1y return+19.7%S&P 500 +20.9%
3y return+54.1%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $145 against $157 in the S&P 500.2
Keystone Wealth Services, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $31.0M | 5.8% | |
| AAPLApple Inc | $21.8M | 4.1% | |
| QQQInvesco Qqq Tr | $16.6M | 3.1% | +1.9% |
| NVDANvidia Corporation | $15.3M | 2.8% | +2.2% |
| SPYState Str Spdr S&p 500 Etf T | $11.7M | 2.2% | −2.5% |
| Seagate Technology Hldngs PlCUSIP G7997R103 | $10.8M | 2.0% | −18.6% |
| FJUNFirst Tr Exchng Traded Fd Vi | $10.6M | 2.0% | |
| FBCGFidelity Covington Trust | $9.9M | 1.8% | +11.5% |
| MSFTMicrosoft Corp | $9.6M | 1.8% | +1.4% |
| FMAYFirst Tr Exchng Traded Fd Vi | $9.3M | 1.7% | |
| VOOVanguard Index Fds | $9.2M | 1.7% | +5.5% |
| FBNDFidelity Merrimack Str Tr | $8.3M | 1.5% | +2.8% |
| COSTCostco Wholesale Corporation | $7.2M | 1.3% | −1.1% |
| CVXChevron Corporation | $6.9M | 1.3% | |
| DYNFBlackrock Etf Trust | $6.7M | 1.2% | +2.6% |
| AMDAdvanced Micro Devices Inc | $6.3M | 1.2% | +4.6% |
| Exxon Mobil CorpCUSIP 30231G102 | $6.1M | 1.1% | |
| FMARFirst Tr Exchng Traded Fd Vi | $5.7M | 1.1% | +2.5% |
| COPConocophillips | $5.6M | 1.0% | |
| BUFRFirst Tr Exchng Traded Fd Vi | $5.5M | 1.0% | +18.2% |
| VIGVanguard Specialized Funds | $5.4M | 1.0% | +2.9% |
| AMZNAmazon Com Inc | $5.3M | 1.0% | +6.5% |
| FSEPFirst Tr Exchng Traded Fd Vi | $5.1M | 1.0% | |
| ESGUIshares Tr | $5.0M | 0.9% | |
| FIXDFirst Tr Exchng Traded Fd Vi | $4.7M | 0.9% | +4.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Seagate Technology Hldngs PlCUSIP G7997R103 | March 31, 2023 | +1359.5% | $10.8M |
| NVDANvidia Corporation | December 31, 2021 | +580.3% | $15.3M |
| AMDAdvanced Micro Devices Inc | June 30, 2023 | +410.0% | $6.3M |
| Exxon Mobil CorpCUSIP 30231G102 | December 31, 2021 | +123.4% | $6.1M |
| IVWIshares Tr | September 30, 2023 | +101.0% | $4.7M |
| QQQInvesco Qqq Tr | December 31, 2021 | +85.1% | $16.6M |
| COSTCostco Wholesale Corporation | December 31, 2021 | +64.8% | $7.2M |
| AAPLApple Inc | December 31, 2021 | +63.0% | $21.8M |
| QUALIshares Tr | June 30, 2023 | +62.7% | $3.4M |
| FBCGFidelity Covington Trust | March 31, 2024 | +61.5% | $9.9M |
Sold off last quarter
- BINCBlackrock Etf Trust II was $1.6M
- BUFDFirst Tr Exchng Traded Fd Vi was $1.4M
- BUFZFirst Tr Exchng Traded Fd Vi was $1.2M
- INTUIntuit was $317K
- SIVRAbrdn Silver Etf Trust was $259K
- BPBp PLC was $247K
- GLDSpdr Gold Tr was $219K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.4% | +14.8% |
| March 31, 2026 | −1.5% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +7.0% | +7.8% |
| June 30, 2025 | +8.7% | +10.5% |
| March 31, 2025 | −3.6% | −4.6% |
| December 31, 2024 | +1.3% | +2.1% |
| September 30, 2024 | +4.4% | +5.4% |
| June 30, 2024 | +2.6% | +4.0% |
| March 31, 2024 | +6.7% | +10.0% |
| December 31, 2023 | +9.3% | +11.2% |
| September 30, 2023 | −2.9% | −3.6% |
| June 30, 2023 | +6.1% | +8.3% |
| March 31, 2023 | +5.1% | +7.0% |
| December 31, 2022 | +5.6% | +7.1% |
| September 30, 2022 | −3.7% | −5.3% |
| June 30, 2022 | −13.3% | −16.5% |
| March 31, 2022 | −4.0% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Keystone Wealth Services, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1866189&type=13F-HR&dateb=&owner=include&count=40CIK 1866189
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1866189/000186618926000005/Filed August 5, 2026 · accession 0001866189-26-000005