13F filer

Keebeck Wealth Management

As of Jun 30, 2026 Filed Aug 11, 2026 CIK 1803675 SEC filings ↗

13F Value

$1.02B

Positions

471

Top Position

IVV6.6%

Top 5

18.2%

Latest filing changes

vs Mar 31, 2026

1 IVV iShares Core S&P 500 ETF +11.0%+$6.7M

2 USFR Wisdomtree Tr — Floatng Rat Trea +43.5%+$4.6M

3 UNH UnitedHealth Group +362.4%+$3.8M

4 NVDA NVIDIA +11.0%+$2.7M

5 LLY Eli Lilly +32.4%+$2.5M

Holdings471

#							Trend (4Q)
1	IVV iShares Core S&P 500 ETF	6.6%	$67.2M	+11.0%	89.8K	5.9%		ETF
2	VGT Vanguard Information Technology Index Fund — ETF Shares	3.4%	$35.2M	—	294.2K	2.9%	—	ETF
3	GSUS Goldman Sachs MarketBeta(R) U.S. Equity ETF	2.9%	$29.5M	-0.8%	285.7K	2.9%		ETF
4	NVDA NVIDIA	2.7%	$27.3M	+11.0%	136.5K	2.4%		Common Stock
5	AAPL Apple	2.6%	$26.7M	+9.4%	92.2K	2.4%		Common Stock
6	GCOR Goldman Sachs Access U.S. Aggregate Bond ETF	1.9%	$19.5M	-2.9%	474.4K	2.3%		ETF
7	MSFT Microsoft	1.8%	$18.4M	+5.2%	49.3K	2.0%		Common Stock
8	MUB iShares National Muni Bond ETF	1.6%	$16.8M	+14.3%	156.4K	1.6%		ETF
9	IVW iShares S&P 500 Growth ETF	1.5%	$15.5M	-0.7%	112.4K	1.4%		ETF
10	OEF iShares S&P 100 ETF	1.5%	$15.4M	-0.6%	42.2K	1.5%		ETF
11	USFR Wisdomtree Tr — Floatng Rat Trea	1.5%	$15.3M	+43.5%	304.2K	1.2%		Equity
12	QUAL iShares MSCI USA Quality Factor ETF	1.4%	$14.0M	-29.4%	63.8K	2.0%		ETF
13	EFV iShares MSCI EAFE Value ETF	1.3%	$12.9M	-27.6%	168.8K	1.9%		ETF
14	AMZN Amazon	1.2%	$12.5M	+12.9%	52.3K	1.1%		Common Stock
15	AVGO Broadcom	1.2%	$12.0M	+1.4%	31.8K	1.1%		Common Stock
16	KLAC KLA	1.2%	$11.9M	—	39.3K	0.8%	—	Common Stock
17	GSIE Goldman Sachs ActiveBeta(R) International Equity ETF	1.1%	$11.1M	+0.3%	243.0K	1.2%		ETF
18	LLY Eli Lilly	1.0%	$10.4M	+32.4%	8.7K	0.7%		Common Stock
19	IEMG iShares Core MSCI Emerging Markets ETF	1.0%	$10.4M	-25.8%	125.0K	1.3%		ETF
20	DYNF iShares U.S. Equity Factor Rotation Active ETF	1.0%	$10.3M	+0.1%	151.2K	1.0%		ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing31

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.