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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 VTV, VEA, FTSM, IWM, RSP, and represent 41.30% of Kaydan Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IWM (+$16M), EEM (+$16M), VTI (+$7.6M), QQQ, VUG, FTCS, VTV, IWF, FTNT, RTX.
Started 9 new stock positions in BAC, FTCS, MO, EEM, RTX, LLY, FTNT, TNET, QQQ.
Reduced shares in these 10 stocks: SH (-$15M), IAU (-$13M), TLT (-$7.4M), IEF (-$7.1M), SYK, FTSM, , FTA, ABT, MSFT.
Sold out of its positions in ABT, COP, SH.
Kaydan Wealth Management was a net buyer of stock by $11M.
Kaydan Wealth Management has $328M in assets under management (AUM), dropping by 9.73%.
Central Index Key (CIK): 0001964532

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Portfolio Holdings for Kaydan Wealth Management

Kaydan Wealth Management holds 115 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	11.3	$37M	+2%	171k	217.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	9.7	$32M		447k	71.25	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	7.5	$25M		412k	59.73	View chart
Ishares Tr Russell 2000 Etf (IWM)	6.4	$21M	+314%	70k	300.45	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	6.3	$21M		97k	212.77	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	5.2	$17M		105k	164.27	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	4.8	$16M	NEW	233k	68.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.1	$14M	+126%	37k	370.04	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	3.4	$11M	-38%	119k	94.57	View chart
First Tr Exchange-traded A Com Shs (FTA)	2.6	$8.4M	-2%	87k	96.80	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.3	$7.5M	+2%	98k	77.11	View chart
Ishares Tr S&p 100 Etf (OEF)	2.1	$6.9M		19k	365.86	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.8	$5.8M		60k	96.58	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.6	$5.4M	-57%	63k	86.42	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.5	$4.9M	NEW	6.7k	736.40	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.5	$4.9M	+2%	6.5k	748.89	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.4	$4.7M		20k	236.62	View chart
Vanguard Index Fds Growth Etf (VUG)	1.4	$4.6M	+503%	54k	86.14	View chart
First Tr Exchange-traded SHS (FVD)	1.3	$4.2M		87k	48.18	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	1.0	$3.4M		30k	114.88	View chart
Raymond James Financial (RJF)	1.0	$3.2M		21k	152.03	View chart
Apple (AAPL)	0.9	$3.0M		11k	289.37	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$2.9M	+2%	21k	137.53	View chart
Ishares Tr Select Divid Etf (DVY)	0.8	$2.5M		16k	156.30	View chart
Microsoft Corporation (MSFT)	0.6	$1.9M	-5%	5.2k	373.04	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$1.8M		7.2k	252.23	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.5	$1.8M		12k	146.35	View chart
Caterpillar (CAT)	0.5	$1.8M		1.7k	1064.90	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.5	$1.7M		9.3k	182.28	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.5	$1.6M		8.6k	190.52	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.5	$1.6M	+2%	20k	81.06	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$1.6M	+13%	18k	85.49	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.5	$1.5M		11k	139.87	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.4	$1.4M	-5%	15k	96.46	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.4M		4.2k	327.33	View chart
Stryker Corporation (SYK)	0.4	$1.3M	-28%	4.1k	314.84	View chart
General Motors Company (GM)	0.4	$1.3M	-2%	17k	77.08	View chart
Oshkosh Corporation (OSK)	0.4	$1.2M		8.0k	153.48	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.4	$1.2M		22k	54.03	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.3	$1.1M	+2%	20k	56.52	View chart
Deere & Company (DE)	0.3	$1.1M		1.8k	634.33	View chart
Dbx Etf Tr Xtrack Msci All (DBAW)	0.3	$1.1M		23k	48.48	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$1.0M		13k	82.84	View chart
Flexshares Tr Qlt Div Def Idx (QDEF)	0.3	$1.0M	+2%	12k	87.02	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.0M	+299%	8.2k	124.17	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$1.0M	NEW	11k	93.92	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$916k		8.8k	103.96	View chart
Ishares Tr U S Equity Factr (LRGF)	0.3	$912k		12k	75.63	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$870k	-4%	2.5k	353.33	View chart
Johnson & Johnson (JNJ)	0.3	$836k	+3%	3.3k	253.99	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.3	$836k	-2%	1.2k	703.34	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.3	$828k		8.6k	96.32	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.2	$820k	+9%	19k	43.14	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$802k		12k	64.50	View chart
Bny Mellon Etf Trust Ii Concentrated Grw (BKCG)	0.2	$753k		20k	37.30	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.2	$746k		4.9k	152.18	View chart
Wal-Mart Stores (WMT)	0.2	$744k	-3%	6.6k	113.26	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$709k	+6%	7.6k	93.38	View chart
Fortinet (FTNT)	0.2	$709k	NEW	4.6k	153.62	View chart
Exxon Mobil Corporation (XOM)	0.2	$650k		4.8k	136.72	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$619k		1.2k	522.39	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.2	$614k		11k	53.61	View chart
Cisco Systems (CSCO)	0.2	$613k		5.2k	117.46	View chart
Oracle Corporation (ORCL)	0.2	$602k		4.1k	146.55	View chart
Amgen (AMGN)	0.2	$585k		1.6k	362.12	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.2	$563k	+10%	3.5k	158.66	View chart
CSX Corporation (CSX)	0.2	$539k		11k	47.53	View chart
Coca-Cola Company (KO)	0.2	$537k		6.6k	81.27	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.2	$536k		7.1k	75.88	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.2	$521k		5.4k	96.56	View chart
Ford Motor Company (F)	0.2	$511k	+3%	37k	13.90	View chart
Ge Aerospace Com New (GE)	0.2	$509k	-14%	1.4k	373.73	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$487k		5.0k	98.30	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$474k		3.2k	148.31	View chart
Home Depot (HD)	0.1	$470k		1.3k	352.72	View chart
Texas Instruments Incorporated (TXN)	0.1	$462k		1.5k	298.07	View chart
DTE Energy Company (DTE)	0.1	$426k		2.8k	152.37	View chart
NVIDIA Corporation (NVDA)	0.1	$417k	-10%	2.1k	200.09	View chart
Cummins (CMI)	0.1	$409k		574.00	713.21	View chart
At&t (T)	0.1	$399k		19k	20.70	View chart
Ge Vernova (GEV)	0.1	$398k	-14%	339.00	1174.86	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$381k	-2%	3.7k	103.88	View chart
Merck & Co (MRK)	0.1	$376k		2.9k	128.50	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$376k	-97%	5.0k	75.51	View chart
Raytheon Technologies Corp (RTX)	0.1	$366k	NEW	1.9k	189.73	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$361k		1.0k	357.37	View chart
Procter & Gamble Company (PG)	0.1	$353k	+16%	2.4k	146.64	View chart
Lockheed Martin Corporation (LMT)	0.1	$349k	+3%	685.00	509.46	View chart
Mastercard Incorporated Cl A (MA)	0.1	$348k		678.00	513.60	View chart
Amazon (AMZN)	0.1	$348k	-6%	1.5k	238.34	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$329k	-9%	502.00	655.89	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$327k		653.00	500.39	View chart
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)	0.1	$323k		4.4k	72.69	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$322k		2.8k	117.02	View chart
Canadian Natl Ry (CNI)	0.1	$309k		2.6k	119.24	View chart
AFLAC Incorporated (AFL)	0.1	$306k		2.6k	117.23	View chart
Cintas Corporation (CTAS)	0.1	$306k		1.8k	170.08	View chart
Eaton Corp SHS (ETN)	0.1	$303k	-2%	711.00	426.12	View chart
Abbvie (ABBV)	0.1	$296k	-6%	1.2k	251.75	View chart
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)	0.1	$292k		2.4k	122.01	View chart
Southern Company (SO)	0.1	$292k		3.1k	95.70	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$290k	+397%	3.3k	87.91	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$268k	-11%	14k	19.53	View chart
Visa Com Cl A (V)	0.1	$264k	+15%	769.00	343.09	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$262k		3.5k	75.78	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$257k		2.9k	87.88	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$250k		1.3k	190.19	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$247k		3.7k	67.02	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$241k	-2%	12k	19.61	View chart
Altria (MO)	0.1	$241k	NEW	3.3k	71.95	View chart
Eli Lilly & Co. (LLY)	0.1	$239k	NEW	199.00	1199.43	View chart
Bank of America Corporation (BAC)	0.1	$228k	NEW	4.0k	56.98	View chart
Trinet (TNET)	0.1	$208k	NEW	4.2k	49.49	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.1	$206k		22k	9.57	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$205k		4.1k	49.78	View chart

Past Filings by Kaydan Wealth Management

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

Kaydan Wealth Management 2026 Q2 filed July 24, 2026
Kaydan Wealth Management 2026 Q1 filed April 29, 2026
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

View all past filings

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