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Filers›Holding Co.›Keystone Wealth Services, LLC
DOSSIER · 13F-HR · Q1 2026

Keystone Wealth Services, LLC

Keystone Wealth Services's holding co. based in London, UK — $468M in tracked AUM across 294 positions as of Q1 2026.

KW
Keystone Wealth Services·London, UK·Holding Co.
CIK 0001866189 · last filed Mar 31, 2026
Total AUM
$468M
▲ 11.0%
vs prior
Holdings
294
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
13% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Keystone Wealth Services, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$27M41K5.7%
02
AAPL
APPLE INC
$19M75K4.1%
03
NVDA
NVIDIA CORPORATION
$13M75K2.8%
04
QQQ
INVESCO QQQ TR
$13M22K2.7%
05
SPY
STATE STR SPDR S&P 500 ETF T
$10M16K2.2%
06
FJUN
FIRST TR EXCHNG TRADED FD VI
$10M177K2.1%
07
MSFT
MICROSOFT CORP
$9M25K2.0%
08
FMAY
FIRST TR EXCHNG TRADED FD VI
$9M167K1.9%
09
CVX
CHEVRON CORPORATION
$9M42K1.8%
10
FBND
FIDELITY MERRIMACK STR TR
$8M178K1.7%

Filing history

Filing history loading…
AI Agent · grounded in Keystone
haiku-4-5 · 294 positions indexed
Sector mix
  • Tech13%
  • Financials9%
  • Health Care51%
  • Cons. Disc.25%
  • Energy5%
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