13F Filings History of Keystone Wealth Services, LLC

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$464,650,304
Signature - Title
Shattuck Lamm - Managing Member & Chief Compliance Officer
Location
Palm Desert, CA
Summary
This page shows a list of all the recent 13F filings made by Keystone Wealth Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Keystone Wealth Services, LLC reported 249 stock holdings with total value $464,650,304 as of Q4 2025. Top holdings included RSSE, IVV, AAPL, NVDA, and QQQ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 249 $464,650,304 +$114,756,785 -$115,612,042 -$855,257 RSSE, IVV, AAPL, NVDA, QQQ 13F-HR 26 Jan 2026, 17:17
Q3 2025 294 $458,364,946 +$50,057,089 -$33,501,726 +$16,555,363 IVV, AAPL, QQQ, NVDA, MSFT 13F-HR 22 Oct 2025, 12:03
Q2 2025 280 $412,961,717 +$29,842,842 -$18,417,146 +$11,425,696 IVV, AAPL, MSFT, QQQ, FJUN 13F-HR 09 Jul 2025, 15:43
Q1 2025 268 $369,352,234 +$16,258,806 -$11,058,449 +$5,200,357 IVV, AAPL, QQQ, MSFT, FJUN 13F-HR 17 Apr 2025, 09:48
Q4 2024 257 $377,704,588 +$28,493,358 -$15,860,993 +$12,632,365 IVV, AAPL, QQQ, MSFT, FJUN 13F-HR 06 Feb 2025, 09:27
Q3 2024 252 $361,544,987 +$36,009,925 -$9,598,898 +$26,411,027 IVV, AAPL, MSFT, FJUN, QQQ 13F-HR 15 Oct 2024, 17:31
Q2 2024 231 $321,382,549 +$19,880,820 -$11,858,620 +$8,022,200 IVV, AAPL, MSFT, FJUN, FBND 13F-HR 12 Jul 2024, 14:02
Q1 2024 220 $307,698,108 +$16,127,275 -$17,679,095 -$1,551,820 IVV, AAPL, FJUN, MSFT, FBND 13F-HR 12 Apr 2024, 14:37
Q4 2023 217 $291,729,374 +$22,184,990 -$17,965,662 +$4,219,328 IVV, AAPL, FJUN, MSFT, QQQ 13F-HR 17 Jan 2024, 09:09
Q3 2023 202 $263,283,414 +$27,781,344 -$24,461,763 +$3,319,581 IVV, AAPL, FJUN, FBND, MSFT 13F-HR 05 Oct 2023, 10:14
Q2 2023 202 $267,628,621 +$36,389,228 -$28,037,384 +$8,351,844 IVV, AAPL, FJUN, IUSB, MSFT 13F-HR 20 Jul 2023, 10:24
Q1 2023 191 $244,452,367 +$16,048,400 -$12,422,192 +$3,626,208 IVV, AAPL, ESGU, IUSB, FSEP 13F-HR 07 Apr 2023, 13:18
Q4 2022 186 $229,243,070 +$36,884,081 -$31,324,368 +$5,559,713 IVV, ESGU, AAPL, IUSB, VTV 13F-HR 09 Feb 2023, 21:01
Q3 2022 164 $211,788,000 +$14,682,085 -$16,860,515 -$2,178,430 IVV, ESGU, AAPL, VTIP, DNOV 13F-HR 31 Oct 2022, 18:23
Q2 2022 169 $223,541,000 +$26,351,278 -$20,872,324 +$5,478,954 IVV, VTIP, ESGU, DNOV, AAPL 13F-HR 13 Jul 2022, 13:15
Q1 2022 179 $252,179,000 +$33,326,317 -$17,036,753 +$16,289,564 IVV, ESGU, AAPL, VTV, VTIP 13F-HR 20 Apr 2022, 20:39
Q4 2021 171 $246,451,000 $0 $0 $0 IVV, ESGU, AAPL, VTV, VOO 13F-HR 14 Feb 2022, 13:23