Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Keystone Wealth Services, LLC (CIK 1866189) reported $467.7M across 290 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($26.9M, 5.74%), AAPL ($19.1M, 4.07%), NVDA ($13.0M, 2.79%), QQQ ($12.7M, 2.72%), SPY ($10.4M, 2.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $26.9M | 5.74% | 41,109 | Added |
| 2 | AAPL | APPLE INC | $19.1M | 4.07% | 75,070 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $13.0M | 2.79% | 74,713 | Trimmed |
| 4 | QQQ | INVESCO QQQ TR | $12.7M | 2.72% | 22,065 | Trimmed |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $10.4M | 2.23% | 16,010 | Trimmed |
| 6 | FJUN | FIRST TR EXCHNG TRADED FD VI | $10.0M | 2.14% | 177,353 | New |
| 7 | MSFT | MICROSOFT CORP | $9.4M | 2.01% | 25,411 | Added |
| 8 | FMAY | FIRST TR EXCHNG TRADED FD VI | $8.8M | 1.88% | 166,508 | New |
| 9 | CVX | CHEVRON CORPORATION | $8.6M | 1.84% | 41,629 | Trimmed |
| 10 | FBND | FIDELITY MERRIMACK STR TR | $8.1M | 1.74% | 177,897 | Trimmed |
| 11 | COST | COSTCO WHOLESALE CORPORATION | $7.7M | 1.65% | 7,759 | Trimmed |
| 12 | XOM | EXXON MOBIL CORP | $7.6M | 1.63% | 44,893 | Trimmed |
| 13 | VOO | VANGUARD INDEX FDS | $7.6M | 1.62% | 12,669 | Trimmed |
| 14 | FBCG | FIDELITY COVINGTON TRUST | $7.2M | 1.54% | 143,238 | Added |
| 15 | COP | CONOCOPHILLIPS | $7.1M | 1.53% | 54,107 | Trimmed |
| 16 | DYNF | BLACKROCK ETF TRUST | $5.6M | 1.19% | 95,625 | Added |
| 17 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $5.4M | 1.15% | 13,718 | Trimmed |
| 18 | FMAR | FIRST TR EXCHNG TRADED FD VI | $5.2M | 1.11% | 107,002 | New |
| 19 | VIG | VANGUARD SPECIALIZED FUNDS | $4.7M | 1.01% | 22,062 | Added |
| 20 | FSEP | FIRST TR EXCHNG TRADED FD VI | $4.7M | 1.01% | 94,282 | New |
| 21 | FIXD | FIRST TR EXCHNG TRADED FD VI | $4.5M | 0.96% | 103,251 | Added |
| 22 | ESGU | ISHARES TR | $4.3M | 0.92% | 30,558 | Trimmed |
| 23 | AMZN | AMAZON COM INC | $4.3M | 0.92% | 20,705 | Trimmed |
| 24 | BUFR | FIRST TR EXCHNG TRADED FD VI | $4.3M | 0.91% | 126,565 | New |
| 25 | IGEB | ISHARES TR | $3.9M | 0.83% | 86,604 | Added |
Source: SEC Form 13F filings · as of 2026-03-31