+7.1%	Q4 2023
WFCWells Fargo & Company	$3M	0.56%	0.00%	-0.4%	Q3 2022
TSLATesla, Inc.	$2.92M	0.54%	0.00%	-0.9%	Q4 2021
GOOGLAlphabet Inc.	$2.85M	0.53%	0.00%	+10.1%	Q4 2021
JPMJPMorgan Chase & Co	$2.76M	0.51%	0.00%	+3.3%	Q4 2021
PSXPhillips 66	$2.71M	0.50%	0.00%	+1.2%	Q1 2022
NETCloudflare, Inc.	$2.66M	0.49%	Not reported	+14.7%	Q3 2024
TTTrane Technologies plc	$2.55M	0.47%	0.00%	-0.3%	Q4 2021
BRK.BBerkshire Hathaway Inc	$2.53M	0.47%	Not reported	-1.2%	Q4 2021
CATCaterpillar Inc	$1.76M	0.33%	0.00%	+30.8%	Q1 2024
SPMDSupermedia Inc.	$1.69M	0.31%	Not reported	+0.6%	Q4 2022
SBUXStarbucks Corp	$1.6M	0.30%	0.00%	-0.2%	Q4 2021
AVGOBroadcom Inc.	$1.51M	0.28%	0.00%	+3.1%	Q1 2024
QMARQuintana Maritime LTD	$1.51M	0.28%	Not reported	+15.9%	Q2 2022
INTCIntel Corp	$1.44M	0.27%	0.00%	+98.3%	Q4 2021
PLTRPalantir Technologies Inc.	$1.43M	0.27%	0.00%	+11.7%	Q4 2024
METAMeta Platforms, Inc.	$1.35M	0.25%	Not reported	+1.5%	Q4 2021
PHParker-Hannifin Corp	$1.24M	0.23%	0.00%	+0.2%	Q4 2021
CCJCameco Corp	$1.22M	0.23%	0.00%	-0.3%	Q2 2024
IAUIshares Gold Trust	$1.2M	0.22%	0.00%	-2.4%	Q1 2025
PMPhilip Morris International Inc.	$1.2M	0.22%	0.00%	+0.6%	Q4 2021
HDHome Depot, Inc.	$1.11M	0.21%	0.00%	+15.7%	Q4 2021
VLUEiSHARES TRUST	$1.1M	0.20%	Not reported	0.0%	Q4 2021
GOOGAlphabet Inc.	$1.09M	0.20%	Not reported	+5.5%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.07M	0.20%	0.00%	+2.3%	Q4 2024
LRCXLam Research Corp	$1.05M	0.19%	0.00%	+13.1%	Q1 2024
VVisa Inc.	$988K	0.18%	0.00%	-2.9%	Q4 2021
JNJJohnson & Johnson	$982K	0.18%	0.00%	+2.7%	Q4 2021
DALDelta Air Lines, Inc.	$895K	0.17%	0.00%	+3.8%	Q2 2024
SPABASTROTECH Corp	$869K	0.16%	Not reported	-3.7%	Q4 2022
ABBVAbbVie Inc.	$855K	0.16%	0.00%	+8.7%	Q4 2021
SHOPShopify Inc.	$810K	0.15%	0.00%	-0.3%	Q2 2024
AMGNAmgen Inc	$767K	0.14%	0.00%	-0.2%	Q4 2021
MOAltria Group, Inc.	$749K	0.14%	0.00%	+0.4%	Q4 2021
BRK.ABerkshire Hathaway Inc	$749K	0.14%	Not reported	Not reported	Q4 2021
WMTWalmart Inc.	$737K	0.14%	0.00%	-0.2%	Q4 2021

Q1 2026Reported May 13, 2026105 positions
AAPLApple Inc.	$19.1M	4.07%	0.00%	-5.9%	Q4 2021
NVDANvidia Corp	$13M	2.79%	0.00%	-9.4%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$12.7M	2.72%	Not reported	-4.6%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$10.4M	2.23%	Not reported	-0.7%	Q4 2021
MSFTMicrosoft Corp	$9.41M	2.01%	0.00%	+1.8%	Q4 2021
CVXChevron Corp	$8.61M	1.84%	0.00%	-1.9%	Q1 2022
COSTCostco Wholesale Corp	$7.73M	1.65%	0.00%	-11.1%	Q4 2021
XOMExxonMobil Holdings Corp	$7.62M	1.63%	0.00%	-16.7%	Q4 2021
COPConocophillips	$7.14M	1.53%	0.00%	-1.6%	Q4 2021
STXSeagate Technology Holdings plc	$5.37M	1.15%	0.01%	-4.6%	Q1 2023
FMARCapital Trust Holdings Inc.	$5.19M	1.11%	0.54%	Not reported	Q1 2022
AMZNAmazon Com Inc	$4.31M	0.92%	0.00%	-17.2%	Q4 2021
FNDFSchwab Strategic Trust	$3.49M	0.75%	Not reported	Not reported	Q4 2023
WFCWells Fargo & Company	$2.9M	0.62%	0.00%	+1.4%	Q3 2022
PSXPhillips 66	$2.88M	0.62%	0.00%	+0.5%	Q1 2022
TSLATesla, Inc.	$2.6M	0.56%	0.00%	-10.2%	Q4 2021
BRK.BBerkshire Hathaway Inc	$2.45M	0.52%	Not reported	+0.3%	Q4 2021
JPMJPMorgan Chase & Co	$2.4M	0.51%	0.00%	-16.1%	Q4 2021
TTTrane Technologies plc	$2.17M	0.46%	0.00%	-1.6%	Q4 2021
AMDAdvanced Micro Devices Inc	$2.12M	0.45%	0.00%	+13.8%	Q2 2023
GOOGLAlphabet Inc.	$2.08M	0.44%	0.00%	+0.7%	Q4 2021
NETCloudflare, Inc.	$1.95M	0.42%	Not reported	-15.3%	Q3 2024
PLTRPalantir Technologies Inc.	$1.61M	0.34%	0.00%	-2.3%	Q4 2024
SPMDSupermedia Inc.	$1.47M	0.31%	Not reported	Not reported	Q4 2022
IAUIshares Gold Trust	$1.44M	0.31%	0.00%	-27.0%	Q1 2025
SBUXStarbucks Corp	$1.4M	0.30%	0.00%	-0.2%	Q4 2021
METAMeta Platforms, Inc.	$1.35M	0.29%	Not reported	-6.3%	Q4 2021
CCJCameco Corp	$1.31M	0.28%	0.00%	+4.3%	Q2 2024
MUMicron Technology Inc	$1.21M	0.26%	0.00%	-0.5%	Q2 2024
AVGOBroadcom Inc.	$1.2M	0.26%	0.00%	-7.8%	Q1 2024
QMARQuintana Maritime LTD	$1.17M	0.25%	Not reported	Not reported	Q2 2022
PHParker-Hannifin Corp	$1.13M	0.24%	0.00%	+0.2%	Q4 2021
PMPhilip Morris International Inc.	$1.09M	0.23%	0.00%	-10.9%	Q4 2021
JNJJohnson & Johnson	$920K	0.20%	0.00%	-2.5%	Q4 2021
SPABASTROTECH Corp	$906K	0.19%	Not reported	Not reported	Q4 2022
VVisa Inc.	$896K	0.19%	0.00%	-23.7%	Q4 2021
CATCaterpillar Inc	$893K	0.19%	0.00%	-14.9%	Q1 2024
HDHome Depot, Inc.	$892K	0.19%	0.00%	0.0%	Q4 2021
SHOPShopify Inc.	$845K	0.18%	0.00%	+8.6%	Q2 2024
GOOGAlphabet Inc.	$837K	0.18%	Not reported	-4.2%	Q4 2021
OZBelpointe PREP, LLC	$828K	0.18%	1307.26%	Not reported	Q4 2021
WMTWalmart Inc.	$811K	0.17%	0.00%	+6.6%	Q4 2021
VLUEiSHARES TRUST	$780K	0.17%	Not reported	+0.1%	Q4 2021
AMGNAmgen Inc	$747K	0.16%	0.00%	-2.4%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$738K	0.16%	0.00%	-3.1%	Q4 2024
BRK.ABerkshire Hathaway Inc	$718K	0.15%	Not reported	Not reported	Q4 2021
CVECenovus Energy Inc.	$693K	0.15%	0.00%	+6.9%	Q2 2024
MOAltria Group, Inc.	$684K	0.15%	0.00%	-24.7%	Q4 2021
ABBVAbbVie Inc.	$680K	0.15%	0.00%	-24.7%	Q4 2021
DISWalt Disney Co	$670K	0.14%	0.00%	-11.6%	Q4 2021

Q4 2025Reported Jan 26, 2026103 positions
AAPLApple Inc.	$21.7M	4.57%	0.00%	+7.3%	Q4 2021
NVDANvidia Corp	$15.4M	3.24%	0.00%	+14.7%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$14.2M	2.99%	Not reported	+0.7%	Q4 2021
MSFTMicrosoft Corp	$12.1M	2.54%	0.00%	+0.1%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$11M	2.32%	Not reported	+2.7%	Q4 2021
COSTCostco Wholesale Corp	$7.52M	1.58%	0.00%	-0.4%	Q4 2021
XOMExxonMobil Holdings Corp	$6.49M	1.37%	0.00%	+0.2%	Q4 2021
CVXChevron Corp	$6.46M	1.36%	0.00%	+2.5%	Q1 2022
AMZNAmazon Com Inc	$5.77M	1.22%	0.00%	+4.5%	Q4 2021
COPConocophillips	$5.15M	1.08%	0.00%	0.0%	Q4 2021
STXSeagate Technology Holdings plc	$3.96M	0.83%	0.01%	Not reported	Q1 2023
TSLATesla, Inc.	$3.51M	0.74%	0.00%	-1.9%	Q4 2021
WFCWells Fargo & Company	$3.35M	0.71%	0.00%	0.0%	Q3 2022
JPMJPMorgan Chase & Co	$3.14M	0.66%	0.00%	+2.9%	Q4 2021
BRK.BBerkshire Hathaway Inc	$2.56M	0.54%	Not reported	-2.2%	Q4 2021
GOOGLAlphabet Inc.	$2.25M	0.47%	0.00%	+11.3%	Q4 2021
NETCloudflare, Inc.	$2.2M	0.46%	Not reported	+3.1%	Q3 2024
TTTrane Technologies plc	$2.06M	0.43%	0.00%	-4.5%	Q4 2021
PSXPhillips 66	$2.03M	0.43%	0.00%	-1.7%	Q1 2022
PLTRPalantir Technologies Inc.	$2M	0.42%	0.00%	+12.2%	Q4 2024
AMDAdvanced Micro Devices Inc	$1.96M	0.41%	0.00%	+4.5%	Q2 2023
IAUIshares Gold Trust	$1.82M	0.38%	0.00%	+7.7%	Q1 2025
METAMeta Platforms, Inc.	$1.66M	0.35%	Not reported	+9.4%	Q4 2021
AXTIAxt Inc	$1.47M	0.31%	0.16%	-3.9%	Q4 2021
AVGOBroadcom Inc.	$1.45M	0.31%	0.00%	+2.3%	Q1 2024
VVisa Inc.	$1.36M	0.29%	0.00%	+0.1%	Q4 2021
SBUXStarbucks Corp	$1.32M	0.28%	0.00%	-2.2%	Q4 2021
PMPhilip Morris International Inc.	$1.19M	0.25%	0.00%	+0.3%	Q4 2021
PHParker-Hannifin Corp	$1.11M	0.23%	0.00%	+0.5%	Q4 2021
CCJCameco Corp	$1.06M	0.22%	0.00%	-0.1%	Q2 2024
SHOPShopify Inc.	$1.06M	0.22%	0.00%	+18.2%	Q2 2024
MUMicron Technology Inc	$1.02M	0.22%	0.00%	+2.9%	Q2 2024
OZBelpointe PREP, LLC	$1.01M	0.21%	1307.26%	Not reported	Q4 2021
GOOGAlphabet Inc.	$956K	0.20%	Not reported	+6.4%	Q4 2021
ABBVAbbVie Inc.	$949K	0.20%	0.00%	+1.0%	Q4 2021
HDHome Depot, Inc.	$933K	0.20%	0.00%	+1.0%	Q4 2021
DISWalt Disney Co	$895K	0.19%	0.00%	+1.3%	Q4 2021
CATCaterpillar Inc	$848K	0.18%	0.00%	+0.3%	Q1 2024
JNJJohnson & Johnson	$799K	0.17%	0.00%	+1.6%	Q4 2021
MOAltria Group, Inc.	$793K	0.17%	0.00%	+1.2%	Q4 2021
BRK.ABerkshire Hathaway Inc	$755K	0.16%	Not reported	Not reported	Q4 2021
VLUEiSHARES TRUST	$750K	0.16%	Not reported	+0.1%	Q4 2021
AMGNAmgen Inc	$712K	0.15%	0.00%	+0.2%	Q4 2021
AXPAmerican Express Co	$695K	0.15%	0.00%	-4.6%	Q3 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$685K	0.14%	0.00%	+7.1%	Q4 2024
WMTWalmart Inc.	$682K	0.14%	0.00%	-0.8%	Q4 2021
IRIngersoll Rand Inc.	$637K	0.13%	0.00%	-7.5%	Q4 2021
DALDelta Air Lines, Inc.	$637K	0.13%	0.00%	+0.3%	Q2 2024
DIASPDR Dow Jones Industrial Average ETF Trust	$629K	0.13%	Not reported	+27.7%	Q4 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$627K	0.13%	Not reported	-5.0%	Q4 2022

Q3 2025Reported Oct 22, 2025112 positions
AAPLApple Inc.	$18.9M	4.13%	0.00%	+0.7%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$13.8M	3.01%	Not reported	+8.7%	Q4 2021
NVDANvidia Corp	$13.4M	2.92%	0.00%	+4.7%	Q4 2021
MSFTMicrosoft Corp	$12.9M	2.82%	0.00%	+0.6%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$10.5M	2.28%	Not reported	+2.5%	Q4 2021
COSTCostco Wholesale Corp	$8.11M	1.77%	0.00%	+0.9%	Q4 2021
CVXChevron Corp	$6.43M	1.40%	0.00%	+2819.5%	Q1 2022
XOMExxonMobil Holdings Corp	$6.07M	1.32%	0.00%	+0.1%	Q4 2021
FMARCapital Trust Holdings Inc.	$5.57M	1.21%	0.61%	-5.1%	Q1 2022
AMZNAmazon Com Inc	$5.26M	1.15%	0.00%	+4.6%	Q4 2021
COPConocophillips	$5.2M	1.14%	0.00%	0.0%	Q4 2021
TSLATesla, Inc.	$3.53M	0.77%	0.00%	+1.9%	Q4 2021
STXSeagate Technology Holdings plc	$3.4M	0.74%	0.01%	-6.5%	Q1 2023
WFCWells Fargo & Company	$3.02M	0.66%	0.00%	0.0%	Q3 2022
JPMJPMorgan Chase & Co	$2.98M	0.65%	0.00%	+4.8%	Q4 2021
FNDFSchwab Strategic Trust	$2.94M	0.64%	Not reported	+193.0%	Q4 2023
BRK.BBerkshire Hathaway Inc	$2.62M	0.57%	Not reported	0.0%	Q4 2021
TTTrane Technologies plc	$2.34M	0.51%	0.00%	-6.2%	Q4 2021
NETCloudflare, Inc.	$2.32M	0.51%	Not reported	+6.9%	Q3 2024
PSXPhillips 66	$2.18M	0.48%	0.00%	-0.7%	Q1 2022
PLTRPalantir Technologies Inc.	$1.83M	0.40%	0.00%	+91.9%	Q4 2024
METAMeta Platforms, Inc.	$1.69M	0.37%	Not reported	+3.8%	Q4 2021
GOOGLAlphabet Inc.	$1.57M	0.34%	0.00%	+0.6%	Q4 2021
SPMDSupermedia Inc.	$1.53M	0.33%	Not reported	-3.5%	Q4 2022
IAUIshares Gold Trust	$1.51M	0.33%	0.00%	+0.7%	Q1 2025
AMDAdvanced Micro Devices Inc	$1.42M	0.31%	0.00%	+5.6%	Q2 2023
SBUXStarbucks Corp	$1.36M	0.30%	0.00%	-0.9%	Q4 2021
AVGOBroadcom Inc.	$1.35M	0.30%	0.00%	+1.4%	Q1 2024
VVisa Inc.	$1.32M	0.29%	0.00%	+1.2%	Q4 2021
PMPhilip Morris International Inc.	$1.2M	0.26%	0.00%	-2.3%	Q4 2021
QMARQuintana Maritime LTD	$1.12M	0.25%	Not reported	Not reported	Q2 2022
HDHome Depot, Inc.	$1.09M	0.24%	0.00%	+6.2%	Q4 2021
SLViShares Silver Trust	$1.01M	0.22%	0.00%	-5.0%	Q4 2021
OZBelpointe PREP, LLC	$996K	0.22%	1307.26%	Not reported	Q4 2021
SPABASTROTECH Corp	$987K	0.22%	Not reported	-0.4%	Q4 2022
CCJCameco Corp	$970K	0.21%	0.00%	+17.0%	Q2 2024
PHParker-Hannifin Corp	$953K	0.21%	0.00%	+0.2%	Q4 2021
ABBVAbbVie Inc.	$952K	0.21%	0.00%	-3.9%	Q4 2021
MOAltria Group, Inc.	$898K	0.20%	0.00%	+3.5%	Q4 2021
DISWalt Disney Co	$890K	0.19%	0.00%	+1.0%	Q4 2021
SHOPShopify Inc.	$824K	0.18%	0.00%	+0.2%	Q2 2024
COINCoinbase Global, Inc.	$818K	0.18%	0.00%	+25.1%	Q4 2021
BRK.ABerkshire Hathaway Inc	$754K	0.16%	Not reported	Not reported	Q4 2021
IRIngersoll Rand Inc.	$718K	0.16%	0.00%	-3.5%	Q4 2021
JNJJohnson & Johnson	$705K	0.15%	0.00%	-10.1%	Q4 2021
CATCaterpillar Inc	$704K	0.15%	0.00%	-6.6%	Q1 2024
GOOGAlphabet Inc.	$697K	0.15%	Not reported	+1.7%	Q4 2021
VLUEiSHARES TRUST	$685K	0.15%	Not reported	+0.1%	Q4 2021
AXPAmerican Express Co	$654K	0.14%	0.00%	-5.5%	Q3 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$649K	0.14%	Not reported	-1.3%	Q4 2022

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