13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001803675
Total reported value
$1.0B
$1.0B
366 檔
15.2%
In Q4 2025, Keebeck Wealth Management's U.S. equity holdings reached a combined market value of $1.0B, distributed across 366 disclosed stock positions.
In Q4 2025, Keebeck Wealth Management displayed an active expansion posture, initiating 5 new positions and adding to 25 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 366 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.28% | +0.63% | +0.31% | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.39% | +0.55% | -0.21% | |
| 3 | GSUS | Goldman Sachs Marketbeta US | ETF-Commodities | 3.26% | -0.02% | +1.80% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.49% | -0.15% | +3.60% | |
| 5 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.49% | -0.01% | +1.31% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.41% | +0.20% | +1.66% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.29% | +0.26% | +6.04% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.09% | -0.58% | -9.21% | |
| 9 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 2.02% | -0.64% | +7.35% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.97% | -0.69% | -2.67% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.63% | +0.07% | +1.56% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.37% | -0.31% | +39.99% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.31% | -0.27% | +27.76% | |
| 14 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.28% | -0.23% | -1.71% | |
| 15 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.26% | +0.01% | +4.02% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.20% | +0.08% | +0.96% | |
| 17 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.19% | -0.10% | -8.04% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.18% | -0.13% | -0.24% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.99% | +0.13% | +8.03% | |
| 20 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.98% | +0.12% | -2.44% | |
| 21 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.96% | -0.08% | -0.22% | |
| 22 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.95% | +0.30% | +16.83% | |
| 23 | KLAC | Kla CORP | Stock-Tech | 0.93% | +0.37% | -11.67% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-Other | 0.92% | +0.01% | +18.68% | |
| 25 | XLV | Ss Health Care Select Sector | ETF-Other | 0.90% | -0.07% | -1.88% | |
| 26 | GCOR | Goldman Sachs Access US Agg | ETF-Commodities | 0.87% | -0.36% | +10.23% | |
| 27 | APH | Amphenol Corp-cl A | Stock-Tech | 0.80% | +0.09% | -10.52% | |
| 28 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.80% | -0.19% | -12.60% | |
| 29 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.79% | -0.04% | +96.21% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.78% | +0.34% | +2.84% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.75% | -0.11% | -1.02% | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.68% | -0.12% | -2.14% | |
| 33 | IVLU | Ishares Msci International V | ETF-Other | 0.64% | -0.06% | -1.75% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.63% | +0.04% | -2.54% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.18% | — | |
| 36 | VIS | Vanguard Industrials ETF | ETF-Other | 0.61% | — | -1.31% | |
| 37 | ET | Energy Transfer LP | Stock-Energy | 0.60% | -0.09% | -0.63% | |
| 38 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.59% | -0.05% | — | |
| 39 | BCAT | Blackrock Capital Alloc Tr | Stock-Other | 0.59% | -0.01% | -1.07% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | — | +0.92% | |
| 41 | TXN | Texas Instruments Inc | Stock-Tech | 0.56% | +0.21% | -5.39% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | +0.01% | -25.43% | |
| 43 | ETN | Eaton Corporation plc | Stock-Industrials | 0.54% | +0.04% | -3.07% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.53% | -0.01% | +5.61% | |
| 45 | TEL | TE Connectivity plc | Stock-Tech | 0.53% | -0.04% | -0.92% | |
| 46 | EMR | Emerson Electric Co | Stock-Industrials | 0.53% | -0.01% | -3.58% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.52% | — | +1.01% | |
| 48 | ICE | Intercontinental Exchange In | Stock-Financials | 0.52% | -0.30% | -6.99% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.51% | -0.03% | -29.38% | |
| 50 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.51% | -0.03% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WFC | Wells Fargo & Co | +0.4% | +656.02% | Add |
| 2 | IEMG | Ishares Core Msci Emerging | +0.4% | +39.99% | Add |
| 3 | IVE | Ishares S&p 500 Value ETF | +0.3% | +27.76% | Add |
| 4 | INTU | Intuit Inc | +0.3% | +547.73% | Add |
| 5 | LLY | Eli Lilly & Co | +0.2% | +2.84% | Add |
| 6 | MTUM | Ishares Msci USA Momentum Fa | +0.2% | +75.58% | Add |
| 7 | HIMU | Ishares High Yild Muni A ETF | +0.2% | +163.28% | Add |
| 8 | SHYM | Ishares Short Duration High | +0.2% | +414.61% | Add |
| 9 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +680.05% | Add |
| 10 | AGG | Ishares Core U.s. Aggregate | +0.2% | +501.48% | Add |
| 11 | AAPL | Apple Inc | +0.1% | +1.66% | Add |
| 12 | MUB | Ishares National Muni Bond E | +0.1% | +18.68% | Add |
| 13 | USFR | Wisdomtree Floating Rate Tre | +0.1% | +16.83% | Add |
| 14 | IREN | IREN Limited | +0.1% | +321.46% | Add |
| 15 | AMZN | Amazon.com Inc | +0.1% | +8.03% | Add |
| 16 | BAI | Ishrs Ai In And Tech Act ETF | +0.1% | +33.94% | Add |
| 17 | ISRG | Intuitive Surgical Inc | +0.1% | +6.64% | Add |
| 18 | GBIL | Goldman Sachs Access Treasur | +0.1% | +7.35% | Add |
| 19 | NTRA | Natera Inc | +0.1% | -6.04% | Trim |
| 20 | NVDA | Nvidia CORP | +0.1% | +6.04% | Add |
| 21 | GSUS | Goldman Sachs Marketbeta US | +0.1% | +1.80% | Add |
| 22 | OEF | Ishares S&p 100 ETF | +0.1% | +1.31% | Add |
| 23 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +4.02% | Add |
| 24 | IVV | Ishares Core S&p 500 ETF | 0% | +0.31% | Add |
| 25 | XLE | Ss Energy Select Sector | -0.1% | -57.19% | Trim |
| 26 | IBIT | Ishares Bitcoin Trust ETF | -0.1% | +9.66% | Add |
| 27 | MSTR | Strategy Inc | -0.1% | -2.34% | Trim |
| 28 | ETN | Eaton Corporation plc | -0.1% | -3.07% | Trim |
| 29 | EFG | Ishares Msci Eafe Growth ETF | -0.1% | -12.60% | Trim |
| 30 | AJG | Arthur J Gallagher & Co | -0.1% | -6.25% | Trim |
| 31 | MSFT | Microsoft CORP | -0.1% | +3.60% | Add |
| 32 | V | Visa Inc-class A Shares | -0.2% | -25.43% | Trim |
| 33 | QUAL | Ishares Msci USA Quality Fac | -0.2% | -9.21% | Trim |
| 34 | ZTS | Zoetis Inc | -0.2% | -64.57% | Trim |
| 35 | MA | Mastercard Inc - A | -0.2% | -29.38% | Trim |
| 36 | HON | Honeywell International Inc | -0.2% | -81.88% | Trim |
| 37 | SYK | Stryker CORP | -0.3% | -29.85% | Trim |
| 38 | COIN | Coinbase Global Inc -class A | -0.3% | -0.27% | Trim |
| 39 | GOOG | Alphabet Inc-cl C | -0.3% | -55.44% | Trim |
| 40 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 41 | KBDC | Kayne Anderson Bdc Inc | — | EXIT | Sold out |
| 42 | ✓ | Tidal Tr Ii | — | EXIT | Sold out |
| 43 | STT | State Street CORP | — | NEW | New buy |
| 44 | WMB | Williams Cos Inc | — | NEW | New buy |
| 45 | EOG | Eog Resources Inc | — | EXIT | Sold out |
| 46 | GSWO | Goldman Sachs Activebeta Wor | — | EXIT | Sold out |
| 47 | IJT | Ishares S&p Small-cap 600 Gr | — | EXIT | Sold out |
| 48 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 49 | OWL | Blue Owl Capital Inc | — | EXIT | Sold out |
| 50 | CIFR | Cipher Digital Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Keebeck Wealth Management reported a total U.S. public equity portfolio value of $1.0B across 366 disclosed positions in Q4 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 15.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
GOOGL
市值: $5.3M
Top Position Liquidated / Trimmed
KBDC
前期市值: $4.7M
During Q4 2025, Keebeck Wealth Management's top holdings by market value included IVV (6.3%)、VGT (3.4%)、GSUS (3.3%). The largest single position, IVV, represented 6.3% of total portfolio value.
In Q4 2025, Keebeck Wealth Management made 50 total portfolio adjustments, initiating 5 new buys, adding to 25 positions, trimming 14 holdings, and fully liquidating 6 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.