Keebeck Wealth Management, LLC
RIA/Wealth
Keebeck Wealth Management, LLC is a RIA/Wealth based in Chicago, IL led by Bruce Keebeck Lee, reporting $1.6B in AUM as of Q3 2025 with 56% ETF concentration.
CEOBruce Keebeck Lee
- Portfolio Value
- $841.8M
- Positions
- 354
- Top Holding
- IVV at 6.3%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Keebeck Wealth Management, LLC's portfolio (28.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $53.0M | 6.30% | -$2.4M Sold | — 79.2K shares | |
ETF ETF | $29.1M | 3.46% | — | — 39.0K shares | |
ETF ETF | $27.2M | 3.23% | +$17.2M Bought | — 293.9K shares | |
Software - Infrastructure Technology | $22.3M | 2.65% | -$77.7K Sold | 0.00% 43.0K shares | |
ETF ETF | $20.6M | 2.45% | +$1.8M Bought | — 62.0K shares | |
ETF ETF | $19.5M | 2.31% | -$3.4M Sold | — 100.2K shares | |
Consumer Electronics Technology | $19.3M | 2.29% | +$691.6K Bought | 0.00% 75.6K shares | |
Semiconductors Technology | $18.7M | 2.23% | +$423.9K Bought | 0.00% 100.4K shares | |
ETF ETF | $16.6M | 1.98% | -$4.1M Sold | — 245.2K shares | |
ETF ETF | $16.3M | 1.94% | -$3.5M Sold | — 162.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Keebeck Wealth Management, LLC's latest filing
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Market Value
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Net Flows % of MV
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Keebeck Wealth Management, LLC
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