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CIK: 0001803675
Total reported value
$1.0B
$1.0B
273 檔
13.3%
As reported in its official Q1 2025 Form 13F filing, Keebeck Wealth Management's tracked investment portfolio stood at $1.0B with 273 total positions.
In Q1 2025, Keebeck Wealth Management displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 273 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.72% | +0.63% | +3.60% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.23% | -0.58% | +17.76% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.13% | +0.55% | -7.67% | |
| 4 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 2.55% | -0.64% | +29.50% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.48% | +0.20% | -2.91% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.33% | -0.15% | -1.98% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.29% | -0.69% | +1.66% | |
| 8 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.18% | -0.01% | +16.56% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.07% | +0.07% | +16.85% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.63% | -0.19% | -19.85% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.52% | -0.13% | +5.44% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.49% | +0.26% | -6.57% | |
| 13 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.48% | +0.01% | +22.03% | |
| 14 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.37% | -0.23% | -0.48% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.33% | -0.27% | +59.41% | |
| 16 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.31% | +0.12% | +6.15% | |
| 17 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.21% | — | -8.88% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-Other | 1.21% | -0.07% | -9.49% | |
| 19 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.00% | +0.30% | -47.39% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-Other | 0.95% | +0.01% | +1.64% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.94% | +0.34% | +0.05% | |
| 22 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.94% | -0.11% | +47.17% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.93% | +0.01% | -0.16% | |
| 24 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.92% | -0.12% | -1.05% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.91% | +0.13% | +3.97% | |
| 26 | SYK | Stryker CORP | Stock-Healthcare | 0.90% | -0.07% | -1.47% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.89% | -0.03% | -1.00% | |
| 28 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.89% | -0.04% | -7.23% | |
| 29 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.87% | -0.06% | -10.56% | |
| 30 | ET | Energy Transfer LP | Stock-Energy | 0.86% | -0.09% | -2.03% | |
| 31 | KLAC | Kla CORP | Stock-Tech | 0.83% | +0.37% | -2.32% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.80% | +0.08% | -22.97% | |
| 33 | ICE | Intercontinental Exchange In | Stock-Financials | 0.80% | -0.30% | +0.47% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.78% | +0.04% | +0.59% | |
| 35 | BCAT | Blackrock Capital Alloc Tr | Stock-Other | 0.77% | -0.01% | -0.86% | |
| 36 | TEL | TE Connectivity plc | Stock-Tech | 0.74% | -0.04% | -0.15% | |
| 37 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.73% | +0.03% | -13.59% | |
| 38 | IVLU | Ishares Msci International V | ETF-Other | 0.73% | -0.06% | -5.45% | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.71% | -0.11% | -0.42% | |
| 40 | VIS | Vanguard Industrials ETF | ETF-Other | 0.70% | — | -0.34% | |
| 41 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.69% | -0.05% | -0.51% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.67% | +0.40% | -3.84% | |
| 43 | TXN | Texas Instruments Inc | Stock-Tech | 0.67% | +0.21% | -0.91% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.65% | -0.05% | +96.65% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.64% | -0.31% | +95.85% | |
| 46 | WM | Waste Management Inc | Stock-Industrials | 0.64% | -0.07% | -0.90% | |
| 47 | J | Jacobs Solutions Inc | Stock-Industrials | 0.62% | -0.23% | -0.36% | |
| 48 | EMR | Emerson Electric Co | Stock-Industrials | 0.57% | -0.01% | +1.02% | |
| 49 | KBDC | Kayne Anderson Bdc Inc | Stock-Other | 0.55% | — | +142.10% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | — | -1.62% |
According to official SEC Form 13F filings, Keebeck Wealth Management reported a total U.S. public equity portfolio value of $1.0B across 273 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, QUAL, VGT) accounted for 13.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $59.1M
During Q1 2025, Keebeck Wealth Management's top holdings by market value included IVV (8.7%)、QUAL (3.2%)、VGT (3.1%). The largest single position, IVV, represented 8.7% of total portfolio value.
In Q1 2025, Keebeck Wealth Management made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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