Keebeck Wealth Management, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $795 Million distributed in 356 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $53M, Vanguard Information Technolog with a value of $29.1M, Goldman Sachs ETF Tr Marketbet with a value of $27.2M, Microsoft Corp with a value of $22.3M, and Ishares Msci Usa Quality Facto with a value of $19.5M.
Examining the 13F form we can see an increase of $69.2M in the current position value, from $725M to 795M.
Keebeck Wealth Management, LLC is based out at Chicago, IL
Below you can find more details about Keebeck Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$795 Million
ETFs: $461 Million
Technology: $123 Million
Financial Services: $50.3 Million
Healthcare: $40 Million
Industrials: $37 Million
Consumer Cyclical: $28.5 Million
Communication Services: $16.5 Million
Consumer Defensive: $16.3 Million
Other: $22.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions