Keebeck Wealth Management
CIK 1803675
13F filing for Q2 2026・No. 2,547
- Holdings
- US$1.02B
- Quarter change
- +US$134.73M
- Entries
- 471
- Net bought (estimate)
- +US$28.71M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 78
- Sold out 33
- Cut 130
- Added 191
- Corporate actions 2
- Unchanged 72
Largest holdings
471 stocks worth US$1.02B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 89,755 | US$67.22M | 6.57% |
| VANGUARD WORLD FDINF TECH ETF | CutSplit 8:1 | 294,221 | US$35.17M | 3.44% |
| GOLDMAN SACHS ETF TRMARKETBETA US EQ | Cut | 285,652 | US$29.45M | 2.88% |
| NVDANvidiaCOM | Added | 136,521 | US$27.32M | 2.67% |
| AAPLAppleCOM | Added | 92,210 | US$26.68M | 2.61% |
| GOLDMAN SACHS ETF TRACCESS US AGRAT | Cut | 474,423 | US$19.53M | 1.91% |
| MSFTMicrosoftCOM | Added | 49,298 | US$18.39M | 1.80% |
| MUBISHARES TRNATIONAL MUN ETF | Added | 156,396 | US$16.83M | 1.64% |
| ISHARES TRS&P 500 GRWT ETF | Cut | 112,356 | US$15.45M | 1.51% |
| ISHARES TRS&P 100 ETF | Cut | 42,205 | US$15.44M | 1.51% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.