DOSSIER · 13F-HR · Q1 2026

Keebeck Wealth Management

$889M in tracked AUM across 426 positions as of Q1 2026.

KW
CIK 0001803675 · last filed Mar 31, 2026
Total AUM
$889M
as of Q1 2026
Holdings
426
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Keebeck Wealth Management filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$53M81K5.9%
02
GSUS
GOLDMAN SACHS ETF TR
$26M288K2.9%
03
VGT
VANGUARD WORLD FD
$26M37K2.9%
04
NVDA
NVIDIA CORPORATION
$21M123K2.4%
05
AAPL
APPLE INC
$21M84K2.4%
06
GCOR
GOLDMAN SACHS ETF TR
$20M489K2.3%
07
QUAL
ISHARES TR
$17M90K2.0%
08
MSFT
MICROSOFT CORP
$17M47K2.0%
09
EFV
ISHARES TR
$17M233K1.9%
10
MUB
ISHARES TR
$15M137K1.6%

Filing history

2026Q1Mar 31
$889M 2.6%
426 positionsView →
2025Q4Dec 31
$867M 2.4%
366 positionsView →
2025Q3Sep 30
$846M 10.7%
356 positionsView →
2025Q2Jun 30
$764M 12.7%
336 positionsLocked
2025Q1Mar 31
$678M 2.3%
273 positionsLocked
2024Q4Dec 31
$694M 0.5%
278 positionsLocked
2024Q3Sep 30
$691M 1.3%
255 positionsLocked
2024Q2Jun 30
$682M 0.3%
262 positionsLocked
2024Q1Mar 31
$680M 12.2%
276 positionsLocked
2023Q4Dec 31
$606M 5.6%
260 positionsLocked
2023Q3Sep 30
$574M 21.1%
254 positionsLocked
2023Q2Jun 30
$728M 17.3%
260 positionsLocked
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