Keystone Wealth Services, LLC
Keystone Wealth Services, LLC is a registered investment adviser headquartered in Palm Desert, California. The firm manages assets on behalf of individuals, high-net-worth individuals, pension/profit sharing plans, charitable organizations, and other institutional and corporate clients. As of July 2025, the firm manages approximately $692 million in assets and operates with a team of 11 employees. Keystone Wealth Services primarily serves U.S.-based clients and focuses on personalized portfolio management and financial planning services.
Investment Strategy
Keystone Wealth Services, LLC provides investment advisory services tailored to the needs of individual and institutional clients, with a primary focus on discretionary portfolio management. The firm invests in a diversified range of securities including equities (such as Apple, Microsoft, Nvidia, and Costco), ETFs, and occasionally fixed income products. Their approach emphasizes long-term growth while considering risk tolerance and individual client goals, primarily serving high-net-worth and individual clients. The firm does not manage pooled investment vehicles or operate hedge funds, instead opting for holistic wealth management and individualized investment strategies.
Top Holdings
Equity Positions (286)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 6.06% | $27.8M | 41,468 | $477.57 | $669.30 | -$4.7M |
A AAPL | APPLE INC | 4.13% | $18.9M | 74,368 | $179.55 | $254.63 | +$3.8M |
Q QQQ | INVESCO QQQ TR | 3.01% | $13.8M | 22,972 | $429.21 | $600.37 | +$2.1M |
N NVDA | NVIDIA CORPORATION | 2.92% | $13.4M | 71,846 | $95.10 | $186.58 | +$2.6M |
M MSFT | MICROSOFT CORP | 2.82% | $12.9M | 24,937 | $345.40 | $517.95 | +$584.9K |