Keystone Wealth Services, LLC
Keystone Wealth Services, LLC reported 327 holdings worth US$539M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 5, 2026
Keystone Wealth Services, LLC reported 327 holdings worth US$539M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Microsoft Corp. Filed Aug 5, 2026 (Form 13F).
- Holdings
- 327
- Value as reported
- US$539M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 75,463 | US$21.8M | 4.1% |
| Nvidia Corporation | 76,326 | US$15.3M | 2.8% |
| Microsoft Corp. | 25,777 | US$9.62M | 1.8% |
| Costco Wholesale Corporation | 7,675 | US$7.18M | 1.3% |
| Chevron Corporation | 41,526 | US$6.88M | 1.3% |
| Advanced Micro Devices Inc | 10,911 | US$6.34M | 1.2% |
| Exxon Mobil Corporation | 44,949 | US$6.15M | 1.1% |
| Conocophillips | 54,113 | US$5.63M | 1.0% |
| Amazon.com, Inc. | 22,048 | US$5.25M | 0.98% |
| Micron Technology, Inc. | 3,662 | US$4.23M | 0.78% |
| Alphabet Inc (google) Class C | 11,004 | US$3.93M | 0.73% |
| Berkshire Hathaway Inc. | 6,544 | US$3.27M | 0.61% |
| Wells Fargo & Company | 36,339 | US$3M | 0.56% |
| Tesla, Inc. | 6,942 | US$2.92M | 0.54% |
| Jp Morgan Chase & Co. | 8,437 | US$2.76M | 0.51% |
| Phillips 66 | 16,016 | US$2.71M | 0.50% |
| Cloudflare, Inc. | 10,843 | US$2.66M | 0.49% |
| Caterpillar, Inc. | 1,649 | US$1.76M | 0.33% |
| Starbucks Corporation | 15,609 | US$1.6M | 0.30% |
| Broadcom Inc. | 3,992 | US$1.51M | 0.28% |
| Intel Corporation | 10,327 | US$1.44M | 0.27% |
| Palantir Technologies Inc. | 12,251 | US$1.43M | 0.27% |
| Meta Platforms, Inc. | 2,391 | US$1.35M | 0.25% |
| Parker-hannifin Corporation | 1,268 | US$1.24M | 0.23% |
| Cameco Corporation | 12,012 | US$1.22M | 0.23% |
| Philip Morris International Inc | 6,648 | US$1.2M | 0.22% |
| Home Depot, Inc. (the) | 3,138 | US$1.11M | 0.21% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2,233 | US$1.07M | 0.20% |
| Lam Research Corporation | 2,421 | US$1.05M | 0.19% |
| Visa Inc. | 2,879 | US$988K | 0.18% |
| Johnson & Johnson | 3,866 | US$982K | 0.18% |
| Delta Air Lines, Inc. | 9,551 | US$895K | 0.17% |
| Abbvie Inc. | 3,399 | US$855K | 0.16% |
| Shopify Inc. | 7,096 | US$810K | 0.15% |
| Amgen Inc. | 2,119 | US$767K | 0.14% |
| Altria Group, Inc. | 10,409 | US$749K | 0.14% |
| Walmart Inc. | 6,507 | US$737K | 0.14% |
| Rtx Corporation | 3,819 | US$725K | 0.13% |
| Belpointe Prep, Llc | 15,558 | US$705K | 0.13% |
| Cardinal Health, Inc. | 2,908 | US$691K | 0.13% |
| Space Exploration Technologies Corp | 3,931 | US$672K | 0.12% |
| Walt Disney Company (the) | 6,907 | US$665K | 0.12% |
| Ingersoll Rand Inc. | 8,064 | US$661K | 0.12% |
| Cenovus Energy Inc. | 26,008 | US$645K | 0.12% |
| American Express Company | 1,884 | US$637K | 0.12% |
| Cummins Inc. | 872 | US$622K | 0.12% |
| Eli Lilly And Company | 518 | US$621K | 0.12% |
| Mcdonald's Corporation | 2,180 | US$589K | 0.11% |
| California Bancorp | 27,824 | US$580K | 0.11% |
| Sandisk Corporation | 245 | US$558K | 0.10% |
| Marriott International | 1,430 | US$530K | 0.10% |
| Oracle Corporation | 3,552 | US$521K | 0.10% |
| Independence Realty Trust, Inc. | 30,166 | US$503K | 0.09% |
| Enterprise Products Partners L.p. | 13,525 | US$497K | 0.09% |
| Charles Schwab Corporation (the) | 5,095 | US$470K | 0.09% |
| Lockheed Martin Corporation | 915 | US$466K | 0.09% |
| Applied Materials, Inc. | 641 | US$464K | 0.09% |
| Netflix, Inc. | 6,489 | US$463K | 0.09% |
| Keysight Technologies Inc. | 1,256 | US$440K | 0.08% |
| Suncor Energy Inc. | 8,139 | US$437K | 0.08% |
| Bloom Energy Corporation | 1,381 | US$418K | 0.08% |
| Qualcomm Incorporated | 2,234 | US$413K | 0.08% |
| Coca-cola Consolidated, Inc. | 2,062 | US$394K | 0.07% |
| Coreweave, Inc. | 3,834 | US$382K | 0.07% |
| Bristol-myers Squibb Company | 6,410 | US$369K | 0.07% |
| Lowe's Companies, Inc. | 1,575 | US$347K | 0.06% |
| Ge Vernova Inc. | 293 | US$345K | 0.06% |
| Crowdstrike Holdings, Inc. | 447 | US$341K | 0.06% |
| Oklo Inc. | 6,513 | US$341K | 0.06% |
| Marvell Technology, Inc. | 1,106 | US$330K | 0.06% |
| Ionq, Inc. | 6,006 | US$320K | 0.06% |
| Palo Alto Networks, Inc. | 871 | US$297K | 0.06% |
| Realty Income Corporation | 4,354 | US$270K | 0.05% |
| Procter & Gamble Company (the) | 1,828 | US$268K | 0.05% |
| Abbott Laboratories | 2,920 | US$265K | 0.05% |
| Western Digital Corporation | 408 | US$261K | 0.05% |
| Agilent Technologies, Inc. | 1,959 | US$260K | 0.05% |
| Coinbase Global, Inc. | 1,770 | US$259K | 0.05% |
| Vertiv Holdings, Llc | 773 | US$259K | 0.05% |
| Coca-cola Company (the) | 3,081 | US$250K | 0.05% |
| General Dynamics Corporation | 697 | US$247K | 0.05% |
| Cisco Systems, Inc. | 2,064 | US$242K | 0.05% |
| Mondelez International, Inc. | 4,058 | US$235K | 0.04% |
| Goldman Sachs Group, Inc. (the) | 224 | US$227K | 0.04% |
| Danaher Corporation | 1,181 | US$225K | 0.04% |
| Morgan Stanley | 1,063 | US$222K | 0.04% |
| Verizon Communications Inc. | 5,209 | US$221K | 0.04% |
| Pfizer, Inc. | 9,081 | US$219K | 0.04% |
| Celcuity Inc. | 2,000 | US$209K | 0.04% |
| Bigbear.ai, Inc. | 56,261 | US$206K | 0.04% |
| Denison Mines Corp. | 20,000 | US$61,200 | 0.01% |
| Binah Capital Group, Inc. | 21,200 | US$32,648 | <0.01% |
| Bp Plc | 0 | US$0 | 0.00% |
| Intuit Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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