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Shattuck Lamm

Keystone Wealth Services, Llc

Assets Managed
$467.687M
Holdings
293
Last Quarter
2026 - Q1
Filed Date
13d ago
Growth Rate
-1.45%(2Q avg: 1.05%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Keystone Wealth Services, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 293 positions.

Assets under management

The assets under management (AUM) of Keystone Wealth Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 467.687M in assets, with a quarterly growth rate of -1.45% and a 2-quarter average growth rate of 1.05%. The portfolio is managed by Shattuck Lamm, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.41%
5.75%
$26.853M
41,109 shares@ $653.21 avg price
AAPL
Apple Inc
Recent Activity
Decreased -5.89%
4.08%
$19.052M
75,070 shares@ $253.8 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -9.34%
2.79%
$13.03M
74,713 shares@ $174.41 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -4.59%
2.73%
$12.735M
22,065 shares@ $577.18 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.7%
2.23%
$10.412M
16,010 shares@ $650.35 avg price
FJUN
Ft Vest Us Equity Buff Etf-j
Recent Activity
New Position
2.15%
$10.021M
177,353 shares@ $56.51 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.78%
2.02%
$9.406M
25,411 shares@ $370.17 avg price
FMAY
Ft Vest Us Equity Buffer Etf
Recent Activity
New Position
1.88%
$8.792M
166,508 shares@ $52.81 avg price
CVX
Chevron Corp
Recent Activity
Decreased -1.85%
1.85%
$8.613M
41,629 shares@ $206.91 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Decreased -1.07%
1.74%
$8.116M
177,897 shares@ $45.62 avg price

1-10 of 293