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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 45.91% of Kaydan Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IEF (+$12M), ITOT (+$7.1M), IEMG (+$7.0M), VO (+$6.8M), IAU (+$6.3M), OEF, IJH, GE, IEFA, VTV.
Started 7 new stock positions in CTAS, GOOGL, VO, BAC, GE, CMI, GEV.
Reduced shares in these 10 stocks: SLV (-$9.3M), SHY (-$8.9M), VEA, RSP, FMB, PM, CI, TRI, DIS, .
Sold out of its positions in CI, DIS, FMB, PM, TRI, UNH.
Kaydan Wealth Management was a net buyer of stock by $22M.
Kaydan Wealth Management has $350M in assets under management (AUM), dropping by 14.62%.
Central Index Key (CIK): 0001964532

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Portfolio Holdings for Kaydan Wealth Management

Kaydan Wealth Management holds 113 positions in its portfolio as reported in the September 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)	11.6	$41M	-2%	679k	59.92	View chart
Ishares Gold Tr Ishares New (IAU)	9.3	$33M	+24%	446k	72.77	View chart
Vanguard Index Fds Value Etf (VTV)	9.0	$31M		168k	186.49	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	8.6	$30M	+31%	206k	145.65	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	7.5	$26M	+89%	271k	96.46	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	5.2	$18M	-3%	96k	189.70	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	4.7	$17M	-34%	200k	82.96	View chart
Ishares Silver Tr Ishares (SLV)	3.1	$11M	-46%	257k	42.37	View chart
Ishares Core Msci Emkt (IEMG)	2.2	$7.7M	+1075%	116k	65.92	View chart
First Tr Exchange-traded A Com Shs (FTA)	2.1	$7.4M	-2%	89k	83.33	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.9	$6.8M	NEW	23k	293.74	View chart
Ishares Tr S&p 100 Etf (OEF)	1.7	$5.9M	+10%	18k	332.85	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.7	$5.9M	+9%	90k	65.26	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.6	$5.5M	-3%	17k	328.18	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.5	$5.3M		60k	89.37	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.4	$4.8M	+10%	55k	87.31	View chart
Vanguard Index Fds Growth Etf (VUG)	1.2	$4.2M	+6%	8.7k	479.61	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.2	$4.1M		19k	215.79	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$4.1M	+4%	6.1k	669.36	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$4.0M	-2%	6.6k	600.37	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.1	$3.9M	+5%	16k	241.97	View chart
First Tr Exchange-traded SHS (FVD)	1.1	$3.7M		81k	46.24	View chart
Raymond James Financial (RJF)	1.0	$3.7M		21k	172.60	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.9	$3.3M	+11%	55k	59.91	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.8	$3.0M		30k	98.59	View chart
Microsoft Corporation (MSFT)	0.8	$2.7M		5.1k	517.98	View chart
Apple (AAPL)	0.7	$2.6M	-2%	10k	254.64	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$2.5M		20k	120.72	View chart
Ishares Tr Select Divid Etf (DVY)	0.6	$2.2M		16k	142.10	View chart
Stryker Corporation (SYK)	0.6	$2.1M		5.7k	369.67	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.5	$1.6M		13k	125.41	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$1.5M	-4%	16k	95.14	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.4	$1.5M		9.3k	162.48	View chart
General Motors Company (GM)	0.4	$1.5M	-2%	25k	60.97	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$1.4M		7.2k	195.86	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.3M		4.1k	315.43	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.4	$1.3M		19k	67.26	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.4	$1.3M	-2%	11k	116.82	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$1.2M		4.4k	281.86	View chart
Oracle Corporation (ORCL)	0.3	$1.1M		4.1k	281.24	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$1.1M		16k	73.46	View chart
Oshkosh Corporation (OSK)	0.3	$1.0M		8.0k	129.70	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$1.0M	-2%	11k	93.64	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.3	$1.0M		19k	52.30	View chart
Dbx Etf Tr Xtrack Msci All (DBAW)	0.3	$974k	-2%	25k	39.41	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.3	$972k	-7%	22k	45.21	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$959k		2.0k	468.41	View chart
Flexshares Tr Qlt Div Def Idx (QDEF)	0.3	$910k		11k	79.98	View chart
Ishares Tr U S Equity Factr (LRGF)	0.3	$890k		13k	69.08	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$873k		8.8k	99.11	View chart
Caterpillar (CAT)	0.2	$784k		1.6k	477.15	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$745k		8.6k	87.03	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$727k		1.2k	596.03	View chart
Bny Mellon Etf Trust Ii Concentrated Grw (BKCG)	0.2	$720k		20k	35.67	View chart
Wal-Mart Stores (WMT)	0.2	$695k		6.7k	103.06	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.2	$670k		4.8k	140.05	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$646k		12k	53.87	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$627k	-5%	14k	44.58	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$597k	-5%	2.5k	243.55	View chart
Fortinet (FTNT)	0.2	$576k		6.8k	84.08	View chart
Johnson & Johnson (JNJ)	0.2	$562k		3.0k	185.43	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$549k		1.2k	463.74	View chart
Home Depot (HD)	0.2	$533k		1.3k	405.24	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$512k	+9%	14k	38.02	View chart
At&t (T)	0.1	$507k		18k	28.24	View chart
Exxon Mobil Corporation (XOM)	0.1	$503k	-2%	4.5k	112.75	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$488k		5.4k	89.57	View chart
Ge Aerospace Com New (GE)	0.1	$477k	NEW	1.6k	300.82	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$473k		3.4k	139.17	View chart
Ford Motor Company (F)	0.1	$466k	-16%	39k	11.96	View chart
Amgen (AMGN)	0.1	$458k		1.6k	282.20	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.1	$448k		5.4k	83.05	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$445k		7.2k	61.92	View chart
Coca-Cola Company (KO)	0.1	$438k		6.6k	66.33	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$410k		5.0k	82.73	View chart
CSX Corporation (CSX)	0.1	$403k		11k	35.51	View chart
DTE Energy Company (DTE)	0.1	$396k		2.8k	141.43	View chart
Mastercard Incorporated Cl A (MA)	0.1	$384k		675.00	568.81	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$374k	-5%	3.1k	118.83	View chart
Cintas Corporation (CTAS)	0.1	$370k	NEW	1.8k	205.26	View chart
Cisco Systems (CSCO)	0.1	$347k		5.1k	68.42	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$338k	-7%	3.6k	93.37	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$328k		653.00	502.74	View chart
Lockheed Martin Corporation (LMT)	0.1	$326k		653.00	499.21	View chart
Raytheon Technologies Corp (RTX)	0.1	$322k		1.9k	167.33	View chart
Deere & Company (DE)	0.1	$317k		694.00	457.26	View chart
NVIDIA Corporation (NVDA)	0.1	$316k		1.7k	186.58	View chart
Procter & Gamble Company (PG)	0.1	$306k		2.0k	153.65	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$301k		15k	19.56	View chart
AFLAC Incorporated (AFL)	0.1	$291k		2.6k	111.73	View chart
Southern Company (SO)	0.1	$289k		3.1k	94.79	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$287k		2.8k	104.30	View chart
Texas Instruments Incorporated (TXN)	0.1	$282k		1.5k	183.73	View chart
Trinet (TNET)	0.1	$282k		4.2k	66.89	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$277k	-2%	689.00	402.42	View chart
Abbvie (ABBV)	0.1	$270k		1.2k	231.67	View chart
Abbott Laboratories (ABT)	0.1	$257k		1.9k	133.99	View chart
Amazon (AMZN)	0.1	$254k	-8%	1.2k	219.57	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$246k		13k	19.71	View chart
Merck & Co (MRK)	0.1	$246k		2.9k	83.93	View chart
Canadian Natl Ry (CNI)	0.1	$244k		2.6k	94.30	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.1	$244k		2.4k	101.61	View chart
Ge Vernova (GEV)	0.1	$243k	NEW	395.00	614.90	View chart
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)	0.1	$242k		4.4k	54.47	View chart
Cummins (CMI)	0.1	$240k	NEW	569.00	422.37	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.1	$238k		12k	20.69	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$229k		2.9k	78.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$229k	NEW	942.00	243.10	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$227k		3.5k	65.91	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$216k		3.7k	58.73	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$206k	-5%	4.1k	49.79	View chart
Bank of America Corporation (BAC)	0.1	$203k	NEW	3.9k	51.59	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.1	$196k		22k	9.11	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 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
Kaydan Wealth Management 2022 Q4 filed Feb. 6, 2023

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