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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, IEF, RSP, and represent 41.12% of Kaydan Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SH (+$15M), IJH, ETN, COP, FTSM, OEF, IEFA, SMH, V, IWM.
Started 5 new stock positions in SMH, ETN, COP, V, SH.
Reduced shares in these 10 stocks: IAU (-$22M), VEA (-$15M), ITOT (-$14M), IEF (-$7.3M), QQQ, , GM, , RTX, SHY.
Sold out of its positions in BAC, FTCS, FTNT, QQQ, SHY, SLV, RTX, TNET.
Kaydan Wealth Management was a net seller of stock by $-48M.
Kaydan Wealth Management has $299M in assets under management (AUM), dropping by -13.45%.
Central Index Key (CIK): 0001964532

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Portfolio Holdings for Kaydan Wealth Management

Kaydan Wealth Management holds 109 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	10.9	$33M		166k	196.20	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	9.5	$28M	-34%	443k	64.08	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	8.4	$25M		420k	59.78	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	6.2	$19M	-28%	194k	95.44	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	6.2	$18M		96k	191.92	View chart
Ishares Gold Tr Ishares New (IAU)	5.2	$16M	-58%	178k	88.16	View chart
Proshares Tr Short S&p 500 Ne (SH)	4.9	$15M	NEW	388k	37.93	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	4.9	$15M	-48%	103k	142.43	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	4.3	$13M		148k	86.69	View chart
First Tr Exchange-traded A Com Shs (FTA)	2.7	$8.2M		89k	92.35	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.2	$6.4M	+4%	95k	67.53	View chart
Ishares Tr S&p 100 Etf (OEF)	2.0	$5.9M	+4%	19k	318.07	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.8	$5.3M	+4%	58k	90.53	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.7	$5.2M		16k	320.80	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.4	$4.2M	+3%	17k	248.00	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.4	$4.2M		20k	215.06	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$4.2M	+2%	6.4k	653.20	View chart
First Tr Exchange-traded SHS (FVD)	1.4	$4.0M	+2%	86k	47.03	View chart
Vanguard Index Fds Growth Etf (VUG)	1.3	$3.9M		8.9k	436.79	View chart
Raymond James Financial (RJF)	1.0	$3.1M		21k	144.79	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.9	$2.8M		30k	93.66	View chart
Apple (AAPL)	0.9	$2.6M	+3%	10k	253.80	View chart
Ishares Tr Select Divid Etf (DVY)	0.8	$2.5M		16k	151.41	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$2.3M		21k	113.11	View chart
Microsoft Corporation (MSFT)	0.7	$2.0M	+3%	5.4k	370.19	View chart
Stryker Corporation (SYK)	0.6	$1.9M		5.7k	328.59	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.5	$1.5M		12k	128.24	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.5	$1.5M		9.3k	158.45	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$1.4M		15k	92.74	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.4	$1.3M	+2%	20k	68.28	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$1.3M		7.2k	181.42	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.4	$1.3M		11k	121.93	View chart
General Motors Company (GM)	0.4	$1.3M	-33%	17k	74.50	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$1.3M	+7%	16k	77.11	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.2M		4.2k	294.16	View chart
Oshkosh Corporation (OSK)	0.4	$1.2M		8.0k	147.21	View chart
Caterpillar (CAT)	0.4	$1.2M		1.6k	708.46	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$1.2M		8.7k	132.90	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.3	$1.0M		20k	52.54	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.3	$1.0M		22k	47.53	View chart
Deere & Company (DE)	0.3	$1.0M		1.8k	563.30	View chart
Dbx Etf Tr Xtrack Msci All (DBAW)	0.3	$1000k		23k	42.69	View chart
Flexshares Tr Qlt Div Def Idx (QDEF)	0.3	$920k		12k	79.82	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$880k		2.1k	426.40	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$856k	+6%	12k	69.75	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$852k		8.8k	96.70	View chart
Wal-Mart Stores (WMT)	0.3	$842k		6.8k	124.28	View chart
Exxon Mobil Corporation (XOM)	0.3	$807k	+6%	4.8k	169.66	View chart
Ishares Tr U S Equity Factr (LRGF)	0.3	$794k	-2%	12k	66.00	View chart
Johnson & Johnson (JNJ)	0.3	$778k	+4%	3.2k	244.46	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.3	$762k		8.5k	89.33	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.3	$752k		1.2k	616.76	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$736k	+8%	2.6k	286.86	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$730k	+4%	5.0k	145.94	View chart
Bny Mellon Etf Trust Ii Concentrated Grw (BKCG)	0.2	$686k		20k	33.97	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.2	$686k	+18%	17k	39.43	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$630k	+25%	7.1k	88.46	View chart
Oracle Corporation (ORCL)	0.2	$607k		4.1k	147.11	View chart
Amgen (AMGN)	0.2	$569k		1.6k	351.85	View chart
At&t (T)	0.2	$557k	+6%	19k	28.99	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$554k	+4%	11k	49.37	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$554k	-7%	12k	45.26	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$548k		1.2k	463.19	View chart
Coca-Cola Company (KO)	0.2	$503k		6.6k	76.05	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$472k	+7%	3.2k	146.61	View chart
CSX Corporation (CSX)	0.2	$466k		11k	41.05	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.2	$450k		5.4k	83.43	View chart
Ge Aerospace Com New (GE)	0.2	$450k		1.6k	283.77	View chart
Home Depot (HD)	0.1	$444k	+2%	1.4k	328.93	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$434k		7.2k	60.44	View chart
DTE Energy Company (DTE)	0.1	$409k		2.8k	146.22	View chart
Ford Motor Company (F)	0.1	$409k		35k	11.54	View chart
Cisco Systems (CSCO)	0.1	$405k	+3%	5.2k	77.59	View chart
NVIDIA Corporation (NVDA)	0.1	$404k	+36%	2.3k	174.40	View chart
Lockheed Martin Corporation (LMT)	0.1	$398k		659.00	604.39	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$395k		3.2k	124.31	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$390k		5.0k	78.77	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$367k		3.8k	97.13	View chart
Merck & Co (MRK)	0.1	$352k		2.9k	120.29	View chart
Ge Vernova (GEV)	0.1	$345k		395.00	872.90	View chart
Mastercard Incorporated Cl A (MA)	0.1	$343k	+2%	687.00	499.66	View chart
Amazon (AMZN)	0.1	$325k	+23%	1.6k	208.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$313k		653.00	479.20	View chart
Cummins (CMI)	0.1	$309k		574.00	538.02	View chart
Cintas Corporation (CTAS)	0.1	$304k		1.8k	169.14	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$301k		15k	19.53	View chart
Procter & Gamble Company (PG)	0.1	$298k	+3%	2.1k	144.44	View chart
Texas Instruments Incorporated (TXN)	0.1	$295k		1.5k	194.14	View chart
Southern Company (SO)	0.1	$295k		3.1k	96.51	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$289k	+4%	1.0k	287.56	View chart
AFLAC Incorporated (AFL)	0.1	$286k		2.6k	109.69	View chart
Abbvie (ABBV)	0.1	$274k	+8%	1.3k	217.41	View chart
Canadian Natl Ry (CNI)	0.1	$266k		2.6k	102.77	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$263k		2.8k	95.48	View chart
Eaton Corp SHS (ETN)	0.1	$260k	NEW	726.00	357.67	View chart
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)	0.1	$253k		4.4k	56.96	View chart
ConocoPhillips (COP)	0.1	$252k	NEW	1.9k	132.00	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$246k		13k	19.63	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$244k		663.00	367.44	View chart
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)	0.1	$236k		2.4k	98.53	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$232k		3.5k	67.22	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$227k		3.7k	61.65	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$226k		3.0k	76.54	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$220k		1.3k	168.85	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$212k	NEW	552.00	383.40	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$206k		4.1k	49.81	View chart
Abbott Laboratories (ABT)	0.1	$205k	+3%	2.0k	102.69	View chart
Visa Com Cl A (V)	0.1	$201k	NEW	664.00	302.24	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.1	$185k		22k	8.62	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 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
Kaydan Wealth Management 2022 Q2 filed Feb. 24, 2023

View all past filings

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