Keystone Wealth Services, LLC

RIA/Wealth

Keystone Wealth Services, LLC is a RIA/Wealth based in Hendersonville, TN led by Kevin Michael Mccann, managing $454.2M across 291 long positions as of Q3 2025 with 67% ETF concentration.

CCOKevin Michael Mccann

Portfolio Value: $454.2M
Positions: 291
Top Holding: IVV at 6.11%
Last Reported: Q3 2025

Address181 East Main St. Suite #7, Hendersonville, TN, 37075, United States

Top Holdings

Largest long holdings in Keystone Wealth Services, LLC's portfolio (29.6% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$27.8M	6.11%	-$7.2M Sold	— 41.5K shares	Q4 2021 Held for 3y 11m
2 Apple AAPL	Consumer Electronics Technology	$18.9M	4.17%	+$131.1K Bought	0.00% 74.4K shares	Q4 2021 Held for 3y 11m
3 Invesco QQQ Trust QQQ	ETF ETF	$13.8M	3.04%	+$1.1M Bought	— 23.0K shares	Q4 2021 Held for 3y 11m
4 Nvidia NVDA	Semiconductors Technology	$13.4M	2.95%	+$606.0K Bought	0.00% 71.8K shares	Q4 2021 Held for 3y 11m
5 Microsoft MSFT	Software - Infrastructure Technology	$12.9M	2.84%	+$75.6K Bought	0.00% 24.9K shares	Q4 2021 Held for 3y 11m
6 FT Vest U.S. Equity Buffer ETF FJUN	ETF ETF	$11.4M	2.51%	-$57.5K Sold	— 203.4K shares	Q4 2021 Held for 3y 11m
7 SPDR S&P 500 ETF Trust SPY	ETF ETF	$10.5M	2.30%	+$254.5K Bought	— 15.7K shares	Q4 2021 Held for 3y 11m
8 FT Vest U.S. Equity Buffer ETF FMAY	ETF ETF	$9.3M	2.05%	-$35.3K Sold	— 177.8K shares	Q2 2022 Held for 3y 5m
9 Fidelity Total Bond FBND	ETF ETF	$8.2M	1.81%	+$294.6K Bought	— 177.9K shares	Q1 2023 Held for 2y 8m
10 Costco Wholesale COST	Discount Stores Consumer Defensive	$8.1M	1.78%	+$68.5K Bought	0.00% 8.8K shares	Q4 2021 Held for 3y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Keystone Wealth Services, LLC's latest filing

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Market Value

$454.2M

Prior: $413.2M

Q/Q Change

+9.92%

+$41.0M

Net Flows % of MV

+1.43%

Turnover Ratio

9.08%

New Purchases

21 stocks

$11.7M

Added To

97 stocks

+$30.0M

Sold Out Of

17 stocks

$9.5M

Reduced Holdings

105 stocks

-$25.7M

Increased Positions

Position	Shares Δ	Change
1 SCHZ Schwab US Aggregate Bond SCHZ	New	0 → 133.1K +$3.1M
2 iShares Latin America 40 ILF	New	0 → 28.9K +$834.7K
3 KBE SPDR S&P Bank ETF KBE	New	0 → 13.3K +$787.8K
4 iShares Micro-Cap ETF IWC	New	0 → 4.7K +$706.6K
5 HYDB iShares High Yield Systematic Bond HYDB	New	0 → 14.2K +$679.6K

Decreased Positions

Position	Shares Δ	Change
1 First Trust Morningstar Dividend Leaders Index Fund FDL	Sold	15.9K → 0 −$1.7M
2 iShares Currency Hedged MSCI EAFE HEFA	Sold	30.6K → 0 −$1.2M
3 BlackRock Short Duration Bond NEAR	Sold	13.6K → 0 −$694.1K
4 Vanguard Real Estate VNQ	Sold	7.7K → 0 −$688.4K
5 Invesco Ultra Short Duration GSY	Sold	13.4K → 0 −$671.2K