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CIK: 0001803675
Total reported value
$1.0B
$1.0B
356 檔
14.9%
According to the latest 13F quarterly dataset, Keebeck Wealth Management managed an equity portfolio of $1.0B at the end of Q3 2025, spanning 356 distinct U.S. exchange-listed positions.
In Q3 2025, Keebeck Wealth Management displayed an active expansion posture, initiating 13 new positions and adding to 18 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 356 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.27% | +0.63% | -4.29% | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.44% | +0.55% | — | |
| 3 | GSUS | Goldman Sachs Marketbeta US | ETF-Commodities | 3.21% | -0.02% | +172.06% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.63% | -0.15% | -0.35% | |
| 5 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.44% | -0.01% | +9.37% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.30% | -0.58% | -14.89% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.28% | +0.20% | +3.72% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.21% | +0.26% | +2.32% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.97% | -0.69% | -19.81% | |
| 10 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.93% | -0.64% | -17.80% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.61% | +0.07% | -13.63% | |
| 12 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.31% | -0.23% | -0.38% | |
| 13 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.27% | -0.10% | +151.30% | |
| 14 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.21% | +0.01% | -1.25% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.20% | -0.13% | +0.55% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.16% | +0.08% | -8.47% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.02% | -0.27% | -13.94% | |
| 18 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.01% | +0.12% | -24.01% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.98% | -0.31% | -4.91% | |
| 20 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.97% | -0.08% | +161.01% | |
| 21 | KLAC | Kla CORP | Stock-Tech | 0.96% | +0.37% | -7.59% | |
| 22 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.93% | -0.19% | -28.24% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | +0.13% | +4.46% | |
| 24 | XLV | Ss Health Care Select Sector | ETF-Other | 0.84% | -0.07% | -5.83% | |
| 25 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.84% | +0.30% | +73.26% | |
| 26 | APH | Amphenol Corp-cl A | Stock-Tech | 0.84% | +0.09% | -5.39% | |
| 27 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.82% | -0.04% | -1.92% | |
| 28 | GCOR | Goldman Sachs Access US Agg | ETF-Commodities | 0.81% | -0.36% | +36.80% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-Other | 0.79% | +0.01% | -8.30% | |
| 30 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.79% | -0.03% | EXIT | |
| 31 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.75% | -0.12% | -6.20% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.74% | -0.03% | -0.28% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.74% | +0.01% | +0.25% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.72% | +0.15% | +145.82% | |
| 35 | RTX | Rtx CORP | Stock-Industrials | 0.71% | -0.11% | -0.55% | |
| 36 | SYK | Stryker CORP | Stock-Healthcare | 0.71% | -0.07% | -1.18% | |
| 37 | ETN | Eaton Corporation plc | Stock-Industrials | 0.67% | +0.04% | +112.17% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.67% | +0.04% | -0.23% | |
| 39 | ET | Energy Transfer LP | Stock-Energy | 0.65% | -0.09% | +0.37% | |
| 40 | TXN | Texas Instruments Inc | Stock-Tech | 0.64% | +0.21% | +0.06% | |
| 41 | BCAT | Blackrock Capital Alloc Tr | Stock-Other | 0.64% | -0.01% | — | |
| 42 | VIS | Vanguard Industrials ETF | ETF-Other | 0.63% | — | — | |
| 43 | IVLU | Ishares Msci International V | ETF-Other | 0.62% | -0.06% | -9.28% | |
| 44 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.61% | -0.05% | +4.54% | |
| 45 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.60% | -0.06% | -3.33% | |
| 46 | ICE | Intercontinental Exchange In | Stock-Financials | 0.60% | -0.30% | -0.87% | |
| 47 | J | Jacobs Solutions Inc | Stock-Industrials | 0.59% | -0.23% | +2.19% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.01% | +4.45% | |
| 49 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.56% | -0.03% | -2.14% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | — | +0.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.7% | +2.32% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.5% | +145.82% | Add |
| 3 | APH | Amphenol Corp-cl A | +0.5% | -5.39% | Add |
| 4 | AVGO | Broadcom Inc | +0.4% | -8.47% | Trim |
| 5 | IEMG | Ishares Core Msci Emerging | +0.3% | -4.91% | Add |
| 6 | VGT | Vanguard Info Tech ETF | +0.3% | — | Trim |
| 7 | MSFT | Microsoft CORP | +0.3% | -0.35% | Add |
| 8 | COIN | Coinbase Global Inc -class A | +0.3% | +3.16% | Add |
| 9 | OEF | Ishares S&p 100 ETF | +0.3% | +9.37% | Add |
| 10 | TFI | Ss Spdr N Ice Muni Bond ETF | +0.2% | +38.43% | Add |
| 11 | ✓ | Tidal Tr Ii | +0.2% | +208.93% | Add |
| 12 | TSLA | Tesla Inc | +0.2% | +7.15% | Add |
| 13 | BRRR | Coinshares Bitcoin ETF | +0.2% | +112.07% | Add |
| 14 | KLAC | Kla CORP | +0.1% | -7.59% | Trim |
| 15 | WEC | Wec Energy Group Inc | +0.1% | -2.14% | Add |
| 16 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +21.22% | Add |
| 17 | NDAQ | Nasdaq Inc | +0.1% | +2.06% | Add |
| 18 | META | Meta Platforms Inc-class A | +0.1% | +4.45% | Add |
| 19 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +0.43% | Add |
| 20 | RTX | Rtx CORP | — | -0.55% | Trim |
| 21 | AMZN | Amazon.com Inc | 0% | +4.46% | Add |
| 22 | ESGU | Ishares Esg Aware Msci USA | -0.1% | -0.38% | Trim |
| 23 | AAPL | Apple Inc | -0.2% | +3.72% | Add |
| 24 | HEFA | Isha Curr Hedged Msci Eafe | -0.2% | -5.15% | Trim |
| 25 | CAVA | Cava Group Inc | -0.2% | -55.47% | Trim |
| 26 | EFV | Ishares Msci Eafe Value ETF | -0.3% | -19.81% | Trim |
| 27 | LLY | Eli Lilly & Co | -0.4% | -3.57% | Trim |
| 28 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.5% | -4.53% | Trim |
| 29 | UNH | Unitedhealth Group Inc | -0.6% | -4.81% | Trim |
| 30 | EFG | Ishares Msci Eafe Growth ETF | -0.7% | -28.24% | Trim |
| 31 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.7% | +9.66% | Trim |
| 32 | QUAL | Ishares Msci USA Quality Fac | -0.9% | -14.89% | Trim |
| 33 | IJT | Ishares S&p Small-cap 600 Gr | -1.1% | -20.60% | Trim |
| 34 | IVV | Ishares Core S&p 500 ETF | -2.5% | -4.29% | Trim |
| 35 | GSUS | Goldman Sachs Marketbeta US | — | NEW | New buy |
| 36 | GSIE | Goldman Sachs Activebeta Int | — | NEW | New buy |
| 37 | GSLC | Goldman Activebeta US Lc ETF | — | NEW | New buy |
| 38 | GCOR | Goldman Sachs Access US Agg | — | NEW | New buy |
| 39 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 40 | GEM | Goldman Sachs Activebeta Em | — | NEW | New buy |
| 41 | THRO | Ishares U.s. Thematic Rotati | — | NEW | New buy |
| 42 | BAI | Ishrs Ai In And Tech Act ETF | — | NEW | New buy |
| 43 | ACN | Accenture plc | — | EXIT | Sold out |
| 44 | GGUS | Goldman Ss Mb Rl 1000 GE ETF | — | NEW | New buy |
| 45 | ITA | Ishares U.s. Aerospace & Def | — | NEW | New buy |
| 46 | GSSC | Goldman Sachs Activebeta US | — | NEW | New buy |
| 47 | GOOGL | Alphabet Inc-cl A | — | EXIT | Sold out |
| 48 | GIGB | Goldman Sachs Inv Grd CORP | — | NEW | New buy |
| 49 | GSWO | Goldman Sachs Activebeta Wor | — | NEW | New buy |
| 50 | VIOG | Vanguard S&p Sm Cap 600 Grw | — | EXIT | Sold out |
According to official SEC Form 13F filings, Keebeck Wealth Management reported a total U.S. public equity portfolio value of $1.0B across 356 disclosed positions in Q3 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, VGT, GSUS) accounted for 14.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
GSUS
市值: $27.2M
Top Position Liquidated / Trimmed
ACN
前期市值: $3.2M
During Q3 2025, Keebeck Wealth Management's top holdings by market value included IVV (6.3%)、VGT (3.4%)、GSUS (3.2%). The largest single position, IVV, represented 6.3% of total portfolio value.
In Q3 2025, Keebeck Wealth Management made 50 total portfolio adjustments, initiating 13 new buys, adding to 18 positions, trimming 16 holdings, and fully liquidating 3 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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