Keebeck Wealth Management
Q2 2025 13F Holdings
- Locationchicago, IL
- Num holdings
336
- Value ($000)
$764,178
- Date Filed08/14/2025
- Form type13F-HR
- CIK0001803675
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $51.41M | 7 % | 82,796 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $25.86M | 3 % | 38,995 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $21.52M | 3 % | 117,722 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $21.46M | 3 % | 43,151 | ||
GBIL GOLDMAN SACHS ETF TR | ACCES TREASURY | 381430529 | $19.82M | 3 % | 197,865 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $19.41M | 3 % | 305,810 | ||
OEF ISHARES TR | S&P 100 ETF | 464287101 | $17.25M | 2 % | 56,671 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $15.50M | 2 % | 98,123 | ||
AAPL APPLE INC | COM | 037833100 | $14.96M | 2 % | 72,915 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $14.40M | 2 % | 130,769 |
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