StockDriftsStockDriftsTop 50 Keystone Wealth Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 5.76% | 41.4K | $31.0M | +0.64%(+263) | $462.24(+68.17%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.06% | 75.5K | $21.8M | +0.52%(+393) | $171.57(+78.74%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.08% | 22.5K | $16.6M | +1.93%(+426) | $419.01(+72.03%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.84% | 76.3K | $15.3M | +2.16%(+1.61K) | $107.50(+105.08%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.17% | 15.6K | $11.7M | -2.47%(-395) | $449.75(+71.99%) | 2026-06-30 | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 2% | 11.2K | $10.8M | -18.56%(-2.55K) | $59.37(+1272.17%) | 2026-06-30 | |
| FJUN | FIRST TR EXCHNG TRADED FD VI | 1.97% | 176.5K | $10.6M | -0.48%(-843) | $39.64(+54.73%) | 2026-06-30 | |
| FBCG | FIDELITY COVINGTON TRUST | 1.84% | 159.7K | $9.9M | +11.50%(+16.47K) | $44.16(+41.36%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.79% | 25.8K | $9.6M | +1.44%(+366) | $329.07(+52.78%) | 2026-06-30 | |
| FMAY | FIRST TR EXCHNG TRADED FD VI | 1.73% | 166.1K | $9.3M | -0.26%(-427) | $38.79(+48.25%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.78% | +59.28% | — | — | +50.90% |
| Top 20 Holdings Unweighted | +17.34% | +61.56% | — | — | +55.05% |
Keystone Wealth Services, LLC reports $538.60M in US-listed equity holdings across 326 positions in its most recent 13F filing. Its largest disclosed positions are IVV (5.8%), AAPL (4.1%) and QQQ (3.1%). The top 20 holdings account for 39.79% of reported assets. Its disclosed equity book has returned +59.28% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Keystone Wealth Services, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1866189). View Keystone Wealth Services, LLC’s 13F filings on SEC