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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, IWM, VTI, RSP, ITOT, and represent 41.11% of Kaydan Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VGIT (+$7.4M), VTI (+$7.1M), GLD (+$6.8M), IWM (+$6.5M), NSC, XOM, T, COP, DELL, PM.
Started 8 new stock positions in DELL, PM, GLD, VGIT, XOM, NSC, COP, GTOP.
Reduced shares in these 10 stocks: EEM (-$16M), VEA (-$16M), IEF (-$11M), FTSM (-$7.9M), TLT (-$5.4M), VTV, , RSP, IVV, OEF.
Sold out of its positions in Exxon Mobil Corporation, LMBS, BSCR, EEM, TLT, IEF, SO.
Kaydan Wealth Management was a net seller of stock by $-34M.
Kaydan Wealth Management has $291M in assets under management (AUM), dropping by -11.20%.
Central Index Key (CIK): 0001964532

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Portfolio Holdings for Kaydan Wealth Management

Kaydan Wealth Management holds 116 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Mrngstr Val Etf (VTV)	12.4	$36M	-2%	167k	216.08	View chart
Ishares Tr Russell 2000 Etf (IWM)	8.9	$26M	+33%	94k	277.89	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	7.1	$21M	+51%	56k	374.24	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	6.8	$20M	-2%	95k	208.02	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	5.8	$17M	-2%	102k	166.28	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	5.7	$17M	-32%	280k	59.51	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.5	$16M	-49%	228k	70.61	View chart
First Tr Exchange-traded A Com Shs (FTA)	2.8	$8.1M	-2%	85k	95.30	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	2.5	$7.4M	NEW	130k	56.66	View chart
Ishares Tr S&p 100 Etf (OEF)	2.3	$6.8M	-5%	18k	382.10	View chart
Spdr Gold Tr Gold Shs (GLD)	2.3	$6.8M	NEW	18k	380.84	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.3	$6.6M	-5%	92k	71.95	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.9	$5.5M	-4%	57k	96.88	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.6	$4.8M	-2%	6.5k	739.78	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	1.6	$4.7M	-2%	52k	90.11	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$4.6M	-8%	6.0k	765.87	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.5	$4.4M	-4%	19k	233.31	View chart
First Tr Exchange-traded SHS (FVD)	1.3	$3.7M	-9%	79k	46.91	View chart
Apple (AAPL)	1.2	$3.4M	-3%	10k	333.04	View chart
Raymond James Financial (RJF)	1.1	$3.3M		21k	158.02	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	1.1	$3.1M	-8%	27k	112.82	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.0	$3.0M		21k	142.26	View chart
Microsoft Corporation (MSFT)	0.9	$2.6M		5.1k	512.90	View chart
Ishares Tr Select Divid Etf (DVY)	0.8	$2.4M	-4%	16k	152.07	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$1.9M		7.2k	264.90	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.6	$1.7M		9.3k	185.40	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.6	$1.6M		12k	134.89	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$1.5M	-4%	18k	84.96	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.5	$1.4M	-16%	7.1k	195.75	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.5	$1.4M		10k	132.60	View chart
JPMorgan Chase & Co. (JPM)	0.5	$1.4M		4.2k	330.83	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.5	$1.3M	-4%	14k	97.44	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.5	$1.3M	-14%	17k	78.29	View chart
Caterpillar (CAT)	0.5	$1.3M		1.7k	810.79	View chart
General Motors Company (GM)	0.4	$1.2M	-2%	16k	77.00	View chart
Deere & Company (DE)	0.4	$1.2M		1.8k	671.55	View chart
Stryker Corporation (SYK)	0.4	$1.1M		4.1k	275.39	View chart
Dbx Etf Tr Xtrack Msci All (DBAW)	0.4	$1.1M		23k	47.66	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.4	$1.1M	-6%	20k	54.43	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.4	$1.1M		20k	53.95	View chart
Oshkosh Corporation (OSK)	0.4	$1.0M		8.0k	128.82	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$970k	-4%	12k	81.16	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$962k	-5%	10k	93.86	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$952k	-7%	7.6k	125.26	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$931k		8.8k	105.71	View chart
Ishares Tr U S Equity Factr (LRGF)	0.3	$908k	-3%	12k	77.85	View chart
Flexshares Tr Nrtrn Tr Qlty Dv (QDEF)	0.3	$904k	-14%	10k	88.98	View chart
Johnson & Johnson (JNJ)	0.3	$879k		3.3k	264.76	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.3	$845k		8.7k	97.20	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.3	$830k		13k	65.86	View chart
At&t (T)	0.3	$812k	+72%	33k	24.40	View chart
Fortinet (FTNT)	0.3	$798k	-3%	4.5k	178.76	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.3	$791k	+2%	20k	40.58	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.3	$759k	-2%	1.2k	656.71	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.3	$735k	+2%	7.8k	94.42	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$729k	-13%	2.1k	340.74	View chart
Wal-Mart Stores (WMT)	0.2	$683k		6.6k	103.92	View chart
Amgen (AMGN)	0.2	$674k		1.6k	421.51	View chart
Bny Mellon Etf Trust Ii Concentrated Grw (BKCG)	0.2	$653k	-17%	17k	39.43	View chart
Norfolk Southern (NSC)	0.2	$641k	NEW	2.1k	309.00	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.2	$621k		12k	53.40	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$602k		1.2k	508.55	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.2	$591k	-17%	4.0k	146.48	View chart
Coca-Cola Company (KO)	0.2	$588k	+3%	6.8k	86.09	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.2	$577k	-3%	3.4k	168.42	View chart
Oracle Corporation (ORCL)	0.2	$558k		4.1k	137.30	View chart
CSX Corporation (CSX)	0.2	$528k		11k	46.51	View chart
Cisco Systems (CSCO)	0.2	$513k	-8%	4.8k	107.63	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.2	$503k	-2%	6.9k	73.39	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.2	$497k	-2%	5.3k	94.48	View chart
Merck & Co (MRK)	0.1	$433k		3.0k	145.31	View chart
NVIDIA Corporation (NVDA)	0.1	$432k	-9%	1.9k	228.38	View chart
Texas Instruments Incorporated (TXN)	0.1	$427k		1.5k	280.09	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$400k	+4%	3.8k	103.89	View chart
Ford Motor Company (F)	0.1	$396k	-10%	33k	12.06	View chart
Raytheon Technologies Corp (RTX)	0.1	$390k	+8%	2.1k	185.65	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$388k	-10%	2.9k	136.04	View chart
Mastercard Incorporated Cl A (MA)	0.1	$381k		691.00	551.47	View chart
Home Depot (HD)	0.1	$375k		1.3k	284.49	View chart
Procter & Gamble Company (PG)	0.1	$370k	+5%	2.5k	145.28	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.1	$363k	NEW	2.2k	162.75	View chart
Ge Aerospace Com New (GE)	0.1	$357k	-15%	1.1k	312.29	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$352k	-24%	3.8k	93.89	View chart
Cintas Corporation (CTAS)	0.1	$350k		1.8k	195.06	View chart
Amazon (AMZN)	0.1	$348k	-4%	1.4k	249.15	View chart
Lockheed Martin Corporation (LMT)	0.1	$346k		679.00	509.25	View chart
DTE Energy Company (DTE)	0.1	$341k		2.8k	121.80	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$328k	-5%	952.00	344.08	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$322k		2.8k	116.97	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$317k	-2%	636.00	497.95	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$317k	+3%	520.00	609.00	View chart
Eaton Corp SHS (ETN)	0.1	$314k	+2%	730.00	429.71	View chart
Canadian Natl Ry (CNI)	0.1	$308k		2.6k	118.90	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$304k	-21%	3.9k	78.10	View chart
Cummins (CMI)	0.1	$294k		569.00	516.57	View chart
AFLAC Incorporated (AFL)	0.1	$291k		2.6k	111.81	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$287k	+3%	1.4k	210.53	View chart
Ge Vernova (GEV)	0.1	$271k	-15%	285.00	950.49	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$263k		3.7k	71.57	View chart
Trinet (TNET)	0.1	$263k		4.2k	62.54	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$258k		2.9k	89.76	View chart
Abbvie (ABBV)	0.1	$258k	-16%	985.00	261.82	View chart
Eli Lilly & Co. (LLY)	0.1	$249k	+8%	215.00	1157.08	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$247k		3.5k	71.64	View chart
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)	0.1	$245k	-11%	3.9k	62.47	View chart
Visa Com Cl A (V)	0.1	$244k	-11%	679.00	359.33	View chart
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)	0.1	$243k	-15%	2.0k	120.11	View chart
Altria (MO)	0.1	$239k	+6%	3.5k	67.34	View chart
ConocoPhillips (COP)	0.1	$230k	NEW	1.8k	125.15	View chart
Bank of America Corporation (BAC)	0.1	$224k	+2%	4.1k	54.43	View chart
Dell Technologies CL C (DELL)	0.1	$217k	NEW	403.00	537.95	View chart
Vanguard World Mrngstr Mega Cap (MGK)	0.1	$216k	-29%	2.3k	92.65	View chart
Philip Morris International (PM)	0.1	$214k	NEW	1.1k	190.82	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$205k	-23%	11k	19.52	View chart
Goldman Sachs Etf Tr Techn Oppor Etf (GTOP)	0.1	$203k	NEW	4.0k	51.25	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.1	$202k		22k	9.40	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 Q3 filed Oct. 8, 2026
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

View all past filings

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