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Home > Institutional Investor > Keebeck Wealth Management, Llc > 13F Holdings

Instuitional Investor - Keebeck Wealth Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 79,489 $54,445,448 6.28%
2.
Vanguard World Fund
 38,914 $29,332,861 3.39%
3.
Goldman Sachs Etf Tr
 299,221 $28,246,462 3.26%
4.
Microsoft Corp
 MSFT 44,549 $21,545,043 2.49%
5.
Ishares Trust
 IEF 62,792 $21,535,772 2.49%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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