Keebeck Wealth Management, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    chicago, IL
  • CIK
    0001803675
  • Alternate names
    Keebeck Wealth Management
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

278

$693.68M
IVV, VANGUARD WORLD FDS, AAPL, QUAL
13F-HR
Feb 14, 2025
000117266125000854

255

$690.55M
IVV, VANGUARD WORLD FDS, QUAL, MSFT
13F-HR
Nov 14, 2024
000117266124004848

262

$681.74M
IVV, VANGUARD WORLD FDS, QUAL, MSFT
13F-HR
Aug 14, 2024
000117266124003477

276

$679.86M
IVV, VANGUARD WORLD FDS, QUAL, MSFT
13F-HR
May 14, 2024
000117266124002311

260

$606.15M
IVV, VANGUARD WORLD FDS, MSFT, QUAL
13F-HR
Feb 14, 2024
000117266124001144

254

$574.21M
IVV, VANGUARD WORLD FDS, SPY, AAPL
13F-HR
Nov 14, 2023
000117266123003908

260

$727.72M
VANGUARD WORLD FDS, DVY, IVV, RPV
13F-HR
Aug 14, 2023
000117266123003183

249

$620.40M
DVY, VANGUARD WORLD FDS, IVV, RPV
13F-HR
May 15, 2023
000117266123002151

238

$569.55M
DVY, VANGUARD WORLD FDS, RPV, IVV
13F-HR
Feb 14, 2023
000117266123001262

226

$518.80M
DVY, VANGUARD WORLD FDS, RPV, SPY
13F-HR
Nov 14, 2022
000160658722002311

226

$523.23M
DVY, VANGUARD WORLD FDS, RPV, SPY
13F-HR
Aug 15, 2022
000160658722001792

234

$603.29M
DVY, VANGUARD WORLD FDS, RPV, SPY
13F-HR
May 16, 2022
000160658722001182

217

$560.38M
VANGUARD WORLD FDS, DVY, RPV, SPY
13F-HR
Feb 14, 2022
000160658722000544

214

$507.09M
VANGUARD WORLD FDS, DVY, RPV, SPY
13F-HR
Nov 16, 2021
000160658721001638

238

$693.67M
SPY, VANGUARD WORLD FDS, DVY, VOO
13F-HR
Aug 16, 2021
000160658721001215

233

$643.86M
SPY, DVY, VOO, VANGUARD WORLD FDS
13F-HR
May 13, 2021
000160658721000707

204

$574.35M
SPY, VANGUARD WORLD FDS, VOO, DVY
13F-HR
Feb 16, 2021
000160658721000329

181

$484.45M
SPY, VANGUARD WORLD FDS, DVY, VOO
13F-HR
Nov 2, 2020
000160658720001166

369

$316.20M
VANGUARD WORLD FDS, DVY, PFF, SPY
13F-HR
Aug 6, 2020
000160658720000853

139

$240.40M
DVY, VANGUARD WORLD FDS, PFF, SPY
13F-HR
May 14, 2020
000160658720000681

339

$315.49M
DVY, VANGUARD WORLD FDS, SPY, XLY
13F-HR
Feb 14, 2020
000160658720000336