Keebeck Wealth Management

CIK 0001803675 · Q2 2026

13F Equity AUM

$1.0B

+15.2% QoQ

Positions

471

-426 QoQ

AUM Rank

#3,353

Top 27%

Skill Alpha (FF)

-1.6%/yr^ns

No Clear Edge

Rank #4,610 · Top 56%

vs S&P -2.1%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 18.1%Top 10: 26.5%Top 20: 38.3%

IVV6.6%

VGT3.4%

GSUS2.9%

NVDA2.7%

AAPL2.6%

GCOR1.9%

MSFT1.8%

MUB1.6%

IVW1.5%

OEF1.5%

Others (461)73.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 471Median: 0.06%Avg: 0.21%

0–0.5%

424(42.4%)

0.5–1%

27(19.3%)

1–3%

18(28.3%)

3–5%

1(3.4%)

5%+

1(6.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 471vs 20 funds

0%Low

471

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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