Keystone Wealth Services, LLC
Annual return '25
+18.1%
SPY '25
+17.7%
Alpha
+0.3ptsvs SPY
Invested
$467.7M
Holdings
302
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR
Carry-forward filing.
Latest filing (2025-12-31) contained only unmappable securities. Holdings shown are carried forward from Q3 2025.
01
$IVV
ISHARES TR
Q3 2025: Sold 20.6% (52.2k → 41.5k shares)
5.7%
02
$AAPL
APPLE INC
Q3 2025: Increased +0.7% (73.9k → 74.4k shares)
4.1%
03
$NVDA
NVIDIA CORPORATION
Q3 2025: Increased +4.7% (68.6k → 71.8k shares)
2.8%
04
$NDQ
INVESCO QQQ TR
Q3 2025: Increased +8.7% (21.1k → 23.0k shares)
2.7%
05
$SPY
STATE STR SPDR S&P 500 ETF T
Q3 2025: Increased +2.5% (15.3k → 15.7k shares)
2.2%
06
$FJUN
FIRST TR EXCHNG TRADED FD VI
Q3 2025: Sold 0.5% (204.4k → 203.4k shares)
2.1%
07
$MSFT
MICROSOFT CORP
Q3 2025: Increased +0.6% (24.8k → 24.9k shares)
2.0%
08
$FMAY
FIRST TR EXCHNG TRADED FD VI
Q2 2025: Increased +10.2% (162.0k → 178.5k shares)
1.9%
09
$MA
MASTERCARD INC CL A
Q4 2024: New position (383 shares)
1.9%
10
$CHV
CHEVRON CORPORATION
Q3 2025: Increased +2819.5% (1.4k → 41.4k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 18:31 UTC.