Keebeck Wealth Management holds a diversified book of 471 stocks worth $1.0B as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Ish Intl Ctry Rot Act ETF and trimmed Goldman Sachs Marketbeta US. Their largest long position is Ishares Core S&P 500 ETF at 7% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
43% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Keebeck Wealth Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $556.9B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $131.8B |
| LPL Financial LLC | 80 / 80 | $103.5B |
| Cetera Investment Advisers | 80 / 80 | $25.0B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $17.3B |
| Integrated Wealth Concepts LLC | 80 / 80 | $4.5B |
| Global Retirement Partners, LLC | 80 / 80 | $2.0B |
| JPMORGAN CHASE & CO | 79 / 80 | $577.0B |
Ranked by how many of Keebeck Wealth Management's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $67.2M | 89.8K | 6.6% | ▲+11% Added · +9K sh | |
| 2 | Vanguard World FD INF TECH ETF | $35.2M | 294.2K | 3.4% | ▲+699% Added · +257K sh | |
| 3 | Goldman Sachs ETF TR MARKETBETA US EQ | $29.5M | 285.7K | 2.9% | ▼−0.8% Reduced · −2K sh | |
| 4 | Nvidia Corporation COM | $27.3M | 136.5K | 2.7% | ▲+11% Added · +14K sh | |
| 5 | Apple Inc COM | $26.7M | 92.2K | 2.6% | ▲+9.4% Added · +8K sh | |
| 6 | Goldman Sachs ETF TR ACCESS US AGRAT | $19.5M | 474.4K | 1.9% | ▼−2.9% Reduced · −14K sh | |
| 7 | Microsoft Corp COM | $18.4M | 49.3K | 1.8% | ▲+5.2% Added · +2K sh | |
| 8 | Ishares TR NATIONAL MUN ETF | $16.8M | 156.4K | 1.6% | ▲+14% Added · +20K sh | |
| 9 | Ishares TR S&P 500 GRWT ETF | $15.5M | 112.4K | 1.5% | ▼−0.7% Reduced · −745 sh | |
| 10 | Ishares TR S&P 100 ETF | $15.4M | 42.2K | 1.5% | ▼−0.6% Reduced · −250 sh | |
| 11 | Wisdomtree TR FLOATNG RAT TREA | $15.3M | 304.2K | 1.5% | ▲+44% Added · +92K sh | |
| 12 | Ishares TR MSCI USA QLT FCT | $14.0M | 63.8K | 1.4% | ▼−29% Reduced · −27K sh | |
| 13 | Ishares TR EAFE VALUE ETF | $12.9M | 168.8K | 1.3% | ▼−28% Reduced · −64K sh | |
| 14 | Amazon Com Inc COM | $12.5M | 52.3K | 1.2% | ▲+13% Added · +6K sh | |
| 15 | Broadcom Inc COM | $12.0M | 31.8K | 1.2% | ▲+1.4% Added · +445 sh | |
| 16 | Kla Corp COM NEW | $11.9M | 39.3K | 1.2% | ▲+720% Added · +35K sh | |
| 17 | Goldman Sachs ETF TR ACTIVEBETA INT | $11.1M | 243.0K | 1.1% | ▲+0.3% Added · +716 sh | |
| 18 | Eli Lilly & Co COM | $10.4M | 8.7K | 1.0% | ▲+32% Added · +2K sh | |
| 19 | Ishares Inc CORE MSCI EMKT | $10.4M | 125.0K | 1.0% | ▼−26% Reduced · −43K sh | |
| 20 | BlackRock ETF Trust ISHARES US EQUIT | $10.3M | 151.2K | 1.0% | ▲+0.1% Added · +129 sh | |
| 21 | Goldman Sachs ETF TR ACCES TREASURY | $9.9M | 99.2K | 1.0% | ▼−31% Reduced · −44K sh | |
| 22 | Ishares TR EAFE GRWTH ETF | $9.7M | 78.1K | 0.9% | ▼−14% Reduced · −13K sh | |
| 23 | Vanguard Mun BD FDS TAX EXEMPT BD | $9.5M | 188.6K | 0.9% | ▼−0.5% Reduced · −946 sh | |
| 24 | Ishares TR ESG AWR MSCI USA | $9.5M | 58.2K | 0.9% | ▼−20% Reduced · −15K sh | |
| 25 | Ishares TR U.S. TECH ETF | $9.4M | 37.2K | 0.9% | ▼−4.9% Reduced · −2K sh | |
| 26 | Ishares TR S&P 500 VAL ETF | $9.4M | 41.2K | 0.9% | ▼−17% Reduced · −8K sh | |
| 27 | Goldman Sachs ETF TR ACTIVEBETA US LG | $9.1M | 64.2K | 0.9% | ▼−6.4% Reduced · −4K sh | |
| 28 | Alphabet Inc CAP STK CL A | $8.9M | 25.0K | 0.9% | ▲+17% Added · +4K sh | |
| 29 | SPDR Series Trust ST STR NUVEE ETF | $8.0M | 175.4K | 0.8% | ▲+3.9% Added · +7K sh | |
| 30 | Ishares TR MBS ETF | $7.7M | 81.5K | 0.8% | ▲+11% Added · +8K sh | |
| 31 | Select Sector SPDR TR ST STR CARE ETF | $7.5M | 47.4K | 0.7% | ▼−2.6% Reduced · −1K sh | |
| 32 | Alphabet Inc CAP STK CL C | $7.4M | 21.0K | 0.7% | ▲+18% Added · +3K sh | |
| 33 | Amphenol Corp CL A | $7.2M | 40.8K | 0.7% | ▼−5.3% Reduced · −2K sh | |
| 34 | Dimensional ETF Trust EMGR CRE EQT MNG | $7.1M | 176.6K | 0.7% | ▼−2.5% Reduced · −5K sh | |
| 35 | Ishares TR CORE UNIVRSL USD | $6.9M | 150.4K | 0.7% | ▼−1.2% Reduced · −2K sh | |
| 36 | BlackRock ETF Trust ISHA I IN TE ETF | $6.9M | 130.3K | 0.7% | ▼−13% Reduced · −20K sh | |
| 37 | Texas Instrs Inc COM | $6.8M | 22.9K | 0.7% | ▲+9.5% Added · +2K sh | |
| 38 | RTX Corporation COM | $6.4M | 34.0K | 0.6% | ▼−1.0% Reduced · −351 sh | |
| 39 | Ishares TR MSCI INTL VLU FT | $6.1M | 145.2K | 0.6% | —Held | |
| 40 | Energy Transfer L P COM UT LTD PTN | $6.0M | 314.1K | 0.6% | ▼−0.4% Reduced · −1K sh | |
| 41 | Select Sector SPDR TR ST STR DISCR ETF | $5.7M | 48.3K | 0.6% | ▼−0.2% Reduced · −79 sh | |
| 42 | Meta Platforms Inc CL A | $5.6M | 10.0K | 0.5% | ▲+14% Added · +1K sh | |
| 43 | BlackRock Cap Allocation Ter COM | $5.6M | 352.0K | 0.5% | —Held | |
| 44 | Abbvie Inc COM | $5.5M | 22.0K | 0.5% | ▲+6.8% Added · +1K sh | |
| 45 | Analog Devices Inc COM | $5.3M | 13.4K | 0.5% | ▲+4.3% Added · +547 sh | |
| 46 | Eaton Corp PLC SHS | $5.3M | 12.5K | 0.5% | ▲+3.7% Added · +450 sh | |
| 47 | State STR SPDR S&P 500 ETF T TR UNIT | $5.2M | 6.9K | 0.5% | ▼−0.6% Reduced · −41 sh | |
| 48 | Visa Inc COM CL A | $5.0M | 14.6K | 0.5% | ▲+4.4% Added · +615 sh | |
| 49 | Ishares TR LONG TERM MUNI | $5.0M | 97.0K | 0.5% | ▲+33% Added · +24K sh | |
| 50 | Vanguard Index FDS S&P 500 ETF SHS | $4.9M | 7.1K | 0.5% | ▲~0% Added · +3 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1803675/holdings"
Use Arkolith to show Keebeck Wealth Management's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.