StockDriftsStockDriftsTop 50 Keebeck Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 6.57% | 89.8K | $67.2M | +11.05%(+8.93K) | $458.98(+69.71%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 3.44% | 294.2K | $35.2M | -0.09%(-251) | $38.34(+219.75%) | 2026-06-30 | |
| GSUS | GOLDMAN SACHS ETF TR | 2.88% | 285.7K | $29.5M | -0.79%(-2.26K) | $86.19(+24.69%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.67% | 136.5K | $27.3M | +11.03%(+13.57K) | $67.44(+235.22%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.61% | 92.2K | $26.7M | +9.42%(+7.93K) | $127.74(+139.07%) | 2026-06-30 | |
| GCOR | GOLDMAN SACHS ETF TR | 1.91% | 474.4K | $19.5M | -2.94%(-14.38K) | $41.40(-1.87%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.8% | 49.3K | $18.4M | +5.25%(+2.46K) | $246.08(+97.53%) | 2026-06-30 | |
| MUB | ISHARES TR | 1.64% | 156.4K | $16.8M | +14.27%(+19.53K) | $106.39(-0.62%) | 2026-06-30 | |
| IVW | ISHARES TR | 1.51% | 112.4K | $15.5M | -0.66%(-745) | $81.23(+74.35%) | 2026-06-30 | |
| OEF | ISHARES TR | 1.51% | 42.2K | $15.4M | -0.59%(-250) | $224.55(+70.35%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.76% | +59.17% | +9.89% | +60.25% |
| Top 20 Holdings Unweighted | +16.57% | +58.39% | +9.43% | +56.89% |
Keebeck Wealth Management reports $1.02B in US-listed equity holdings across 471 positions in its most recent 13F filing. Its largest disclosed positions are IVV (6.6%), VGT (3.4%) and GSUS (2.9%). The top 20 holdings account for 38.33% of reported assets. Its disclosed equity book has returned +59.17% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Keebeck Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1803675). View Keebeck Wealth Management’s 13F filings on SEC