Institutional Fund
Keebeck Wealth Management
Chicago, ILCIK 18036755 filings on record
Portfolio Value
$888.99M
Q1 2026
Holdings
426
Reported positions
New Buys
86
Opened this quarter
QoQ Change
+2.6%
from $866.53M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr5.9%
- Goldman Sachs ETF Tr2.9%
- Vanguard World Fd2.9%
- Nvidia Corporation2.4%
- Apple Inc2.4%
- Goldman Sachs ETF Tr2.3%
- Other81.2%
Portfolio Holdings
426 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 80.8K | $52.80M | 5.9% | +1.3K | Added |
| 2 | Goldman Sachs ETF Tr | 287.9K | $25.79M | 2.9% | −11.3K | Reduced |
| 3 | Vanguard World Fd | 36.8K | $25.68M | 2.9% | −2.1K | Reduced |
| 4 | Nvidia Corporation | 123.0K | $21.44M | 2.4% | +16.5K | Added |
| 5 | Apple Inc | 84.3K | $21.39M | 2.4% | +7.4K | Added |
| 6 | Goldman Sachs ETF Tr | 488.8K | $20.20M | 2.3% | +308.2K | Added |
| 7 | Ishares Tr | 90.5K | $17.35M | 2.0% | −522 | Reduced |
| 8 | Microsoft Corp | 46.8K | $17.34M | 2.0% | +2.3K | Added |
| 9 | Ishares Tr | 233.0K | $17.32M | 1.9% | −5.7K | Reduced |
| 10 | Ishares Tr | 136.9K | $14.53M | 1.6% | +62.6K | Added |
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