Keystone Wealth Services, LLC - Portfolio overview

Keystone Wealth Services, LLC has 330 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 5.57%
2. AAPL - APPLE INC, 3.95%
3. NVDA - NVIDIA CORPORATION, 2.70%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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