Keystone Wealth Services, LLC has filed its latest 13F-HR report, revealing that it manages approximately $559.8 million in assets as of September 30, 2026. This filing is significant as it showcases the firm’s investment strategies and positions in various sectors, particularly technology and healthcare.

The report, submitted on November 3, 2026, indicates that Keystone Wealth Services continues to maintain a diverse portfolio, with substantial investments in companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc. This diversification reflects the firm's strategy to capitalize on growth in the technology sector, which has shown resilience and potential for continued expansion.

Background

Keystone Wealth Services, LLC is a financial services firm based in Palm Desert, California. The company specializes in wealth management and investment advisory services. It is registered with the SEC and operates under the Central Index Key (CIK) number 0001866189. The firm has been active in filing various reports, including its most recent 13F-HR, which provides insight into its investment holdings.

What the Filing Says

The filing outlines that Keystone Wealth Services reported a total of 329 positions in its portfolio, with a total value of $559,836,279. The report indicates that the firm has sole investment discretion over these holdings, suggesting a strategic approach to managing its assets.

Impact

This update may affect various stakeholders, including current and potential investors who rely on the firm’s insights and investment strategies. Additionally, competitors in the financial services sector may analyze Keystone’s holdings to adjust their own strategies in response to market trends.

What's Next

The filing does not say what happens next.