Keystone Wealth Services, LLC
Top Portfolio Positions
93 positions ·
$167,628,242 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
75,070 | $19,052,015 | 11.37% | |
| NVDA |
Nvidia Corp
Technology
|
74,713 | $13,029,947 | 7.77% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
22,065 | $12,735,476 | 7.60% | |
| SPY |
Spdr S&P 500 ETF Trust
|
16,010 | $10,411,943 | 6.21% | |
| MSFT |
Microsoft Corp
Technology
|
25,411 | $9,406,389 | 5.61% | |
| CVX |
Chevron Corp
Energy
|
41,629 | $8,613,040 | 5.14% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
7,759 | $7,731,300 | 4.61% | |
| XOM |
Exxon Mobil Corp
Energy
|
44,893 | $7,616,546 | 4.54% | |
| COP |
Conocophillips
Energy
|
54,107 | $7,142,124 | 4.26% | |
| STX |
Seagate Technology Holdings plc
Technology
|
13,718 | $5,374,163 | 3.21% |
Portfolio Trend
18 quarters · across all stocks
Holdings in BCAL
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $493,041 | 27,824 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $519,474 | 27,824 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $464,104 | 27,824 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $438,506 | 27,824 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $398,717 | 27,824 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $460,208 | 27,824 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $617,290 | 41,737 | Shares | Sole | 2024-10-15 | |
| No 13F history on record for this holder in this stock. | ||||||