account_balance
Investment manager · 13F filer · SEC CIK 1803675
Keebeck Wealth Management
Reported value$1.02Bas of Sep 30, 2026
Positions470 40 new, 41 sold out
Top 10 weight28.7%IVV alone is 7%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
6.6%
VGTVanguard World Fd
3.6%
NVDANVIDIA Corp
3.0%
AAPLApple Inc.
2.9%
GSUSGoldman Sachs ETF Tr
2.9%
MSFTMicrosoft Corp
2.5%
MUBiShares Tr
1.9%Added +26%
GCORGoldman Sachs ETF Tr
1.9%Added +3%
USFRWisdomtree Tr
1.7%Added +15%
IVWiShares Tr
1.5%−4%
OEFiShares Tr
1.4%Trimmed −11%
QUALiShares Tr
1.3%Trimmed −4%
IVViShares Tr
6.6%
VGTVanguard World Fd
3.6%
NVDANVIDIA Corp
3.0%
AAPLApple Inc.
2.9%
GSUSGoldman Sachs ETF Tr
2.9%
MSFTMicrosoft Corp
2.5%
MUBiShares Tr
1.9%
GCORGoldman Sachs ETF Tr
1.9%
USFRWisdomtree Tr
1.7%
IVW1.5%
OEF1.4%
QUAL1.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 6.6% Held
VGT Vanguard World Fd 3.6% Held
NVDA NVIDIA Corp 3.0% HeldAAPL Apple Inc. 2.9% HeldGSUS Goldman Sachs ETF Tr 2.9% Held
MSFT Microsoft Corp 2.5% HeldMUB iShares Tr 1.9% Added +26%
GCOR Goldman Sachs ETF Tr 1.9% Added +3%
USFR Wisdomtree Tr 1.7% Added +15%
IVW iShares Tr 1.5% Trimmed −4%
OEF iShares Tr 1.4% Trimmed −11%
QUAL iShares Tr 1.3% Trimmed −4%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.