Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Kaydan Wealth Management

Latest statistics and disclosures from Kaydan Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VEA, IAU, VTV, ITOT, IEF, and represent 47.70% of Kaydan Wealth Management's stock portfolio.
Added to shares of these 10 stocks: FTSM (+$22M), TLT (+$7.8M), XLK, DE, IBB, FVD, IEFA, IJH, MSFT, DVY.
Started 1 new stock position in IBB.
Reduced shares in these 10 stocks: SLV (-$16M), SHY (-$16M), IEMG (-$7.0M), VO (-$6.8M), IAU, ITOT, VEA, VTV, BSCP, VTI.
Sold out of its positions in BSCP, VO.
Kaydan Wealth Management was a net seller of stock by $-19M.
Kaydan Wealth Management has $346M in assets under management (AUM), dropping by -1.29%.
Central Index Key (CIK): 0001964532

Tip: Access up to 7 years of quarterly data

Positions held by Kaydan Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Kaydan Wealth Management

Kaydan Wealth Management holds 112 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	12.2	$42M		672k	62.47	View chart
Ishares Gold Tr Ishares New (IAU)	10.1	$35M	-3%	432k	81.17	View chart
Vanguard Index Fds Value Etf (VTV)	9.2	$32M		166k	190.99	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	8.7	$30M		202k	148.69	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	7.5	$26M		270k	96.16	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	7.2	$25M	+651%	416k	59.93	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	5.3	$18M		96k	191.56	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	3.8	$13M	+149%	149k	87.16	View chart
First Tr Exchange-traded A Com Shs (FTA)	2.2	$7.7M		89k	86.15	View chart
Ishares Tr S&p 100 Etf (OEF)	1.8	$6.1M		18k	342.97	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.7	$6.0M		92k	66.00	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.6	$5.5M	-2%	16k	335.28	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.4	$5.0M	+2%	56k	89.46	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.2	$4.3M		19k	219.78	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$4.3M		6.2k	684.91	View chart
Vanguard Index Fds Growth Etf (VUG)	1.2	$4.2M		8.7k	487.86	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$4.1M		6.7k	614.31	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.2	$4.0M		16k	246.16	View chart
First Tr Exchange-traded SHS (FVD)	1.1	$3.9M	+4%	84k	46.08	View chart
Raymond James Financial (RJF)	1.0	$3.4M		21k	160.59	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.8	$2.9M		30k	96.84	View chart
Apple (AAPL)	0.8	$2.7M		10k	271.87	View chart
Microsoft Corporation (MSFT)	0.7	$2.6M	+3%	5.3k	483.65	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$2.5M		20k	123.26	View chart
Ishares Tr Select Divid Etf (DVY)	0.7	$2.3M	+3%	16k	141.14	View chart
General Motors Company (GM)	0.6	$2.1M	+3%	25k	81.32	View chart
Stryker Corporation (SYK)	0.6	$2.0M		5.7k	351.47	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.4	$1.5M		9.3k	165.81	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.4	$1.5M	-3%	12k	125.98	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$1.5M	-4%	16k	94.16	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$1.4M		7.2k	199.68	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.4	$1.3M		19k	69.47	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.3M		4.1k	322.22	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$1.3M	+100%	8.8k	143.97	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.4	$1.3M		11k	118.62	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$1.1M	-3%	15k	75.44	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.3	$1.0M		22k	46.92	View chart
Oshkosh Corporation (OSK)	0.3	$1.0M		8.0k	125.63	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.3	$991k		19k	51.60	View chart
Dbx Etf Tr Xtrack Msci All (DBAW)	0.3	$982k	-3%	24k	41.22	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$969k		2.0k	473.30	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$966k	-4%	10k	92.51	View chart
Caterpillar (CAT)	0.3	$941k		1.6k	572.87	View chart
Flexshares Tr Qlt Div Def Idx (QDEF)	0.3	$929k		12k	80.96	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$912k		8.8k	103.56	View chart
Ishares Tr U S Equity Factr (LRGF)	0.2	$859k	-3%	12k	69.43	View chart
Deere & Company (DE)	0.2	$828k	+156%	1.8k	465.57	View chart
Oracle Corporation (ORCL)	0.2	$798k		4.1k	194.91	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$777k	-90%	12k	67.22	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$749k		8.5k	88.08	View chart
Wal-Mart Stores (WMT)	0.2	$749k		6.7k	111.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$743k	-3%	2.4k	313.80	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$736k		1.2k	603.28	View chart
Bny Mellon Etf Trust Ii Concentrated Grw (BKCG)	0.2	$736k		20k	36.42	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$667k		4.8k	139.16	View chart
Johnson & Johnson (JNJ)	0.2	$628k		3.0k	206.97	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$602k	-5%	13k	45.51	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$589k	-10%	11k	54.77	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$569k		1.2k	480.57	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$562k	+8%	15k	38.32	View chart
Exxon Mobil Corporation (XOM)	0.2	$537k		4.5k	120.34	View chart
Amgen (AMGN)	0.2	$529k		1.6k	327.31	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$518k	+3%	5.7k	91.45	View chart
Fortinet (FTNT)	0.1	$495k	-8%	6.2k	79.41	View chart
Ge Aerospace Com New (GE)	0.1	$488k		1.6k	308.03	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$466k	-11%	3.0k	154.80	View chart
Ford Motor Company (F)	0.1	$465k	-9%	35k	13.12	View chart
Coca-Cola Company (KO)	0.1	$462k		6.6k	69.91	View chart
Home Depot (HD)	0.1	$452k		1.3k	344.14	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$452k		7.2k	62.92	View chart
At&t (T)	0.1	$448k		18k	24.84	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.1	$446k		5.4k	82.73	View chart
CSX Corporation (CSX)	0.1	$411k		11k	36.25	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$395k		5.0k	79.84	View chart
Cisco Systems (CSCO)	0.1	$390k		5.1k	77.03	View chart
Mastercard Incorporated Cl A (MA)	0.1	$383k		671.00	570.88	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$378k		3.1k	120.18	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$366k	+5%	3.8k	96.03	View chart
DTE Energy Company (DTE)	0.1	$361k		2.8k	128.98	View chart
Raytheon Technologies Corp (RTX)	0.1	$353k		1.9k	183.40	View chart
Cintas Corporation (CTAS)	0.1	$338k		1.8k	188.07	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$328k		653.00	502.65	View chart
NVIDIA Corporation (NVDA)	0.1	$316k		1.7k	186.50	View chart
Lockheed Martin Corporation (LMT)	0.1	$316k		653.00	483.67	View chart
Merck & Co (MRK)	0.1	$308k		2.9k	105.26	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$302k		15k	19.57	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$302k	+2%	965.00	313.00	View chart
Amazon (AMZN)	0.1	$292k	+9%	1.3k	230.82	View chart
Cummins (CMI)	0.1	$290k		569.00	510.45	View chart
AFLAC Incorporated (AFL)	0.1	$287k		2.6k	110.25	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$286k		2.8k	104.04	View chart
Procter & Gamble Company (PG)	0.1	$286k		2.0k	143.31	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$276k	-3%	668.00	412.77	View chart
Abbvie (ABBV)	0.1	$267k		1.2k	228.48	View chart
Southern Company (SO)	0.1	$266k		3.1k	87.19	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$262k	-98%	3.2k	82.82	View chart
Texas Instruments Incorporated (TXN)	0.1	$260k	-2%	1.5k	173.49	View chart
Ge Vernova (GEV)	0.1	$258k		395.00	653.57	View chart
Canadian Natl Ry (CNI)	0.1	$256k		2.6k	98.85	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$253k	-98%	3.9k	64.42	View chart
Trinet (TNET)	0.1	$249k		4.2k	59.13	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$248k		13k	19.74	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.1	$246k		2.4k	102.31	View chart
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)	0.1	$242k		4.4k	54.38	View chart
Abbott Laboratories (ABT)	0.1	$241k		1.9k	125.31	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$240k		3.7k	65.11	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$235k		2.9k	80.22	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$231k		3.5k	66.80	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$220k	NEW	1.3k	168.77	View chart
Bank of America Corporation (BAC)	0.1	$217k		3.9k	55.00	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$206k		4.1k	49.99	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.1	$204k		22k	9.48	View chart

Past Filings by Kaydan Wealth Management

SEC 13F filings are viewable for Kaydan Wealth Management going back to 2022

Kaydan Wealth Management 2025 Q4 filed Jan. 12, 2026
Kaydan Wealth Management 2025 Q3 filed Oct. 17, 2025
Kaydan Wealth Management 2025 Q2 filed July 11, 2025
Kaydan Wealth Management 2025 Q1 filed April 17, 2025
Kaydan Wealth Management 2024 Q4 filed Jan. 16, 2025
Kaydan Wealth Management 2024 Q3 filed Oct. 16, 2024
Kaydan Wealth Management 2024 Q2 filed July 11, 2024
Kaydan Wealth Management 2024 Q1 filed April 12, 2024
Kaydan Wealth Management 2023 Q4 filed Jan. 16, 2024
Kaydan Wealth Management 2023 Q3 filed Nov. 2, 2023
Kaydan Wealth Management 2023 Q2 filed July 17, 2023
Kaydan Wealth Management 2023 Q1 filed April 10, 2023
Kaydan Wealth Management 2021 Q4 filed Feb. 24, 2023
Kaydan Wealth Management 2022 Q1 filed Feb. 24, 2023
Kaydan Wealth Management 2022 Q2 filed Feb. 24, 2023
Kaydan Wealth Management 2022 Q3 filed Feb. 24, 2023

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z