Keebeck Wealth Management
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 888,994
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 426 | 888,994 | 13F-HR | Keebeck Wealth Management |
| Q4 2025 | 2/17/2026 | 366 | 866,530 | 13F-HR | Keebeck Wealth Management |
| Q3 2025 | 11/14/2025 | 356 | 846,066 | 13F-HR | Keebeck Wealth Management |
| Q2 2025 | 8/14/2025 | 336 | 764,178 | 13F-HR | Keebeck Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 372.5 K | 42.0% | 0 | 224.3 K | -224.3 K |
| ETFs | 514.8 K | 58.0% | 249.3 K | 0 | 249.3 K |
| Debt | 410 | 0.0% | 0 | 218 | -218 |
| Other | 0 | 0.0% | 0 | 1.984 K | -1.984 K |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
888,994
Holdings
426
QoQ value change ($000)
22,464
(2.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.