Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Keebeck Wealth Management (CIK 1803675) reported $889.0M across 425 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($52.8M, 5.94%), GSUS ($25.8M, 2.90%), VGT ($25.7M, 2.89%), NVDA ($21.4M, 2.41%), AAPL ($21.4M, 2.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $52.8M | 5.94% | 80,826 | Added |
| 2 | GSUS | GOLDMAN SACHS ETF TR | $25.8M | 2.90% | 287,913 | Trimmed |
| 3 | VGT | VANGUARD WORLD FD | $25.7M | 2.89% | 36,809 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $21.4M | 2.41% | 122,955 | Added |
| 5 | AAPL | APPLE INC | $21.4M | 2.41% | 84,275 | Added |
| 6 | GCOR | GOLDMAN SACHS ETF TR | $20.2M | 2.27% | 488,803 | Added |
| 7 | MSFT | MICROSOFT CORP | $17.3M | 1.95% | 46,839 | Added |
| 8 | QUAL | ISHARES TR | $17.3M | 1.95% | 90,452 | Trimmed |
| 9 | EFV | ISHARES TR | $17.3M | 1.95% | 233,006 | Trimmed |
| 10 | MUB | ISHARES TR | $14.5M | 1.63% | 136,864 | Added |
| 11 | GBIL | GOLDMAN SACHS ETF TR | $14.3M | 1.61% | 142,769 | Trimmed |
| 12 | OEF | ISHARES TR | $13.5M | 1.52% | 42,455 | Trimmed |
| 13 | IVW | ISHARES TR | $12.8M | 1.44% | 113,101 | Trimmed |
| 14 | IEMG | ISHARES INC | $11.7M | 1.32% | 168,454 | Trimmed |
| 15 | USFR | WISDOMTREE TR | $10.7M | 1.20% | 211,979 | Added |
| 16 | IVE | ISHARES TR | $10.5M | 1.18% | 49,609 | Trimmed |
| 17 | GSIE | GOLDMAN SACHS ETF TR | $10.4M | 1.18% | 242,269 | Added |
| 18 | ESGU | ISHARES TR | $10.4M | 1.16% | 73,206 | Trimmed |
| 19 | EFG | ISHARES TR | $10.1M | 1.14% | 91,069 | Added |
| 20 | AVGO | BROADCOM INC | $9.7M | 1.09% | 31,320 | Added |
| 21 | AMZN | AMAZON COM INC | $9.7M | 1.09% | 46,352 | Added |
| 22 | VTEB | VANGUARD MUN BD FDS | $9.5M | 1.06% | 189,547 | Trimmed |
| 23 | DYNF | BLACKROCK ETF TRUST | $8.8M | 0.99% | 151,032 | Trimmed |
| 24 | GSLC | GOLDMAN SACHS ETF TR | $8.6M | 0.97% | 68,586 | Added |
| 25 | TFI | SPDR SERIES TRUST | $7.7M | 0.86% | 168,742 | Added |
Source: SEC Form 13F filings · as of 2026-03-31