Notify me when Keebeck Wealth Management files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 366 | $866,530,084 | +$69,836,959 | -$49,345,788 | +$20,491,171 | IVV, VGT, GSUS, MSFT, OEF | 13F-HR | 17 Feb 2026, 10:48 |
| Q3 2025 | 356 | $846,066,052 | +$84,350,610 | -$47,095,155 | +$37,255,455 | IVV, VGT, GSUS, MSFT, OEF | 13F-HR | 14 Nov 2025, 12:26 |
| Q2 2025 | 333 | $762,574,363 | +$87,241,924 | -$65,961,026 | +$21,280,898 | IVV, VGT, QUAL, MSFT, GBIL | 13F-HR | 14 Aug 2025, 12:17 |
| Q1 2025 | 271 | $676,758,407 | +$56,487,541 | -$49,975,473 | +$6,512,068 | IVV, QUAL, VGT, GBIL, AAPL | 13F-HR | 15 May 2025, 08:57 |
| Q4 2024 | 278 | $693,677,371 | +$40,725,903 | -$35,856,926 | +$4,868,977 | IVV, VGT, AAPL, QUAL, MSFT | 13F-HR | 14 Feb 2025, 07:28 |
| Q3 2024 | 254 | $690,029,925 | +$41,803,797 | -$60,730,063 | -$18,926,266 | IVV, VGT, QUAL, MSFT, AAPL | 13F-HR | 14 Nov 2024, 11:09 |
| Q2 2024 | 262 | $681,739,404 | +$50,742,088 | -$55,197,123 | -$4,455,035 | IVV, VGT, QUAL, MSFT, AAPL | 13F-HR | 14 Aug 2024, 11:07 |
| Q1 2024 | 276 | $679,861,305 | +$66,411,742 | -$38,581,470 | +$27,830,272 | IVV, VGT, QUAL, MSFT, AAPL | 13F-HR | 14 May 2024, 16:57 |
| Q4 2023 | 260 | $606,150,387 | +$59,834,671 | -$86,729,998 | -$26,895,327 | IVV, VGT, MSFT, QUAL, AAPL | 13F-HR | 14 Feb 2024, 12:52 |
| Q3 2023 | 254 | $574,204,382 | +$48,511,154 | -$178,084,924 | -$129,573,770 | IVV, VGT, SPY, AAPL, MSFT | 13F-HR | 14 Nov 2023, 10:28 |
| Q2 2023 | 260 | $727,723,099 | +$84,688,664 | -$11,752,047 | +$72,936,617 | VGT, DVY, IVV, RPV, SPY | 13F-HR | 14 Aug 2023, 16:41 |
| Q1 2023 | 249 | $620,402,615 | +$52,829,728 | -$26,485,278 | +$26,344,450 | DVY, VGT, IVV, RPV, SPY | 13F-HR | 15 May 2023, 09:37 |
| Q4 2022 | 238 | $569,548,297 | +$35,595,895 | -$22,557,993 | +$13,037,902 | DVY, VGT, RPV, IVV, SPY | 13F-HR | 14 Feb 2023, 15:05 |
| Q3 2022 | 226 | $518,801,000 | +$59,319,666 | -$29,741,319 | +$29,578,347 | DVY, VGT, RPV, SPY, IVV | 13F-HR | 14 Nov 2022, 10:17 |
| Q2 2022 | 226 | $523,234,000 | +$76,758,903 | -$68,872,750 | +$7,886,153 | DVY, VGT, RPV, SPY, IVV | 13F-HR | 15 Aug 2022, 13:41 |
| Q1 2022 | 234 | $603,291,000 | +$79,580,188 | -$8,999,488 | +$70,580,700 | DVY, VGT, RPV, SPY, IVV | 13F-HR | 16 May 2022, 11:04 |
| Q4 2021 | 217 | $560,382,000 | +$23,164,645 | -$10,630,275 | +$12,534,370 | VGT, DVY, RPV, SPY, XLY | 13F-HR | 14 Feb 2022, 14:55 |
| Q3 2021 | 214 | $507,093,000 | +$16,707,990 | -$195,047,525 | -$178,339,535 | VGT, DVY, RPV, SPY, XLY | 13F-HR | 16 Nov 2021, 12:36 |
| Q2 2021 | 238 | $693,672,000 | +$88,376,134 | -$79,883,142 | +$8,492,992 | SPY, VGT, DVY, VOO, RPV | 13F-HR | 16 Aug 2021, 10:43 |
| Q1 2021 | 233 | $643,856,000 | +$47,416,320 | -$13,815,492 | +$33,600,828 | SPY, DVY, VOO, VGT, PRF | 13F-HR | 13 May 2021, 15:19 |
| Q4 2020 | 204 | $574,353,000 | +$42,452,553 | -$16,157,956 | +$26,294,597 | SPY, VGT, VOO, DVY, AAPL | 13F-HR | 16 Feb 2021, 10:46 |
| Q3 2020 | 181 | $484,446,000 | +$164,896,755 | -$12,068,407 | +$152,828,348 | SPY, VGT, DVY, VOO, YUM | 13F-HR | 02 Nov 2020, 09:37 |
| Q2 2020 | 365 | $316,185,000 | +$53,536,266 | -$23,892,621 | +$29,643,645 | VGT, DVY, PFF, SPY, AAPL | 13F-HR | 06 Aug 2020, 12:46 |
| Q1 2020 | 139 | $240,396,000 | +$29,261,599 | -$47,635,353 | -$18,373,754 | DVY, VGT, PFF, SPY, XLY | 13F-HR | 14 May 2020, 11:00 |
| Q4 2019 | 333 | $315,476,000 | $0 | $0 | $0 | DVY, VGT, SPY, XLY, AAPL | 13F-HR | 14 Feb 2020, 17:14 |