Universe · entity

Keebeck Wealth Management

Institutional manager (13F) · CIK 1803675
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $532M
#IssuerValueShares
1ISHARES TR$53M80,826
2GOLDMAN SACHS ETF TR$26M287,913
3VANGUARD WORLD FD$26M36,809
4NVIDIA CORPORATION$21M122,955
5APPLE INC$21M84,275
6GOLDMAN SACHS ETF TR$20M488,803
7ISHARES TR$17M90,452
8MICROSOFT CORP$17M46,839
9ISHARES TR$17M233,006
10ISHARES TR$15M136,864
11GOLDMAN SACHS ETF TR$14M142,769
12ISHARES TR$14M42,455
13ISHARES TR$13M113,101
14ISHARES INC$12M168,454
15WISDOMTREE TR$11M211,979
16ISHARES TR$10M49,609
17GOLDMAN SACHS ETF TR$10M242,269
18ISHARES TR$10M73,206
19ISHARES TR$10M91,069
20BROADCOM INC$10M31,320
21AMAZON COM INC$10M46,352
22VANGUARD MUN BD FDS$9M189,547
23BLACKROCK ETF TRUST$9M151,032
24GOLDMAN SACHS ETF TR$9M68,586
25SPDR SERIES TRUST$8M168,742
26SELECT SECTOR SPDR TR$7M48,663
27ISHARES TR$7M39,071
28KLA CORP$7M4,792
29ISHARES TR$7M152,297
30ISHARES TR$7M73,320
31RTX CORPORATION$7M34,314
32ALPHABET INC$6M21,404
33DIMENSIONAL ETF TRUST$6M181,208
34ENERGY TRANSFER L P$6M315,299
35ELI LILLY & CO$6M6,552
36ISHARES TR$6M145,191
37AMPHENOL CORP$5M43,119
38SELECT SECTOR SPDR TR$5M48,359
39ALPHABET INC$5M17,781
40META PLATFORMS INC$5M8,735
41BLACKROCK CAP ALLOCATION TER$5M351,976
42LOWES COS INC$5M20,999
43BLACKROCK ETF TRUST$5M150,554
44GOLDMAN SACHS ETF TR$5M106,974
45ISHARES TR$5M20,032
46ISHARES TR$5M31,180
47ISHARES GOLD TR$5M52,403
48STATE STR SPDR S&P 500 ETF T$5M6,962
49ABBVIE INC$4M20,604
50EATON CORP PLC$4M12,019
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.