Keebeck Wealth Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $725 Million distributed in 336 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 $51.4M, Vanguard Information Technolog with a value of $25.9M, Ishares Msci Usa Quality Facto with a value of $21.5M, Microsoft Corp with a value of $21.5M, and Goldman Sachs Access Treasury with a value of $19.8M.
Examining the 13F form we can see an increase of $70.8M in the current position value, from $655M to 725M.
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
$725 Million
ETFs: $415 Million
Technology: $110 Million
Financial Services: $49.4 Million
Healthcare: $40.4 Million
Industrials: $32.8 Million
Consumer Cyclical: $25.6 Million
Communication Services: $15.5 Million
Consumer Defensive: $15 Million
Other: $21.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
