Keystone Wealth Services, LLC
All 13F Filings
- Location
- Palm Desert, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 538,603
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 327 | 538,603 | 13F-HR | Keystone Wealth Services, LLC |
| Q1 2026 | 5/13/2026 | 294 | 467,687 | 13F-HR | Keystone Wealth Services, LLC |
| Q4 2025 | 1/26/2026 | 246 | 474,580 | 13F-HR | Keystone Wealth Services, LLC |
| Q3 2025 | 10/22/2025 | 294 | 458,365 | 13F-HR | Keystone Wealth Services, LLC |
| Q2 2025 | 7/9/2025 | 280 | 414,625 | 13F-HR | Keystone Wealth Services, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
373
(0.1% of total reported value)
· QoQ Δ:
+271
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 306.6 K | 57.0% | 30.68 K | 0 | 30.68 K |
| ETFs | 231.4 K | 43.0% | 39.98 K | 0 | 39.98 K |
| Debt | 269 | 0.0% | 0 | 15 | -15 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
538,603
Holdings
327
QoQ value change ($000)
70,916
(15.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.