Universe · entity
Keebeck Wealth Management
Institutional manager (13F) · CIK 1803675
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $532M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $53M | 80,826 |
| 2 | GOLDMAN SACHS ETF TR | $26M | 287,913 |
| 3 | VANGUARD WORLD FD | $26M | 36,809 |
| 4 | NVIDIA CORPORATION | $21M | 122,955 |
| 5 | APPLE INC | $21M | 84,275 |
| 6 | GOLDMAN SACHS ETF TR | $20M | 488,803 |
| 7 | ISHARES TR | $17M | 90,452 |
| 8 | MICROSOFT CORP | $17M | 46,839 |
| 9 | ISHARES TR | $17M | 233,006 |
| 10 | ISHARES TR | $15M | 136,864 |
| 11 | GOLDMAN SACHS ETF TR | $14M | 142,769 |
| 12 | ISHARES TR | $14M | 42,455 |
| 13 | ISHARES TR | $13M | 113,101 |
| 14 | ISHARES INC | $12M | 168,454 |
| 15 | WISDOMTREE TR | $11M | 211,979 |
| 16 | ISHARES TR | $10M | 49,609 |
| 17 | GOLDMAN SACHS ETF TR | $10M | 242,269 |
| 18 | ISHARES TR | $10M | 73,206 |
| 19 | ISHARES TR | $10M | 91,069 |
| 20 | BROADCOM INC | $10M | 31,320 |
| 21 | AMAZON COM INC | $10M | 46,352 |
| 22 | VANGUARD MUN BD FDS | $9M | 189,547 |
| 23 | BLACKROCK ETF TRUST | $9M | 151,032 |
| 24 | GOLDMAN SACHS ETF TR | $9M | 68,586 |
| 25 | SPDR SERIES TRUST | $8M | 168,742 |
| 26 | SELECT SECTOR SPDR TR | $7M | 48,663 |
| 27 | ISHARES TR | $7M | 39,071 |
| 28 | KLA CORP | $7M | 4,792 |
| 29 | ISHARES TR | $7M | 152,297 |
| 30 | ISHARES TR | $7M | 73,320 |
| 31 | RTX CORPORATION | $7M | 34,314 |
| 32 | ALPHABET INC | $6M | 21,404 |
| 33 | DIMENSIONAL ETF TRUST | $6M | 181,208 |
| 34 | ENERGY TRANSFER L P | $6M | 315,299 |
| 35 | ELI LILLY & CO | $6M | 6,552 |
| 36 | ISHARES TR | $6M | 145,191 |
| 37 | AMPHENOL CORP | $5M | 43,119 |
| 38 | SELECT SECTOR SPDR TR | $5M | 48,359 |
| 39 | ALPHABET INC | $5M | 17,781 |
| 40 | META PLATFORMS INC | $5M | 8,735 |
| 41 | BLACKROCK CAP ALLOCATION TER | $5M | 351,976 |
| 42 | LOWES COS INC | $5M | 20,999 |
| 43 | BLACKROCK ETF TRUST | $5M | 150,554 |
| 44 | GOLDMAN SACHS ETF TR | $5M | 106,974 |
| 45 | ISHARES TR | $5M | 20,032 |
| 46 | ISHARES TR | $5M | 31,180 |
| 47 | ISHARES GOLD TR | $5M | 52,403 |
| 48 | STATE STR SPDR S&P 500 ETF T | $5M | 6,962 |
| 49 | ABBVIE INC | $4M | 20,604 |
| 50 | EATON CORP PLC | $4M | 12,019 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.