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Home > Institutional Investor > Keebeck Wealth Management, Llc > Profile

Instuitional Investor - Keebeck Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Keebeck Wealth Management, Llc
Portfolio Value $1,023,719,952
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 89,755 $67,216,899 6.57%
2.
Vanguard World Fund
 VGT 294,221 $35,165,336 3.44%
3.
Goldman Sachs Etf Tr
 285,652 $29,450,721 2.88%
4.
Nvidia Corp
 NVDA 136,521 $27,316,563 2.67%
5.
Apple Inc.
 AAPL 92,210 $26,681,989 2.61%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.