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MATTHEW CAREY

Keebeck Wealth Management

Assets Managed
$888.994M
Holdings
426
Last Quarter
2026 - Q1
Filed Date
9d ago
Growth Rate
2.6%(2Q avg: 2.51%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Keebeck Wealth Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 426 positions.

Assets under management

The assets under management (AUM) of Keebeck Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 888.994M in assets, with a quarterly growth rate of 2.6% and a 2-quarter average growth rate of 2.51%. The portfolio is managed by MATTHEW CAREY, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.69%
5.94%
$52.797M
80,826 shares@ $653.22 avg price
GSUS
Goldman Sachs Marketbeta Us
Recent Activity
Decreased -3.77%
2.91%
$25.794M
287,913 shares@ $89.6 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Decreased -5.4%
2.89%
$25.683M
36,809 shares@ $697.73 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 15.5%
2.42%
$21.445M
122,955 shares@ $174.42 avg price
AAPL
Apple Inc
Recent Activity
Increased 9.62%
2.41%
$21.388M
84,275 shares@ $253.8 avg price
GCOR
Goldman Sachs Access Us Agg
Recent Activity
Increased 170.69%
2.28%
$20.197M
488,803 shares@ $41.33 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -0.57%
1.96%
$17.35M
90,452 shares@ $191.81 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 5.15%
1.96%
$17.338M
46,839 shares@ $370.18 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Decreased -2.37%
1.95%
$17.324M
233,006 shares@ $74.35 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Increased 84.36%
1.64%
$14.528M
136,864 shares@ $106.16 avg price

1-10 of 426