Keebeck Wealth Management
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,023,720
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 471 | 1,023,720 | 13F-HR | Keebeck Wealth Management |
| 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 | 464.7 K | 45.4% | 92.14 K | 0 | 92.14 K |
| ETFs | 559.1 K | 54.6% | 44.3 K | 0 | 44.3 K |
| Debt | 0 | 0.0% | 0 | 410 | -410 |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
1,023,720
Holdings
471
QoQ value change ($000)
134,726
(15.2%)
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.