Keebeck Wealth Management
CIK: 0001803675SEC EDGAR →
Portfolio Value
$867K
Holdings
366
As of
Q4 2025
New Positions
38
Closed Positions
21
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | GOLDMAN SACHS ETF TR | 299,221 | $28.2M | 3259.67% |
| 2 | MICROSOFT CORP | 44,549 | $21.5M | 2486.35% |
| 3 | ISHARES TR | 62,792 | $21.5M | 2485.20% |
| 4 | APPLE INC | 76,884 | $20.9M | 2412.03% |
| 5 | NVIDIA CORPORATION | 106,457 | $19.9M | 2291.21% |
| 6 | ISHARES TR | 90,974 | $18.1M | 2085.21% |
| 7 | GOLDMAN SACHS ETF TR | 174,587 | $17.5M | 2020.36% |
| 8 | ISHARES TR | 238,679 | $17.0M | 1966.93% |
| 9 | ISHARES TR | 114,708 | $14.1M | 1631.56% |
| 10 | ISHARES INC | 176,629 | $11.9M | 1370.18% |
Quarterly Changes
Top Buys
New Positions (37)
$5.3M · 17K shares
$2.3M · 18K shares
$2.0M · 33K shares
$1.1M · 4K shares
$693K · 47K shares
$688K · 42K shares
$534K · 2K shares
$493K · 4K shares
$435K · 5K shares
$316K · 50K shares
$306K · 3K shares
$294K · 2K shares
$293K · 12K shares
$292K · 2K shares
$285K · 2K shares
$279K · 4K shares
$273K · 3K shares
$272K · 21K shares
$271K · 2K shares
$270K · 695 shares
$249K · 14K shares
$247K · 3K shares
$246K · 1K shares
$242K · 2K shares
$236K · 1K shares
$224K · 845 shares
$223K · 2K shares
$223K · 9K shares
$220K · 1K shares
$219K · 819 shares
$218K · 6K shares
$207K · 690 shares
$206K · 5K shares
$202K · 5K shares
$201K · 4K shares
$100K · 25K shares
$43K · 10K shares
Closed Positions (27)
$4.7M · 343K shares
$2.6M · 186K shares
$1.7M · 15K shares
$1.4M · 24K shares
$1.1M · 8K shares
$1.0M · 61K shares
$644K · 4K shares
$641K · 12K shares
$610K · 10K shares
$525K · 7K shares
$493K · 2K shares
$432K · 5K shares
$400K · 8K shares
$389K · 17K shares
$368K · 5K shares
$358K · 1K shares
$353K · 22K shares
$320K · 2K shares
$319K · 10K shares
$294K · 631 shares
$282K · 1K shares
$225K · 32K shares
$210K · 3K shares
$209K · 2K shares
$206K · 8K shares
$200K · 5K shares
$170K · 31K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 169 | $437.2M | 60.5% |
| Technology | 51 | $118.3M | 16.4% |
| Industrials | 33 | $36.7M | 5.1% |
| Healthcare | 30 | $31.2M | 4.3% |
| Consumer Cyclical | 18 | $26.5M | 3.7% |
| Unknown | 23 | $25.4M | 3.5% |
| Communication Services | 11 | $13.9M | 1.9% |
| Energy | 8 | $10.9M | 1.5% |
| Consumer Defensive | 11 | $9.9M | 1.4% |
| Utilities | 3 | $5.8M | 0.8% |
| Basic Materials | 4 | $5.0M | 0.7% |
| Real Estate | 5 | $1.6M | 0.2% |