1y return+14.5%S&P 500 +20.9%
3y return+48.4%S&P 500 +68.5%
5y return+45.5%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $189 against $232 in the S&P 500.2
Keebeck Wealth ManagementS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $67.2M | 6.6% | +11.0% |
| VGTVanguard World Fd | $35.2M | 3.4% | |
| GSUSGoldman Sachs Etf Tr | $29.5M | 2.9% | |
| NVDANvidia Corporation | $27.3M | 2.7% | +11.0% |
| AAPLApple Inc | $26.7M | 2.6% | +9.4% |
| GCORGoldman Sachs Etf Tr | $19.5M | 1.9% | −2.9% |
| MSFTMicrosoft Corp | $18.4M | 1.8% | +5.2% |
| MUBIshares Tr | $16.8M | 1.6% | +14.3% |
| IVWIshares Tr | $15.5M | 1.5% | |
| OEFIshares Tr | $15.4M | 1.5% | |
| USFRWisdomtree Tr | $15.3M | 1.5% | +43.5% |
| QUALIshares Tr | $14.0M | 1.4% | −29.4% |
| EFVIshares Tr | $12.9M | 1.3% | −27.6% |
| AMZNAmazon Com Inc | $12.5M | 1.2% | +12.9% |
| AVGOBroadcom Inc | $12.0M | 1.2% | +1.4% |
| KLACKla Corp | $11.9M | 1.2% | +720.2% |
| GSIEGoldman Sachs Etf Tr | $11.1M | 1.1% | |
| LLYEli Lilly & Co | $10.4M | 1.0% | +32.4% |
| IEMGIshares Inc | $10.4M | 1.0% | −25.8% |
| DYNFBlackrock Etf Trust | $10.3M | 1.0% | |
| GBILGoldman Sachs Etf Tr | $9.9M | 1.0% | −30.6% |
| EFGIshares Tr | $9.7M | 0.9% | −14.3% |
| VTEBVanguard Mun Bd Fds | $9.5M | 0.9% | |
| ESGUIshares Tr | $9.5M | 0.9% | −20.5% |
| IYWIshares Tr | $9.4M | 0.9% | −4.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $27.3M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $12.0M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $10.4M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $7.4M |
| VGTVanguard World Fd | June 30, 2020 | +243.1% | $35.2M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $26.7M |
| IYWIshares Tr | June 30, 2022 | +215.5% | $9.4M |
| RTXRtx Corporation | June 30, 2020 | +207.9% | $6.4M |
| APHAmphenol Corp | March 31, 2025 | +168.8% | $7.2M |
| ETEnergy Transfer L P | June 30, 2020 | +168.6% | $6.0M |
Sold off last quarter
- INTUIntuit was $1.6M
- IAGGIshares Tr was $1.6M
- CTSHCognizant Technology Solutio was $1.1M
- TFLOIshares Tr was $1.1M
- Honeywell Intl IncCUSIP 438516106 was $635K
- PRIMPrimoris Svcs Corp was $531K
- FLOTIshares Tr was $410K
- Chubb Ltd SwitzCUSIP H1467J104 was $401K
- Topbuild CorCUSIP 89055F103 was $398K
- QLTAIshares Tr was $387K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.0% | +14.8% |
| March 31, 2026 | −3.7% | −4.6% |
| December 31, 2025 | +0.9% | +2.4% |
| September 30, 2025 | +6.1% | +7.8% |
| June 30, 2025 | +9.5% | +10.5% |
| March 31, 2025 | −3.5% | −4.6% |
| December 31, 2024 | −0.2% | +2.1% |
| September 30, 2024 | +5.1% | +5.4% |
| June 30, 2024 | +2.3% | +4.0% |
| March 31, 2024 | +8.0% | +10.0% |
| December 31, 2023 | +10.6% | +11.2% |
| September 30, 2023 | −4.3% | −3.6% |
| June 30, 2023 | +5.5% | +8.3% |
| March 31, 2023 | +4.3% | +7.0% |
| December 31, 2022 | +7.3% | +7.1% |
| September 30, 2022 | −5.2% | −5.3% |
| June 30, 2022 | −14.5% | −16.5% |
| March 31, 2022 | −4.8% | −4.9% |
| December 31, 2021 | +8.4% | +10.7% |
| September 30, 2021 | −0.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Keebeck Wealth Management Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1803675&type=13F-HR&dateb=&owner=include&count=40CIK 1803675
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1803675/000117266126003296/Filed August 11, 2026 · accession 0001172661-26-003296